重构项目合同轻台账与详情命令面板（05-30-project-contract-ledger-detail-shell）

2026-05-30 12:50:03 +08:00
@@ -31,10 +31,10 @@

 ## Acceptance Criteria

- [ ] 项目页能看清当前项目状态、风险、下一步和关联业务摘要。
- [ ] 合同页能看清到期、附件完整性、归档和关联上下文。
- [ ] 项目/合同关联区不突破原业务模块权限。
- [ ] 高敏合同正文、报价、银行材料不出现在普通列表和自动化截图中。
+- [x] 项目页能看清当前项目状态、风险、下一步和关联业务摘要。
+- [x] 合同页能看清到期、附件完整性、归档和关联上下文。
+- [x] 项目/合同关联区不突破原业务模块权限。
+- [x] 高敏合同正文、报价、银行材料不出现在普通列表和自动化截图中。

 ## Test Plan

@@ -3,7 +3,7 @@
  "name": "project-contract-ledger-detail-shell",
  "title": "项目合同轻台账与详情命令面板重构",
  "description": "统一项目和合同轻台账、详情命令面板、跨模块摘要跳转和敏感资料边界。",
-  "status": "planning",
+  "status": "in_progress",
  "dev_type": null,
  "scope": "frontend-page-redesign",
  "package": null,
@@ -21,6 +21,7 @@ import { fetchProjects, type ConfidentialityLevel } from "../api/projects";
 import { isApiError } from "../api/types";
 import { useAuth } from "../auth/AuthContext";
 import { hasAnyPermission } from "../auth/permissions";
+import { ActionConfirmDialog } from "../components/common/ActionConfirmDialog";
 import { PageHeader } from "../components/common/PageHeader";
 import { StatusBadge } from "../components/common/StatusBadge";
 import { DateTextInput } from "../components/common/DateTextInput";
@@ -205,6 +206,9 @@ export function ContractsRegistryPage() {
  const [editor, setEditor] = useState<EditorState>(() => buildEmptyEditor(initialProjectId));
  const [showExpiring, setShowExpiring] = useState(false);
  const [showTrialData, setShowTrialData] = useState(false);
+  const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [confirmExportFormat, setConfirmExportFormat] = useState<ContractRegistryExportFormat | null>(null);
+  const [confirmStatusTarget, setConfirmStatusTarget] = useState<ContractRegistryItem | null>(null);

  const filterPayload = buildFiltersPayload(filters);
  const contractsQuery = useQuery({
@@ -263,6 +267,12 @@ export function ContractsRegistryPage() {
    setEditor(buildEmptyEditor(filters.projectId));
  };

+  const openEditor = (item: ContractRegistryItem) => {
+    setShowLedgerTools(true);
+    setEditorId(item.id);
+    setEditor(loadEditorFromItem(item));
+  };
+
  const saveMutation = useMutation({
    mutationFn: async () => {
      const payload = buildSavePayload(editor, { includeOwnerEmployeeId: canBrowseEmployees });
@@ -325,25 +335,12 @@ export function ContractsRegistryPage() {
        }
        actions={
          <div className="flex flex-wrap gap-2">
-            <Button
-              type="button"
-              variant="secondary"
-              disabled={exportMutation.isPending}
-              onClick={() => exportMutation.mutate("csv")}
-            >
-              导出 CSV
-            </Button>
-            <Button
-              type="button"
-              variant="secondary"
-              disabled={exportMutation.isPending}
-              onClick={() => exportMutation.mutate("xlsx")}
-            >
-              导出 Excel
-            </Button>
            <Button asChild variant="secondary" type="button">
              <Link to="/projects">返回项目</Link>
            </Button>
+            <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
+              台账工具
+            </Button>
          </div>
        }
      />
@@ -400,10 +397,7 @@ export function ContractsRegistryPage() {
                    type="button"
                    size="sm"
                    variant="secondary"
-                    onClick={() => {
-                      setEditorId(item.id);
-                      setEditor(loadEditorFromItem(item));
-                    }}
+                    onClick={() => openEditor(item)}
                  >
                    编辑
                  </Button>
@@ -417,8 +411,47 @@ export function ContractsRegistryPage() {
        ) : null}
      </div>

