Merge feat/m3-increments into main��M4 �� ̨��

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2026-10-19 21:01:17 -04:00 · 2026-10-19 21:01:17 -04:00 · c91d1db78a
commit c91d1db78a
parent 4e54d09ccb 294d99a0d3
24 changed files with 1903 additions and 234 deletions
--- a/backend/README.md
+++ b/backend/README.md
@ -129,6 +129,16 @@ app/
 准入 `require_roles(admin, finance, leader)`（FR-030/031；FR-029 的「营销后勤授权范围内」
 待业务权限清单 #6）。前端菜单同层过滤（路由 `allowedRoles`）。
 ### 工作台接口（M4 ⑧，限管理员/财务/领导）
 | 方法 | 路径 | 说明 |
 | --- | --- | --- |
 | GET | `/api/v1/dashboard?month=YYYY-MM` | 四区块一次性返回：经营绩效总览（当月绩效/应付/人数/团队数/月结状态/近 6 个月趋势）、待办（待审批 + 回款未指定批次 + 同步降级）、风险预警（回款逾期/审批超时 + 同步降级）、最近动态（操作日志） |
 待办与预警**实时派生**（不落表、不引调度器）；预警阈值走参数体系
 （`warning.enabled` / `warning.receipt.overdue.days` / `warning.approval.timeout.days`，
 V10 种子）；⑥ T+ 同步未建，同步相关条目以 `sync_available=false` 显式降级。
 ## 常用命令
 ```bash
@ -211,15 +221,26 @@ bcrypt 5.0 起对超过 72 字节的密码**直接抛 ValueError**（此前是
 - **留痕表的固化设计**：`ownership_change_logs` 与 `business_status_logs` 对客户/业务/人员 ID 均**无外键**（冗余固化，被引用方删除后记录仍完整可读）；RESTRICT 外键反而会把删除逼成 500。删除保护全部由服务层检查承担（人员→团队成员/客户归属引用；客户→业务引用；业务→发货/回款记录）。两张留痕表 append-only、不继承 TimestampMixin。
 - **金额契约**：schema 入参出参一律 `str`，小数超两位直接拒绝（不静默舍入）；服务层 `Decimal`，比率 `Fraction`；毛利润率出参为分数原样字符串（`"997/1000"`，同 M1 计算预览口径），前端原样展示禁止转 float。
 ### 工作台口径（M4 ⑧，改动前先读）
 - **只读聚合**：总览只做 SQL 聚合（SUM / COUNT DISTINCT），不复用报表的部门汇总（后者加载整月台账，过重）；人数用 `COUNT(DISTINCT personnel_id)`——二次分摊拆行会让行数虚高。
 - **待办/预警实时派生**：查询即算，不建待办表/预警表。审批超时取 `approval_orders.create_time`（待审批状态）；回款逾期按「发货单 `ship_date` 超阈值且该批次无任何回款」判定；回款未指定批次 = `receipts.shipment_id IS NULL`。
 - **同步降级**：⑥ 未建时 `sync_available=false`，前端显示「模块未启用」——不要返回 0 条冒充「无失败」。
 - **参数快照一次解析**：`warning.*` 三个阈值在每次请求只 `resolve_snapshot` 一次，多条规则复用。
 - **导出 SQL 的编码坑**：Windows 下 `alembic upgrade --sql > V*.sql` 默认按控制台 GBK 输出，`test_schema_sync` 按 UTF-8 读取会报 `UnicodeDecodeError`——必须 `PYTHONIOENCODING=utf-8 PYTHONUTF8=1` 前缀。
 ### 报表口径（M4 ⑤，改动前先读）
 - **数据源固定单笔生效行**：四张报表的明细一律 `performance_ledgers.is_active=1 AND calc_type=1`；经理聚合行（`calc_type=2`）**只在部门汇总作冻结对照**（`frozen_amount`）单读。聚合行 `receipt_id` 为 NULL、`payment_days` 为 NULL，混入明细会让合同编号/天数列失真，业务统计的绩效也会被整团队聚合额污染。
- **调整单并入**：仅 `status=2`（生效），按 `(settlement_month, personnel_id)` 并入；`direction=1` 补发记 +、`2` 扣减记 −（金额恒正）。待审批/驳回/撤回的金额绝不能进报表——`report_repository.list_month_adjustments` 与调整单管理页的 `list_adjustments` 是两个口径。
+- **调整单并入**：仅 `status=2`（生效），按 `(settlement_month, personnel_id)` 并入，**不要求该人当月有台账行**（只有调整单也要出零绩效成员行）；`direction=1` 补发记 +、`2` 扣减记 −（金额恒正）。待审批/驳回/撤回的金额绝不能进报表——`report_repository.list_month_adjustments` 与调整单管理页的 `list_adjustments` 是两个口径。调整单归属跟随该人普通行的实时 `manager_id`；只有经理个人户的经理跟随本人团队。
 - **回款金额按回款单去重**：二次分摊拆行使同一回款在台账出现多行（负责人 + 参与人），回款统计的金额侧必须 `DISTINCT receipt_id` 后再求和，否则按拆行数翻倍。个人明细页不放「回款金额」列（同一金额重复展示会让合计无法自洽），金额下沉到快照下钻。
 - **部门口径** = `personnel.manager_id` 实时上溯（无独立部门表）；离职人员不按 `status` 过滤，历史业绩留在原团队；无成员经理也出 0 值行（在职经理枚举 ∪ 数据中出现的经理）。团队基数与月结聚合行同源（`services/manager_share.py` 共享模块），**12.5% 与 5% 分列**——两项之和才是聚合行金额。
 - **人员归属按行类型**：普通台账行跟随 `manager_id`；经理个人户行在 `manager.personal.included=1` 时归经理本人团队，且经理成员行**只取个人户金额**（其普通行业绩留在上级团队或未分配），保证团队基数 = 成员绩效合计。岗位判定范围必须覆盖所有成员引用的上级，否则其他经理的下属会被误判为「无经理」。按 `manager_id` 筛选时 `unassigned` 为空（语义是「仅看该经理团队」）。
 - **回款天数区间**是 8 档代码常量（`core/report_meta.py`，含「≤0 天先款后货」与「无天数」兜底桶），服务端下发元数据、前端禁止硬编码；空桶恒在且为 0。进度登记回款无台账行，不在回款统计口径内（页面注明）。
- **导出**：openpyxl 普通 Workbook + `Decimal` 原值 + `number_format`（不写 Excel 公式）；超 `REPORT_EXPORT_MAX_ROWS`（20000）行返回 400；文本列防公式注入（`= + - @` 前缀加 `'`）；服务端文件名为 ASCII（响应头 latin-1 限制），中文名由前端 `link.download` 指定。
+- **导出**：openpyxl 普通 Workbook + `Decimal` 原值 + `number_format`（不写 Excel 公式）；超 `REPORT_EXPORT_MAX_ROWS`（20000）行返回 400；文本列防公式注入（`= + - @` 前缀加 `'`）；服务端文件名为 ASCII（响应头 latin-1 限制），中文名由前端 `link.download` 指定。部门汇总是**单 sheet 分块签字稿**（团队分成汇总 → 全公司 5% 单列 → 对账汇总 → 成员明细 → 未分配明细 → 签字栏）；全公司分成只出现一次，调整净额只在明细层求和，应发合计 = 团队成员应付 + 未分配应付 + 团队分成合计 + 全公司分成 + 调整净额合计。筛选页眉把人员/经理/客户/归属人/状态转为名称与中文标签；回款统计两个维度 sheet 共用主表筛选条件。
- **汇总 = 明细合计**：团队/公司基数由台账分桶结果直接得出，报表侧不另算一遍；集成测试逐项断言。
+- **导出审计**：`audit` 上下文覆盖取数与构建全过程，超限 400 和取数异常都会写失败操作日志（`success=0`）；成功摘要为静态报表标题。
 - **汇总 = 明细合计**：团队/公司基数由台账分桶结果直接得出，报表侧不另算一遍；未筛选时 `团队基数 + 未分配绩效 = 全公司基数`；集成测试逐项断言。
 - **岗位筛选选项**：`GET /api/v1/base/business-roles/options` 仅要求登录（含停用岗位），供财务/领导在报表中按岗位筛选；岗位管理接口仍仅管理员。
 ## 常见问题
--- a/backend/alembic/versions/90653814a421_v10_工作台预警规则参数.py
+++ b/backend/alembic/versions/90653814a421_v10_工作台预警规则参数.py
@ -0,0 +1,143 @@
 """v10 工作台预警规则参数
 Revision ID: 90653814a421
 Revises: ba0217f5091b
 Create Date: 2026-10-19 17:55:48.892998
 新增风险预警三条参数（M4 ⑧ 工作台，澄清 #10「做成参数化规则便于调整」）：
 - warning.enabled：总开关（默认 1）
 - warning.receipt.overdue.days：发货后逾期天数（默认 90）
 - warning.approval.timeout.days：审批超时天数（默认 3）
 「同步连续失败」规则依赖 ⑥ T+ 同步，模块未建前不设参数、不产生条目。
 """
 from collections.abc import Sequence
 from datetime import date
 from alembic import op
 import sqlalchemy as sa
 # revision identifiers, used by Alembic.
 revision: str = '90653814a421'
 down_revision: str | Sequence[str] | None = 'ba0217f5091b'
 branch_labels: str | Sequence[str] | None = None
 depends_on: str | Sequence[str] | None = None
 _EFFECTIVE_DATE = date(2026, 10, 19)
 def upgrade() -> None:
    """种入三个预警参数定义与生效值（append-only 时点化）。"""
    op.bulk_insert(
        sa.table(
            "param_definitions",
            sa.column("id", sa.BigInteger),
            sa.column("param_code", sa.String),
            sa.column("param_name", sa.String),
            sa.column("param_group", sa.String),
            sa.column("value_type", sa.String),
            sa.column("unit", sa.String),
            sa.column("dimension_type", sa.String),
            sa.column("options_text", sa.String),
            sa.column("default_value", sa.String),
            sa.column("value_min", sa.String),
            sa.column("value_max", sa.String),
            sa.column("description", sa.String),
            sa.column("sort_order", sa.Integer),
            sa.column("status", sa.Integer),
        ),
        [
            {
                "id": 21,
                "param_code": "warning.enabled",
                "param_name": "风险预警总开关",
                "param_group": "预警规则",
                "value_type": "BOOL",
                "unit": None,
                "dimension_type": "NONE",
                "options_text": None,
                "default_value": "1",
                "value_min": None,
                "value_max": None,
                "description": "工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）",
                "sort_order": 21,
                "status": 1,
            },
            {
                "id": 22,
                "param_code": "warning.receipt.overdue.days",
                "param_name": "回款逾期天数阈值",
                "param_group": "预警规则",
                "value_type": "INT",
                "unit": "天",
                "dimension_type": "NONE",
                "options_text": None,
                "default_value": "90",
                "value_min": "1",
                "value_max": None,
                "description": "发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）",
                "sort_order": 22,
                "status": 1,
            },
            {
                "id": 23,
                "param_code": "warning.approval.timeout.days",
                "param_name": "审批超时天数阈值",
                "param_group": "预警规则",
                "value_type": "INT",
                "unit": "天",
                "dimension_type": "NONE",
                "options_text": None,
                "default_value": "3",
                "value_min": "1",
                "value_max": None,
                "description": "待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）",
                "sort_order": 23,
                "status": 1,
            },
        ],
    )
    op.bulk_insert(
        sa.table(
            "param_values",
            sa.column("id", sa.BigInteger),
            sa.column("param_id", sa.BigInteger),
            sa.column("dimension_value", sa.String),
            sa.column("effective_date", sa.Date),
            sa.column("value_text", sa.String),
            sa.column("batch_id", sa.BigInteger),
        ),
        [
            {
                "id": 26,
                "param_id": 21,
                "dimension_value": "",
                "effective_date": _EFFECTIVE_DATE,
                "value_text": "1",
                "batch_id": 1,
            },
            {
                "id": 27,
                "param_id": 22,
                "dimension_value": "",
                "effective_date": _EFFECTIVE_DATE,
                "value_text": "90",
                "batch_id": 1,
            },
            {
                "id": 28,
                "param_id": 23,
                "dimension_value": "",
                "effective_date": _EFFECTIVE_DATE,
                "value_text": "3",
                "batch_id": 1,
            },
        ],
    )
 def downgrade() -> None:
    """回滚种子行（行级种子不会被 drop_table 带走，必须显式删除）。"""
    op.execute("DELETE FROM param_values WHERE id IN (26, 27, 28)")
    op.execute("DELETE FROM param_definitions WHERE id IN (21, 22, 23)")
--- a/backend/app/api/router.py
+++ b/backend/app/api/router.py
@ -8,6 +8,7 @@ from fastapi import APIRouter
 from app.api import health
 from app.api.v1 import auth
 from app.api.v1.base import business_roles as base_business_roles
 from app.api.v1.base import customers as base_customers
 from app.api.v1.base import personnel as base_personnel
 from app.api.v1.base import products as base_products
@ -16,6 +17,7 @@ from app.api.v1.business import ratings as business_ratings
 from app.api.v1.business import receipts as business_receipts
 from app.api.v1.business import shipments as business_shipments
 from app.api.v1.calc import router as calc_router
 from app.api.v1.dashboard import router as dashboard_router
 from app.api.v1.reports import router as reports_router
 from app.api.v1.settlements import router as settlements_router
 from app.api.v1.system import approvals as system_approvals
@ -52,6 +54,7 @@ base_router = APIRouter(prefix="/base")
 base_router.include_router(base_personnel.router)
 base_router.include_router(base_products.router)
 base_router.include_router(base_customers.router)
 base_router.include_router(base_business_roles.router)
 v1_router.include_router(base_router)
 # 业务数据（需求 2.2）：/api/v1/business/*，业务操作登录即可访问
@ -68,5 +71,7 @@ v1_router.include_router(calc_router)
 v1_router.include_router(settlements_router)
 # 报表统计（M4 ⑤）：/api/v1/reports/*，只读，限管理员/财务/领导
 v1_router.include_router(reports_router)
 # 工作台（M4 ⑧）：/api/v1/dashboard，四区块只读聚合，限管理员/财务/领导
 v1_router.include_router(dashboard_router)
 api_router.include_router(v1_router)
--- a/backend/app/api/v1/base/business_roles.py
+++ b/backend/app/api/v1/base/business_roles.py
@ -0,0 +1,40 @@
 """岗位下拉选项（基础数据与报表筛选共用）。
 岗位管理本身仅管理员可用（FR-006），但报表的「岗位」筛选对财务/领导
 开放（FR-029）。为避免把管理接口整体放开，这里提供只读、登录即可的
 启用岗位选项；写操作仍走 `/system/business-roles` 的管理员端点。
 """
 from typing import Annotated
