v2.0.6 — X轴12月(前9+当前+后2) + Y轴万元 + 净利口径=确认收入-人力-费用-采购

v2.0.5 — 财务曲线改为5类对应+月度净利=确认收入-人力成本-费用-外部采购
v2.0.4 — 曲线图默认折叠可展开，明细列表默认展示
2026-06-16 15:56:21 +08:00 · 2026-06-16 15:54:24 +08:00 · 2026-06-16 15:51:09 +08:00 · 2026-06-16 15:49:35 +08:00 · 2026-06-16 15:47:44 +08:00 · 2026-06-16 15:47:04 +08:00
7 changed files with 873 additions and 145 deletions
--- a/backend/flask_app.py
+++ b/backend/flask_app.py
@@ -316,13 +316,30 @@ 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()
+    # 12 months: 9 before + current + 2 after
+    from dateutil.relativedelta import relativedelta
+    start = today + relativedelta(months=-9)
+    months = []
+    for i in range(12):
+        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:
+        def s(cat):
+            return one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND category=? AND tenant=?", (month, cat, tenant))["v"]
+        revenue = s("确认收入") + s("签单")
+        labor = s("人力成本")
+        expense = s("费用")
+        purchase = s("外部采购")
+        net = revenue - labor - expense - purchase
+        data.append({
+            "month": month, "revenue": revenue,
+            "labor": labor, "expense": expense, "purchase": purchase,
+            "net_profit": net,
+        })
    return data


@@ -333,27 +350,48 @@ 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)
        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)
+        def sum_cat(months, cat):
+            return sum(x["amount"] for x in finance if x["month"] in months and x.get("category") == cat)
        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
+        rev_annual = sum_cat(months_2026, "确认收入") + sum_cat(months_2026, "签单")
+        labor_annual = sum_cat(months_2026, "人力成本")
+        expense_annual = sum_cat(months_2026, "费用")
+        purchase_annual = sum_cat(months_2026, "外部采购")
+        rev_q2 = sum_cat(months_q2, "确认收入") + sum_cat(months_q2, "签单")
+        labor_q2 = sum_cat(months_q2, "人力成本")
+        expense_q2 = sum_cat(months_q2, "费用")
+        purchase_q2 = sum_cat(months_q2, "外部采购")
+        rev_month = sum_cat([current_month], "确认收入") + sum_cat([current_month], "签单")
+        labor_month = sum_cat([current_month], "人力成本")
+        expense_month = sum_cat([current_month], "费用")
+        purchase_month = sum_cat([current_month], "外部采购")
+        # 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 +401,40 @@ 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": rev_month - labor_month - expense_month - purchase_month,
+                "monthly_gross": rev_month - labor_month - expense_month - purchase_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": rev_annual - labor_annual - expense_annual - purchase_annual,
+                "gross_q2": rev_q2 - labor_q2 - expense_q2 - purchase_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, "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"]),
 }


@@ -472,6 +517,19 @@ 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"]
--- a/backend/requirements.txt
+++ b/backend/requirements.txt
@@ -1 +1,2 @@
 Flask==3.0.3
+python-dateutil==2.9.0
--- a/docs/prd/CHANGELOG.md
+++ b/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() |
--- a/docs/prd/OPC管理系统PRD-V2.0.md
+++ b/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`。
--- a/static/app.js
+++ b/static/app.js
@@ -1,7 +1,9 @@
 const state = {
  active: "home",
  data: null,
+  tenant: "科普·无界",
  opFilter: "all",
+  projectView: null,
  chart: null,
  chart2: null,
  productPlatform: "all",
@@ -47,7 +49,7 @@ 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 +95,38 @@ 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")}
@@ -171,25 +181,82 @@ window.createProposal = (event) => createResource(event, "proposals");
 window.createOperation = (event) => createResource(event, "operations");
 window.createProduct = (event) => createResource(event, "products");

-async function createTask(event, projectId) {
-  event.preventDefault();
-  const form = event.currentTarget;
-  const data = Object.fromEntries(new FormData(form).entries());
-  data.project_id = projectId;
-  try {
-    await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
-    form.reset();
-    form.classList.add("hidden");
-    await load();
-    showTaskModal(projectId);
-  } catch (error) {
-    alert("创建失败：" + error.message);
+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-${projectId}`).textContent = "保存修改";
