style: 汇总区卡片1x9横排三组+竖线分隔

- 9卡片flex横排, 分3组(淡蓝/淡黄/淡绿), 竖线分隔
- 卡片标题改为深灰色
- 版本号 v1.2.0.37

backend/routes.py

@@ -1093,6 +1093,7 @@ def _aggregate_monthly_from_json(conn, table, tenants):
     _year = date.today().year
     months = [f"{_year}-{m:02d}" for m in range(1, 13)]
     rev, gross, payment, cost, paid = [0]*12, [0]*12, [0]*12, [0]*12, [0]*12
+    sign_monthly = [0]*12
     sign_total = 0
     sign_cnt = 0
 
@@ -1103,6 +1104,10 @@ def _aggregate_monthly_from_json(conn, table, tenants):
             if sm.startswith(str(_year)):
                 sign_total += float(pf.get("sign_amount") or 0)
                 sign_cnt += 1
+                # 签单按月拆分
+                sm7 = sm[:7]
+                if sm7 in months:
+                    sign_monthly[months.index(sm7)] += float(pf.get("sign_amount") or 0)
             try:
                 bd = json.loads(pf.get("budget_data") or "[]")
             except:
@@ -1130,6 +1135,7 @@ def _aggregate_monthly_from_json(conn, table, tenants):
         "rev": rev, "gross": gross, "payment": payment, "cost": cost, "paid": paid,
         "cashflow": [payment[i] - paid[i] for i in range(12)],
         "sign_total": sign_total, "sign_cnt": sign_cnt,
+        "sign_monthly": sign_monthly,
     }
 
 
@@ -1181,6 +1187,7 @@ def _build_overview_result(agg, exp_amount, exp_incurred):
     # 项目经营详情
     project = {
         "sign": agg["sign_total"],
+        "sign_monthly": agg["sign_monthly"],
         "revenue": rev,
         "gross": gross,
         "cost": cost,
@@ -1218,7 +1225,7 @@ def overview_plan_quarterly():
     conn.close()
     # Convert monthly to quarterly
     result = _build_overview_result(agg, exp_amount, exp_incurred)
-    for key in ["revenue","gross","payment","cost","paid","cashflow"]:
+    for key in ["sign_monthly","revenue","gross","payment","cost","paid","cashflow"]:
         result["project"][key] = _quarterly_from_monthly(result["project"][key])
     result["dept"]["project_gross"] = _quarterly_from_monthly(result["dept"]["project_gross"])
     result["dept"]["dept_expense"] = _quarterly_from_monthly(result["dept"]["dept_expense"])
@@ -1247,7 +1254,7 @@ def overview_finance_quarterly():
     exp_amount, exp_incurred = _aggregate_expenses(conn, "expense_records", OVERVIEW_TENANTS)
     conn.close()
     result = _build_overview_result(agg, exp_amount, exp_incurred)
-    for key in ["revenue","gross","payment","cost","paid","cashflow"]:
+    for key in ["sign_monthly","revenue","gross","payment","cost","paid","cashflow"]:
         result["project"][key] = _quarterly_from_monthly(result["project"][key])
     result["dept"]["project_gross"] = _quarterly_from_monthly(result["dept"]["project_gross"])
     result["dept"]["dept_expense"] = _quarterly_from_monthly(result["dept"]["dept_expense"])

static/modules/finance.js

@@ -1,7 +1,7 @@
 // finance.js — 经营管理（财务）模块
 
 const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")}`;
-const moneyWan = (v) => `${(Number(v || 0) / 10000).toFixed(1)} 万`;
+const moneyWan = (v) => `${(Number(v || 0) / 10000).toFixed(0)} 万`;
 
 function renderFinance() {
   const pfs = state.data.projectFinances || [];
@@ -124,7 +124,7 @@ function renderFinance() {
     </div>`}
     ${finFilterTabs}
     ${state.finFilter !== 'expense' && state.finFilter !== 'overview' && state.finFilter !== 'quarterlyOverview' ? '' : ''}
-    <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-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
+    <div 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-6xl 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-600 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
     <button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
     <button class="finance-tab" data-tab="revpay" onclick="switchFinanceTab('revpay')"><i data-lucide="dollar-sign" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>确收与回款</button>
@@ -253,18 +253,6 @@ function renderFinance() {
         return `<div id="financeExpense"></div>`;
       }
       const isUnsigned = false;
-      const METRIC_CARDS = [
-        { label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
-        { label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
-        { label: '待回款', hideUnsigned: true, value: ctx => { const v = ctx.sumRev - ctx.sumPay; return { val: v < 0 ? '超额回款 ' + moneyWan(Math.abs(v)) : moneyWan(v), cls: v > 0 ? 'text-red-600' : v < 0 ? 'text-green-600' : 'text-slate-400' }; }, color: null },
-        { label: '毛利', value: ctx => moneyWan(ctx.sumGross), color: 'text-green-700' },
-        { label: '成本（不含平台费用）', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
-        { label: '回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
-        { label: '支出', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPaid), color: 'text-purple-700' },
-        { label: '现金流（回款-支出）', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
-        { label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-        { label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-      ].filter(c => true);
 
