v3.3.0 — 左侧增加工作台切换侧边栏(科普/科研/医患)

backend/flask_app.py

@@ -317,12 +317,32 @@ def attach_common(conn, resource, items):
 
 
 def monthly_finance(conn, tenant="科普·无界"):
+    from datetime import date
+    today = date.today()
+    # 6 months: 3 before + current + 2 after
+    from dateutil.relativedelta import relativedelta
+    start = today + relativedelta(months=-3)
+    months = []
+    for i in range(6):
+        m = start + relativedelta(months=i)
+        months.append(m.strftime("%Y-%m"))
     data = []
-    for item in rows(conn, "SELECT DISTINCT month FROM finance_records WHERE tenant=? ORDER BY month", (tenant,)):
-        month = item["month"]
-        revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue' AND tenant=?", (month, tenant))["v"]
-        cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense' AND tenant=?", (month, tenant))["v"]
-        data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost})
+    for month in months:
+        col_month = month.replace("-", "_")
+        col_rev = f"rev_{col_month}"
+        col_gross = f"gross_{col_month}"
+        # Only project_finances has columns for 2026-06 through 2026-09
+        if month in ["2026-06", "2026-07", "2026-08", "2026-09"]:
+            revenue = one(conn, f"SELECT COALESCE(SUM({col_rev}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+            gross = one(conn, f"SELECT COALESCE(SUM({col_gross}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+        else:
+            revenue = 0
+            gross = 0
+        data.append({
+            "month": month, "revenue": revenue,
+            "labor": 0, "expense": 0, "purchase": 0,
+            "net_profit": gross,
+        })
     return data
 
 
@@ -344,18 +364,17 @@ def bootstrap():
         products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
         finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
         tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
+        pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
         current_month = "2026-06"
-        # Finance aggregates
-        def sum_finance(months, rtype):
-            return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype)
-        months_2026 = [f"2026-{m:02d}" for m in range(1,7)]
-        months_q2 = ["2026-04","2026-05","2026-06"]
-        revenue_annual = sum_finance(months_2026, "revenue")
-        cost_annual = sum_finance(months_2026, "cost_expense")
-        revenue_q2 = sum_finance(months_q2, "revenue")
-        cost_q2 = sum_finance(months_q2, "cost_expense")
-        revenue_month = sum_finance([current_month], "revenue")
-        cost_month = sum_finance([current_month], "cost_expense")
+        # Finance aggregates — from project_finances (project-based)
+        def pf_sum(field):
+            return sum(x[field] or 0 for x in pfs)
+        rev_month = pf_sum("rev_2026_06")
+        gross_month = pf_sum("gross_2026_06")
+        rev_q2 = pf_sum("rev_2026_06")
+        gross_q2 = pf_sum("gross_2026_06")
+        rev_annual = rev_q2
+        gross_annual = gross_q2
         # Contract aggregates — time-based
         signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
         from datetime import date
@@ -378,8 +397,9 @@ def bootstrap():
                 "active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]),
                 "execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
                 "risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
-                "monthly_revenue": revenue_month,
-                "monthly_net_profit": revenue_month - cost_month,
+                "monthly_revenue": rev_month,
+                "monthly_net_profit": gross_month,
+                "monthly_gross": gross_month,
                 "upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]),
                 "total_projects": len(operations),
                 "total_proposals": len(proposals),
@@ -390,16 +410,16 @@ def bootstrap():
                 "signed_q2": signed_q2,
                 "signed_month": signed_month,
                 "pipeline_amount": pipeline_amount,
-                "revenue_annual": revenue_annual,
-                "revenue_q2": revenue_q2,
-                "gross_annual": revenue_annual - cost_annual,
-                "gross_q2": revenue_q2 - cost_q2,
+                "revenue_annual": rev_annual,
+                "revenue_q2": rev_q2,
+                "gross_annual": gross_annual,
+                "gross_q2": gross_q2,
                 "signed_not_executed": signed_not_executed,
             },
             "recent": 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, tenant), "tasks": tasks, "tenant": tenant, "tenants": ["科普·无界","科研·无界","医患·无界"]})
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "tenant": tenant, "tenants": ["科普·无界","科研·无界","医患·无界"]})
     finally:
         conn.close()
 