-      <div className="grid gap-6 xl:grid-cols-[400px,minmax(0,1fr)]">
-        <div className="card-std space-y-4 p-6">
+      {showLedgerTools ? (
+        <div className="detail-command-panel space-y-4" data-testid="contracts-ledger-tools">
+          <div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
+            <div>
+              <h3 className="text-base font-semibold text-zinc-900">台账工具</h3>
+              <p className="mt-1 text-sm leading-6 text-zinc-500">
+                新建/编辑、导出和高级到期范围放在这里。导出文件可能包含合同金额、相对方、责任人和归档摘要。
+              </p>
+            </div>
+            <div className="flex shrink-0 flex-wrap gap-2">
+              <Button type="button" variant="secondary" disabled={exportMutation.isPending} onClick={() => setConfirmExportFormat("csv")}>
+                {exportMutation.isPending ? "导出中..." : "导出 CSV"}
+              </Button>
+              <Button type="button" variant="secondary" disabled={exportMutation.isPending} onClick={() => setConfirmExportFormat("xlsx")}>
+                {exportMutation.isPending ? "导出中..." : "导出 Excel"}
+              </Button>
+            </div>
+          </div>
+          <div className="grid gap-3 md:grid-cols-2 xl:grid-cols-4">
+            <div className="space-y-2">
+              <Label>到期日开始</Label>
+              <DateTextInput
+                value={filters.expiryDateFrom}
+                onChange={(event) => setFilters((current) => ({ ...current, expiryDateFrom: event.target.value }))}
+              />
+            </div>
+
+            <div className="space-y-2">
+              <Label>到期日结束</Label>
+              <DateTextInput
+                value={filters.expiryDateTo}
+                onChange={(event) => setFilters((current) => ({ ...current, expiryDateTo: event.target.value }))}
+              />
+            </div>
+          </div>
+        </div>
+      ) : null}
+
+      <div className={showLedgerTools || editorId ? "grid gap-6 xl:grid-cols-[400px,minmax(0,1fr)]" : "grid gap-6"}>
+        {showLedgerTools || editorId ? (
+        <div className="card-std space-y-4 p-6" data-testid="contracts-editor-panel">
          <div className="flex items-start justify-between gap-3">
            <div>
              <h3 className="text-base font-semibold text-zinc-900">{editorId ? "编辑合同台账" : "新建合同台账"}</h3>
@@ -662,6 +695,7 @@ export function ContractsRegistryPage() {
            {saveMutation.isPending ? (editorId ? "保存中..." : "创建中...") : editorId ? "保存修改" : "创建合同台账"}
          </Button>
        </div>
+        ) : null}

        <div className="card-std space-y-4 p-6">
          <div className="flex flex-col gap-4 xl:flex-row xl:items-start xl:justify-between">
@@ -670,6 +704,11 @@ export function ContractsRegistryPage() {
              <div className="mt-1 text-sm text-zinc-500">{filters.projectId ? "已按项目过滤" : "显示全部可见合同"}</div>
            </div>
            <div className="flex flex-wrap gap-2">
+              {!showLedgerTools && !editorId ? (
+                <Button type="button" variant="secondary" onClick={() => setShowLedgerTools(true)}>
+                  新建合同
+                </Button>
+              ) : null}
              <Button
                type="button"
                variant="secondary"
@@ -688,9 +727,11 @@ export function ContractsRegistryPage() {
              >
                重置筛选
              </Button>
-              <Button type="button" variant={showTrialData ? "default" : "secondary"} onClick={() => setShowTrialData((value) => !value)}>
-                {showTrialData ? "隐藏测试数据" : "显示测试数据"}
-              </Button>
+              {showLedgerTools ? (
+                <Button type="button" variant={showTrialData ? "default" : "secondary"} onClick={() => setShowTrialData((value) => !value)}>
+                  {showTrialData ? "隐藏测试数据" : "显示测试数据"}
+                </Button>
+              ) : null}
            </div>
          </div>

@@ -752,21 +793,6 @@ export function ContractsRegistryPage() {
              />
            </div>