+    if (titleEl) titleEl.textContent = "编辑任务";
  }
-}
-window.createFinance = (event) => createResource(event, "finance");
+  drawer.classList.add("open");
+};
+window.closeTaskDrawer = (projectId) => {
+  document.querySelector(`#task-drawer-${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 data = Object.fromEntries(new FormData(event.currentTarget).entries());
+  // Map form: month(date)→month(YYYY-MM), category→category, amount, tenant
+  data.month = data.month.substring(0, 7);
+  data.project_name = state.tenant;
+  data.tenant = state.tenant;
+  data.record_type = "revenue"; // default, will be adjusted by category
+  try {
+    await api("/api/finance", { method: "POST", body: JSON.stringify({ data }) });
+    await load();
+  } catch (error) {
+    alert("新增失败：" + error.message);
+  }
+};
 window.switchTab = switchTab;
+window.switchTenant = (tenant) => {
+  state.tenant = tenant;
+  state.projectView = null;
+  load();
+};

 function renderProjects() {
+  // 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>${x.project_name}</strong>`,
@@ -197,52 +264,93 @@ function renderProjects() {
    badge(x.current_stage || x.project_status),
    x.expected_contract_amount ? money(x.expected_contract_amount) : "—",
    text(x.owner || "—"),
-    `<button class="btn btn-ghost btn-sm text-blue-600" onclick="event.stopPropagation(); showTaskModal(${x.id})"><i data-lucide="eye"></i>查看</button>`
+    `<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 class="flex items-center justify-between">
-      <div class="flex gap-2">
-        ${[["all","全部"],["项目准备","准备"],["项目执行","执行"],["项目验收","验收"],["验收完毕","完毕"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"} btn-sm" onclick="state.opFilter='${k}'; renderProjects()">${v}</button>`).join("")}
-      </div>
-      <button class="btn btn-primary" onclick="document.querySelector('#project-form').classList.toggle('hidden')">
-        <i data-lucide="plus"></i>新增项目
-      </button>
-    </div>
-    <div id="project-form" class="hidden">
+    <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>项目准备</option><option>项目执行</option><option>项目验收</option><option>验收完毕</option></select>` },
+        { 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: "确认新增" }), "p-4")}
+      ], { 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><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 = ["项目准备", "项目执行", "项目验收", "验收完毕"];
-  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">${project.project_name}  ·  任务清单</h2><div class="flex items-center gap-3"><button class="btn btn-primary btn-sm" onclick="event.stopPropagation(); document.querySelector('#task-form-${projectId}').classList.toggle('hidden')"><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">
-    <form id="task-form-${projectId}" class="hidden task-form" onsubmit="createTask(event, ${projectId})">
-      <div class="grid grid-cols-2 gap-3">
-        <label class="task-field"><span>任务名称</span><input name="task" required></label>
-        <label class="task-field"><span>任务阶段</span><select name="phase">${phases.map((p) => `<option>${p}</option>`).join("")}</select></label>
-        <label class="task-field"><span>负责人</span><input name="owner"></label>
-        <label class="task-field"><span>截止时间</span><input name="due_date" type="date"></label>
-        <label class="task-field col-span-2"><span>任务说明</span><textarea name="notes" rows="2"></textarea></label>
-      </div>
-      <div class="flex justify-end gap-2 mt-3">
-        <button type="button" class="btn btn-ghost btn-sm" onclick="document.querySelector('#task-form-${projectId}').classList.add('hidden')">取消</button>
-        <button type="submit" class="btn btn-primary btn-sm">确认新增</button>
-      </div>
-    </form>
+  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="${t.id}"><span class="task-dot"><i data-lucide="${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">${t.notes}</span>` : ""}</div><span class="task-col">${t.owner || ""}</span><span class="task-col-badge">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
-  }).join("")}</div></div></div>`;
+    return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${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();
 }
@@ -311,19 +419,46 @@ 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 rows = state.data.finance.map((x) => [x.month, x.category, money(x.amount), text(x.notes)]);