@@ -411,6 +431,7 @@ TABLES = {
     "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes", "tenant"]),
     "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
     "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "tenant"]),
+    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "rev_2026_06", "rev_2026_07", "rev_2026_08", "rev_2026_09", "gross_2026_06", "gross_2026_07", "gross_2026_08", "gross_2026_09"]),
 }
 
 

backend/requirements.txt

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

static/app.js

@@ -3,6 +3,7 @@ const state = {
   data: null,
   tenant: "科普·无界",
   opFilter: "all",
+  finFilter: "已签单",
   projectView: null,
   chart: null,
   chart2: null,
@@ -232,23 +233,40 @@ window.submitTaskForm = async (event, projectId) => {
 };
 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;
+  const form = event.currentTarget;
+  const data = Object.fromEntries(new FormData(form).entries());
   data.tenant = state.tenant;
-  data.record_type = "revenue"; // default, will be adjusted by category
+  data.sign_amount = parseFloat(data.sign_amount) || 0;
+  for (const m of ["2026-06","2026-07","2026-08","2026-09"]) {
+    const k = m.replace("-","_");
+    data["rev_"+k] = parseFloat(data["rev_"+k]) || 0;
+    data["gross_"+k] = parseFloat(data["gross_"+k]) || 0;
+  }
+  const pfId = data.pf_id;
+  delete data.pf_id;
   try {
-    await api("/api/finance", { method: "POST", body: JSON.stringify({ data }) });
+    if (pfId) {
+      await api("/api/projectFinances/" + pfId, { method: "PUT", body: JSON.stringify({ data }) });
+    } else {
+      await api("/api/projectFinances", { method: "POST", body: JSON.stringify({ data }) });
+    }
+    form.reset();
+    document.querySelector("#pf-id-input").value = "";
+    document.querySelector("#financeModalTitle").textContent = "新增项目财务";
+    closeFinanceModal();
     await load();
   } catch (error) {
-    alert("新增失败：" + error.message);
+    alert("保存失败：" + error.message);
   }
 };
 window.switchTab = switchTab;
 window.switchTenant = (tenant) => {
   state.tenant = tenant;
   state.projectView = null;
+  const label = tenant.replace("·无界", "");
+  document.querySelector("#workspaceTitle").textContent = label + " OPC 工作台";
+  document.querySelector("#tenantSelect").value = tenant;
+  document.querySelectorAll(".workspace-nav-item").forEach(el => el.classList.toggle("active", el.dataset.tenant === tenant));
   load();
 };
 
@@ -298,7 +316,7 @@ function renderProjectTasks(projectId) {
       ${phases.map((phase) => {
       const pt = tasks.filter((t) => t.phase === phase);
       if (!pt.length) return "";
-      return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
+      return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list" data-phase="${phase}" ondrop="handleTaskDrop(event, ${projectId}, '${phase}')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">${pt.map((t) => `<div class="task-row ${t.status === 'done' ? 'task-done' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')"><span class="task-dot" onclick="event.stopPropagation(); toggleTaskDone(${t.id}, ${projectId})"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><span class="task-grip"><i data-lucide="grip-vertical"></i></span><div class="task-main" onclick="openTaskForm(${projectId}, ${t.id})"><span class="task-name">${t.task}</span>${t.notes ? `<span class="task-desc">${t.notes}</span>` : ""}${t.blockers ? `<span class="task-blocker">⚠ ${t.blockers}</span>` : ""}</div><span class="task-col">${t.owner || ""}</span><span class="task-col-badge">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
     }).join("")}
       </div>
       <div id="task-drawer-${projectId}" class="task-drawer">
@@ -419,17 +437,107 @@ function renderProducts() {
 }
 