       // 列排序（默认按确收金额从高到低）
       if (!state.finSort) state.finSort = { key: 'sig|rev', asc: false };
@@ -297,10 +285,9 @@ function renderFinance() {
         { key: '_expand', label: '' },
         { key: 'client_name', label: '客户' }, { key: 'customer_name', label: '项目名称' }, { key: 'sign_amount', label: '签约金额' },
         { key: 'rev', label: '已确收' }, { key: 'gross', label: '毛利' }, { key: 'gross_rate', label: '毛利率' },
-        { key: 'payment', label: '回款' }, { key: 'pay_rate', label: '回款率' },
-        { key: 'cost', label: '成本' }, { key: 'paid', label: '支出' }, { key: 'paid_rate', label: '付款率' },
+        { key: 'payment', label: '回款' }, { key: 'pending', label: '应收' }, { key: 'pay_rate', label: '回款率' },
+        { key: 'cost', label: '成本' }, { key: 'paid', label: '支出' }, { key: 'payable', label: '应付' }, { key: 'paid_rate', label: '付款率' },
         { key: 'cashflow', label: '现金流' },
-        { key: 'pending', label: '待回款' },
       ];
       const UNSIGNED_COLS = [
         { key: 'client_name', label: '客户' }, { key: 'customer_name', label: '项目名称' }, { key: 'sign_amount', label: '签约金额' },
@@ -309,22 +296,33 @@ function renderFinance() {
       ];
 
       const renderView = (rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, emptyText) => {
-        const ctx = { sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt };
-        const cards = METRIC_CARDS.map(c => {
-          const v = c.value(ctx);
-          return typeof v === 'object' ? [c.label, v.val, v.cls] : [c.label, v, c.color];
-        });
+        const receivable = sumRev - sumPay;
+        const payable = sumCost - sumPaid;
+        const cashflow = sumPay - sumPaid;
+        const netAsset = receivable - payable;
+        const m = moneyWan;
+        const rows_data = [
+          ['签约金额', m(signTotal), '∑签约金额'],
+          ['确收金额', m(sumRev), '∑确收金额'],
+          ['毛利', m(sumGross), '∑毛利'],
+          ['回款', m(sumPay), '∑回款金额'],
+          ['支出', m(sumPaid), '∑支出金额'],
+          ['现金流', m(cashflow), '回款 − 支出'],
+          ['应收', m(receivable), '确收 − 回款'],
+          ['应付', m(payable), '成本 − 支出'],
+          ['往来余额', m(netAsset), '应收 − 应付'],
+        ];
+        const cardHtml = (r, i) => '<div class="card px-2 py-1.5 text-center flex-1" style="background:' + (['#eff6ff','#eff6ff','#eff6ff','#fef3c7','#fef3c7','#fef3c7','#fef9c3','#fef9c3','#fef9c3'][i] || '#fff') + '"><div class="text-xs text-slate-600">' + r[0] + '</div><div class="text-sm font-semibold text-slate-800">' + r[1] + '</div></div>';
+        const fs = '<div class="flex gap-1 items-stretch py-2">' + cardHtml(rows_data[0],0) + cardHtml(rows_data[1],1) + cardHtml(rows_data[2],2) + '<span class="w-px bg-slate-200 mx-1 self-stretch"></span>' + cardHtml(rows_data[3],3) + cardHtml(rows_data[4],4) + cardHtml(rows_data[5],5) + '<span class="w-px bg-slate-200 mx-1 self-stretch"></span>' + cardHtml(rows_data[6],6) + cardHtml(rows_data[7],7) + cardHtml(rows_data[8],8) + '</div>';
         const thead = isUnsigned ? buildThead(UNSIGNED_COLS, 'uns') : buildThead(SIGNED_COLS, 'sig');
-        const theadCols = isUnsigned ? 6 : 12;
-        const tbody = rows.length ? `<tbody style="line-height:1.37">${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-400">${emptyText}</td></tr>`;
-
-        const cardGrid = isUnsigned ? 'grid-cols-4' : 'grid-cols-5';
+        const theadCols = isUnsigned ? 6 : 15;
+        const tbody = rows.length ? `<tbody style="line-height:1.37">${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-700">${emptyText}</td></tr>`;
         const subtitle = isUnsigned
           ? '合同 → 毛利 → 成本 → 项目利润'
-          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 支出 → 现金流 → 执行率 → 毛利率 → 回款率 → 付款率';
-        return `<div class="grid ${cardGrid} gap-1.5 mb-1.5">${cards.map(([l, v, c]) => '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">' + l + '</span> <strong class="text-base ' + c + '">' + v + '</strong></div>').join("")}</div>` +
-               `${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
-               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
+          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 支出 → 现金流';
+        return `${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
+               card(fs, "px-4 py-2") +
+               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-600 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
       };
 