 from fastapi import APIRouter, Depends
 from app.api.deps import DbSession, get_current_user
 from app.core.response import ApiResponse, ok
 from app.models import User
 from app.repositories import business_role_repository
 router = APIRouter(prefix="/business-roles", tags=["人员管理"])
 # 基础数据是业务操作：登录即可，不要求管理员
 CurrentUser = Annotated[User, Depends(get_current_user)]
@router.get("/options", response_model=ApiResponse[list[dict]], summary="岗位下拉选项")
 def list_options(session: DbSession, _: CurrentUser) -> ApiResponse[list[dict]]:
    """岗位选项（登录即可；含停用——人员档案可能仍引用停用岗位）。
    岗位规模有限（内置 + 自定义），一次取足够上限，不做分页。
    """
    roles = business_role_repository.list_roles(session, offset=0, limit=1000)
    return ok(
        [
            {
                "id": role.id,
                "role_code": role.role_code,
                "role_name": role.role_name,
                "status": role.status,
            }
            for role in roles
        ]
    )
--- a/backend/app/api/v1/dashboard.py
+++ b/backend/app/api/v1/dashboard.py
@ -0,0 +1,39 @@
 """工作台接口（M4 ⑧）：四区块一次性聚合。
 准入：管理员/财务/领导（与报表、审批接口一致；FR-033/036 的「全部用户」
 待业务权限清单 #6 答复后再放宽）。只读接口，不写操作日志。
 """
 from typing import Annotated
 from fastapi import APIRouter, Depends, Query
 from app.api.deps import DbSession, require_roles
 from app.core.constants import ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER
 from app.core.response import ApiResponse, ok
 from app.models import User
 from app.schemas.dashboard import DashboardOut
 from app.services import dashboard_service
 router = APIRouter(prefix="/dashboard", tags=["工作台"])
 _DashboardUser = Annotated[
    User,
    Depends(
        require_roles(
            ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER, message="无权访问工作台"
        )
    ),
 ]
@router.get("", response_model=ApiResponse[DashboardOut], summary="工作台四区块")
 def get_dashboard(
    session: DbSession,
    _: _DashboardUser,
    month: Annotated[
        str | None, Query(max_length=7, description="统计月份 YYYY-MM，默认当月")
    ] = None,
 ) -> ApiResponse[DashboardOut]:
    """一次返回经营总览/待办/风险预警/最近动态（待办与预警实时派生）。"""
    return ok(dashboard_service.get_dashboard(session, month))
--- a/backend/app/core/month.py
+++ b/backend/app/core/month.py
@ -0,0 +1,26 @@
 """月份参数校验（YYYY-MM）——叶子模块。
 报表、月结与调整单共用同一套校验：只校验长度会放过 `2026-13` 这类
 非法月份，一路传到 `calendar.monthrange` 才抛 ValueError，最终被全局
 处理器当成服务端异常（500）。月份范围必须在入口处拦住，才能返回 400。
 """
 import re
 _MONTH_RE = re.compile(r"^\d{4}-(0[1-9]|1[0-2])$")
 def validate_month(value: str) -> str:
    """校验 YYYY-MM 且月份 01-12；非法抛 ValueError（Pydantic 友好）。
    年份 0000 也拒绝：`date(0, ...)` 同样会抛 ValueError，且业务上不存在。
    """
    if not _MONTH_RE.match(value) or int(value[:4]) == 0:
        raise ValueError("月份格式须为 YYYY-MM（01-12）")
    return value
 def parse_month(value: str) -> tuple[int, int]:
    """校验并返回 (year, month)，供服务层计算月末等使用。"""
    validate_month(value)
    return int(value[:4]), int(value[5:7])
--- a/backend/app/repositories/dashboard_repository.py
+++ b/backend/app/repositories/dashboard_repository.py
@ -0,0 +1,209 @@
 """工作台仓储：四区块的只读聚合查询；不 commit、不抛业务异常。
 总览只做 SQL 聚合（SUM/COUNT DISTINCT），不复用报表的
 ``department_summary``——后者会加载整月台账并逐团队查人员，适合报表页，
 不适合每次打开工作台。
 """
 from datetime import date, datetime
 from sqlalchemy import exists, func, select
 from sqlalchemy.orm import Session
 from app.models import (
    ApprovalOrder,
    Business,
    BusinessRole,
    MonthlySettlement,
    PerformanceLedger,
    Personnel,
    Receipt,
    Shipment,
 )
 from app.models.approval import (
    APPROVAL_STATUS_PENDING_FINANCE,
    APPROVAL_STATUS_PENDING_LEADER,
 )
 _ACTIVE_SINGLE = (PerformanceLedger.calc_type == 1, PerformanceLedger.is_active == 1)
 _PENDING_STATUSES = (
    APPROVAL_STATUS_PENDING_FINANCE,
    APPROVAL_STATUS_PENDING_LEADER,
 )
 # ==== 经营绩效总览 ====
 def sum_month_performance(session: Session, month: str) -> dict:
    """当月单笔生效行合计与人员数（拆行求和不失真，人数需 DISTINCT）。"""
    return session.execute(
        select(
            func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
                "performance_total"
            ),
            func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
            func.count(func.distinct(PerformanceLedger.personnel_id)).label("person_count"),
        ).where(
            PerformanceLedger.settlement_month == month,
            *_ACTIVE_SINGLE,
        )
    ).mappings().one()
 def performance_trend(session: Session, months: list[str]) -> dict[str, object]:
    """近 N 个月绩效合计（按台账归属月）。"""
    rows = session.execute(
        select(
            PerformanceLedger.settlement_month,
            func.coalesce(func.sum(PerformanceLedger.performance_amount), 0),
        )
        .where(
            PerformanceLedger.settlement_month.in_(months),
            *_ACTIVE_SINGLE,
        )
        .group_by(PerformanceLedger.settlement_month)
    ).all()
    return dict(rows)
 def receipt_trend(session: Session, months: list[str]) -> dict[str, object]:
    """近 N 个月回款合计（按到账月，含未核算回款——与台账口径不同，页面注明）。"""
    month_expr = func.date_format(Receipt.receipt_date, "%Y-%m")
    rows = session.execute(
        select(month_expr, func.coalesce(func.sum(Receipt.amount), 0))
        .where(month_expr.in_(months))
        .group_by(month_expr)
    ).all()
    return dict(rows)
 def count_active_managers(session: Session) -> int:
    """在职营销经理数（团队数口径，与部门汇总的团队枚举一致）。"""
    return int(
        session.execute(
            select(func.count())
            .select_from(Personnel)
            .join(BusinessRole, Personnel.business_role_id == BusinessRole.id)
            .where(
                BusinessRole.role_code == "sales_manager",
                Personnel.status == 1,
            )
        ).scalar_one()
    )
 def get_month_settlement(session: Session, month: str) -> MonthlySettlement | None:
    """当月月结头（状态与锁定时间角标）。"""
    return session.execute(
        select(MonthlySettlement).where(MonthlySettlement.settlement_month == month)
    ).scalar_one_or_none()
 # ==== 待办事项 ====
 def list_pending_approvals(session: Session, *, limit: int) -> list[ApprovalOrder]:
    """待处理审批单（按提交时间升序——最久的排前面）。"""
    return list(
        session.execute(
            select(ApprovalOrder)
            .where(ApprovalOrder.status.in_(_PENDING_STATUSES))
            .order_by(ApprovalOrder.create_time.asc(), ApprovalOrder.id.asc())
            .limit(limit)
        ).scalars()
    )
 def count_pending_approvals(session: Session) -> int:
    return int(
        session.execute(
            select(func.count())
            .select_from(ApprovalOrder)
            .where(ApprovalOrder.status.in_(_PENDING_STATUSES))
        ).scalar_one()
    )
 def list_unassigned_receipts(session: Session, *, limit: int) -> list:
    """回款未指定发货批次（shipment_id IS NULL，核算前置缺失）。"""
    return list(
        session.execute(
            select(
                Receipt,
                Business.business_no.label("business_no"),
            )
            .outerjoin(Business, Business.id == Receipt.business_id)
            .where(Receipt.shipment_id.is_(None))
            .order_by(Receipt.receipt_date.asc(), Receipt.id.asc())
            .limit(limit)
        ).all()
    )
 def count_unassigned_receipts(session: Session) -> int:
    return int(
        session.execute(
            select(func.count())
            .select_from(Receipt)
            .where(Receipt.shipment_id.is_(None))
        ).scalar_one()
    )
 # ==== 风险预警 ====
 def list_overdue_shipments(session: Session, *, cutoff: date, limit: int) -> list:
    """发货后超过阈值且该批次无任何回款的发货单（回款逾期规则）。"""
    has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
    return list(
        session.execute(
            select(
                Shipment,
                Business.business_no.label("business_no"),
            )
            .outerjoin(Business, Business.id == Shipment.business_id)
            .where(Shipment.ship_date <= cutoff, ~has_receipt)
            .order_by(Shipment.ship_date.asc())
            .limit(limit)
        ).all()
    )
 def count_overdue_shipments(session: Session, *, cutoff: date) -> int:
    has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
    return int(
        session.execute(
            select(func.count())
            .select_from(Shipment)
            .where(Shipment.ship_date <= cutoff, ~has_receipt)
        ).scalar_one()
    )
 def list_overdue_approvals(
    session: Session, *, cutoff: datetime, limit: int
 ) -> list[ApprovalOrder]:
    """提交后超过阈值仍未处理的审批单（审批超时规则）。"""
    return list(
        session.execute(
            select(ApprovalOrder)
            .where(
                ApprovalOrder.status.in_(_PENDING_STATUSES),
                ApprovalOrder.create_time < cutoff,
            )
            .order_by(ApprovalOrder.create_time.asc())
            .limit(limit)
        ).scalars()
    )
 def count_overdue_approvals(session: Session, *, cutoff: datetime) -> int:
    return int(
        session.execute(
            select(func.count())
            .select_from(ApprovalOrder)
            .where(
                ApprovalOrder.status.in_(_PENDING_STATUSES),
                ApprovalOrder.create_time < cutoff,
            )
        ).scalar_one()
    )
--- a/backend/app/schemas/dashboard.py
+++ b/backend/app/schemas/dashboard.py
@ -0,0 +1,125 @@
 """工作台的请求/响应模型（M4 ⑧）。
 四区块一次返回（前端一次请求渲染整页，避免 6-10 次往返）：
 经营绩效总览 / 待办事项 / 风险预警 / 最近动态。金额一律 Decimal
 （序列化为字符串），前端不做数值运算。
 待办与预警为**查询时实时派生**（不落库、不引调度器，见计划决策）；
 ⑥ T+ 同步未建前，同步相关条目用 `sync_available=false` 显式降级，
 不返回伪造的 0 条。
 """
 from datetime import date, datetime
 from decimal import Decimal
 from pydantic import BaseModel, Field
 class TrendPoint(BaseModel):
    """近 6 个月趋势点（绩效按台账归属月，回款按到账月）。"""
    month: str
    performance_total: Decimal | None = None
    receipt_total: Decimal | None = None
 class SettlementBrief(BaseModel):
    """当月月结状态（工作台总览角标）。"""
    exists: bool = False
    status: int | None = Field(default=None, description="1草稿 2待审批 3已审定 4已驳回")
    total_performance: Decimal | None = None
    total_payable: Decimal | None = None
    locked_at: datetime | None = None
 class OverviewBlock(BaseModel):
    """经营绩效总览（FR-033）：口径与台账/月结一致。"""
    month: str
    performance_total: Decimal | None = Field(default=None, description="当月单笔绩效合计")
    payable_total: Decimal | None = Field(default=None, description="当月应付绩效合计")
    person_count: int = Field(default=0, description="当月有台账的人员数（拆行去重）")
    team_count: int = Field(default=0, description="在职营销经理数（团队数）")
    settlement: SettlementBrief
    trend: list[TrendPoint] = Field(default_factory=list, description="近 6 个月")
    note: str = Field(default="", description="口径说明（页面展示）")
 class ApprovalTodoItem(BaseModel):
    """待审批条目。"""
    order_id: int
    order_no: str
    order_type: int
    submitter_name: str | None = None
    create_time: datetime
 class ReceiptTodoItem(BaseModel):
    """回款未指定发货批次条目。"""
    receipt_id: int
    receipt_batch_no: str
    business_id: int
    business_no: str | None = None