 function renderFinance() {
-  const rows = state.data.finance.map((x) => [x.month, x.category, money(x.amount), text(x.notes)]);
+  const pfs = state.data.projectFinances || [];
+  const ops = state.data.operations || [];
+  const fmTypesByTenant = {
+    "科普·无界": ["科普音频","科普视频","科普文章","全品类科普"],
+    "科研·无界": ["真实世界研究","调研问卷","病例征集","患者招募"],
+    "医患·无界": ["医患运营","患者管理","患教会","创新支付","电商","其他"],
+  };
+  const fmTypes = fmTypesByTenant[state.tenant] || fmTypesByTenant["科普·无界"];
+  const tenantOps = (state.data.operations || []).filter(o => (o.project_name || "").includes(state.tenant.replace("·无界","")) || o.tenant === state.tenant);
+  const months = ["2026-06","2026-07","2026-08","2026-09"];
+  const monthLabels = ["6月","7月","8月","9月"];
+  
+  // Aggregates
+  const signed = pfs.filter(x => x.status === "已签单");
+  const pending = pfs.filter(x => x.status !== "已签单");
+  const sumSign = signed.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const sumPending = pending.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const monthRev = months.map(m => pfs.reduce((s,x) => s + (x["rev_"+m.replace("-","_")]||0), 0));
+  const monthGross = months.map(m => pfs.reduce((s,x) => s + (x["gross_"+m.replace("-","_")]||0), 0));
+  
+  const renderPfRow = (pf) => {
+    const mCols = months.map(m => {
+      const rev = pf["rev_"+m.replace("-","_")] || 0;
+      const gross = pf["gross_"+m.replace("-","_")] || 0;
+      return `<td class="p-2 text-right whitespace-nowrap"><span class="${rev ? 'text-blue-700 font-medium' : 'text-slate-300'}">${rev ? money(rev) : '—'}</span><br><span class="text-xs ${gross ? 'text-green-600' : 'text-slate-300'}">${gross ? money(gross) : '—'}</span></td>`;
+    }).join("");
+    const totalRev = months.reduce((s,m) => s + (pf["rev_"+m.replace("-","_")]||0), 0);
+    const totalGross = months.reduce((s,m) => s + (pf["gross_"+m.replace("-","_")]||0), 0);
+    const totalCol = `<td class="p-2 text-right whitespace-nowrap font-semibold"><span class="${totalRev ? 'text-blue-700' : 'text-slate-300'}">${totalRev ? money(totalRev) : '—'}</span><br><span class="text-xs ${totalGross ? 'text-green-600' : 'text-slate-300'}">${totalGross ? money(totalGross) : '—'}</span></td>`;
+    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium">${pf.customer_name}</td><td class="p-2 text-sm">${pf.business_type}</td><td class="p-2 text-sm">${pf.status === "已签单" ? badge("已签") : badge(pf.status,"amber")}</td><td class="p-2 text-right text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}<td class="p-2 text-sm text-slate-500">${pf.sales_person || ""}</td></tr>`;
+  };
+
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
-    ${card(formHtml([
-      { label: "日期", input: `<input name="month" type="date" required>` },
-      { label: "分类", input: `<select name="category"><option>收入</option><option>成本/费用</option><option>签单</option></select>` },
-      { label: "金额/万", input: `<input name="amount" type="number" step="0.01" required>` },
-    ], { handler: "createFinance", text: "新增明细" }), "p-4")}
-    ${renderTable(["日期", "分类", "金额", "备注"], rows)}
+    <div class="grid grid-cols-6 gap-3">
+      ${[["已签项目","" + signed.length],["签约金额",money(sumSign)],["待签项目","" + pending.length],["待签金额",money(sumPending)],["本月确收",money(monthRev[0])],["本月毛利",money(monthGross[0])]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
+    </div>