       const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
@@ -335,12 +333,15 @@ function renderFinance() {
         const payRCls = payRVal === null ? '' : payRVal < 30 ? 'text-red-600' : payRVal < 80 ? 'text-amber-600' : 'text-green-600';
         const payR = payRVal !== null ? '<span class="' + payRCls + ' font-semibold">' + payRVal + '%</span>' : '<span class="text-slate-300">—</span>';
         const paidR = cost && paid ? Math.round(paid / cost * 100) + '%' : '<span class="text-slate-300">—</span>';
+        const payable = cost - paid;
+        const payableCls = payable > 0 ? 'text-rose-600' : payable < 0 ? 'text-green-600' : 'text-slate-700';
+        const payableVal = payable ? (payable > 0 ? '+' : '') + money(payable) : '<span class="text-slate-300">—</span>';
         const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
                 const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
         const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
         const pending = rev - payment;
-        const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-400';
-        const pendingVal = pending ? money(pending) : '<span class="text-slate-300">—</span>';
+        const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-700';
+        const pendingVal = pending ? (pending > 0 ? '+' : '') + money(pending) : '<span class="text-slate-300">—</span>';
         var budgetArr = [];
         var expenseArr = [];
         try { budgetArr = JSON.parse(pf.budget_data || "[]"); } catch(e) {}
@@ -361,9 +362,9 @@ function renderFinance() {
           var bRev = parseFloat(b.rev || 0), bGross = parseFloat(b.gross || 0), bPay = parseFloat(b.payment || 0);
           var eCost = parseFloat(exp.cost || 0), ePaid = parseFloat(exp.paid || 0);
           var bCf = bPay - ePaid;
-          return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
+          return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-600">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
         }).join('');
-        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();finToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="fin_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm  font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center  text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center  align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center  text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center  align-middle text-sm">${payR}</td><td class="px-2 py-px text-center  text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center  text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center  align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td></tr><tr class="hidden" id="fin_expand_${pf.id}"><td colspan="14"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-400">待回款</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
+        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();finToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="fin_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm  font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center  text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center  align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center  text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td><td class="px-2 py-px text-center  align-middle text-sm">${payR}</td><td class="px-2 py-px text-center  text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center  text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${payableCls}">${payableVal}</td><td class="px-2 py-px text-center  align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td></tr><tr class="hidden" id="fin_expand_${pf.id}"><td colspan="15"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">月份</th><th class="px-2 py-1 text-center text-xs text-slate-600">确收</th><th class="px-2 py-1 text-center text-xs text-slate-600">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">成本</th><th class="px-2 py-1 text-center text-xs text-slate-600">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-600">应收</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
       };
       // 待签约简版行
       const tdRowUnsigned = (pf, cost, gross) => {
@@ -615,7 +616,7 @@ window.addTaskRow = (taskMonth = '', taskType = '', taskCount = '', executedCoun
   const isPreset = TASK_TYPES.includes(taskType);
   const typeCell = isPreset || !taskType
     ? `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}<option value="__custom__" ${!isPreset && taskType ? 'selected' : ''}>自定义...</option></select>`
-    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-700 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
   row.innerHTML = `<td><select name="task_month[]" class="form-ctrl form-ctrl-sm w-full">${taskMonthOptions(taskMonth || defaultMonth)}</select></td>
     <td class="flex items-center">${typeCell}</td>
     <td><input name="task_count[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${taskCount}" oninput="updateTaskDiff(this)"></td>
@@ -677,7 +678,7 @@ window.onTaskTypeChange = (sel) => {
   if (sel.value !== '__custom__') return;
   const td = sel.parentElement;
   const oldVal = sel.value;
-  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-700 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
   if (window.lucide) window.lucide.createIcons();
   td.querySelector('input').focus();
 };
@@ -741,7 +742,7 @@ async function loadFinFollowups(pfId) {
     const fups = await api(`/api/followups/project_finance/${pfId}`);
     list.innerHTML = fups.length
       ? fups.map(f => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${esc(f.follower)} · ${esc(f.follow_up_method)}</span><span>${esc(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" type="button" onclick="deleteFinFollowup(event, ${f.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")
-      : '<p class="text-sm text-slate-400 py-4 text-center">暂无跟进记录</p>';
+      : '<p class="text-sm text-slate-700 py-4 text-center">暂无跟进记录</p>';
     if (window.lucide) window.lucide.createIcons();
     list.querySelectorAll(".rich-content").forEach(el => {
       const html = el.dataset.html;
@@ -1085,9 +1086,9 @@ function renderFinanceOverview() {
     cfCard +
     card('<h3 class="text-base font-bold text-slate-700 mb-3">项目经营详情 <span class="text-sm text-slate-500 font-normal ml-3">所有项目产生的签单，确收，毛利，回款，当期成本，当期流出，现金流</span></h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead>' + thead + '</thead><tbody>' + tbody + '</tbody></table></div>', 'p-4') +
     '<div class="grid grid-cols-3 gap-2.5">' +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartSign"></canvas></div>', 'p-4') +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartRev"></canvas></div>', 'p-4') +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与支出</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartCash"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartSign"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartRev"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与支出</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="finChartCash"></canvas></div>', 'p-4') +
     '</div></div>';
 