    amount: Decimal
    receipt_date: date
 class TodoBlock(BaseModel):
    """待办事项（FR-034，澄清 #11 起步范围）。"""
    pending_approval_total: int = 0
    pending_approvals: list[ApprovalTodoItem] = Field(default_factory=list)
    unassigned_receipt_total: int = 0
    unassigned_receipts: list[ReceiptTodoItem] = Field(default_factory=list)
    sync_available: bool = Field(default=False, description="⑥ 同步模块是否已启用")
    sync_failure_total: int = 0
 class WarningItem(BaseModel):
    """风险预警条目（实时派生，不改变业务数据）。"""
    code: str = Field(description="规则编码：receipt_overdue / approval_timeout")
    level: str = Field(description="级别：warning / danger")
    object_type: str
    object_id: int
    title: str
    detail: str
    suggest: str
    link: str | None = Field(default=None, description="前端跳转路径")
 class WarningBlock(BaseModel):
    """风险预警（FR-035，首批两条可算规则；同步规则待 ⑥）。"""
    enabled: bool = True
    receipt_overdue_days: int = 90
    approval_timeout_days: int = 3
    items: list[WarningItem] = Field(default_factory=list)
    receipt_overdue_total: int = 0
    approval_timeout_total: int = 0
    sync_available: bool = False
 class ActivityItem(BaseModel):
    """最近动态条目（来源 operation_logs，只读聚合）。"""
    id: int
    module: str
    action: str
    summary: str
    username: str | None = None
    success: int
    create_time: datetime
 class DashboardOut(BaseModel):
    """工作台四区块一次性响应。"""
    month: str
    overview: OverviewBlock
    todos: TodoBlock
    warnings: WarningBlock
    activities: list[ActivityItem] = Field(default_factory=list)
--- a/backend/app/services/dashboard_service.py
+++ b/backend/app/services/dashboard_service.py
@ -0,0 +1,245 @@
 """工作台服务（M4 ⑧）：四区块实时聚合编排。
 设计决策（2026-10-19）：
 - **只读**：不落库、不写审计（读操作不入操作日志）；总览只做 SQL 聚合，
  不复用报表的部门汇总（后者会加载整月台账，过重）
 - **待办与预警实时派生**：不建待办/预警表、不引调度器；处置动作本身
  已有操作日志可追溯。与 FR-035「预警产生/消除留痕」的差距记录在
  计划开放项，待业务确认是否物化
 - **⑥ 同步模块未启用**：同步失败待办、同步连续失败预警以
  ``sync_available=false`` 显式降级，不返回伪造的 0 条
 - 预警阈值走参数体系（``warning.*``），一次请求只解析一次快照
 """
 from datetime import date, datetime, timedelta
 from decimal import Decimal
 from sqlalchemy.orm import Session
 from app.core.exceptions import BadRequestError
 from app.core.month import validate_month
 from app.repositories import dashboard_repository, operation_log_repository
 from app.repositories.query_utils import LogFilters
 # 工作台只展示摘要，完整列表跳转对应管理页
 _TODO_LIMIT = 5
 _WARNING_LIMIT = 20
 _ACTIVITY_LIMIT = 20
 _TREND_MONTHS = 6
 _ORDER_TYPE_LABELS = {1: "二次分配方案", 2: "月度结算", 3: "调整单"}
 def get_dashboard(session: Session, month: str | None = None) -> dict:
    """四区块一次性出数（前端一次请求渲染整页）。"""
    resolved = _normalize_month(month)
    warning_params = _warning_params(session)
    return {
        "month": resolved,
        "overview": _overview(session, resolved),
        "todos": _todos(session),
        "warnings": _warnings(session, warning_params),
        "activities": _activities(session),
    }
 def _normalize_month(month: str | None) -> str:
    """未传月份按当月；非法月份在入口拦成 400（避免 500）。"""
    if not month:
        today = date.today()
        return f"{today.year:04d}-{today.month:02d}"
    try:
        return validate_month(month)
    except ValueError as exc:
        raise BadRequestError(str(exc)) from exc
 def _shift_month(month: str, delta: int) -> str:
    """YYYY-MM 平移 delta 个月（用于近 N 个月窗口）。"""
    year, mon = int(month[:4]), int(month[5:7])
    index = year * 12 + (mon - 1) + delta
    return f"{index // 12:04d}-{index % 12 + 1:02d}"
 def _trend_months(month: str) -> list[str]:
    """窗口为「当月及之前共 6 个月」，升序返回便于前端画图。"""
    return [_shift_month(month, offset) for offset in range(-(_TREND_MONTHS - 1), 1)]
 def _overview(session: Session, month: str) -> dict:
    """经营绩效总览（FR-033）：口径与台账/月结一致。"""
    sums = dashboard_repository.sum_month_performance(session, month)
    settlement = dashboard_repository.get_month_settlement(session, month)
    months = _trend_months(month)
    performance = dashboard_repository.performance_trend(session, months)
    receipts = dashboard_repository.receipt_trend(session, months)
    return {
        "month": month,
        "performance_total": _dec(sums["performance_total"]),
        "payable_total": _dec(sums["payable_total"]),
        "person_count": int(sums["person_count"]),
        "team_count": dashboard_repository.count_active_managers(session),
        "settlement": {
            "exists": settlement is not None,
            "status": settlement.status if settlement else None,
            "total_performance": settlement.total_performance if settlement else None,
            "total_payable": settlement.total_payable if settlement else None,
            "locked_at": settlement.locked_at if settlement else None,
        },
        "trend": [
            {
                "month": item,
                "performance_total": _dec(performance.get(item)),
                "receipt_total": _dec(receipts.get(item)),
            }
            for item in months
        ],
        "note": "绩效按台账归属月（单笔生效行，二次分摊拆行求和不失真）；回款按到账月（含未核算回款）；不含调整单",
    }
 def _todos(session: Session) -> dict:
    """待办事项（FR-034，澄清 #11 起步范围）。"""
    orders = dashboard_repository.list_pending_approvals(session, limit=_TODO_LIMIT)
    receipts = dashboard_repository.list_unassigned_receipts(session, limit=_TODO_LIMIT)
    return {
        "pending_approval_total": dashboard_repository.count_pending_approvals(session),
        "pending_approvals": [
            {
                "order_id": order.id,
                "order_no": order.order_no,
                "order_type": order.order_type,
                "submitter_name": order.submitter_name,
                "create_time": order.create_time,
            }
            for order in orders
        ],
        "unassigned_receipt_total": dashboard_repository.count_unassigned_receipts(session),
        "unassigned_receipts": [
            {
                "receipt_id": row[0].id,
                "receipt_batch_no": row[0].receipt_batch_no,
                "business_id": row[0].business_id,
                "business_no": row.business_no,
                "amount": row[0].amount,
                "receipt_date": row[0].receipt_date,
            }
            for row in receipts
        ],
        # ⑥ T+ 同步未建：显式降级，不伪造「无失败」
        "sync_available": False,
        "sync_failure_total": 0,
    }
 def _warning_params(session: Session) -> dict:
    """预警参数一次解析（阈值参数化，澄清 #10）。"""
    from app.services.param_service import parse_fraction, resolve_snapshot
    snapshot = resolve_snapshot(session, date.today())
    return {
        "enabled": snapshot.get("warning.enabled") == "1",
        "receipt_overdue_days": int(parse_fraction(snapshot.get("warning.receipt.overdue.days"))),
        "approval_timeout_days": int(
            parse_fraction(snapshot.get("warning.approval.timeout.days"))
        ),
    }
 def _warnings(session: Session, params: dict) -> dict:
    """风险预警（FR-035）：首批两条可算规则；同步规则待 ⑥。"""
    if not params["enabled"]:
        return {
            "enabled": False,
            "receipt_overdue_days": params["receipt_overdue_days"],
            "approval_timeout_days": params["approval_timeout_days"],
            "items": [],
            "receipt_overdue_total": 0,
            "approval_timeout_total": 0,
            "sync_available": False,
        }
    receipt_cutoff = date.today() - timedelta(days=params["receipt_overdue_days"])
    approval_cutoff = datetime.now() - timedelta(days=params["approval_timeout_days"])
    shipments = dashboard_repository.list_overdue_shipments(
        session, cutoff=receipt_cutoff, limit=_WARNING_LIMIT
    )
    orders = dashboard_repository.list_overdue_approvals(
        session, cutoff=approval_cutoff, limit=_WARNING_LIMIT
    )
    items = [
        {
            "code": "receipt_overdue",
            "level": "danger",
            "object_type": "shipment",
            "object_id": row[0].id,
            "title": f"发货批次 {row[0].shipment_no} 逾期未回款",
            "detail": (
                f"业务 {row.business_no or row[0].business_id} 发货日 {row[0].ship_date}，"
                f"超过 {params['receipt_overdue_days']} 天无回款记录"
            ),
            "suggest": "联系客户催收，或核对回款批次指定关系",
            "link": "/business/shipments",
        }
        for row in shipments
    ]
    items += [
        {
            "code": "approval_timeout",
            "level": "warning",
            "object_type": "approval_order",
            "object_id": order.id,
            "title": f"审批单 {order.order_no} 超时未处理",
            "detail": (
                f"{_ORDER_TYPE_LABELS.get(order.order_type, '审批')}由 "
                f"{order.submitter_name or '—'} 提交于 {order.create_time:%Y-%m-%d %H:%M}，"
                f"已超过 {params['approval_timeout_days']} 天"
            ),
            "suggest": "在审批管理中复核或退回",
            "link": "/system/approvals",
        }
        for order in orders
    ]
    return {
        "enabled": True,
        "receipt_overdue_days": params["receipt_overdue_days"],
        "approval_timeout_days": params["approval_timeout_days"],
        "items": items,
        "receipt_overdue_total": dashboard_repository.count_overdue_shipments(
            session, cutoff=receipt_cutoff
        ),
        "approval_timeout_total": dashboard_repository.count_overdue_approvals(
            session, cutoff=approval_cutoff
        ),
        "sync_available": False,
    }
 def _activities(session: Session) -> list[dict]:
    """最近动态（FR-036）：以操作日志为唯一来源（写操作即留痕）。"""
    logs = operation_log_repository.list_logs(
        session,
        offset=0,
        limit=_ACTIVITY_LIMIT,
        filters=LogFilters(),
    )
    return [
        {
            "id": log.id,
            "module": log.module,
            "action": log.action,
            "summary": log.summary,
            "username": log.username,
            "success": log.success,
            "create_time": log.create_time,
        }
        for log in logs
    ]
 def _dec(value) -> Decimal | None:
    """SQL 聚合结果转 Decimal（SUM 可能返回 int，None 原样返回）。"""
    if value is None:
        return None
    return value if isinstance(value, Decimal) else Decimal(str(value))
--- a/backend/app/services/param_registry.py
+++ b/backend/app/services/param_registry.py
@ -314,6 +314,54 @@ PARAM_REGISTRY: dict[str, ParamSpec] = {
            ),
            sort_order=20,
        ),
        # ===== 预警规则（M4 ⑧ 工作台，澄清 #10「做成参数化规则便于调整」）=====
        # 首批三条中「同步连续失败」依赖 ⑥ T+ 同步，模块未建前不设参数、不产生条目
        ParamSpec(
            code="warning.enabled",
            name="风险预警总开关",
            group="预警规则",
            value_type="BOOL",
            unit=None,
            dimension_type="NONE",
            options=None,
            default_value="1",
            value_min=None,
            value_max=None,
            description="工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）",
            sort_order=21,
        ),
        ParamSpec(
            code="warning.receipt.overdue.days",
            name="回款逾期天数阈值",