-            <div className="space-y-2">
-              <Label>到期日开始</Label>
-              <DateTextInput
-                value={filters.expiryDateFrom}
-                onChange={(event) => setFilters((current) => ({ ...current, expiryDateFrom: event.target.value }))}
-              />
-            </div>
-
-            <div className="space-y-2">
-              <Label>到期日结束</Label>
-              <DateTextInput
-                value={filters.expiryDateTo}
-                onChange={(event) => setFilters((current) => ({ ...current, expiryDateTo: event.target.value }))}
-              />
-            </div>
          </div>

          {contractsQuery.isLoading ? <div className="text-sm text-zinc-500">加载中...</div> : null}
@@ -815,8 +841,7 @@ export function ContractsRegistryPage() {
                      size="sm"
                      variant="secondary"
                      onClick={() => {
-                        setEditorId(item.id);
-                        setEditor(loadEditorFromItem(item));
+                        openEditor(item);
                      }}
                    >
                      编辑
@@ -840,7 +865,7 @@ export function ContractsRegistryPage() {
                      size="sm"
                      variant="secondary"
                      disabled={toggleStatusMutation.isPending}
-                      onClick={() => toggleStatusMutation.mutate(item)}
+                      onClick={() => setConfirmStatusTarget(item)}
                    >
                      {item.persistedStatus === "archived" ? "恢复生效" : "归档"}
                    </Button>
@@ -855,6 +880,37 @@ export function ContractsRegistryPage() {
          </div>
        </div>
      </div>
+      <ActionConfirmDialog
+        open={Boolean(confirmExportFormat)}
+        onOpenChange={(open) => {
+          if (!open) setConfirmExportFormat(null);
+        }}
+        kind="sensitiveExport"
+        targetName="合同台账"
+        description="导出文件可能包含合同金额、相对方、项目归属、责任人和归档位置摘要。请确认当前筛选范围和用途合规。"
+        onConfirm={() => {
+          if (!confirmExportFormat) return;
+          exportMutation.mutate(confirmExportFormat);
+        }}
+      />
+      <ActionConfirmDialog
+        open={Boolean(confirmStatusTarget)}
+        onOpenChange={(open) => {
+          if (!open) setConfirmStatusTarget(null);
+        }}
+        kind={confirmStatusTarget?.persistedStatus === "archived" ? "enable" : "archive"}
+        targetName={confirmStatusTarget?.contractNo}
+        description={
+          confirmStatusTarget?.persistedStatus === "archived"
+            ? "恢复后该合同会重新作为生效台账参与到期提醒和项目关联摘要。"
+            : "归档后该合同不再作为生效合同推进，台账、项目关联和离线归档索引仍保留。"
+        }
+        confirmLabel={confirmStatusTarget?.persistedStatus === "archived" ? "确认恢复" : "确认归档"}
+        onConfirm={() => {
+          if (!confirmStatusTarget) return;
+          toggleStatusMutation.mutate(confirmStatusTarget);
+        }}
+      />
    </PageScaffold>
  );
 }
@@ -5,6 +5,7 @@ import { fetchEmployees } from "../api/employees";
 import { archiveProject, createConfidentialDocumentRef, createProjectCommunicationLog, createProjectDelivery, createProjectMember, createProjectMilestone, createProjectRisk, createProjectTask, fetchProject, fetchProjectClosureChecklist, fetchProjectCommunicationLogs, fetchProjectDeliveries, fetchProjectDocumentRefs, fetchProjectExpensesSummary, fetchProjectMembers, fetchProjectMilestones, fetchProjectPurchaseSummary, fetchProjectRisks, fetchProjectTasks, fetchProjectTravelSummary, fetchProjectWeeklyReports, patchProject, patchProjectClosureChecklistItem, patchProjectCommunicationLog, patchProjectMember, patchProjectMilestone, patchProjectRisk, patchProjectTask, type ConfidentialityLevel, type DocumentStorageType, type ProjectCommunicationChannel, type ProjectClosureChecklistStatus, type ProjectDeliveryRecordType, type ProjectDetail, type ProjectMilestoneStatus, type ProjectRiskLevel, type ProjectStatus, type ProjectTaskPriority, type ProjectTaskStatus } from "../api/projects";
 import { fetchContractsRegistry } from "../api/contractsRegistry";
 import { mapApiErrorMessage } from "../api/errorMessages";
+import { ActionConfirmDialog } from "../components/common/ActionConfirmDialog";
 import { DetailSideMeta } from "../components/patterns/DetailSideMeta";
 import { EntityOverviewHero } from "../components/patterns/EntityOverviewHero";
 import { MetricCard } from "../components/patterns/MetricCard";
@@ -160,6 +161,14 @@ function resolveProjectEvidenceText(detail: ProjectDetail) {
  return `交付 ${facts.deliveryRecordCount} · 合同 ${facts.contractCount} · 资料引用 ${facts.confidentialDocRefCount}`;
 }