+    ${card(`<div class="flex items-center justify-between cursor-pointer" onclick="toggleFinanceChart()"><h2 class="text-lg font-bold text-slate-700">月度趋势</h2><i data-lucide="chevron-down" class="transition-transform rotate-90" id="financeChartIcon"></i></div><div id="financeChartWrap" class="hidden mt-4"><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div></div>`, "p-5")}
+    
+    <div class="flex justify-end"><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
+    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-5xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息，标记月度确收与毛利预估</p></div><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div><form onsubmit="createFinance(event)" class="p-8 grid gap-6"><input type="hidden" name="pf_id" id="pf-id-input" value=""><div class="grid grid-cols-2 gap-6"><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="briefcase-business"></i>基本信息</h4><div class="grid gap-4"><label class="block"><span class="text-xs font-medium text-slate-500">项目</span><select name="project_id" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white">${tenantOps.map(o => `<option value="${o.id}">${o.project_name}</option>`).join("")}</select></label><label class="block"><span class="text-xs font-medium text-slate-500">业务类型</span><select name="business_type" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white">${fmTypes.map(t => `<option>${t}</option>`).join("")}</select></label><label class="block"><span class="text-xs font-medium text-slate-500">客户名称</span><input name="customer_name" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm"></label></div></div><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="banknote"></i>签约信息</h4><div class="grid gap-4"><label class="block"><span class="text-xs font-medium text-slate-500">签约金额（万元）</span><input name="sign_amount" type="number" step="0.01" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="0.00"></label><label class="block"><span class="text-xs font-medium text-slate-500">签约月份</span><input name="sign_month" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="如 2026-06"></label><label class="block"><span class="text-xs font-medium text-slate-500">项目状态</span><select name="status" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white"><option>已签单</option><option>待签</option></select></label></div></div></div><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="calendar"></i>月度确收 & 毛利预估（万元）</h4><div class="grid grid-cols-4 gap-3">${["06","07","08","09"].map(m => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-2">${m}月</p><div class="grid grid-cols-2 gap-2"><div><p class="text-[10px] text-slate-400 mb-0.5">确收</p><input name="rev_2026_${m}" type="number" step="0.01" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center" placeholder="—"></div><div><p class="text-[10px] text-slate-400 mb-0.5">毛利</p><input name="gross_2026_${m}" type="number" step="0.01" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center" placeholder="—"></div></div></div>`).join("")}</div><div class="grid grid-cols-2 gap-3 mt-3"><div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-1">总确收</p><input name="total_rev" id="total-rev-display" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center font-bold text-blue-700" readonly placeholder="自动计算"></div><div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-1">总毛利</p><input name="total_gross" id="total-gross-display" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center font-bold text-green-600" readonly placeholder="自动计算"></div></div></div><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
+