   if (window.lucide) window.lucide.createIcons();
@@ -1126,9 +1127,9 @@ function renderFinanceQuarterlyOverview() {
   }
   var thead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q1</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q2</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q3</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q4</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q2</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q3</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q4</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
   thead += '</tr>';
   var qoq = function(cur, prev) { if (!prev) return '<span class="text-slate-300">—</span>'; var pct = Math.round((cur - prev) / prev * 100); var cls = pct >= 0 ? 'text-green-600' : 'text-red-600'; var sign = pct >= 0 ? '+' : ''; return '<span class="' + cls + '">' + sign + pct + '%</span>'; };
   var tbody = '';
@@ -1159,7 +1160,7 @@ function renderFinanceQuarterlyOverview() {
   var grossQ = [qData[2][0], qData[2][1], qData[2][2], qData[2][3]];
   var grossAnnual = m.gross_annual || 0;
   var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
-  for (var qi = 0; qi < 4; qi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q' + (qi+1) + '</th>'; if (qi > 0) deptThead += '<th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>'; }
+  for (var qi = 0; qi < 4; qi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q' + (qi+1) + '</th>'; if (qi > 0) deptThead += '<th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>'; }
   deptThead += '</tr>';
   var deptRows = [
     { label: '项目毛利', vals: grossQ, annual: grossAnnual },
@@ -1249,3 +1250,10 @@ function renderOverviewCharts(data) {
     state.finChart4 = new Chart(c4, Object.assign({}, iconf, { data: { labels: labels, datasets: [{ label: "利润", data: data.map(function(x) { return x.gross || 0; }), borderColor: "#6366f1", backgroundColor: "rgba(99,102,241,0.06)", fill: true, tension: 0.3 }] } }));
   }
 };
+
+// ====== 筛选器控制函数 ======
+window.switchFinFilter = (f) => { state.finFilter = f; renderFinance(); };
+window.setFinView = (v) => { state.finView = v; renderFinance(); };
+window.setFinYear = (y) => { state.finYear = parseInt(y); renderFinance(); };
+window.setFinQuarter = (q) => { state.finView = 'quarterly'; state.finQuarter = q; renderFinance(); };
+window.setFinMonth = (m) => { state.finView = 'monthly'; state.finMonth = m; renderFinance(); };

static/modules/overview_finance.js

@@ -57,11 +57,11 @@ function renderFinanceProjectMatrixData(data, container) {
   var vBtns = financeBtnBar('project_matrix');
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
     if (isAllZero(data, tenants, keys.filter(function(k) { return k !== 'sign'; }), mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
@@ -87,7 +87,7 @@ function financeProjectMatrixTbody(data, tenants, mi, keys, labels, mf) {
     var tCls = 'text-slate-700';
     if (ri === 2) tCls = 'text-green-600';
     if (ri === keys.length - 1) tCls = ts >= 0 ? 'text-green-600' : 'text-red-600';
-    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
+    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
     for (var ti = 0; ti < tenants.length; ti++) {
       var cls = 'text-slate-700';
       if (ri === 2) cls = 'text-green-600';
@@ -118,7 +118,7 @@ function renderOverviewFinanceData(data, view) {
   btns.push('<button onclick="setOverviewFinanceView(\'project_matrix\')" class="finance-tab' + (view === 'project_matrix' ? ' active' : '') + '" style="font-size:14px;font-weight:600">项目经营详细报表</button>');
   var viewBtns = '<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:12px">' + btns.join('') + '</div>';
 
-  var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
+  var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   for (var hi = 0; hi < cols; hi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + headers[hi] + '</th>'; }
   deptThead += '</tr>';
 
@@ -130,7 +130,7 @@ function renderOverviewFinanceData(data, view) {
   var deptTbody = '';
   for (var dri = 0; dri < 3; dri++) {
     var dr = deptRows[dri], rowCls = dri === 2 ? 'font-semibold' : '';
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + dr.label + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + dr.label + '</td>';
     var annualCls = dri === 2 ? (dr.annual >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-700';
     rowHtml += '<td class="py-1.5 text-right ' + rowCls + ' ' + annualCls + ' whitespace-nowrap">' + moneyIntL(dr.annual) + '</td>';
     for (var i = 0; i < cols; i++) {
@@ -149,7 +149,7 @@ function renderOverviewFinanceData(data, view) {
   var cfTbody = '';
   for (var cfri = 0; cfri < 3; cfri++) {
     var cfr = cfRows[cfri], cfRowCls = cfri === 2 ? 'font-semibold' : '';
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + cfRowCls + ' text-slate-700 whitespace-nowrap">' + cfr.label + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + cfRowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + cfr.label + '</td>';
     var cAnnualCls = cfri === 2 ? (cfr.annual >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-700';
     rowHtml += '<td class="py-1.5 text-right ' + cfRowCls + ' ' + cAnnualCls + ' whitespace-nowrap">' + moneyIntL(cfr.annual) + '</td>';
     for (var i = 0; i < cols; i++) {
@@ -161,17 +161,17 @@ function renderOverviewFinanceData(data, view) {
   var cfCard = card('<h3 class="text-base font-bold text-slate-700 mb-3">部门现金流 <span class="text-sm text-slate-500 font-normal ml-3">部门现金流=所有项目产生的现金流 - 部门一级因费用产生的现金流出或流入</span></h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead>' + deptThead + '</thead><tbody>' + cfTbody + '</tbody></table></div>', 'p-4');
 