+function documentLocationSummary(item: { confidentialityLevel: ConfidentialityLevel; storageType: DocumentStorageType; offlineArchiveNo: string | null }) {
+  const archiveNo = item.offlineArchiveNo ? ` · ${item.offlineArchiveNo}` : "";
+  if (item.confidentialityLevel === "confidential" || item.confidentialityLevel === "restricted") {
+    return `${storageTypeLabel(item.storageType)} · 已登记受控索引${archiveNo}`;
+  }
+  return `${storageTypeLabel(item.storageType)} · 归档索引${archiveNo || " · 已登记"}`;
+}
+
 export function ProjectDetailPage() {
  const { projectId = "" } = useParams();
  const queryClient = useQueryClient();
@@ -253,6 +262,7 @@ export function ProjectDetailPage() {
  const [editingCommunicationLogId, setEditingCommunicationLogId] = useState<string | null>(null);
  const [waiveChecklistTarget, setWaiveChecklistTarget] = useState<{ itemId: string; currentNote: string | null } | null>(null);
  const [waiveChecklistNote, setWaiveChecklistNote] = useState("");
+  const [confirmArchiveProject, setConfirmArchiveProject] = useState(false);

  useEffect(() => {
    if (!detail) return;
@@ -588,7 +598,7 @@ export function ProjectDetailPage() {
            <Button asChild variant="secondary" type="button">
              <Link to={`/contracts-registry?projectId=${detail.id}`}>合同台账</Link>
            </Button>
-            <Button type="button" variant="secondary" disabled={archiveProjectMutation.isPending || detail.status === "archived"} onClick={() => archiveProjectMutation.mutate()}>
+            <Button type="button" variant="secondary" disabled={archiveProjectMutation.isPending || detail.status === "archived"} onClick={() => setConfirmArchiveProject(true)}>
              {archiveProjectMutation.isPending ? "归档中..." : "归档项目"}
            </Button>
          </div>
@@ -1019,7 +1029,7 @@ export function ProjectDetailPage() {
              </div>
            </SectionPanel>