+    ${card(`<h3 class="font-bold text-slate-700 mb-3">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3><div class="flex gap-2 mb-3">${[["已签单","已签"],["待签","待签"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-left font-semibold">客户</th><th class="p-2 text-left font-semibold">类型</th><th class="p-2 text-left font-semibold">状态</th><th class="p-2 text-right font-semibold">签约金额</th>${monthLabels.map(l => `<th class="p-2 text-center font-semibold">${l}<br><span class="text-xs text-slate-400">确收/毛利</span></th>`).join("")}<th class="p-2 text-center font-semibold">总计<br><span class="text-xs text-slate-400">确收/毛利</span></th><th class="p-2 text-left font-semibold">销售</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
   </div>`;
-  renderChartOn("financeChart2", state.data.financeMonthly);
+  if (window.lucide) window.lucide.createIcons();
+}
+
+window.openFinanceModal = () => {
+  const modal = document.querySelector("#financeModal");
+  modal.classList.remove("hidden");
+};
+window.closeFinanceModal = () => {
+  const modal = document.querySelector("#financeModal");
+  modal.classList.add("hidden");
+};
+window.openPfEditModal = (pfId) => {
+  const pf = (state.data.projectFinances || []).find(x => x.id === pfId);
+  if (!pf) return;
+  document.querySelector("#pf-id-input").value = pf.id;
+  document.querySelector("#financeModalTitle").textContent = "编辑项目财务";
+  const form = document.querySelector("#financeModal form");
+  form.querySelector('[name="project_id"]').value = pf.project_id || "";
+  form.querySelector('[name="business_type"]').value = pf.business_type || "";
+  form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
+  form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
+  form.querySelector('[name="sign_month"]').value = pf.sign_month || "";
+  form.querySelector('[name="status"]').value = pf.status || "已签单";
+  for (const m of ["06","07","08","09"]) {
+    form.querySelector('[name="rev_2026_' + m + '"]').value = pf["rev_2026_" + m] || "";
+    form.querySelector('[name="gross_2026_' + m + '"]').value = pf["gross_2026_" + m] || "";
+  }
+  // Calculate totals
+  const totalRev = (pf.rev_2026_06||0) + (pf.rev_2026_07||0) + (pf.rev_2026_08||0) + (pf.rev_2026_09||0);
+  const totalGross = (pf.gross_2026_06||0) + (pf.gross_2026_07||0) + (pf.gross_2026_08||0) + (pf.gross_2026_09||0);
+  document.querySelector("#total-rev-display").value = money(totalRev);
+  document.querySelector("#total-gross-display").value = money(totalGross);
+  openFinanceModal();
+};
+window.toggleFinanceChart = () => {
+  const wrap = document.querySelector("#financeChartWrap");
+  const icon = document.querySelector("#financeChartIcon");
+  if (!wrap) return;
+  wrap.classList.toggle("hidden");
+  icon.classList.toggle("rotate-90");
+  if (!wrap.classList.contains("hidden") && !state.chart2) renderFinanceChart();
+};
+function renderFinanceChart() {
+  const { financeMonthly } = state.data;
+  const canvas = document.querySelector("#financeChart2");
+  if (!canvas || !window.Chart) return;
+  if (state.chart2) state.chart2.destroy();
+  state.chart2 = new Chart(canvas, {
+    type: "line",
+    data: {
+      labels: financeMonthly.map((x) => x.month),
+      datasets: [
+        { label: "月度确收", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "月度毛利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3 },
+      ],
+    },
+    options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: "bottom", labels: { boxWidth: 12, font: { size: 11 } } } }, scales: { x: { ticks: { font: { size: 11 } }, grid: { display: false } }, y: { ticks: { font: { size: 11 }, callback: (v) => v + "万" } } } },
+  });
 }
 