   var LABELS = ['合同金额','确收金额','确收毛利','成本','支出','回款','项目现金流'];
-  var projVals = [p.revenue, p.gross, p.cost, p.paid, p.payment, p.cashflow];
+  var projVals = [p.sign_monthly || [], p.revenue, p.gross, p.cost, p.paid, p.payment, p.cashflow];
   var projAnnual = p.annual;
-  var projThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
+  var projThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   for (var phi = 0; phi < cols; phi++) { projThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + headers[phi] + '</th>'; }
   projThead += '</tr>';
   var projTbody = '';
   for (var ri = 0; ri < 7; ri++) {
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left font-semibold text-slate-700 whitespace-nowrap">' + LABELS[ri] + '</td>';
-    rowHtml += '<td class="py-1.5 text-right font-semibold text-slate-800 whitespace-nowrap">' + (ri === 0 ? moneyIntL(p.sign) : moneyIntL(projAnnual[ri])) + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left font-semibold text-slate-700 whitespace-nowrap" style="min-width:100px">' + LABELS[ri] + '</td>';
+    rowHtml += '<td class="py-1.5 text-right font-semibold text-slate-800 whitespace-nowrap">' + moneyIntL(projAnnual[ri]) + '</td>';
     for (var i = 0; i < cols; i++) {
-      var val = ri === 0 ? 0 : (projVals[ri - 1] ? projVals[ri - 1][i] : 0);
+      var val = projVals[ri] ? (projVals[ri][i] || 0) : 0;
       var cls = 'text-slate-700';
       if (ri === 2) cls = 'text-green-600';
       if (ri === 6) cls = val >= 0 ? 'text-green-600' : 'text-red-600';
@@ -206,7 +206,7 @@ function renderFinanceDeptMatrixData(data, container) {
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
     if (isAllZero(data, tenants, ['project_gross','dept_expense','profit'], mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
     var tb = financeMatrixTbody(data, tenants, mi, ['project_gross','dept_expense','profit'], ['项目毛利','部门费用','利润'], mf);
@@ -235,7 +235,7 @@ function renderFinanceCfMatrixData(data, container) {
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
     if (isAllZero(data, tenants, ['project_cf','dept_cf','bl_cf'], mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
     var tb = financeMatrixTbody(data, tenants, mi, ['project_cf','dept_cf','bl_cf'], ['项目现金流','部门现金流','经营现金流'], mf);
@@ -269,7 +269,7 @@ function financeMatrixTbody(data, tenants, mi, keys, labels, mf) {
       vals.push(v);
     }
     var tCls = ts >= 0 ? 'text-green-600' : 'text-red-600';
-    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
+    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
     for (var ti = 0; ti < tenants.length; ti++) {
       var cls = vals[ti] >= 0 ? 'text-green-600' : 'text-red-600';
       rh += '<td class="py-1.5 text-right text-sm whitespace-nowrap ' + cls + '">' + mf(vals[ti]) + '</td>';

static/modules/overview_plan.js

@@ -45,12 +45,12 @@ function renderProjectMatrixData(data, container) {
   var vBtns = btnBar('project_matrix');
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
     if (isAllZero(data, tenants, keys.filter(function(k) { return k !== 'sign'; }), mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
@@ -76,7 +76,7 @@ function projectMatrixTbody(data, tenants, mi, keys, labels, mf) {
     var tCls = 'text-slate-700';
     if (ri === 2) tCls = 'text-green-600';
     if (ri === keys.length - 1) tCls = ts >= 0 ? 'text-green-600' : 'text-red-600';
-    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
+    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
     for (var ti = 0; ti < tenants.length; ti++) {
       var cls = 'text-slate-700';
       if (ri === 2) cls = 'text-green-600';
@@ -113,7 +113,7 @@ function renderOverviewPlanData(data, view) {
   var viewBtns = '<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:12px">' + btns.join('') + '</div>';
 
   // ====== 部门损益情况 ======
-  var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
+  var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   for (var hi = 0; hi < cols; hi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + headers[hi] + '</th>'; }
   deptThead += '</tr>';
 
@@ -126,7 +126,7 @@ function renderOverviewPlanData(data, view) {
   for (var dri = 0; dri < 3; dri++) {
     var dr = deptRows[dri];
     var rowCls = dri === 2 ? 'font-semibold' : '';
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + dr.label + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + dr.label + '</td>';
     var annualCls = dri === 2 ? (dr.annual >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-700';
     rowHtml += '<td class="py-1.5 text-right ' + rowCls + ' ' + annualCls + ' whitespace-nowrap">' + moneyIntL(dr.annual) + '</td>';
     for (var i = 0; i < cols; i++) {
@@ -147,7 +147,7 @@ function renderOverviewPlanData(data, view) {
   for (var cfri = 0; cfri < 3; cfri++) {
     var cfr = cfRows[cfri];
     var cfRowCls = cfri === 2 ? 'font-semibold' : '';
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + cfRowCls + ' text-slate-700 whitespace-nowrap">' + cfr.label + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + cfRowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + cfr.label + '</td>';
     var cAnnualCls = cfri === 2 ? (cfr.annual >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-700';
     rowHtml += '<td class="py-1.5 text-right ' + cfRowCls + ' ' + cAnnualCls + ' whitespace-nowrap">' + moneyIntL(cfr.annual) + '</td>';
     for (var i = 0; i < cols; i++) {
@@ -160,19 +160,19 @@ function renderOverviewPlanData(data, view) {
 
   // ====== 项目经营详情 ======
   var LABELS = ['合同金额','确收金额','确收毛利','成本','支出','回款','项目现金流'];
-  var projVals = [p.revenue, p.gross, p.cost, p.paid, p.payment, p.cashflow];
+  var projVals = [p.sign_monthly || [], p.revenue, p.gross, p.cost, p.paid, p.payment, p.cashflow];
   var projAnnual = p.annual;
 