            group="预警规则",
            value_type="INT",
            unit="天",
            dimension_type="NONE",
            options=None,
            default_value="90",
            value_min="1",
            value_max=None,
            description=(
                "发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）"
            ),
            sort_order=22,
        ),
        ParamSpec(
            code="warning.approval.timeout.days",
            name="审批超时天数阈值",
            group="预警规则",
            value_type="INT",
            unit="天",
            dimension_type="NONE",
            options=None,
            default_value="3",
            value_min="1",
            value_max=None,
            description=(
                "待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）"
            ),
            sort_order=23,
        ),
    ]
 }
--- a/backend/tests/README.md
+++ b/backend/tests/README.md
@ -140,12 +140,24 @@ uv run pytest tests/integration -q   # 仅集成
 | 文件 | 守什么 | 用例数 |
 | --- | --- | --- |
-| `tests/integration/test_reports.py` | 个人明细与台账逐笔一致 + **pageSize=1 时 summary 仍为全筛选合计**；部门汇总团队基数=成员绩效合计、12.5% 分成按参数、无成员经理出 0 值行；回款统计 8 档桶恒在、空桶为 0、**二次分摊拆行时回款金额只计一次**（防翻倍）、绩效合计=台账；业务统计排除经理聚合行（生成月结后绩效不被整团队聚合额污染）；导出 xlsx 可解析且含「财务复核/领导签字」栏 + 操作日志留痕（module=报表统计/action=导出）；普通用户 403 且文案「无权访问报表统计」 | 7 |
+| `tests/integration/test_reports.py` | 个人明细与台账逐笔一致 + **pageSize=1 时 summary 仍为全筛选合计**；部门汇总团队基数=成员绩效合计、分成按参数、无成员经理出 0 值行；**无台账经理挂上级不 500、仅有调整单人员并入团队/未分配、经理个人户开关两侧口径、按经理筛选不误判其他团队下属、对账恒等式**；导出页眉 ID→名称/中文标签、回款维度 sheet 透传筛选、**导出超限与取数异常的失败审计**、非法月份查询/导出均 400；回款统计 8 档桶恒在、空桶为 0、**二次分摊拆行时回款金额只计一次**；业务统计排除经理聚合行；普通用户 403 | 24 |
-| `tests/unit/test_report_helpers.py` | 区间分桶边界（NULL/负值/0/1/30/…/361+）与 8 档编码唯一；客户类型、产品类别标签覆盖全部常量枚举（防新增枚举后报表少一类）；Excel 模板纯构建含页眉/签字栏、空数据提示行、金额为数值单元格且两位格式、合计行=明细之和、文本公式注入前置单引号、回款统计两个维度对比 sheet、业务统计状态转中文 | 11 |
+| `tests/unit/test_report_helpers.py` | 区间分桶边界与 8 档编码唯一；标签覆盖全部枚举；Excel 模板页眉/签字栏/空数据/金额格式/合计/公式注入/维度 sheet/状态中文；**部门汇总签字稿五块顺序、零成员团队与未分配行、全公司分成只出现一次、应发合计取对账口径、比例标题参数化** | 16 |
 | `tests/unit/test_month_validation.py` | 非法月份（`2026-13`/`2026-00`/`0000-01` 等）在报表、月结、调整单 schema 入口即拒绝；可选月份空串规范为 None | 17 |
-运行：`uv run pytest tests/integration/test_reports.py -q` → **7 passed**（2026-10-19）；`uv run pytest tests/unit/test_report_helpers.py -q` → **11 passed**（2026-10-19）；全量回归见运行记录。
+运行：`uv run pytest tests/integration/test_reports.py -q` → **24 passed**（2026-10-19 修复回归）；`uv run pytest tests/unit/test_report_helpers.py tests/unit/test_month_validation.py -q` → **33 passed**；全量 **847 passed**（2026-10-19）。
-**待补**：e2e `frontend/e2e/report_flow.py`（四页筛选/导出下载/打印视图，需 `E2E_ADMIN_PASSWORD`）。
+**e2e**：`frontend/e2e/report_flow.py` 已补回款多桶同时展开、部门下钻筛选生效、打印截断提示、部门汇总打印五块结构；需 `E2E_ADMIN_PASSWORD` 与前后端在跑。
 ### 工作台（M4 ⑧，2026-10-19 完成）
 | 文件 | 守什么 | 用例数 |
 | --- | --- | --- |
 | `tests/integration/test_dashboard.py` | 权限 403 且文案「无权访问工作台」；总览绩效合计与台账一致 + 非法月份 400；待办（月结提交→待审批命中、回款未指定批次命中、**同步未建显式降级**）；风险预警（审批超时命中、**参数关闭后不产生条目**）；最近动态来源操作日志 | 5 |
 | `tests/unit/test_param_registry.py`（改） | 注册表 19→**22 项**（V10 预警规则三项）；编码集合与迁移种子一致 | 改 |
 运行：`uv run pytest tests/integration/test_dashboard.py -q` → **5 passed**（2026-10-19）。
 **实施中发现并修复**：`alembic upgrade --sql` 在 Windows 控制台按 GBK 输出，重定向生成的 `V10__*.sql` 被 `test_schema_sync` 按 UTF-8 读取时抛 `UnicodeDecodeError`——导出命令须加 `PYTHONIOENCODING=utf-8 PYTHONUTF8=1`（已写入 backend/README）。
 ## 三、运行记录
@ -167,6 +179,8 @@ uv run pytest tests/integration -q   # 仅集成
 | 2026-10-19 | M3 定点（calc/settlements） | 34 | ✅ 通过（55s） | **code-review P0+P1 修复中**：经理聚合比例/调整单即生效/进度登记重算 400/财务节点不提前锁定/锁定拦截三路径/回填与聚合落库/月末取参（+新增 `test_settlement_helpers` 5 例、`test_calc_helpers` 4 例锁定 `_q2` HALF_UP） |
 | 2026-10-19 | 全量回归 | 780 | ✅ 780 passed（8:53） | **M3 code-review 21 项修复后全量回归**（P0 算错钱/不可用 6 项 → P1 锁定不变量与双轨漂移 7 项 → P2 健壮性 6 项 → calc_receipt 重构；新增回归约 20 例，含跨会话并入的 #12 聚合基数开关用例）。type-check 绿；e2e calc_settlement_flow 仍待补 |
 | 2026-10-19 | 拆行收口批次 | 全量 788 | ✅ 788 passed（9:20） | **2026-10-19 业务答复落实完成**：#14 首日取整 10‰（公式段/锚点不变，用例反转）；#12 单笔侧开关消费（1=业务员递减计提）；**二次分摊拆行**（参与人份额+负责人余额守恒，uk 三列版）；权限分层（params 查看放开/写仅 admin）；V8 迁移（审批开关默认开/撤试用期参数/增基数开关）。定点：calc 20 / settlements 13（含 #12 开关两档金标准 6.84→24.34）/ businesses 30（保存侧+3）/ formula 35。e2e calc_settlement_flow 交接并行会话 |
 | 2026-10-19 | **报表统计修复回归** | 全量 847 | ✅ 847 passed（10:13） | **M4 报表 code-review 15 项修复后全量回归**（后端 8 + 前端 7）：归属三集合/调整单全量并入/经理个人户拆分/对账出参、分块签字稿导出、导出审计覆盖取数、筛选页眉 ID→名称、月份校验 400、岗位只读选项。报表集成 24 / 报表单元 16 / 月份校验 17。type-check + build 绿；e2e `report_flow.py` 扩至 12 步，待 `E2E_ADMIN_PASSWORD` 实跑 |
 | 2026-10-19 | 全部 | 852 | ✅ 852 passed（9:17） | **M4 ⑧ 工作台完成**（四区块实时聚合 + ECharts 5.6 前端 + V10 预警参数三项；新增 5 例；参数注册表 19→22；同步模块显式降级）。期间修复：alembic `--sql` 导出 GBK 导致 schema 同步误报 |
 | 2026-10-19 | 单元全量 + 报表定点 | 484 | ✅ 484 passed（45.94s）；报表单元 11 例 0.70s | **M4 报表模块收尾**（前端四页/打印视图/导出与单元测试补齐）。ruff 绿；前端 `pnpm type-check` 绿。报表集成 7 例记录见上节 |
 | 2026-10-19 | 全部 | 806 | ✅ 806 passed（7:59） | **M4 ⑤ 报表统计全量回归**（报表新增 18 例：集成 7 + 单元 11；另含并行会话并入的 M3 前端修复与字体合规）。ruff 绿。e2e：`calc_settlement_flow` 8 步由并行会话跑通；`report_flow.py` 待 `E2E_ADMIN_PASSWORD` 运行 |
@ -174,7 +188,13 @@ uv run pytest tests/integration -q   # 仅集成
 | 日期 | 缺陷 | 影响 | 处理 |
 | --- | --- | --- | --- |
-| 2026-10-19 | 分摊负责人份额按余额百分数乘全额导致行合计丢 q2 尾差 | 拆 30%+40% 后负责人 100−70=30% 再乘未 q2 全额（39.1111×0.30=11.7333），行合计 39.10 ≠ 39.11——**每笔分摊账丢 1 分**，守恒破坏（金标准用例 `行合计==业务级全额` 抓住） | 负责人行恒走余额公式（q2 全额 −∑参与人 q2 份额）；余额百分数仅作快照展示不参与计算 |
+| 2026-10-19 | 部门汇总导出/打印只展平成员行 | 团队分成、全公司 5% 块、未分配人员、零成员团队全部缺失——**签字稿合计小于应发**，财务按签字稿复核会漏发经理分成与未分配绩效 | 导出改为单 sheet 分块签字稿（团队/公司/对账/成员/未分配）+ 打印五块；应发公式与对账块由后端 Decimal 计算 |
 | 2026-10-19 | `_member_rows` 直接 `member_map[pid]` 索引 | 无台账行的营销经理自身挂上级时 KeyError → **部门汇总接口与导出 500**（当月完全无台账也会触发） | 归属只从 member_map/adjustments 生成；`manager_role` 覆盖所有成员引用的上级 |
 | 2026-10-19 | 生效调整单只并入有台账人员 | 只有调整单、当月无回款的人被静默丢弃——补发/扣减金额不出现，**按报表发放会少发** | 调整单人员补零值成员后参与团队/未分配归属；每人调整净额只计一次 |
 | 2026-10-19 | 经理个人户成员行取该人全部绩效 | 团队基数只含个人户行，成员行却含普通行——**基数≠成员合计，同一笔业绩在成员行与未分配重复** | 普通行与个人户分行记账；经理成员行只取个人户金额，普通行留在上级团队/未分配 |
 | 2026-10-19 | 导出取数与超限校验在审计上下文之外 | 超限 400 与取数异常**不留失败日志**，与 M4 计划 T12「导出 400/失败审计」不符 | `_export_payload` 移入 `with audit`；静态标题映射（AuditRecord frozen） |
 | 2026-10-19 | 月份只校验长度 | `2026-13` 传到 `calendar.monthrange` 抛 ValueError → **500**；导出手工构造模型抛裸 ValidationError 同样 500 | 新增 `core/month.py`（格式+01-12+年份）；四类 query、月结、调整单接入；导出 ValidationError 转 400 |
 | 2026-10-19 | 前端报表五处状态缺陷 | 打印超限判定恒假（静默截断）、部门下钻 query 未读取、回款多桶共用一个 drill 状态（面板串行）、summary 在请求序号守卫前写入（合计串号）、e2e 全页行数选择器必失败 | 分别修正判定/读取 query/按桶独立状态+数组参数/`onData` 回调/限定主桶表；补 e2e 多桶展开、下钻、截断、部门打印用例 |
 | 2026-10-09 | 日志脱敏在 `logging.Filter` 阶段改写 `record.msg` | 抹掉 `%s` 占位符 → logging 内部 `msg % args` 抛 TypeError → **整条日志丢失**（比不脱敏更危险） | 改为 `SensitiveFormatter` 在格式化**之后**脱敏；补回归用例 |
 | 2026-10-09 | `PasswordHash.recommended()` 在 pwdlib 0.3.x 推荐 Argon2 而非 BCrypt | 密码算法与规范不符，且随库版本变化——同一批密码可能混用两种算法 | 改为显式 `PasswordHash((BcryptHasher(),))` 钉死算法 |
 | 2026-10-09 | 模型未设置表级 `comment`，`update_time` 用 `server_onupdate` | 违反规范红线；`server_onupdate` 只是 ORM 标记，**不生成 `ON UPDATE CURRENT_TIMESTAMP` 子句**，更新时间永不刷新 | 补表注释；改用 `text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP")` |
@ -229,6 +249,6 @@ uv run pytest tests/integration -q   # 仅集成
 | 业务数据管理 | ✅ 后端已完成 | 2026-10-13 完成（70 例，见上表）；前端页面与绩效核算联动（M3 台账核销回写 settlement_status）待 M3 补测 |
 | M3 增量（设置/分配/审批） | ✅ 已完成 | 2026-10-16 完成（44 例，见上表）；审批流的**月结审批对象**（order_type=2）随 ④ 月结子块接入时补测 |
 | 绩效工资核算（M3-core） | ✅ 已完成 | 2026-10-17 完成（核算/月结/调整单，见运行记录）；2026-10-19 code-review 21 项修复并补回归约 20 例。**待补**：e2e `calc_settlement_flow`（台账/月结两页真实浏览器链路）；业务答复回填批次（88 会话：首日 10‰/聚合基数开关/二次分摊拆行）落地后按同粒度补测 |
-| 报表统计 | 未开始 | 依赖报表口径确认 |
+| 报表统计 | ✅ 已完成 | 2026-10-19 完成并补齐回归；e2e 用例已写好，需完整环境用 `E2E_ADMIN_PASSWORD` 实跑 |
 > 系统管理模块（用户/角色/日志查询）已于 2026-10-10 完成并补齐用例，见上表。
--- a/backend/tests/integration/conftest.py
+++ b/backend/tests/integration/conftest.py
@ -190,14 +190,14 @@ def _purge_test_data() -> None:
        # 审批单无 t_ 前缀可用，按 AP 编号前缀全量清（steps 外键 CASCADE 随删；
        # ref_id 固化无外键，业务已在上一步删除，无悬挂影响）
        session.execute(delete(ApprovalOrder).where(ApprovalOrder.order_no.like("AP%")))
-        # 开关参数恢复种子基线：测试提交的变更批次条目 id 均大于种子终值 25
+        # 开关参数恢复种子基线：测试提交的变更批次条目 id 均大于种子终值 28
        # （V3 十九条 + V6 两条 + V7 调整单一条 + V8 经理基数开关一条；V8 另
-        # 插入两个审批开关的 10-19 生效行 id 23/24，均属种子），删新条目与
+        # 插入两个审批开关的 10-19 生效行 id 23/24，V10 插入预警规则参数
-        # 新批次后解析回退到种子值
+        # id 26/27/28，均属种子），删新条目与新批次后解析回退到种子值
-        stray_values = list(session.execute(select(ParamValue).where(ParamValue.id > 25)).scalars())
+        stray_values = list(session.execute(select(ParamValue).where(ParamValue.id > 28)).scalars())
        if stray_values:
            stray_batches = {v.batch_id for v in stray_values}
-            session.execute(delete(ParamValue).where(ParamValue.id > 25))
+            session.execute(delete(ParamValue).where(ParamValue.id > 28))
            session.execute(delete(ParamChangeBatch).where(ParamChangeBatch.id.in_(stray_batches)))
        # 系统设置恢复种子单行（test_settings 会改公司名/传 logo——残留会让
        # 后续 e2e 的品牌断言在污染状态下运行）；uploads 下的测试 logo 一并删
--- a/backend/tests/integration/test_dashboard.py
+++ b/backend/tests/integration/test_dashboard.py
@ -0,0 +1,232 @@
 """工作台集成测试（M4 ⑧）。
 守的口径：
 - 权限：普通用户 403 且文案「无权访问工作台」
 - 总览：绩效合计/人数与台账一致；月份参数非法 400
 - 待办：月结提交后出现待审批；回款未指定批次可命中；同步未建时显式降级
 - 风险预警：审批超时命中、参数关闭后不产生条目、阈值参数化生效
 - 最近动态：来源操作日志（写操作可见）
 待办与预警为实时派生（不落表），测试只验证查询结果，不清理派生数据。
 """
 import uuid
 from datetime import date, datetime, timedelta
 from decimal import Decimal
 import pytest
 from fastapi.testclient import TestClient
 pytestmark = pytest.mark.integration
 _DASHBOARD = "/api/v1/dashboard"
 _PERSONNEL = "/api/v1/base/personnel"
 _BUSINESSES = "/api/v1/business/businesses"
 _SHIPMENTS = "/api/v1/business/shipments"
 _RECEIPTS = "/api/v1/business/receipts"
 _CALC = "/api/v1/calc"
 _SETTLEMENTS = "/api/v1/settlements"
 _PARAMS = "/api/v1/system/params"
 def _role_id(code: str) -> int:
    from sqlalchemy import select
    from app.core.db import get_session_factory
    from app.models import BusinessRole
    factory = get_session_factory()
    with factory() as session:
        return int(
            session.execute(
                select(BusinessRole.id).where(
                    BusinessRole.role_code == code, BusinessRole.status == 1
                )
            ).scalar_one()
        )
 def _person(client: TestClient, headers: dict) -> dict:
    resp = client.post(
        _PERSONNEL,
        json={
            "personnel_name": f"t_工作台_{uuid.uuid4().hex[:8]}",
            "business_role_id": _role_id("salesperson"),
            "salary_standard": "3000.00",
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    return resp.json()["data"]
 def _chain(client: TestClient, headers: dict, *, assign_shipment: bool = True) -> dict:
    """客户/业务（100×100，成本 3000）→ 发货（60 天前）→ 回款 → 核算。"""
    from tests.integration.factories import business_item, business_payload, customer
    cust = customer(client, headers)
    person = _person(client, headers)