-            <SectionPanel title="归档与合规 · 涉密资料引用" description="只登记目录、链接和归档位置，正文与附件仍离线管理。">
+            <SectionPanel title="归档与合规 · 资料索引" description="只登记最小必要索引，正文、源码、密钥、完整路径和附件仍走受控归档。">
              <div className="space-y-4">
                <div className="space-y-3">
                  <Input value={docTitle} onChange={(event) => setDocTitle(event.target.value)} placeholder="资料标题" />
@@ -1027,7 +1037,7 @@ export function ProjectDetailPage() {
                    <Input value={docNo} onChange={(event) => setDocNo(event.target.value)} placeholder="文档编号（可选）" />
                    <Input value={docOfflineArchiveNo} onChange={(event) => setDocOfflineArchiveNo(event.target.value)} placeholder="离线档案号（可选）" />
                  </div>
-                  <Input value={docStoragePath} onChange={(event) => setDocStoragePath(event.target.value)} placeholder="NAS / Git / 文件盘路径或引用地址" />
+                  <Input value={docStoragePath} onChange={(event) => setDocStoragePath(event.target.value)} placeholder="归档位置摘要或受控索引，不填写完整路径、密钥或源码地址" />
                  <div className="grid gap-3 md:grid-cols-[180px,180px,120px]">
                    <select className="select-std" value={docConfidentiality} onChange={(event) => setDocConfidentiality(event.target.value as ConfidentialityLevel)}>
                      {CONFIDENTIALITY_OPTIONS.map((item) => <option key={item} value={item}>{confidentialityLabel(item)}</option>)}
@@ -1039,7 +1049,7 @@ export function ProjectDetailPage() {
                  </div>
                </div>
                <Table>
-                  <TableHeader><TableRow><TableHead>资料</TableHead><TableHead>密级</TableHead><TableHead>存储</TableHead><TableHead>路径</TableHead></TableRow></TableHeader>
+                  <TableHeader><TableRow><TableHead>资料</TableHead><TableHead>密级</TableHead><TableHead>存储</TableHead><TableHead>归档索引</TableHead></TableRow></TableHeader>
                  <TableBody>
                    {(docsQuery.data?.items ?? []).map((item) => (
                      <TableRow key={item.id}>
@@ -1049,7 +1059,7 @@ export function ProjectDetailPage() {
                        </TableCell>
                        <TableCell>{confidentialityLabel(item.confidentialityLevel)}</TableCell>
                        <TableCell>{storageTypeLabel(item.storageType)}</TableCell>
-                        <TableCell className="max-w-[280px] truncate">{item.storagePath}</TableCell>
+                        <TableCell className="max-w-[280px] truncate">{documentLocationSummary(item)}</TableCell>
                      </TableRow>
                    ))}
                  </TableBody>
@@ -1150,9 +1160,9 @@ export function ProjectDetailPage() {
                <div className="mt-1 text-xl font-semibold text-zinc-900">{contractsQuery.data?.items.length ?? 0}</div>
                <div className="mt-2 space-y-2 text-sm">
                  {(contractsQuery.data?.items ?? []).slice(0, 5).map((item) => (
-                    <div key={item.id} className="rounded-lg border border-zinc-100 px-3 py-2">
+                    <Link key={item.id} to={`/contracts-registry?projectId=${detail.id}`} className="block rounded-lg border border-zinc-100 px-3 py-2 hover:bg-zinc-50">
                      {item.contractNo} · {item.counterpartyName}
-                    </div>
+                    </Link>
                  ))}
                </div>
              </div>
@@ -1224,6 +1234,15 @@ export function ProjectDetailPage() {
        </DialogFooter>
      </DialogContent>
    </Dialog>
+    <ActionConfirmDialog
+      open={confirmArchiveProject}
+      onOpenChange={setConfirmArchiveProject}
+      kind="archive"
+      targetName={detail.projectNo}
+      description="归档后该项目不再作为新的执行项目推进，历史成员、交付、合同、费用和资料索引仍保留。请确认当前收口项、风险和关联业务已经核对。"
+      confirmLabel="确认归档"
+      onConfirm={() => archiveProjectMutation.mutate()}
+    />
    </>
  );
 }
@@ -65,7 +65,7 @@ export function ProjectsPage() {

  const q = searchParams.get("q") ?? "";
  const status = (searchParams.get("status") as "all" | ProjectStatus | null) ?? "all";
-  const mine = searchParams.get("mine") === "1";
+  const mine = searchParams.get("mine") !== "0";

  const canManageProjects = hasAnyPermission(permissions, ["project.manage", "system.settings", "report.dashboard.view"]);

@@ -78,6 +78,7 @@ export function ProjectsPage() {
  const [targetEndAt, setTargetEndAt] = useState("");
  const [isConfidential, setIsConfidential] = useState(false);
  const [showTrialData, setShowTrialData] = useState(false);
+  const [showLedgerTools, setShowLedgerTools] = useState(false);

  const listQuery = useQuery({
    queryKey: ["projects", "list", status, mine, q],
@@ -101,15 +102,26 @@ export function ProjectsPage() {
  );