  document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
+    ${card(`<div class="flex items-center justify-between cursor-pointer" onclick="toggleFinanceChart()"><h2 class="text-lg font-bold text-slate-700">收入、毛利、成本/费用、净利月度曲线</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")}
    ${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: "日期", input: `<input name="month" type="date" required>` },
+      { label: "类型", input: `<select name="category"><option>签单</option><option>确认收入</option><option>人力成本</option><option>费用</option><option>外部采购</option></select>` },
      { 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">` },
+      { label: "费用说明", input: `<input name="notes" placeholder="摘要说明">` },
    ], { 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)}
+    ${card(`<h3 class="font-bold text-slate-700 mb-3">明细列表 <span class="text-slate-400 font-normal">(${state.data.finance.length})</span></h3>${renderTable(["日期", "类型", "金额", "备注"], rows)}`, "p-4")}
  </div>`;
-  renderChartOn("financeChart2", state.data.financeMonthly);
+  if (window.lucide) window.lucide.createIcons();
+}
+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: "确认收入", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "人力成本", data: financeMonthly.map((x) => x.labor), borderColor: "#ef4444", tension: 0.3 },
+        { label: "费用", data: financeMonthly.map((x) => x.expense), borderColor: "#d97706", tension: 0.3 },
+        { label: "外部采购", data: financeMonthly.map((x) => x.purchase), borderColor: "#8b5cf6", tension: 0.3 },
+        { label: "月度净利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3, borderDash: [5,3] },
+      ],
+    },
+    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) {
@@ -345,11 +480,13 @@ 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>
@@ -363,14 +500,14 @@ 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",
@@ -379,10 +516,13 @@ 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">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteOperation(${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>` : ""}
    ${followupTarget ? `<section>
@@ -449,7 +589,7 @@ function bindDrawerAutosave(resource, id, item) {
    field.addEventListener("keydown", (event) => {
      if (event.key === "Enter" && field.tagName !== "TEXTAREA") field.blur();
    });
-    field.addEventListener("blur", async () => {
+    const doSave = async () => {
      const value = field.value;
      if (value === field.dataset.original) return;
      const previous = field.dataset.original;
@@ -469,13 +609,88 @@ function bindDrawerAutosave(resource, id, item) {
        setDrawerSaveStatus("保存失败", "danger");
        alert(`自动保存失败：${error.message}`);
      }
-    });
+    };
+    field.addEventListener("blur", doSave);
+    if (field.tagName === "SELECT") field.addEventListener("change", doSave);
  });
 }



 window.openDrawer = openDrawer;
+window.deleteOperation = async (id) => {
+  if (!confirm("确认删除该项目？此操作不可撤销。")) return;
+  try {
+    await api(`/api/operations/${id}`, { method: "DELETE" });
+    closeDrawer();
+    await load();
+  } catch (error) {
+    alert("删除失败：" + error.message);
+  }
+};
+window.toggleTaskDone = async (taskId, projectId) => {
+  const task = (state.data.tasks || []).find((t) => t.id === taskId);
+  if (!task) return;
+  const newStatus = task.status === "done" ? "" : "done";
+  try {
+    await api(`/api/tasks/${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) => {
--- a/static/styles.css
+++ b/static/styles.css
@@ -494,63 +494,84 @@ td {
 .task-modal { display: none; }
 .task-modal.active { display: block; }
 .task-overlay {
-  position: fixed; inset: 0; background: rgba(10,12,16,0.5); z-index: 200;
+  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: #18191c; border-radius: 12px; width: 1000px; max-width: 96vw;
-  box-shadow: 0 24px 80px rgba(0,0,0,0.4); margin-bottom: 48px;
+  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 #2a2d34;
+  padding: 16px 20px; border-bottom: 1px solid #e2e8f0;
 }
-.task-title { color: #e4e5e7; font-size: 15px; font-weight: 600; }
+.task-title { color: #1e293b; font-size: 15px; font-weight: 600; }
 .task-close {
-  color: #6b6d75; background: none; border: none; cursor: pointer;
+  color: #94a3b8; background: none; border: none; cursor: pointer;
  padding: 4px; border-radius: 6px; display: flex;
 }
-.task-close:hover { color: #e4e5e7; background: #2a2d34; }