    resp = client.post(
        _BUSINESSES,
        json=business_payload(
            cust["id"],
            owner_personnel_id=person["id"],
            items=[business_item(cost_amount="3000.00")],
        ),
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    business = resp.json()["data"]
    ship_date = (date.today() - timedelta(days=60)).isoformat()
    resp = client.post(
        _SHIPMENTS,
        json={
            "business_id": business["id"],
            "ship_date": ship_date,
            "items": [{"product_name": "t_工作台发货", "quantity": "1", "sale_price": "1.00"}],
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    shipment = resp.json()["data"]
    payload = {
        "business_id": business["id"],
        "receipt_date": date.today().isoformat(),
        "amount": "10000.00",
    }
    if assign_shipment:
        payload["shipment_id"] = shipment["id"]
    resp = client.post(_RECEIPTS, json=payload, headers=headers)
    assert resp.status_code == 200, resp.text
    receipt = resp.json()["data"]
    if assign_shipment:
        resp = client.post(f"{_CALC}/receipts/{receipt['id']}/calc", headers=headers)
        assert resp.status_code == 200, resp.text
    return {"business": business, "person": person, "receipt": receipt}
 def _month() -> str:
    return date.today().strftime("%Y-%m")
 def _dashboard(client: TestClient, headers: dict, month: str | None = None) -> dict:
    params = {"month": month} if month else {}
    resp = client.get(_DASHBOARD, params=params, headers=headers)
    assert resp.status_code == 200, resp.text
    return resp.json()["data"]
 def test_权限_普通用户403文案(client: TestClient, normal: dict):
    resp = client.get(_DASHBOARD, headers=normal["headers"])
    assert resp.status_code == 403
    assert resp.json()["message"] == "无权访问工作台"
 def test_总览_绩效合计与台账一致且非法月份400(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    data = _dashboard(client, admin["headers"], _month())
    from sqlalchemy import func, select
    from app.core.db import get_session_factory
    from app.models import PerformanceLedger
    factory = get_session_factory()
    with factory() as session:
        expected = Decimal(
            str(
                session.execute(
                    select(
                        func.coalesce(func.sum(PerformanceLedger.performance_amount), 0)
                    ).where(
                        PerformanceLedger.settlement_month == _month(),
                        PerformanceLedger.calc_type == 1,
                        PerformanceLedger.is_active == 1,
                    )
                ).scalar_one()
            )
        )
    assert Decimal(str(data["overview"]["performance_total"])) == expected
    assert data["overview"]["person_count"] >= 1
    assert len(data["overview"]["trend"]) == 6
    resp = client.get(_DASHBOARD, params={"month": "2026-13"}, headers=admin["headers"])
    assert resp.status_code == 400
 def test_待办_待审批与未指定批次与同步降级(client: TestClient, admin: dict):
    # 先造一笔已核算业务（月结生成要求有可结算记录），再补一笔未指定批次的回款
    _chain(client, admin["headers"], assign_shipment=True)
    ctx = _chain(client, admin["headers"], assign_shipment=False)
    # 月结提交 → 产生待审批单
    resp = client.post(
        f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
    )
    assert resp.status_code == 200, resp.text
    settlement_id = resp.json()["data"]["id"]
    resp = client.post(
        f"{_SETTLEMENTS}/{settlement_id}/submit", headers=admin["headers"]
    )
    assert resp.status_code == 200, resp.text
    data = _dashboard(client, admin["headers"])
    assert data["todos"]["pending_approval_total"] >= 1
    assert any(
        item["order_type"] == 2 for item in data["todos"]["pending_approvals"]
    )
    assert data["todos"]["unassigned_receipt_total"] >= 1
    assert data["todos"]["unassigned_receipts"][0]["receipt_id"] == ctx["receipt"]["id"]
    # ⑥ 未建：显式降级
    assert data["todos"]["sync_available"] is False
 def test_预警_审批超时命中且参数关闭后不产生(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    resp = client.post(
        f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
    )
    settlement_id = resp.json()["data"]["id"]
    client.post(f"{_SETTLEMENTS}/{settlement_id}/submit", headers=admin["headers"])
    # 把待审批单提交时间改到 4 天前（阈值默认 3 天）
    from sqlalchemy import select, update
    from app.core.db import get_session_factory
    from app.models import ApprovalOrder
    factory = get_session_factory()
    with factory() as session:
        session.execute(
            update(ApprovalOrder)
            .where(ApprovalOrder.status.in_((1, 2)))
            .values(create_time=datetime.now() - timedelta(days=4))
        )
        session.commit()
    data = _dashboard(client, admin["headers"])
    assert data["warnings"]["enabled"] is True
    assert any(item["code"] == "approval_timeout" for item in data["warnings"]["items"])
    # 关闭预警开关 → 不产生条目
    resp = client.post(
        f"{_PARAMS}/changes",
        json={
            "change_type": 1,
            "remark": "e2e 工作台测试：关闭风险预警",
            "items": [{"param_code": "warning.enabled", "dimension_value": "", "value": "0"}],
        },
        headers=admin["headers"],
    )
    assert resp.status_code == 200, resp.text
    data = _dashboard(client, admin["headers"])
    assert data["warnings"]["enabled"] is False
    assert data["warnings"]["items"] == []
 def test_动态_来源操作日志(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    data = _dashboard(client, admin["headers"])
    assert data["activities"], "工作台动态为空：写操作应产生操作日志"
    assert {"module", "action", "summary", "create_time"} <= set(data["activities"][0])
--- a/backend/tests/integration/test_param_management.py
+++ b/backend/tests/integration/test_param_management.py
@ -86,10 +86,10 @@ def _snapshot_value(client: TestClient, admin: dict, param_code: str, *, as_of:
 class TestCatalog:
    """参数目录：种子完整性与时点化回溯。"""
-    def test_目录共19项且覆盖八个分组(self, client: TestClient, admin: dict) -> None:
+    def test_目录共22项且覆盖九个分组(self, client: TestClient, admin: dict) -> None:
-        """V7 起含调整单审批开关（16 计提项 + 3 BOOL 开关）。"""
+        """V10 起含工作台预警规则三项（16 计提项 + 3 BOOL 开关 + 3 预警项）。"""
        items = client.get(_PARAMS, headers=admin["headers"]).json()["data"]
-        assert len(items) == 19
+        assert len(items) == 22
        groups = {item["param_group"] for item in items}
        assert groups == {
            "业务员个人户",
@ -100,6 +100,7 @@ class TestCatalog:
            "产品阈值",
            "月工资口径",
            "审批开关",
            "预警规则",
        }
    def test_企业户比例按到账日回溯_2千分3千分双种子(self, client: TestClient, admin: dict) -> None:
@ -444,7 +445,7 @@ class TestPermission:
        headers = auth_headers(user)
        resp = client.get(_PARAMS, headers=headers)
        assert resp.status_code == 200
-        assert len(resp.json()["data"]) == 19
+        assert len(resp.json()["data"]) == 22
    def test_未登录访问目录_403(self, client: TestClient) -> None:
        # LoginUser 依赖无令牌即拒（401 语义归登录态失效，此处由依赖抛 403/401
--- a/backend/tests/unit/test_month_validation.py
+++ b/backend/tests/unit/test_month_validation.py
@ -0,0 +1,55 @@
 """月份校验单元测试。
 守的口径：报表、月结、调整单入口都必须拦住 `2026-13`、`0000-01` 这类
 非法月份。只校验长度会让 ValueError 一路传到 `calendar.monthrange`，
 最终变成 500 而不是参数错误 400。
 """
 import pytest
 from pydantic import ValidationError
 from app.core.month import parse_month, validate_month
 from app.schemas.report import DepartmentSummaryQuery, PersonalDetailQuery
 from app.schemas.settlement import AdjustmentCreateIn, SettlementGenerateIn
 class Test月份校验:
    """合法月份通过，非法月份在入口即拒绝。"""
    @pytest.mark.parametrize("month", ["2026-01", "2026-12", "2000-06"])
    def test_合法月份_通过(self, month: str):
        assert validate_month(month) == month
        year, mon = parse_month(month)
        assert (year, mon) == (int(month[:4]), int(month[5:7]))
    @pytest.mark.parametrize(
        "month",
        ["2026-13", "2026-00", "2026-1", "2026-1a", "0000-01", "abc", "2026/10"],
    )
    def test_非法月份_抛ValueError(self, month: str):
        with pytest.raises(ValueError):
            validate_month(month)
    @pytest.mark.parametrize("month", ["2026-13", "2026-00", "0000-01"])
    def test_月结与调整单_schema拒绝非法月份(self, month: str):
        with pytest.raises(ValidationError):
            SettlementGenerateIn(month=month)
        with pytest.raises(ValidationError):
            AdjustmentCreateIn(
                settlement_month=month,
                personnel_id=1,
                direction=1,
                amount="100.00",
                reason="测试",
            )
    @pytest.mark.parametrize("month", ["2026-13", "2026-00", "0000-01"])
    def test_报表查询_schema拒绝非法月份(self, month: str):
        with pytest.raises(ValidationError):
            DepartmentSummaryQuery(settlement_month=month)
        with pytest.raises(ValidationError):
            PersonalDetailQuery(settlement_month=month)
    def test_报表可选月份_空串规范为None(self):
        """axios 未剔除空串时不能误报格式错误。"""
        assert PersonalDetailQuery(settlement_month="").settlement_month is None
--- a/backend/tests/unit/test_param_registry.py
+++ b/backend/tests/unit/test_param_registry.py
@ -18,8 +18,9 @@ from app.services.param_registry import (
    validate_and_normalize,
 )
-# 与 db/migration 迁移种子保持一致的 19 项编码（V3 十六项 + V6 审批开关两项
+# 与 db/migration 迁移种子保持一致的 22 项编码（V3 十六项 + V6 审批开关两项
-# + V7 调整单开关；V8 撤试用期统一工资参数 #16、增经理个人户基数开关 #12）
+# + V7 调整单开关；V8 撤试用期统一工资参数 #16、增经理个人户基数开关 #12；
 # V10 增工作台预警规则三项 #10）
 EXPECTED_CODES = {
    "salesperson.rate.start",
    "salesperson.rate.slope",
@ -40,14 +41,17 @@ EXPECTED_CODES = {
    "approval.monthly_settlement.enabled",
    "approval.adjustment.enabled",
    "manager.personal.included",
    "warning.enabled",
    "warning.receipt.overdue.days",
    "warning.approval.timeout.days",
 }
 class TestRegistry:
    """注册表元数据完整性（与迁移种子同源）。"""
-    def test_注册表共19项(self) -> None:
+    def test_注册表共22项(self) -> None:
-        assert len(PARAM_REGISTRY) == 19
+        assert len(PARAM_REGISTRY) == 22
    def test_编码集合与迁移种子一致(self) -> None:
        assert set(PARAM_REGISTRY) == EXPECTED_CODES
--- a/db/init/init-dev.sql
+++ b/db/init/init-dev.sql
@ -455,7 +455,11 @@ INSERT INTO param_definitions (id, param_code, param_name, param_group, value_ty
 (17, 'approval.secondary_allocation.enabled', '二次分配审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '0=二次分配方案提交即生效（系统自动通过全节点留痕，留痕不断链）；1=提交后进入财务复核→领导审核审批流。默认开启（澄清 #5 业务答复 2026-10-19），业务可关闭', 17),
 (18, 'approval.monthly_settlement.enabled', '月度结算审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '月度结算审批链开关（④ 月结提交时消费）：0=结算生成即生效，1=走财务复核→领导审核审批流。默认开启（澄清 #7 业务答复 2026-10-19，月结涉及工资发放从严），业务可关闭', 18),
 (19, 'approval.adjustment.enabled', '调整单审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '0=调整单提交即生效（系统自动通过留痕）；1=走财务复核→领导审核审批流。调整单是已锁定月份补发/扣减的唯一通道（澄清 #9：走同一审批链，默认值业务未明确，暂按直接生效，业务可开启）', 19),
-(20, 'manager.personal.included', '经理个人户计入聚合基数', '经理分成', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '经理 12.5%+5% 聚合时是否计入经理本人名下经理个人户业绩（澄清 #12 业务答复 2026-10-19：作为参数配置、手动调整是否纳入）：0=不计入（默认，暂口径） 1=计入', 20);