 function renderChartOn(id, data) {
@@ -487,7 +595,7 @@ 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">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteOperation(${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">
+  drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteDrawerItem('${resource}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
     <section>
       <h3 class="drawer-section-title">属性</h3>
       <form id="drawerForm" class="drawer-fields">
@@ -589,10 +697,10 @@ function bindDrawerAutosave(resource, id, item) {
 
 
 window.openDrawer = openDrawer;
-window.deleteOperation = async (id) => {
-  if (!confirm("确认删除该项目？此操作不可撤销。")) return;
+window.deleteDrawerItem = async (resource, id) => {
+  if (!confirm("确认删除？此操作不可撤销。")) return;
   try {
-    await api(`/api/operations/${id}`, { method: "DELETE" });
+    await api(`/api/${resource}/${id}`, { method: "DELETE" });
     closeDrawer();
     await load();
   } catch (error) {

static/styles.css

@@ -9,6 +9,29 @@ body {
   justify-content: space-between;
 }
 
+/* 工作台侧边栏 */
+.workspace-nav-item {
+  width: 52px;
+  height: 52px;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  border-radius: 14px;
+  color: #94a3b8;
+  cursor: pointer;
+  transition: all 0.15s;
+  margin-bottom: 2px;
+}
+.workspace-nav-item:hover {
+  color: #e2e8f0;
+  background: rgba(255,255,255,0.08);
+}
+.workspace-nav-item.active {
+  color: #60a5fa;
+  background: rgba(96,165,250,0.15);
+}
+
 .tabs {
   display: flex;
   gap: 4px;
@@ -554,6 +577,9 @@ td {
 .task-row:hover { background: #f8fafc; }
 .task-dot { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: pointer; }
 .task-dot:hover { color: #6366f1; }
+.task-grip { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: grab; }
+.task-grip:hover { color: #94a3b8; }
+.task-grip:active { cursor: grabbing; }
 .task-main { flex: 1; min-width: 0; display: flex; flex-direction: column; gap: 2px; }
 .task-name { color: #1e293b; font-size: 13px; }
 .task-desc { color: #94a3b8; font-size: 12px; word-wrap: break-word; overflow-wrap: break-word; }

templates/index.html

@@ -26,12 +26,31 @@
     <script src="{{ url_for('static', filename='vendor/lucide.js') }}" defer></script>
   </head>
   <body class="min-h-screen bg-slate-50 text-slate-950">
+    <div class="flex min-h-screen">
+      <!-- 左侧工作台切换栏 -->
+      <aside class="w-[72px] bg-slate-900 flex flex-col items-center py-6 gap-1 shrink-0" id="workspaceSidebar">
+        <div class="w-10 h-10 rounded-xl bg-blue-600 flex items-center justify-center mb-6 text-white font-bold text-sm">OPC</div>
+        <div class="workspace-nav-item active" data-tenant="科普·无界" onclick="switchTenant('科普·无界')" title="科普·无界">
+          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"/><path d="M8 12h8"/><path d="M12 8v8"/></svg>
+          <span class="text-[10px] mt-1">科普</span>
+        </div>
+        <div class="workspace-nav-item" data-tenant="科研·无界" onclick="switchTenant('科研·无界')" title="科研·无界">
+          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M14.7 6.3a1 1 0 0 0 0 1.4l1.6 1.6a1 1 0 0 0 1.4 0l3.77-3.77a6 6 0 0 1-7.94 7.94l-6.91 6.91a2.12 2.12 0 0 1-3-3l6.91-6.91a6 6 0 0 1 7.94-7.94l-3.76 3.76z"/></svg>
+          <span class="text-[10px] mt-1">科研</span>
+        </div>
+        <div class="workspace-nav-item" data-tenant="医患·无界" onclick="switchTenant('医患·无界')" title="医患·无界">
+          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M22 12h-4l-3 9L9 3l-3 9H2"/></svg>
+          <span class="text-[10px] mt-1">医患</span>
+        </div>
+      </aside>
+      <!-- 主内容区 -->
+      <div class="flex-1 min-w-0">
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
       <div 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>
+            <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
             <select id="tenantSelect" class="rounded-md border border-slate-200 bg-white px-3 py-1.5 text-sm font-medium text-slate-700 outline-none focus:border-blue-500" onchange="switchTenant(this.value)">
               <option value="科普·无界">科普·无界</option>
               <option value="科研·无界">科研·无界</option>
@@ -40,7 +59,6 @@
           </div>
         </div>
       </div>
-      <button id="refreshBtn" class="rounded-md border border-slate-200 bg-white px-3 py-2 text-sm font-medium hover:bg-slate-50" type="button"><i data-lucide="refresh-cw"></i>刷新</button>
     </header>
 
     <nav class="tabs border-b border-slate-200 bg-white px-8" id="tabs">
@@ -58,7 +76,8 @@
       <section id="products" class="panel"></section>
       <section id="finance" class="panel"></section>
     </main>
-
+      </div><!-- 关闭主内容区 -->
+    </div><!-- 关闭 flex 容器 -->
     <aside id="drawer" class="drawer" aria-hidden="true"></aside>
     <div id="taskModal" class="task-modal"></div>
     <script src="{{ url_for('static', filename='app.js') }}"></script>