  const projectItems = listQuery.data?.items ?? [];
-  const visibleProjectItems = useMemo(
-    () =>
-      showTrialData
-        ? projectItems
-        : projectItems.filter(
-            (item) => !hasTrialNoise(item.projectNo, item.name, item.clientName, item.clientAlias, item.summary),
-          ),
-    [projectItems, showTrialData],
-  );
+  const visibleProjectItems = useMemo(() => {
+    const formalItems = showTrialData
+      ? projectItems
+      : projectItems.filter(
+          (item) => !hasTrialNoise(item.projectNo, item.name, item.clientName, item.clientAlias, item.summary),
+        );
+    return [...formalItems].sort((a, b) => {
+      const score = (item: ProjectListItem) => {
+        let value = 0;
+        if (item.status === "active") value += 40;
+        if (item.counts.openRisks > 0) value += 30;
+        if (item.counts.overdueMilestones > 0) value += 20;
+        if (item.counts.highPriorityTasks > 0) value += 10;
+        return value;
+      };
+      const scoreDelta = score(b) - score(a);
+      if (scoreDelta !== 0) return scoreDelta;
+      return (b.updatedAt ?? "").localeCompare(a.updatedAt ?? "");
+    });
+  }, [projectItems, showTrialData]);
  const hiddenTrialProjectCount = projectItems.length - visibleProjectItems.length;
  const projectStats = useMemo(() => {
    return visibleProjectItems.reduce(
@@ -166,8 +178,8 @@ export function ProjectsPage() {
      else params.delete("status");
    }
    if (next.mine !== undefined) {
-      if (next.mine) params.set("mine", "1");
-      else params.delete("mine");
+      if (next.mine) params.delete("mine");
+      else params.set("mine", "0");
    }
    setSearchParams(params, { replace: true });
  }
@@ -182,20 +194,95 @@ export function ProjectsPage() {
            <Button asChild variant="secondary" type="button">
              <Link to="/contracts-registry">合同台账</Link>
            </Button>
+            <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
+              台账工具
+            </Button>
          </div>
        }
      />

      <StatStrip columns={4}>
-        <MetricCard title="当前项目" value={projectStats.total} note={mine ? "已切换到我的项目" : "当前筛选结果"} />
+        <MetricCard title="我相关项目" value={projectStats.total} note={mine ? "默认只看我负责/我参与" : "已切换到全范围"} />
        <MetricCard title="进行中" value={projectStats.active} note="优先跟进活跃项目" />
        <MetricCard title="逾期里程碑" value={projectStats.overdueMilestones} note="延期事项待处理" tone={projectStats.overdueMilestones > 0 ? "warning" : "neutral"} />
        <MetricCard title="未关闭风险" value={projectStats.openRisks} note="问题留痕建议绑定责任人" tone={projectStats.openRisks > 0 ? "danger" : "neutral"} />
      </StatStrip>