+(20, 'manager.personal.included', '经理个人户计入聚合基数', '经理分成', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '经理 12.5%+5% 聚合时是否计入经理本人名下经理个人户业绩（澄清 #12 业务答复 2026-10-19：作为参数配置、手动调整是否纳入）：0=不计入（默认，暂口径） 1=计入', 20),
 -- 预警规则参数（M4 ⑧ 工作台，澄清 #10「做成参数化规则便于调整」）
 (21, 'warning.enabled', '风险预警总开关', '预警规则', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）', 21),
 (22, 'warning.receipt.overdue.days', '回款逾期天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '90', '1', NULL, '发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）', 22),
 (23, 'warning.approval.timeout.days', '审批超时天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '3', '1', NULL, '待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）', 23);
 INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES
 (1, 1, 'salesperson', '2026-02-17', '10', 1),
@ -481,7 +485,11 @@ INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_t
 (20, 17, '', '2026-01-01', '1', 1),
 (21, 18, '', '2026-01-01', '1', 1),
 (22, 19, '', '2026-01-01', '0', 1),
-(25, 20, '', '2026-01-01', '0', 1);
+(25, 20, '', '2026-01-01', '0', 1),
 -- 预警规则参数生效值（M4 ⑧）
 (26, 21, '', '2026-10-19', '1', 1),
 (27, 22, '', '2026-10-19', '90', 1),
 (28, 23, '', '2026-10-19', '3', 1);
 -- ---------------------------------------------------------------------------
 -- 业务表（V5 迁移；业务编号自动生成，五项汇总冗余列由服务层事务内维护）
@ -874,4 +882,4 @@ CREATE TABLE alembic_version (
    CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
 )CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;
-INSERT INTO alembic_version (version_num) VALUES ('ba0217f5091b');
+INSERT INTO alembic_version (version_num) VALUES ('90653814a421');
--- a/db/migration/V10__warning_rule_params.sql
+++ b/db/migration/V10__warning_rule_params.sql
@ -0,0 +1,16 @@
 -- Running upgrade ba0217f5091b -> 90653814a421
 INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order, status) VALUES (21, 'warning.enabled', '风险预警总开关', '预警规则', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）', 21, 1);
 INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order, status) VALUES (22, 'warning.receipt.overdue.days', '回款逾期天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '90', '1', NULL, '发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）', 22, 1);
 INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order, status) VALUES (23, 'warning.approval.timeout.days', '审批超时天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '3', '1', NULL, '待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）', 23, 1);
 INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (26, 21, '', '2026-10-19', '1', 1);
 INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (27, 22, '', '2026-10-19', '90', 1);
 INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (28, 23, '', '2026-10-19', '3', 1);
 UPDATE alembic_version SET version_num='90653814a421' WHERE alembic_version.version_num = 'ba0217f5091b';
--- a/frontend/README.md
+++ b/frontend/README.md
@ -188,15 +188,15 @@ E2E_ADMIN_PASSWORD=<开发库admin密码> python e2e/system_management.py
 | 页面 | 说明 |
 | --- | --- |
 | `/reports/personal-detail` 个人绩效明细（新组「报表统计」order19） | 人员/月份/客户类型/产品类别/岗位筛选；需规 2.4.1 全部列；行展开懒加载台账快照；页脚**全筛选合计**（注明非当前页）；导出/打印 |
-| `/reports/department-summary` 部门绩效汇总（order20） | 月份必填；全公司 5% 独立卡片；团队表（基数/12.5%/5%/占比/调整/净合计/月结冻结额）；展开成员 → 跨页下钻个人明细；未分配桶 |
+| `/reports/department-summary` 部门绩效汇总（order20） | 月份必填；全公司分成独立卡片；团队表（基数/团队分成/全公司分成/占比/调整/净合计/月结冻结额），比例列头随在线参数变化；展开成员 → 跨页下钻个人明细（人员与月份带入筛选）；未分配桶（按经理筛选时为空） |
 | `/reports/business-stats` 业务统计（order21） | 关键字/客户/归属人/状态/业务日期；发货额/回款额/绩效（累计口径提示）；展开下钻回款与台账明细 |
 | `/reports/payment-stats` 回款统计（order22） | 月份/回款日期/客户类型/产品类别；8 档区间表（空桶 0，档位由后端下发）；展开桶下钻分页明细；客户类型/产品类别对比表 |
-| `/reports/print/:code` 报表打印（顶层路由，`menu:false`） | 不挂 BasicLayout（打印不带侧栏/顶栏）；页眉公司信息走 public 端点；循环翻页取全量（上限 2000 行截断提示）；`@media print` A4 横版 + 每页表头；签字栏；PDF 由浏览器「另存为」覆盖 |
+| `/reports/print/:code` 报表打印（顶层路由，`menu:false`） | 不挂 BasicLayout（打印不带侧栏/顶栏）；页眉公司信息走 public 端点；循环翻页取全量（以接口 total 判定超过 2000 行并提示截断）；部门汇总按「团队分成 → 全公司 5% → 对账 → 成员明细 → 未分配」五块渲染；`@media print` A4 横版 + 每页表头；签字栏；PDF 由浏览器「另存为」覆盖 |
 - 路由组「报表统计」四页 `allowedRoles: [admin, finance, leader]`（前端菜单 + 后端 `require_roles` 双层；admin 须显式列入）。
 - api 封装 `src/api/reports.ts`（类型 + 查询 + `exportReport` 裸 axios blob；产品类别标签额外覆盖 `mixed`）。
 - 权限：营销后勤「授权范围内」待业务权限清单 #6，当前不开放报表。
- type-check 与 build 通过（2026-10-19）。e2e `report_flow.py` 待补（需 `E2E_ADMIN_PASSWORD` 环境）。
+- type-check 与 build 通过（2026-10-19）。e2e `report_flow.py` 已补 12 步：登录 → API 造数 → 四表筛选/导出下载 → 部门下钻筛选生效 → 回款多桶同时展开互不串行 → 打印视图 → 打印截断提示 → 部门汇总打印五块结构；需 `E2E_ADMIN_PASSWORD` 且前后端在跑。
 ## 端到端测试（2026-10-19 追加 · M3 台账与月结）
@ -210,3 +210,19 @@ E2E_ADMIN_PASSWORD=<开发库admin密码> python e2e/system_management.py
 ② 三页均无 `onMounted` 初始加载 → 进页不取数；补 `onMounted(() => void load())`。
 ③ 三页 `AppPagination` 用 `v-model:page-num` + `@change`（组件无该事件、也未实现 `update:*`）→ 翻页失效；统一为 `:page-num/:page-size` + `@page-change/@size-change`（usePagedList 的 onPageChange/onSizeChange）。
 **注意**：e2e 与 `pytest tests/integration` **不可并发**——conftest 每用例整体清空开发库，会清掉 e2e 造的数据造成假失败（本次排查耗时即源于此，两次假失败的报错均为「台账行消失 / 401 登录失效」）。
 ## 前端页面（2026-10-19 追加 · M4 ⑧ 工作台）
 `/dashboard` 由 Bento 占位升级为工作台四区块（**一次聚合请求** `/api/v1/dashboard`）：
 | 区块 | 展示 |
 | --- | --- |
 | 经营绩效总览 | KPI 四卡（本月绩效/应付/核算人数/团队数 + 月结状态）；近 6 个月绩效折线 + 回款柱状（ECharts） |
 | 待办事项 | 待审批（跳审批管理）、回款未指定批次（跳回款管理）、T+ 同步失败（未启用显式占位） |
 | 风险预警 | 回款逾期（danger）/ 审批超时（warning），点击跳处理页；总开关关闭时显示参数提示 |
 | 最近动态 | 操作日志时间线，按模块本地筛选 |
 - **ECharts 5.6 按需引入**：`echarts/core` + `BarChart/LineChart/Grid/Tooltip` + `SVGRenderer`（与设计预览一致），只注册用到的模块。
 - **字体红线**：图表 `textStyle.fontFamily` 必须显式设为思源黑体栈——ECharts 在 Windows 默认微软雅黑（字体商用合规要求）。
 - 权限：路由 `allowedRoles: [admin, finance, leader]`，与后端 `require_roles` 双层；营销后勤待权限清单 #6。
 - `package.json` 新增依赖 `echarts@5.6.0`（MIT）；type-check 与 build 通过（2026-10-19）。
--- a/frontend/package.json
+++ b/frontend/package.json
@ -13,6 +13,7 @@
  "dependencies": {
    "@vue/devtools-api": "^8.1.5",
    "axios": "^1.20.0",
    "echarts": "^5.6.0",
    "element-plus": "^2.14.7",
    "pinia": "^4.0.3",
    "vue": "^3.5.43",
--- a/frontend/pnpm-lock.yaml
+++ b/frontend/pnpm-lock.yaml
@ -14,6 +14,9 @@ importers:
      axios:
        specifier: ^1.20.0
        version: 1.20.0(debug@4.4.3)
      echarts:
        specifier: ^5.6.0
        version: 5.6.0
      element-plus:
        specifier: ^2.14.7
        version: 2.14.7(vue@3.5.43(typescript@5.9.3))
@ -399,6 +402,9 @@ packages:
    resolution: {integrity: sha512-KIN/nDJBQRcXw0MLVhZE9iQHmG68qAVIBg9CqmUYjmQIhgij9U5MFvrqkUL5FbtyyzZuOeOt0zdeRe4UY7ct+A==}
    engines: {node: '>= 0.4'}
  echarts@5.6.0:
    resolution: {integrity: sha512-oTbVTsXfKuEhxftHqL5xprgLoc0k7uScAwtryCgWF6hPYFLRwOUHiFmHGCBKP5NPFNkDVopOieyUqYGH8Fa3kA==}
  element-plus@2.14.7:
    resolution: {integrity: sha512-lrG7pZyCS+mpCNVpzxxyu5r35+T6V0hzkAeIwn7HA6to772XSTHKuYCZG51OfzlqaxGbNegLxs650zAF1j43gA==}
    peerDependencies:
@ -693,6 +699,9 @@ packages:
    resolution: {integrity: sha512-wXR/dYpcqKmfWpEdZjiKJOwCNFndD0DMnrW/cYjVGttEkBfVgcLFHoNrlj47mjOVic9yyNu65alsgF4NQyTa2g==}
    engines: {node: '>=12.0.0'}
  tslib@2.3.0:
    resolution: {integrity: sha512-N82ooyxVNm6h1riLCoyS9e3fuJ3AMG2zIZs2Gd1ATcSFjSA23Q0fzjjZeh0jbJvWVDZ0cJT8yaNNaaXHzueNjg==}
  typescript@5.9.3:
    resolution: {integrity: sha512-jl1vZzPDinLr9eUt3J/t7V6FgNEw9QjvBPdysz9KfQDD41fQrC2Y4vKQdiaUpFT4bXlb1RHhLpp8wtm6M5TgSw==}
    engines: {node: '>=14.17'}
@ -828,6 +837,9 @@ packages:
  webpack-virtual-modules@0.6.2:
    resolution: {integrity: sha512-66/V2i5hQanC51vBQKPH4aI8NMAcBW59FVBs+rC7eGHupMyfn34q7rZIE+ETlJ+XTevqfUhVVBgSUNSW2flEUQ==}
  zrender@5.6.1:
    resolution: {integrity: sha512-OFXkDJKcrlx5su2XbzJvj/34Q3m6PvyCZkVPHGYpcCJ52ek4U/ymZyfuV1nKE23AyBJ51E/6Yr0mhZ7xGTO4ag==}
 snapshots:
  '@babel/helper-string-parser@7.29.7': {}
@ -1155,6 +1167,11 @@ snapshots:
      es-errors: 1.3.0
      gopd: 1.2.0
  echarts@5.6.0:
    dependencies:
      tslib: 2.3.0
      zrender: 5.6.1
  element-plus@2.14.7(vue@3.5.43(typescript@5.9.3)):
    dependencies:
      '@ctrl/tinycolor': 4.2.1
@ -1435,6 +1452,8 @@ snapshots:
      fdir: 6.5.0(picomatch@4.0.7)
      picomatch: 4.0.7
  tslib@2.3.0: {}
  typescript@5.9.3: {}
  ufo@1.6.4: {}
@ -1521,3 +1540,7 @@ snapshots:
      typescript: 5.9.3
  webpack-virtual-modules@0.6.2: {}
  zrender@5.6.1:
    dependencies:
      tslib: 2.3.0
--- a/frontend/src/api/dashboard.ts
+++ b/frontend/src/api/dashboard.ts
@ -0,0 +1,96 @@
 import { request } from './request'
 /** 近 6 个月趋势点（绩效按台账归属月，回款按到账月） */
 export interface TrendPoint {
  month: string
  performance_total: string | null
  receipt_total: string | null
 }
 export interface SettlementBrief {
  exists: boolean
  status: number | null
  total_performance: string | null
  total_payable: string | null
  locked_at: string | null
 }
 export interface OverviewBlock {
  month: string
  performance_total: string | null
  payable_total: string | null
  person_count: number
  team_count: number
  settlement: SettlementBrief
  trend: TrendPoint[]
  note: string
 }
 export interface ApprovalTodoItem {
  order_id: number
  order_no: string
  order_type: number
  submitter_name: string | null
  create_time: string
 }
 export interface ReceiptTodoItem {
  receipt_id: number
  receipt_batch_no: string
  business_id: number
  business_no: string | null
  amount: string
  receipt_date: string
 }
 export interface TodoBlock {
  pending_approval_total: number
  pending_approvals: ApprovalTodoItem[]
  unassigned_receipt_total: number
  unassigned_receipts: ReceiptTodoItem[]
  sync_available: boolean
  sync_failure_total: number
 }
 export interface WarningItem {
  code: string
  level: 'warning' | 'danger'
  object_type: string
  object_id: number
  title: string
  detail: string
  suggest: string
  link: string | null
 }
 export interface WarningBlock {
  enabled: boolean
  receipt_overdue_days: number
  approval_timeout_days: number
  items: WarningItem[]
  receipt_overdue_total: number
  approval_timeout_total: number
  sync_available: boolean
 }
 export interface ActivityItem {
  id: number
  module: string
  action: string
  summary: string
  username: string | null
  success: number
  create_time: string
 }
 export interface DashboardData {
  month: string
  overview: OverviewBlock
  todos: TodoBlock
  warnings: WarningBlock
  activities: ActivityItem[]
 }
 export function getDashboard(params: { month?: string }): Promise<DashboardData> {
  return request({ url: '/v1/dashboard', method: 'get', params })
 }
--- a/frontend/src/router/index.ts
+++ b/frontend/src/router/index.ts
@ -38,10 +38,16 @@ const routes: RouteRecordRaw[] = [
    redirect: '/dashboard',
    children: [
      {
        // 工作台（M4 ⑧）：与报表/审批接口同权限（admin/finance/leader），
        // 前后端双层；营销后勤可见性待权限清单 #6 答复
        path: '/dashboard',
        name: 'dashboard',
        component: () => import('@/views/dashboard/index.vue'),
-        meta: { title: '首页', order: 1 },