-  var projThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
+  var projThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   for (var phi = 0; phi < cols; phi++) { projThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + headers[phi] + '</th>'; }
   projThead += '</tr>';
 
   var projTbody = '';
   for (var ri = 0; ri < 7; ri++) {
-    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left font-semibold text-slate-700 whitespace-nowrap">' + LABELS[ri] + '</td>';
-    rowHtml += '<td class="py-1.5 text-right font-semibold text-slate-800 whitespace-nowrap">' + (ri === 0 ? moneyIntL(p.sign) : moneyIntL(projAnnual[ri])) + '</td>';
+    var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left font-semibold text-slate-700 whitespace-nowrap" style="min-width:100px">' + LABELS[ri] + '</td>';
+    rowHtml += '<td class="py-1.5 text-right font-semibold text-slate-800 whitespace-nowrap">' + moneyIntL(projAnnual[ri]) + '</td>';
     for (var i = 0; i < cols; i++) {
-      var val = ri === 0 ? 0 : (projVals[ri - 1] ? projVals[ri - 1][i] : 0);
+      var val = projVals[ri] ? (projVals[ri][i] || 0) : 0;
       var cls = 'text-slate-700';
       if (ri === 2) cls = 'text-green-600';
       if (ri === 6) cls = val >= 0 ? 'text-green-600' : 'text-red-600';
@@ -208,7 +208,7 @@ function renderDeptMatrixData(data, container) {
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
     if (isAllZero(data, tenants, ['project_gross','dept_expense','profit'], mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
@@ -238,12 +238,12 @@ function renderCfMatrixData(data, container) {
   var vBtns = btnBar('cf_matrix');
   var cards = '';
   for (var mi = 11; mi >= 0; mi--) {
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
     if (isAllZero(data, tenants, ['project_cf','dept_cf','bl_cf'], mi)) continue;
-    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
+    var th = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap" style="min-width:100px">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">月度合计</th>';
     for (var ti = 0; ti < tenants.length; ti++) { th += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">' + sn[ti] + '</th>'; }
     th += '</tr>';
 
@@ -277,7 +277,7 @@ function matrixTbody(data, tenants, mi, keys, labels, mf) {
       vals.push(v);
     }
     var tCls = ts >= 0 ? 'text-green-600' : 'text-red-600';
-    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
+    var rh = '<tr class="border-b border-slate-100 last:border-0"><td class="py-1.5 text-left ' + rowCls + ' text-slate-700 whitespace-nowrap" style="min-width:100px">' + labels[ri] + '</td><td class="py-1.5 text-right font-semibold text-sm whitespace-nowrap ' + tCls + '">' + mf(ts) + '</td>';
     for (var ti = 0; ti < tenants.length; ti++) {
       var cls = vals[ti] >= 0 ? 'text-green-600' : 'text-red-600';
       rh += '<td class="py-1.5 text-right text-sm whitespace-nowrap ' + cls + '">' + mf(vals[ti]) + '</td>';

static/modules/plan.js

@@ -123,7 +123,7 @@ function renderPlan() {
     ${planFilterTabs}
     ${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? '' : (state.planFilter === 'expense' ? '' : '')}
     ${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? '' : ''}
-    <div id="planModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl 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="planModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planDeleteBtn" onclick="deletePlanItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanModal()"><i data-lucide="x"></i></button></div></div>
+    <div id="planModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl 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="planModalTitle">新增项目财务</h3><p class="text-xs text-slate-600 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planDeleteBtn" onclick="deletePlanItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
     <button class="finance-tab active" data-tab="info" onclick="switchPlanTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
     <button class="finance-tab" data-tab="revpay" onclick="switchPlanTab('revpay')"><i data-lucide="dollar-sign" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>确收与回款</button>
@@ -252,18 +252,7 @@ function renderPlan() {
         return `<div id="planExpenseModule"></div>`;
       }
       const isUnsigned = false;
-      const METRIC_CARDS = [
-        { label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
-        { label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
-        { label: '待回款', hideUnsigned: true, value: ctx => { const v = ctx.sumRev - ctx.sumPay; return { val: v < 0 ? '超额回款 ' + moneyWan(Math.abs(v)) : moneyWan(v), cls: v > 0 ? 'text-red-600' : v < 0 ? 'text-green-600' : 'text-slate-400' }; }, color: null },
-        { label: '毛利', value: ctx => moneyWan(ctx.sumGross), color: 'text-green-700' },
-        { label: '当期成本（不含平台费用）', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
-        { label: '回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
-        { label: '当期流出', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPaid), color: 'text-purple-700' },
-        { label: '现金流（回款-支出）', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
-        { label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-        { label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-      ].filter(c => true);
+      
 
       // 列排序（默认按确收金额从高到低）
       if (!state.planSort) state.planSort = { key: 'sig|rev', asc: false };
@@ -306,11 +295,11 @@ function renderPlan() {
         { key: 'gross', label: '毛利' },
         { key: 'gross_rate', label: '毛利率' },
         { key: 'payment', label: '回款' },
+        { key: 'pending', label: '应收' },
         { key: 'pay_rate', label: '回款率' },
         { key: 'cost', label: '当期成本' },
         { key: 'paid', label: '当期流出' },
         { key: 'cashflow', label: '现金流' },
-        { key: 'pending', label: '待回款' },
       ];
       const UNSIGNED_COLS = [
         { key: 'client_name', label: '客户' },
@@ -325,22 +314,33 @@ function renderPlan() {
       ];
 
