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implementation_plan.md

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+# Major Feature Update Plan
+
+A comprehensive update adding sub-project tracking granularity, a cross-table R&D summary view, and a data management system (backup/restore/reset).
+
+---
+
+## Proposed Changes
+
+### A — Rename "服务类型预设" → "子项目"
+
+No DB schema changes needed (`service_types` column name stays, only UI text changes).
+
+#### [MODIFY] ClientManage.vue
+- Label "服务类型预设" → "子项目预设"
+- Dialog field label updated
+
+#### [MODIFY] TimesheetForm.vue
+- Label "项目类型" → "子项目"
+- Placeholder text updated
+
+---
+
+### B — Statistics display as "项目-子项目"
+
+The `project_type` field in timesheets stores which sub-project was selected. Current stats queries ignore this field. We need to **group by project_type** within each project, and surface "项目名-子项目" combinations.
+
+> [!IMPORTANT]
+> This changes **all 3 tab views** (Sales/R&D/Project) to break down by sub-project in charts. Tables remain overview-level, but charts use the sub-project granularity.
+
+#### [MODIFY] server/routes/admin.js
+- Update `GET /admin/stats/sales`, `GET /admin/stats/rd`, `GET /admin/stats/project` queries to include sub-project breakdown (join with project_type from timesheets)
+
+#### [MODIFY] client/src/views/admin/Dashboard.vue
+- Build chart data as `"项目-子项目"` strings
+- Both pie and bar charts use this combined label
+
+---
+
+### C — New Tab: 研发工时汇总 (Matrix)
+
+A cross-table: rows = R&D personnel, columns = "项目-子项目", cells = total hours, plus row/column totals.
+
+#### [NEW] server/routes/admin.js additions
+- `GET /admin/summary-matrix?start_date=&end_date=` — returns flat rows with `{user_name, project_label, hours}`
+- `GET /admin/export/matrix?start_date=&end_date=` — returns Excel file of the matrix
+
+#### [MODIFY] client/src/api/index.js
+- Add `getSummaryMatrix(params)` and `exportMatrixExcel(params)` to `adminApi`
+
+#### [MODIFY] client/src/views/admin/Dashboard.vue
+- Add 4th tab "📋 研发工时汇总"
+- No charts, just the cross-table with totals row/column
+- Date filter + Export button
+
+---
+
+### D — Admin: Clear All Data
+
+#### [NEW] server/routes/admin.js additions
+- `POST /admin/reset` — DELETE timesheets, DELETE clients (users preserved)
+
+#### [NEW] client/src/views/admin/DataManage.vue
+- New admin page for data management in one place
+- Contains: Reset, Backup, Restore sections
+
+#### [MODIFY] router/index.js + Layout.vue
+- Add `/data-manage` admin route + menu item "🗄️ 数据管理"
+
+---
+
+### E — Backup / Restore / Auto-backup
+
+#### [MODIFY] server/package.json
+- Add `node-cron` dependency
+
+#### [NEW] server/routes/admin.js additions
+- `GET /admin/backup/download` — exports JSON `{users, clients, timesheets}`, sent as file download
+- `POST /admin/restore` — accepts JSON body, clears and re-populates tables
+- `GET /admin/backups` — lists saved auto-backup files (name, size, date)
+- `GET /admin/backups/:filename/download` — download a specific auto-backup
+
+#### [MODIFY] server/app.js
+- After DB init: start `node-cron` job at `0 3 * * *`
+- On trigger: export DB to JSON → save to `server/backups/backup-YYYY-MM-DD.json`
+- Purge files in `server/backups/` older than 30 days
+
+#### [MODIFY] client/src/views/admin/DataManage.vue
+- **数据备份区**: "立即备份" button → triggers download of backup JSON
+- **备份恢复区**: `el-upload` to upload a [.json](file:///c:/Users/chenpeixian/Documents/%E7%BB%9F%E8%AE%A12/server/package.json) backup → calls restore API
+- **自动备份列表**: table of auto-backup files with download buttons
+- **危险操作区**: "清除所有数据" button (double-confirmation)
+
+---
+
+## Verification Plan
+
+### Backend Tests (manual curl / browser)
+- POST client with same name → error
+- GET `/admin/summary-matrix` → matrix data returned
+- GET `/admin/export/matrix` → Excel file downloads
+- POST `/admin/reset` → DB cleared, users remain
+- GET `/admin/backup/download` → JSON file with 3 sections
+- POST `/admin/restore` with that file → data re-populated
+- Auto-backup: verify `server/backups/` gets [.json](file:///c:/Users/chenpeixian/Documents/%E7%BB%9F%E8%AE%A12/server/package.json) files
+
+### Frontend
+- Dashboard 4th tab: matrix table renders with totals
+- Export matrix → file named correctly
+- DataManage page: backup download, restore upload, reset with confirmation
+- After restore: page refreshes with restored data