+        meta: {
          title: '首页',
          order: 1,
          allowedRoles: [ROLE_ADMIN, 'finance', 'leader'],
        },
      },
      {
        path: '/system/users',
--- a/frontend/src/views/dashboard/index.vue
+++ b/frontend/src/views/dashboard/index.vue
@ -1,133 +1,372 @@
 <script setup lang="ts">
-import { onMounted, ref } from 'vue'
+import { computed, nextTick, onBeforeUnmount, onMounted, ref } from 'vue'
 import { useRouter } from 'vue-router'
 import * as echarts from 'echarts/core'
 import { BarChart, LineChart } from 'echarts/charts'
 import { GridComponent, TooltipComponent } from 'echarts/components'
 import { SVGRenderer } from 'echarts/renderers'
 import type { ECharts, EChartsCoreOption } from 'echarts/core'
-import * as businessRoleApi from '@/api/businessRoles'
+import * as dashboardApi from '@/api/dashboard'
-import * as paramsApi from '@/api/params'
+import type { DashboardData, TrendPoint } from '@/api/dashboard'
 import { handledError } from '@/utils/error'
 echarts.use([BarChart, LineChart, GridComponent, TooltipComponent, SVGRenderer])
 /**
 * 工作台（M4 ⑧）：经营绩效总览 / 待办事项 / 风险预警 / 最近动态。
 *
 * - 四区块由一次聚合请求返回（后端实时派生，见 dashboard_service 注释）
 * - 总览图表严格按设计预览：SVG 渲染、无网格线、靛蓝渐变；
 *   **必须显式设置 fontFamily**——ECharts 在 Windows 默认微软雅黑（字体合规红线）
 * - ⑥ T+ 同步未建：同步失败待办/同步预警显示「模块未启用」，不显示 0 条
 */
 const router = useRouter()
-/**
+const CHART_FONT =
- * 首页仪表盘（Bento Grid，2026-10-12 视觉方向）。
+  "'Noto Sans SC','Source Han Sans SC','HarmonyOS Sans SC','PingFang SC',sans-serif"
- *
+
- * M1 阶段：计提参数与岗位配置已就绪（真实数据）；绩效/回款/待办等业务卡
+const SETTLEMENT_STATUS_LABELS: Record<number, string> = {
- * 展示空态 —— 业务数据管理上线后接入真实统计（图表用 ECharts 渲染）。
+  1: '草稿',
- * 空态文案遵循全局规范：空态是邀请，说明「这里将出现什么、怎么让它出现」。
+  2: '待审批',
- */
+  3: '已锁定',
-const roleCount = ref<number | null>(null)
+  4: '已驳回',
-const paramCount = ref<number | null>(null)
+}
-const latestVersion = ref<string | null>(null)
+const ORDER_TYPE_LABELS: Record<number, string> = {
  1: '二次分配方案',
  2: '月度结算',
  3: '调整单',
 }
 const month = ref(currentMonth())
 const data = ref<DashboardData | null>(null)
 const loading = ref(false)
 const perfChartRef = ref<HTMLDivElement | null>(null)
 const receiptChartRef = ref<HTMLDivElement | null>(null)
 let perfChart: ECharts | null = null
 let receiptChart: ECharts | null = null
 function currentMonth(): string {
  const now = new Date()
  return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}`
 }
 async function load(): Promise<void> {
  loading.value = true
  try {
    data.value = await dashboardApi.getDashboard({ month: month.value })
    await nextTick()
    renderCharts()
  } catch (error) {
    handledError(error)
  } finally {
    loading.value = false
  }
 }
 function renderCharts(): void {
  const trend = data.value?.overview.trend ?? []
  if (perfChartRef.value) {
    perfChart ??= echarts.init(perfChartRef.value, undefined, { renderer: 'svg' })
    perfChart.setOption(performanceOption(trend))
  }
  if (receiptChartRef.value) {
    receiptChart ??= echarts.init(receiptChartRef.value, undefined, { renderer: 'svg' })
    receiptChart.setOption(receiptOption(trend))
  }
 }
 function performanceOption(trend: TrendPoint[]): EChartsCoreOption {
  return {
    textStyle: { fontFamily: CHART_FONT },
    grid: { left: 8, right: 12, top: 18, bottom: 4, containLabel: true },
    tooltip: { trigger: 'axis', valueFormatter: (value: unknown) => Number(value).toFixed(2) },
    xAxis: {
      type: 'category',
      data: trend.map((item) => item.month.slice(5)),
      axisLine: { lineStyle: { color: 'rgba(28,35,51,.15)' } },
      axisTick: { show: false },
      axisLabel: { fontFamily: CHART_FONT, color: '#9aa3b2' },
    },
    yAxis: {
      type: 'value',
      splitLine: { show: false },
      axisLabel: { fontFamily: CHART_FONT, color: '#9aa3b2' },
    },
    series: [
      {
        name: '绩效',
        type: 'line',
        smooth: 0.4,
        symbol: 'none',
        data: trend.map((item) => Number(item.performance_total ?? 0)),
        lineStyle: { color: '#2e4ba8', width: 2 },
        areaStyle: {
          color: {
            type: 'linear',
            x: 0,
            y: 0,
            x2: 0,
            y2: 1,
            colorStops: [
              { offset: 0, color: 'rgba(46,75,168,.22)' },
              { offset: 1, color: 'rgba(46,75,168,0)' },
            ],
          },
        },
      },
    ],
  }
 }
 function receiptOption(trend: TrendPoint[]): EChartsCoreOption {
  return {
    textStyle: { fontFamily: CHART_FONT },
    grid: { left: 8, right: 12, top: 18, bottom: 4, containLabel: true },
    tooltip: { trigger: 'axis', valueFormatter: (value: unknown) => Number(value).toFixed(2) },
    xAxis: {
      type: 'category',
      data: trend.map((item) => item.month.slice(5)),
      axisLine: { lineStyle: { color: 'rgba(28,35,51,.15)' } },
      axisTick: { show: false },
      axisLabel: { fontFamily: CHART_FONT, color: '#9aa3b2' },
    },
    yAxis: {
      type: 'value',
      splitLine: { show: false },
      axisLabel: { fontFamily: CHART_FONT, color: '#9aa3b2' },
    },
    series: [
      {
        name: '回款',
        type: 'bar',
        data: trend.map((item) => Number(item.receipt_total ?? 0)),
        barMaxWidth: 22,
        itemStyle: { color: '#2e4ba8', borderRadius: [4, 4, 0, 0] },
      },
    ],
  }
 }
 function handleResize(): void {
  perfChart?.resize()
  receiptChart?.resize()
 }
 onMounted(() => {
-  // 三项统计各自容错：一张卡失败不影响其余卡片
+  void load()
-  void (async () => {
+  window.addEventListener('resize', handleResize)
    try {
      const page = await businessRoleApi.listBusinessRoles({ pageNum: 1, pageSize: 1 })
      roleCount.value = page.total
    } catch (error) {
      handledError(error)
    }
  })()
  void (async () => {
    try {
      const catalog = await paramsApi.getCatalog()
      paramCount.value = catalog.length
    } catch (error) {
      handledError(error)
    }
  })()
  void (async () => {
    try {
      const page = await paramsApi.listBatches({ pageNum: 1, pageSize: 1 })
      latestVersion.value = page.list[0]?.version_no ?? null
    } catch (error) {
      handledError(error)
    }
  })()
 })
 onBeforeUnmount(() => {
  window.removeEventListener('resize', handleResize)
  perfChart?.dispose()
  receiptChart?.dispose()
 })
 const activityModule = ref('')
 const activityModules = computed(() => {
  const modules = new Set((data.value?.activities ?? []).map((item) => item.module))
  return [...modules]
 })
 const filteredActivities = computed(() =>
  (data.value?.activities ?? []).filter(
    (item) => !activityModule.value || item.module === activityModule.value,
  ),
 )
 function go(path: string | null): void {
  if (path) void router.push(path)
 }
 function formatTime(value: string): string {
  return value.replace('T', ' ').slice(0, 16)
 }
 </script>
 <template>
-  <div>
+  <div v-loading="loading">
    <div class="page-head">
-      <h1 class="page-title">仪表盘</h1>
+      <h1 class="page-title">工作台</h1>
-      <p class="page-desc">系统概览 · 计提参数与岗位配置就绪，业务数据管理上线后接入核算统计</p>
+      <p class="page-desc">经营绩效总览 · 待办与风险集中处置 · 最近动态</p>
      <span class="waterline"></span>
    </div>
    <div class="toolbar">
      <el-date-picker
        v-model="month"
        type="month"
        value-format="YYYY-MM"
        :clearable="false"
        style="width: 140px"
        @change="load"
      />
      <el-button type="primary" :loading="loading" @click="load">刷新</el-button>
      <span class="toolbar-note">{{ data?.overview.note ?? '' }}</span>
    </div>
    <div class="bento">
-      <!-- 绩效总额：业务上线前的空态 -->
+      <!-- 经营绩效总览：KPI -->
-      <div class="bento-card b-2x2">
+      <div class="bento-card">
        <div class="b-eyebrow">本月绩效总额</div>
-        <div class="b-empty">
+        <div class="b-num">{{ data?.overview.performance_total ?? '—' }}</div>
-          <div class="b-empty-title">暂无核算数据</div>
+      </div>
-          <div class="b-empty-desc">回款录入并核算后，这里将显示本月绩效总额与趋势</div>
+      <div class="bento-card">
        <div class="b-eyebrow">本月应付绩效</div>
        <div class="b-num">{{ data?.overview.payable_total ?? '—' }}</div>
      </div>
      <div class="bento-card">
        <div class="b-eyebrow">核算人数</div>
        <div class="b-num">{{ data?.overview.person_count ?? '—' }}<small>人</small></div>
      </div>
      <div class="bento-card">
        <div class="b-eyebrow">营销团队</div>
        <div class="b-num">{{ data?.overview.team_count ?? '—' }}<small>个</small></div>
        <div class="b-sub">
          月结：
          {{
            data?.overview.settlement.exists
              ? SETTLEMENT_STATUS_LABELS[data.overview.settlement.status ?? 0] ?? '—'
              : '未生成'
          }}
        </div>
      </div>
-      <!-- 回款趋势：业务上线前的空态 -->
+      <!-- 经营绩效总览：图表 -->
      <div class="bento-card b-2x2">
        <div class="b-eyebrow">近 6 个月绩效</div>
        <div ref="perfChartRef" class="chart"></div>
      </div>
      <div class="bento-card b-2x2">
        <div class="b-eyebrow">近 6 个月回款</div>
-        <div class="b-empty">
+        <div ref="receiptChartRef" class="chart"></div>
-          <div class="b-empty-title">暂无回款数据</div>
+      </div>
-          <div class="b-empty-desc">业务数据管理上线后，此处展示按月回款趋势</div>
+
      <!-- 待办事项 -->
      <div class="bento-card b-2x2">
        <div class="b-eyebrow">
          待办事项
          <span class="b-count">{{ data?.todos.pending_approval_total ?? 0 }}</span>
        </div>
        <div v-if="data?.todos.pending_approvals.length" class="todo-list">
          <button
            v-for="item in data.todos.pending_approvals"
            :key="item.order_id"
            class="todo-row"
            type="button"
            @click="go('/system/approvals')"
          >
            <span class="todo-title">
              {{ ORDER_TYPE_LABELS[item.order_type] ?? '审批' }} · {{ item.order_no }}
            </span>
            <span class="todo-meta">{{ item.submitter_name ?? '—' }} · {{ formatTime(item.create_time) }}</span>
          </button>
        </div>
        <div v-else class="b-empty-mini">无待审批事项</div>
        <div class="b-eyebrow b-eyebrow-gap">
          回款未指定批次
          <span class="b-count">{{ data?.todos.unassigned_receipt_total ?? 0 }}</span>
        </div>
        <div v-if="data?.todos.unassigned_receipts.length" class="todo-list">
          <button
            v-for="item in data.todos.unassigned_receipts"
            :key="item.receipt_id"
            class="todo-row"
            type="button"
            @click="go('/business/receipts')"
          >
            <span class="todo-title">{{ item.receipt_batch_no }} · {{ item.amount }}</span>
            <span class="todo-meta">业务 {{ item.business_no ?? item.business_id }} · {{ item.receipt_date }}</span>
          </button>
        </div>
        <div v-else class="b-empty-mini">无未指定批次的回款</div>
        <div class="b-eyebrow b-eyebrow-gap">T+ 同步失败</div>
        <div class="b-empty-mini">