       const renderView = (rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, emptyText) => {
-        const ctx = { sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt };
-        const cards = METRIC_CARDS.map(c => {
-          const v = c.value(ctx);
-          return typeof v === 'object' ? [c.label, v.val, v.cls] : [c.label, v, c.color];
-        });
+        const receivable = sumRev - sumPay;
+        const payable = sumCost - sumPaid;
+        const cashflow = sumPay - sumPaid;
+        const netAsset = receivable - payable;
+        const m = moneyWan;
+        const rows_data = [
+          ['签约金额', m(signTotal), '∑签约金额'],
+          ['确收金额', m(sumRev), '∑确收金额'],
+          ['毛利', m(sumGross), '∑毛利'],
+          ['回款', m(sumPay), '∑回款金额'],
+          ['支出', m(sumPaid), '∑支出金额'],
+          ['现金流', m(cashflow), '回款 − 支出'],
+          ['应收', m(receivable), '确收 − 回款'],
+          ['应付', m(payable), '成本 − 支出'],
+          ['往来余额', m(netAsset), '应收 − 应付'],
+        ];
+        const cardHtml = (r, i) => '<div class="card px-2 py-1.5 text-center flex-1" style="background:' + (['#eff6ff','#eff6ff','#eff6ff','#fef3c7','#fef3c7','#fef3c7','#fef9c3','#fef9c3','#fef9c3'][i] || '#fff') + '"><div class="text-xs text-slate-600">' + r[0] + '</div><div class="text-sm font-semibold text-slate-800">' + r[1] + '</div></div>';
+        const fs = '<div class="flex gap-1 items-stretch py-2">' + cardHtml(rows_data[0],0) + cardHtml(rows_data[1],1) + cardHtml(rows_data[2],2) + '<span class="w-px bg-slate-200 mx-1 self-stretch"></span>' + cardHtml(rows_data[3],3) + cardHtml(rows_data[4],4) + cardHtml(rows_data[5],5) + '<span class="w-px bg-slate-200 mx-1 self-stretch"></span>' + cardHtml(rows_data[6],6) + cardHtml(rows_data[7],7) + cardHtml(rows_data[8],8) + '</div>';
         const thead = isUnsigned ? buildThead(UNSIGNED_COLS, 'uns') : buildThead(SIGNED_COLS, 'sig');
-        const theadCols = isUnsigned ? 9 : 13;
-        const tbody = rows.length ? `<tbody style="line-height:1.37">${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-400">${emptyText}</td></tr>`;
-
-        const cardGrid = isUnsigned ? 'grid-cols-4' : 'grid-cols-5';
+        const theadCols = isUnsigned ? 9 : 15;
+        const tbody = rows.length ? `<tbody style="line-height:1.37">${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-700">${emptyText}</td></tr>`;
         const subtitle = isUnsigned
           ? '合同 → 毛利 → 成本 → 项目利润'
-          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流';
-        return `<div class="grid ${cardGrid} gap-1.5 mb-1.5">${cards.map(([l, v, c]) => '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">' + l + '</span> <strong class="text-base ' + c + '">' + v + '</strong></div>').join("")}</div>` +
-               `${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
-               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
+          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 支出 → 现金流';
+        return `${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
+               card(fs, "px-4 py-2") +
+               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-600 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
       };
 