+      {showLedgerTools ? (
+        <SectionPanel title="台账工具" description="新建项目、显示测试数据和全范围查看放在这里，避免普通首屏变成配置台。">
+          <div className="grid gap-5 xl:grid-cols-[minmax(0,1fr),260px]">
+            <div>
+              {!canManageProjects ? (
+                <div className="text-sm text-zinc-500">你当前只有查看权限，项目创建入口仅对老板 / 管理员 / 项目管理角色开放。</div>
+              ) : (
+                <div className="space-y-4">
+                  <div className="grid gap-3 md:grid-cols-2">
+                    <div className="space-y-2">
+                      <Label>项目名称</Label>
+                      <Input value={name} onChange={(event) => setName(event.target.value)} placeholder="例如：深圳某客户现场实施" />
+                    </div>
+                    <div className="space-y-2">
+                      <Label>客户名称</Label>
+                      <Input value={clientName} onChange={(event) => setClientName(event.target.value)} placeholder="客户全称" />
+                    </div>
+                    <div className="space-y-2">
+                      <Label>客户简称</Label>
+                      <Input value={clientAlias} onChange={(event) => setClientAlias(event.target.value)} placeholder="可选" />
+                    </div>
+                    <div className="space-y-2">
+                      <Label>项目经理</Label>
+                      <select className="select-std" value={managerEmployeeId} onChange={(event) => setManagerEmployeeId(event.target.value)}>
+                        <option value="">未指定</option>
+                        {managerCandidates.map((item) => (
+                          <option key={item.id} value={item.id}>
+                            {item.name} · {item.employeeNo}
+                          </option>
+                        ))}
+                      </select>
+                    </div>
+                  </div>
+                  <div className="grid gap-3 md:grid-cols-2">
+                    <div className="space-y-2">
+                      <Label>开始日期</Label>
+                      <DateTextInput value={startsAt} onChange={(event) => setStartsAt(event.target.value)} />
+                    </div>
+                    <div className="space-y-2">
+                      <Label>目标完成</Label>
+                      <DateTextInput value={targetEndAt} onChange={(event) => setTargetEndAt(event.target.value)} />
+                    </div>
+                  </div>
+                  <div className="space-y-2">
+                    <Label>项目摘要</Label>
+                    <Textarea value={summary} onChange={(event) => setSummary(event.target.value)} placeholder="填项目目标、交付范围、关键约束" />
+                  </div>
+                  <label className="flex items-center gap-2 text-sm text-zinc-700">
+                    <input type="checkbox" checked={isConfidential} onChange={(event) => setIsConfidential(event.target.checked)} />
+                    项目含涉密内容（正文与附件继续离线保存）
+                  </label>
+                  <Button
+                    type="button"
+                    disabled={createMutation.isPending || !name.trim() || !clientName.trim()}
+                    onClick={() => createMutation.mutate()}
+                  >
+                    {createMutation.isPending ? "创建中..." : "创建项目"}
+                  </Button>
+                </div>
+              )}
+            </div>
+            <div className="space-y-3 rounded-lg border border-slate-200 bg-slate-50 p-4 text-sm text-slate-600">
+              <div className="font-medium text-slate-900">低频查看</div>
+              <Button type="button" variant={showTrialData ? "default" : "secondary"} onClick={() => setShowTrialData((value) => !value)}>
+                {showTrialData ? "隐藏测试数据" : "显示测试数据"}
+              </Button>
+              <p>试运行默认隐藏 TEST/SMOKE 项目。全范围查看请使用筛选区的范围按钮，避免普通项目负责人默认进入公司全量项目。</p>
+            </div>
+          </div>
+        </SectionPanel>
+      ) : null}
+
      <div className="page-shell-grid">
        <div className="space-y-6">
-          <FilterBar className="grid gap-3 md:grid-cols-[minmax(0,1fr),180px,160px,160px]">
+          <FilterBar className="grid gap-3 md:grid-cols-[minmax(0,1fr),180px,160px]">
            <Input placeholder="搜索项目编号、项目名、客户名" value={q} onChange={(event) => updateSearch({ q: event.target.value })} />
            <select className="select-std" value={status} onChange={(event) => updateSearch({ status: event.target.value })}>
              {STATUS_OPTIONS.map((item) => (
@@ -205,10 +292,7 @@ export function ProjectsPage() {
              ))}
            </select>
            <Button type="button" variant={mine ? "default" : "secondary"} onClick={() => updateSearch({ mine: !mine })}>
-              {mine ? "只看我的" : "切换到我的"}
-            </Button>
-            <Button type="button" variant={showTrialData ? "default" : "secondary"} onClick={() => setShowTrialData((value) => !value)}>
-              {showTrialData ? "隐藏测试数据" : "显示测试数据"}
+              {mine ? "我相关" : "全范围"}
            </Button>
          </FilterBar>

@@ -259,61 +343,11 @@ export function ProjectsPage() {
          </SectionPanel>
        </div>

