v3.1.3 — 财务弹窗UI优化：分区卡片布局+月网格+圆角+更大尺寸

backend/flask_app.py

@@ -319,26 +319,29 @@ def attach_common(conn, resource, items):
 def monthly_finance(conn, tenant="科普·无界"):
     from datetime import date
     today = date.today()
-    # 12 months: 9 before + current + 2 after
+    # 6 months: 3 before + current + 2 after
     from dateutil.relativedelta import relativedelta
-    start = today + relativedelta(months=-9)
+    start = today + relativedelta(months=-3)
     months = []
-    for i in range(12):
+    for i in range(6):
         m = start + relativedelta(months=i)
         months.append(m.strftime("%Y-%m"))
     data = []
     for month in months:
-        def s(cat):
+        col_month = month.replace("-", "_")
-            return one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND category=? AND tenant=?", (month, cat, tenant))["v"]
+        col_rev = f"rev_{col_month}"
-        revenue = s("确认收入") + s("签单")
+        col_gross = f"gross_{col_month}"
-        labor = s("人力成本")
+        # Only project_finances has columns for 2026-06 through 2026-09
-        expense = s("费用")
+        if month in ["2026-06", "2026-07", "2026-08", "2026-09"]:
-        purchase = s("外部采购")
+            revenue = one(conn, f"SELECT COALESCE(SUM({col_rev}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
-        net = revenue - labor - expense - purchase
+            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": labor, "expense": expense, "purchase": purchase,
+            "labor": 0, "expense": 0, "purchase": 0,
-            "net_profit": net,
+            "net_profit": gross,
         })
     return data
 
@@ -361,24 +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
+        # Finance aggregates — from project_finances (project-based)
-        def sum_cat(months, cat):
+        def pf_sum(field):
-            return sum(x["amount"] for x in finance if x["month"] in months and x.get("category") == cat)
+            return sum(x[field] or 0 for x in pfs)
-        months_2026 = [f"2026-{m:02d}" for m in range(1,7)]
+        rev_month = pf_sum("rev_2026_06")
-        months_q2 = ["2026-04","2026-05","2026-06"]
+        gross_month = pf_sum("gross_2026_06")
-        rev_annual = sum_cat(months_2026, "确认收入") + sum_cat(months_2026, "签单")
+        rev_q2 = pf_sum("rev_2026_06")
-        labor_annual = sum_cat(months_2026, "人力成本")
+        gross_q2 = pf_sum("gross_2026_06")
-        expense_annual = sum_cat(months_2026, "费用")
+        rev_annual = rev_q2
-        purchase_annual = sum_cat(months_2026, "外部采购")
+        gross_annual = gross_q2
-        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
@@ -402,8 +398,8 @@ def bootstrap():
                 "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": rev_month,
-                "monthly_net_profit": rev_month - labor_month - expense_month - purchase_month,
+                "monthly_net_profit": gross_month,
-                "monthly_gross": rev_month - labor_month - expense_month - purchase_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),
@@ -416,14 +412,14 @@ def bootstrap():
                 "pipeline_amount": pipeline_amount,
                 "revenue_annual": rev_annual,
                 "revenue_q2": rev_q2,
-                "gross_annual": rev_annual - labor_annual - expense_annual - purchase_annual,
+                "gross_annual": gross_annual,
-                "gross_q2": rev_q2 - labor_q2 - expense_q2 - purchase_q2,
+                "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()
 
@@ -435,6 +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"]),
 }
 
 

static/styles.css

@@ -554,6 +554,9 @@ 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

@@ -31,7 +31,7 @@
         <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>