       const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
@@ -368,8 +368,8 @@ function renderPlan() {
         const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
         const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
         const pending = rev - payment;
-        const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-400';
-        const pendingVal = pending ? money(pending) : '<span class="text-slate-300">—</span>';
+        const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-700';
+        const pendingVal = pending ? (pending > 0 ? '+' : '') + money(pending) : '<span class="text-slate-300">—</span>';
         var budgetArr = [];
         var expenseArr = [];
         try { budgetArr = JSON.parse(pf.budget_data || "[]"); } catch(e) {}
@@ -390,9 +390,9 @@ function renderPlan() {
           var bRev = parseFloat(b.rev || 0), bGross = parseFloat(b.gross || 0), bPay = parseFloat(b.payment || 0);
           var eCost = parseFloat(exp.cost || 0), ePaid = parseFloat(exp.paid || 0);
           var bCf = bPay - ePaid;
-          return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
+          return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-600">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
         }).join('');
-        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="planOpenPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();planToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="plan_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm  font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center  align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('weight', pf.id, 'weight', pf.weight || '20%', ['20%','40%','60%','80%','100%'])}</td><td class="px-2 py-px text-center  align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('ptype', pf.id, 'project_type', pf.project_type || '待签约', ['待签约','已签约'])}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center  text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center  align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center  text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center  align-middle text-sm">${payR}</td><td class="px-2 py-px text-center  text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center  text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td></tr><tr class="hidden" id="plan_expand_${pf.id}"><td colspan="15"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">当期成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">当期流出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-400">待回款</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
+        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="planOpenPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();planToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="plan_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm  font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center  align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('weight', pf.id, 'weight', pf.weight || '20%', ['20%','40%','60%','80%','100%'])}</td><td class="px-2 py-px text-center  align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('ptype', pf.id, 'project_type', pf.project_type || '待签约', ['待签约','已签约'])}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center  text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center  align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center  align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center  text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td><td class="px-2 py-px text-center  align-middle text-sm">${payR}</td><td class="px-2 py-px text-center  text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center  text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td></tr><tr class="hidden" id="plan_expand_${pf.id}"><td colspan="15"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">月份</th><th class="px-2 py-1 text-center text-xs text-slate-600">确收</th><th class="px-2 py-1 text-center text-xs text-slate-600">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">当期成本</th><th class="px-2 py-1 text-center text-xs text-slate-600">当期流出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-600">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-600">应收</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
       };
       // 待签约简版行
       const tdRowUnsigned = (pf, cost, gross) => {
@@ -659,7 +659,7 @@ window.planAddTaskRow = (taskMonth = '', taskType = '', taskCount = '', executed
   const isPreset = TASK_TYPES.includes(taskType);
   const typeCell = isPreset || !taskType
     ? `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="planOnTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}<option value="__custom__" ${!isPreset && taskType ? 'selected' : ''}>自定义...</option></select>`
-    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="planRevertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-700 p-0 w-5 h-5 ml-1" onclick="planRevertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
   row.innerHTML = `<td><select name="task_month[]" class="form-ctrl form-ctrl-sm w-full">${planTaskMonthOptions(taskMonth || defaultMonth)}</select></td>
     <td class="flex items-center">${typeCell}</td>
     <td><input name="task_count[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${taskCount}" oninput="planUpdateTaskDiff(this)"></td>
@@ -721,7 +721,7 @@ window.planOnTaskTypeChange = (sel) => {
   if (sel.value !== '__custom__') return;
   const td = sel.parentElement;
   const oldVal = sel.value;
-  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="planRevertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-700 p-0 w-5 h-5 ml-1" onclick="planRevertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
   if (window.lucide) window.lucide.createIcons();
   td.querySelector('input').focus();
 };
@@ -785,7 +785,7 @@ async function planLoadFollowups(pfId) {
     const fups = await api(`/api/followups/project_finance/${pfId}`);
     list.innerHTML = fups.length
       ? fups.map(f => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${esc(f.follower)} · ${esc(f.follow_up_method)}</span><span>${esc(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" type="button" onclick="planDeleteFollowup(event, ${f.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")
-      : '<p class="text-sm text-slate-400 py-4 text-center">暂无跟进记录</p>';
+      : '<p class="text-sm text-slate-700 py-4 text-center">暂无跟进记录</p>';
     if (window.lucide) window.lucide.createIcons();
     list.querySelectorAll(".rich-content").forEach(el => {
       const html = el.dataset.html;
@@ -1175,9 +1175,9 @@ function renderPlanOverview() {
     cfCard +
     card('<h3 class="text-base font-bold text-slate-700 mb-3">项目经营详情 <span class="text-sm text-slate-500 font-normal ml-3">所有项目产生的签单，确收，毛利，回款，当期成本，当期流出，现金流</span></h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead>' + thead + '</thead><tbody>' + tbody + '</tbody></table></div>', 'p-4') +
     '<div class="grid grid-cols-3 gap-2.5">' +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartSign"></canvas></div>', 'p-4') +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartRev"></canvas></div>', 'p-4') +
-      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与已付</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartCash"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartSign"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartRev"></canvas></div>', 'p-4') +
+      card('<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与已付</h2><span class="text-xs text-slate-600">2026</span></div><div style="position:relative;height:200px"><canvas id="planChartCash"></canvas></div>', 'p-4') +
     '</div></div>';
 
   if (window.lucide) window.lucide.createIcons();
@@ -1221,9 +1221,9 @@ function renderPlanQuarterlyOverview() {
   }
   var thead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
   thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q1</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q2</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q3</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
-  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q4</th><th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q2</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q3</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
+  thead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q4</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>';
   thead += '</tr>';
   var qoq = function(cur, prev) { if (!prev) return '<span class="text-slate-300">—</span>'; var pct = Math.round((cur - prev) / prev * 100); var cls = pct >= 0 ? 'text-green-600' : 'text-red-600'; var sign = pct >= 0 ? '+' : ''; return '<span class="' + cls + '">' + sign + pct + '%</span>'; };
   var tbody = '';
@@ -1253,7 +1253,7 @@ function renderPlanQuarterlyOverview() {
   var grossQ = [qData[2][0], qData[2][1], qData[2][2], qData[2][3]];
   var grossAnnual = annualSums2.gross;
   var deptThead = '<tr class="border-b border-slate-200"><th class="py-1.5 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
-  for (var qi = 0; qi < 4; qi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q' + (qi+1) + '</th>'; if (qi > 0) deptThead += '<th class="py-1.5 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>'; }
+  for (var qi = 0; qi < 4; qi++) { deptThead += '<th class="py-1.5 text-right font-semibold text-slate-600 whitespace-nowrap">Q' + (qi+1) + '</th>'; if (qi > 0) deptThead += '<th class="py-1.5 text-right font-semibold text-slate-700 whitespace-nowrap">环比</th>'; }
   deptThead += '</tr>';
   var deptRows = [
     { label: '项目毛利', vals: grossQ, annual: grossAnnual },
@@ -1356,3 +1356,11 @@ window.planInlineUpdate = async (pfId, field, value) => {
     toast("更新失败：" + error.message, "error");
   }
 };
+
+// ====== 筛选器控制函数 ======
+window.switchPlanFilter = (f) => { state.planFilter = f; renderPlan(); };
+window.setPlanView = (v) => { state.planView = v; renderPlan(); };
+window.setPlanYear = (y) => { state.planYear = parseInt(y); renderPlan(); };
+window.setPlanQuarter = (q) => { state.planView = 'quarterly'; state.planQuarter = q; renderPlan(); };
+window.setPlanMonth = (m) => { state.planView = 'monthly'; state.planMonth = m; renderPlan(); };
+window.setPlanStatusFilter = (f) => { state.planStatusFilter = f; renderPlan(); };

templates/index.html

@@ -84,7 +84,7 @@
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
       <div class="flex items-center gap-3 w-full">
         <div class="flex-1">
-          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.2.0.29</span></p>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.2.0.37</span></p>
           <div class="flex items-center gap-4 mt-1">
             <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
             <div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">