-.task-body { padding: 20px; display: flex; flex-direction: column; gap: 16px; }
+.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: #1e2025; border-radius: 8px;
-  border: 1px solid #2a2d34; overflow: hidden;
+  background: #fff; border-radius: 8px;
+  border: 1px solid #e2e8f0; overflow: hidden;
 }
 .task-group-hd {
  display: flex; align-items: center; gap: 8px;
-  padding: 10px 14px;
+  padding: 10px 16px; background: #f8fafc;
 }
-.task-group-icon { color: #6b6d75; display: flex; }
-.task-group-label { color: #aeafb4; font-size: 13px; font-weight: 600; }
+.task-group-icon { color: #64748b; display: flex; }
+.task-group-label { color: #334155; font-size: 13px; font-weight: 600; }
 .task-group-n {
-  background: #2a2d34; color: #6b6d75; font-size: 11px;
+  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 #24272d;
+  padding: 10px 16px; border-top: 1px solid #f1f5f9;
+  cursor: pointer; transition: background 0.15s;
 }
-.task-row:hover { background: #1a1c21; }
-.task-dot { display: flex; color: #4b4d54; flex-shrink: 0; }
+.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-main { flex: 1; min-width: 0; display: flex; flex-direction: column; gap: 2px; }
-.task-name { color: #c5c6ca; font-size: 13px; }
-.task-desc { color: #5a5c63; font-size: 12px; }
-.task-col { color: #898b94; font-size: 12px; white-space: nowrap; width: 100px; text-align: right; }
-.task-col-badge { color: #898b94; font-size: 12px; white-space: nowrap; width: 80px; text-align: right; }
-.task-none { color: #4b4d54; font-size: 13px; padding: 12px 14px; text-align: center; border-top: 1px solid #24272d; }
+.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: #141518; border: 1px solid #2a2d34; border-radius: 8px;
+  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: #6b6d75; font-size: 12px; }
+.task-field span { color: #64748b; font-size: 12px; }
 .task-field input, .task-field select, .task-field textarea {
-  background: #1e2025; border: 1px solid #2a2d34; border-radius: 6px;
-  color: #e4e5e7; font-size: 13px; padding: 6px 10px; outline: none;
+  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: #4a6cf7; }
+.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;
--- a/templates/index.html
+++ b/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">无界 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>
Author	SHA1	Message	Date
mac	1b0049e342	v2.0.6 — X轴12月(前9+当前+后2) + Y轴万元 + 净利口径=确认收入-人力-费用-采购	2026-06-16 15:56:21 +08:00
mac	87a5d4f81d	v2.0.5 — 财务曲线改为5类对应+月度净利=确认收入-人力成本-费用-外部采购	2026-06-16 15:54:24 +08:00
mac	d6ec7b24ec	v2.0.4 — 曲线图默认折叠可展开，明细列表默认展示	2026-06-16 15:51:09 +08:00
mac	194c91cf25	v2.0.3 — 财务增加费用说明输入框 + 明细表默认折叠可展开	2026-06-16 15:49:35 +08:00
mac	68797e4fb5	v2.0.2 — 财务类型改为5类：签单/确认收入/人力成本/费用/外部采购	2026-06-16 15:47:44 +08:00
mac	af4ae1cbc3	v2.0.1 — 财务表单简化：日月合并+去类型+分类含签单+日历控件	2026-06-16 15:47:04 +08:00
mac	c42abb05da	v2.0 — 多项目支持：右上角下拉切换科普/科研/医患三个项目	2026-06-16 15:42:28 +08:00
mac	4d1dc3b355	v1.8.1 — 新增项目表单默认展开 + 去掉按钮 + 按钮文字改为新增项目	2026-06-16 15:15:52 +08:00
mac	60bae583b2	v1.8.0 — 任务checkbox+删除线 + 拖拽排序 + 抽屉删除按钮	2026-06-16 15:14:31 +08:00
mac	c68fcaadcc	v1.7.10 — 首页指标简化为6卡片：重点项目/业务方案/产品版本/本月确收/本月毛利/本月净利	2026-06-16 15:09:49 +08:00
mac	2c199aae76	v1.7.9 — 修复首页丢失 m 变量定义	2026-06-16 15:05:11 +08:00
mac	be6a7f5c38	v1.7.8 — 首页改为3表格卡片(合同/确收/毛利) + 合同时间维指标	2026-06-16 14:21:57 +08:00
mac	6adc00a8a7	v1.7.7 — 更新产品文档 PRD v2.0 + CHANGELOG v1.0→v2.0	2026-06-16 14:18:32 +08:00
mac	c4aacd5096	v1.7.6 — 项目抽屉增加红色删除按钮+确认对话框	2026-06-16 14:16:32 +08:00
mac	4f7db75a7f	v1.7.5 — 任务页工具栏与卡片对齐	2026-06-16 11:26:17 +08:00
mac	9707009895	v1.7.4 — 项目抽屉「当前阶段」改为6阶段下拉 + select自动保存	2026-06-16 11:25:18 +08:00
mac	6defe95a3f	v1.7.3 — 项目抽屉简化为6字段：名称/负责人/阶段/截止/金额/说明	2026-06-16 11:22:47 +08:00
mac	a1b154abd7	v1.7.2 — 返回项目列表后 Lucide 图标刷新	2026-06-16 11:20:10 +08:00
mac	fc0ee66064	v1.7.1 — 任务抽屉改为 fixed 定位，长列表不丢失	2026-06-16 11:18:04 +08:00
mac	5af58c8faa	v1.7.0 — 任务清单改为 Tab 内二级页面，不再使用独立弹窗	2026-06-16 11:15:55 +08:00
mac	b682427ea0	v1.6.1 — 去除重点项目顶部阶段筛选分类标签	2026-06-16 11:13:30 +08:00
mac	ec83bb5e22	v1.6.0 — 任务编辑改为右侧抽屉滑入，顶栏不再内嵌表单	2026-06-16 11:11:34 +08:00
mac	921afd198b	v1.5.1 — 修复编辑任务后误删DOM导致只剩一条	2026-06-16 10:57:29 +08:00
mac	850ad340e5	v1.5.0 — 项目阶段改为6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	2026-06-16 10:54:55 +08:00
mac	cec3e3a2ad	v1.4.1 — 任务表单增加「卡点&备注」字段，任务行显示卡点红色标记	2026-06-16 10:33:58 +08:00
mac	e02c0bd183	v1.4.0 — 任务面板统一亮色 + 点击任务可编辑 + 任务说明自动换行	2026-06-16 10:32:34 +08:00