-        <SectionPanel title="新建项目" description="先建主档，再补成员、里程碑与风险。">
-          {!canManageProjects ? (
-            <div className="text-sm text-zinc-500">你当前只有查看权限，项目创建入口仅对老板 / 管理员 / 项目管理角色开放。</div>
-          ) : (
-            <div className="space-y-4">
-              <div className="space-y-2">
-                <Label>项目名称</Label>
-                <Input value={name} onChange={(event) => setName(event.target.value)} placeholder="例如：深圳某客户现场实施" />
-              </div>
-              <div className="space-y-2">
-                <Label>客户名称</Label>
-                <Input value={clientName} onChange={(event) => setClientName(event.target.value)} placeholder="客户全称" />
-              </div>
-              <div className="space-y-2">
-                <Label>客户简称</Label>
-                <Input value={clientAlias} onChange={(event) => setClientAlias(event.target.value)} placeholder="可选" />
-              </div>
-              <div className="space-y-2">
-                <Label>项目经理</Label>
-                <select className="select-std" value={managerEmployeeId} onChange={(event) => setManagerEmployeeId(event.target.value)}>
-                  <option value="">未指定</option>
-                  {managerCandidates.map((item) => (
-                    <option key={item.id} value={item.id}>
-                      {item.name} · {item.employeeNo}
-                    </option>
-                  ))}
-                </select>
-              </div>
-              <div className="grid gap-3 md:grid-cols-2">
-                <div className="space-y-2">
-                  <Label>开始日期</Label>
-                  <DateTextInput value={startsAt} onChange={(event) => setStartsAt(event.target.value)} />
-                </div>
-                <div className="space-y-2">
-                  <Label>目标完成</Label>
-                  <DateTextInput value={targetEndAt} onChange={(event) => setTargetEndAt(event.target.value)} />
-                </div>
-              </div>
-              <div className="space-y-2">
-                <Label>项目摘要</Label>
-                <Textarea value={summary} onChange={(event) => setSummary(event.target.value)} placeholder="填项目目标、交付范围、关键约束" />
-              </div>
-              <label className="flex items-center gap-2 text-sm text-zinc-700">
-                <input type="checkbox" checked={isConfidential} onChange={(event) => setIsConfidential(event.target.checked)} />
-                项目含涉密内容（正文与附件继续离线保存）
-              </label>
-              <Button
-                type="button"
-                disabled={createMutation.isPending || !name.trim() || !clientName.trim()}
-                onClick={() => createMutation.mutate()}
-              >
-                {createMutation.isPending ? "创建中..." : "创建项目"}
-              </Button>
-            </div>
-          )}
+        <SectionPanel title="下一步提示" description="项目页只保留轻台账和详情入口。">
+          <div className="space-y-3 text-sm text-zinc-600">
+            <p>项目列表用于看状态、风险、负责人和进入详情；成员、里程碑、风险、交付记录和关联业务在详情页处理。</p>
+            <p>合同、采购、报销和付款只展示摘要与跳转，不在项目列表直接处理对方模块动作。</p>
+          </div>
        </SectionPanel>
      </div>
    </ListWorkspace>
@@ -1076,16 +1076,32 @@ test("Wave3 PC 详情和通知中心视觉截图", async ({ page }) => {
  await expect(page.getByTestId("workflow-task-overview")).toBeVisible();
  await page.screenshot({ path: screenshotPath("02-pc-workflow-detail.png"), fullPage: true });

+  await page.goto("/projects");
+  await expect(page.getByRole("heading", { name: "项目", exact: true })).toBeVisible();
+  await expect(page.getByText("默认只看我负责/我参与")).toBeVisible();
+  await expect(page.getByText("新建项目")).toHaveCount(0);
+  await page.getByRole("button", { name: "台账工具" }).click();
+  await expect(page.getByText("新建项目")).toBeVisible();
+
  await page.goto("/projects/project-wave3");
  await expect(page.getByRole("heading", { name: /HYB-W3/ })).toBeVisible();
  await expect(page.getByTestId("project-current-command")).toBeVisible();
  await expect(page.locator("table").first()).toBeVisible();
+  await expect(page.getByText("离线档案柜 A-01")).toHaveCount(0);
  await page.screenshot({ path: screenshotPath("03-pc-project-detail.png"), fullPage: true });

  await page.goto("/contracts-registry?projectId=project-wave3");
  await expect(page.getByRole("heading", { name: "合同台账", exact: true })).toBeVisible();
  await expect(page.getByTestId("contracts-registry-summary")).toBeVisible();
+  await expect(page.getByRole("button", { name: "导出 CSV" })).toHaveCount(0);
+  await page.getByRole("button", { name: "台账工具" }).click();
+  await expect(page.getByTestId("contracts-ledger-tools")).toBeVisible();
+  await expect(page.getByTestId("contracts-editor-panel")).toBeVisible();
+  await expect(page.getByRole("button", { name: "导出 CSV" })).toBeVisible();
  await expect(page.getByTestId("contracts-registry-row")).toBeVisible();
+  await page.getByTestId("contracts-registry-row").getByRole("button", { name: "归档" }).click();
+  await expect(page.getByTestId("action-confirm-dialog")).toContainText("确认归档");
+  await page.getByTestId("action-confirm-cancel").click();
  await page.screenshot({ path: screenshotPath("04-pc-contracts-registry.png"), fullPage: true });

  await page.goto("/notifications");