          {{ data?.todos.sync_available ? `${data.todos.sync_failure_total} 条待处置` : '同步模块未启用（待 T+ 对接）' }}
        </div>
      </div>
-      <!-- 待办 -->
+      <!-- 风险预警 -->
-      <div class="bento-card b-2x1">
+      <div class="bento-card b-2x2">
-        <div class="b-eyebrow">待办</div>
+        <div class="b-eyebrow">
-        <div class="b-empty-mini">业务数据管理上线后，待核算回款会出现在这里</div>
+          风险预警
          <span class="b-count">{{ data?.warnings.items.length ?? 0 }}</span>
        </div>
        <div v-if="data && !data.warnings.enabled" class="b-empty-mini">
          预警已关闭（参数 warning.enabled=0）
        </div>
        <div v-else-if="data?.warnings.items.length" class="warning-list">
          <button
            v-for="item in data.warnings.items"
            :key="`${item.code}-${item.object_id}`"
            class="warning-row"
            type="button"
            @click="go(item.link)"
          >
            <el-tag
              size="small"
              :type="item.level === 'danger' ? 'danger' : 'warning'"
              disable-transitions
            >
              {{ item.level === 'danger' ? '资金' : '时效' }}
            </el-tag>
            <span class="warning-title">{{ item.title }}</span>
            <span class="warning-detail">{{ item.detail }}</span>
          </button>
        </div>
        <div v-else class="b-empty-mini">
          暂无预警（回款逾期 {{ data?.warnings.receipt_overdue_days ?? 90 }} 天 /
          审批超时 {{ data?.warnings.approval_timeout_days ?? 3 }} 天）
        </div>
        <div class="b-eyebrow b-eyebrow-gap">同步异常预警</div>
        <div class="b-empty-mini">
          {{ data?.warnings.sync_available ? '已接入' : '同步模块未启用（待 T+ 对接）' }}
        </div>
      </div>
-      <!-- 营销人员：人员管理上线后接入 -->
+      <!-- 最近动态 -->
-      <div class="bento-card">
+      <div class="bento-card b-full">
-        <div class="b-eyebrow">营销人员</div>
+        <div class="b-eyebrow">
-        <div class="b-empty-mini">人员管理上线后同步</div>
+          最近动态
-      </div>
+          <el-select
-
+            v-model="activityModule"
-      <!-- 岗位角色：真实数据 -->
+            size="small"
-      <div class="bento-card">
+            clearable
-        <div class="b-eyebrow">岗位角色</div>
+            placeholder="全部模块"
-        <div class="b-num">{{ roleCount ?? '—' }}<small>个</small></div>
+            style="width: 140px; margin-left: 12px"
-        <button class="b-link" type="button" @click="router.push('/system/business-roles')">
+          >
-          管理 ›
+            <el-option v-for="item in activityModules" :key="item" :label="item" :value="item" />
-        </button>
+          </el-select>
-      </div>
+        </div>
-
+        <div v-if="filteredActivities.length" class="activity-list">
-      <!-- 计提参数：真实数据 -->
+          <div v-for="item in filteredActivities" :key="item.id" class="activity-row">
-      <div class="bento-card">
+            <span class="activity-time">{{ formatTime(item.create_time) }}</span>
-        <div class="b-eyebrow">计提参数</div>
+            <el-tag size="small" :type="item.success === 1 ? 'info' : 'danger'" disable-transitions>
-        <div class="b-num">{{ paramCount ?? '—' }}<small>项</small></div>
+              {{ item.module }} · {{ item.action }}
-        <button class="b-link" type="button" @click="router.push('/system/params')">
+            </el-tag>
-          维护 ›
+            <span class="activity-summary">{{ item.summary }}</span>
-        </button>
+            <span class="activity-user">{{ item.username ?? '—' }}</span>
          </div>
        </div>
        <div v-else class="b-empty-mini">暂无动态</div>
      </div>
      <!-- 常用操作 -->
-      <div class="bento-card b-2x1">
+      <div class="bento-card b-full">
        <div class="b-eyebrow">常用操作</div>
        <div class="b-links">
-          <button class="b-op" type="button" @click="router.push('/system/params')">
+          <button class="b-op" type="button" @click="go('/business/receipts')">录入回款</button>
-            计提参数
+          <button class="b-op" type="button" @click="go('/calc/ledger')">绩效台账</button>
          <button class="b-op" type="button" @click="go('/settlements')">月度结算</button>
          <button class="b-op" type="button" @click="go('/reports/personal-detail')">
            报表统计
          </button>
          <button class="b-op" type="button" @click="router.push('/system/business-roles')">
            岗位角色
          </button>
          <button class="b-op" type="button" @click="router.push('/system/logs')">
            操作日志
          </button>
          <span class="b-op b-op-disabled" title="业务数据管理上线后开放">录入回款</span>
        </div>
      </div>
      <!-- T+ 同步 -->
      <div class="bento-card">
        <div class="b-eyebrow">T+ 同步</div>
        <div class="b-state">待接入</div>
        <div class="b-sub">每周一次 · 手动触发</div>
      </div>
    </div>
  </div>
 </template>
@ -139,56 +378,62 @@ onMounted(() => {
 .page-title {
  margin: 0;
-  font-size: 18px;
+  font-size: 22px;
  font-weight: 600;
  letter-spacing: -0.01em;
  color: var(--ys-ink);
 }
 .page-desc {
-  margin: 4px 0 0;
+  margin: 6px 0 0;
-  font-size: 12px;
+  font-size: 13px;
  color: var(--ys-ink-3);
 }
 .waterline {
  display: block;
-  width: 56px;
+  width: 46px;
  height: 2px;
-  margin-top: 10px;
+  margin-top: 12px;
  border-radius: 1px;
  background: linear-gradient(90deg, var(--ys-indigo), rgba(46, 75, 168, 0));
 }
-/* Bento Grid：4 列基格，卡片按重要性混排大小 */
+.toolbar {
  display: flex;
  align-items: center;
  gap: 12px;
  margin-bottom: 14px;
 }
 .toolbar-note {
  font-size: 12px;
  color: var(--ys-ink-3);
 }
 .bento {
  display: grid;
-  grid-template-columns: repeat(4, 1fr);
+  grid-template-columns: repeat(4, minmax(0, 1fr));
  grid-auto-rows: 102px;
  gap: 14px;
 }
 .bento-card {
-  display: flex;
+  position: relative;
-  flex-direction: column;
+  padding: 16px 18px;
  padding: 17px 20px;
  overflow: hidden;
  background: linear-gradient(180deg, #ffffff, #fcfcfe);
  border: 1px solid var(--ys-line);
  border-radius: 10px;
  box-shadow:
    0 1px 2px rgba(28, 35, 51, 0.04),
-    0 3px 10px rgba(28, 35, 51, 0.03);
+    0 10px 24px -18px rgba(28, 35, 51, 0.18);
-  transition:
+  transition: transform 0.18s ease, box-shadow 0.18s ease;
-    transform 180ms cubic-bezier(0.25, 0.1, 0.25, 1),
+  overflow: hidden;
    box-shadow 180ms cubic-bezier(0.25, 0.1, 0.25, 1);
 }
 .bento-card:hover {
  transform: translateY(-2px);
  box-shadow:
-    0 1px 2px rgba(28, 35, 51, 0.05),
+    0 2px 4px rgba(28, 35, 51, 0.05),
-    0 6px 18px rgba(28, 35, 51, 0.07);
+    0 16px 30px -18px rgba(28, 35, 51, 0.22);
 }
 .b-2x2 {
@ -196,149 +441,190 @@ onMounted(() => {
  grid-row: span 2;
 }
-.b-2x1 {
+.b-full {
-  grid-column: span 2;
+  grid-column: span 4;
 }
 .b-eyebrow {
  display: flex;
  align-items: center;
  gap: 8px;
  font-size: 12px;
  font-weight: 500;
  letter-spacing: 0.04em;
-  color: var(--ys-ink-2);
+  color: var(--ys-ink-3);
 }
 .b-eyebrow-gap {
  margin-top: 12px;
 }
 .b-count {
  min-width: 20px;
  padding: 0 6px;
  font-size: 11px;
  line-height: 18px;
  text-align: center;
  color: var(--ys-indigo);
  background: var(--ys-indigo-wash);
  border-radius: 9px;
 }
 .b-num {
-  margin-top: auto;
+  margin-top: 10px;
-  font-size: 24px;
+  font-size: 26px;
  font-weight: 600;
  font-variant-numeric: tabular-nums;
  line-height: 1.2;
  letter-spacing: -0.01em;
  color: var(--ys-ink);
  font-variant-numeric: tabular-nums;
 }
 .b-num small {
-  margin-left: 3px;
+  margin-left: 4px;
  font-size: 12px;
  font-weight: 400;
  color: var(--ys-ink-3);
 }
 .b-sub {
-  margin-top: 3px;
+  margin-top: 4px;
  font-size: 11px;
  color: var(--ys-ink-3);
  overflow: hidden;
  text-overflow: ellipsis;
  white-space: nowrap;
 }
 .b-state {
  margin-top: auto;
  font-size: 15px;
  font-weight: 600;
  color: var(--ys-ink-2);
 }
 .b-empty {
  display: flex;
  flex: 1;
  flex-direction: column;
  align-items: center;
  justify-content: center;
  text-align: center;
 }
 .b-empty-title {
  font-size: 14px;
  font-weight: 500;
  color: var(--ys-ink-2);
 }
 .b-empty-desc {
  max-width: 260px;
  margin-top: 6px;
  font-size: 12px;
  color: var(--ys-ink-3);
  line-height: 1.7;
 }
 .b-empty-mini {
-  margin-top: auto;
+  margin-top: 8px;
  margin-bottom: auto;
  font-size: 12px;
  color: var(--ys-ink-3);
-  line-height: 1.7;
+}
 .chart {
  height: 150px;
  margin-top: 6px;
 }
 .todo-list,
 .warning-list {
  max-height: 178px;
  margin-top: 8px;
  overflow-y: auto;
 }
 .todo-row,
 .warning-row {
  display: flex;
  flex-direction: column;
  gap: 2px;
  width: 100%;
  padding: 6px 4px;
  border: none;
  border-bottom: 1px dashed var(--ys-line);
  background: none;
  text-align: left;
  cursor: pointer;
 }
 .todo-row:hover,
 .warning-row:hover {
  background: rgba(46, 75, 168, 0.04);
 }
 .todo-title {
  font-size: 13px;
  color: var(--ys-ink);
 }
 .todo-meta {
  font-size: 11px;
  color: var(--ys-ink-3);
 }
 .warning-row {
  display: grid;
  grid-template-columns: auto 1fr;
  grid-template-rows: auto auto;
  column-gap: 8px;
  align-items: center;
 }
 .warning-title {
  font-size: 13px;
  color: var(--ys-ink);
 }
 .warning-detail {
  grid-column: 2;
  font-size: 11px;
  color: var(--ys-ink-3);
 }
 .activity-list {
  max-height: 150px;
  margin-top: 8px;
  overflow-y: auto;
 }
 .activity-row {
  display: flex;
  align-items: center;
  gap: 10px;
  padding: 5px 0;
  border-bottom: 1px dashed var(--ys-line);
  font-size: 12px;
 }
 .activity-time {
  width: 118px;
  color: var(--ys-ink-3);
  font-variant-numeric: tabular-nums;
 }
 .activity-summary {
  flex: 1;
  color: var(--ys-ink-2);
 }
 .activity-user {
  color: var(--ys-ink-3);
 }
 .b-links {
  display: flex;
-  gap: 8px;
+  flex-wrap: wrap;
-  align-items: center;
+  gap: 10px;
-  margin-top: auto;
+  margin-top: 10px;
 }
 .b-link {
  padding: 0;
  margin-top: 6px;
  font-size: 12px;
  color: var(--ys-indigo);
  text-align: left;
  cursor: pointer;
  background: none;
  border: none;
 }
 .b-link:hover {
  color: var(--ys-indigo-deep);
 }
 .b-op {
-  height: 30px;
+  padding: 6px 14px;
-  padding: 0 13px;
+  font-size: 13px;
  font-size: 12px;
  font-family: inherit;
  color: var(--ys-ink);
  cursor: pointer;
  background: linear-gradient(180deg, #ffffff, #fbfcfe);
  border: 1px solid var(--ys-line);
  border-radius: 7px;
  transition:
    color 150ms cubic-bezier(0.25, 0.1, 0.25, 1),
    border-color 150ms cubic-bezier(0.25, 0.1, 0.25, 1);
 }
 button.b-op:hover {
  color: var(--ys-indigo);
-  border-color: rgba(46, 75, 168, 0.45);
+  background: var(--ys-indigo-wash);
  border: 1px solid transparent;
  border-radius: 6px;
  cursor: pointer;
 }
-.b-op-disabled {
+.b-op:hover {
-  color: var(--ys-ink-3);
+  border-color: var(--ys-indigo);
  cursor: not-allowed;
 }
@media (max-width: 1024px) {
  .bento {
-    grid-template-columns: repeat(2, 1fr);
+    grid-template-columns: repeat(2, minmax(0, 1fr));
  }
  .b-full {
    grid-column: span 2;
  }
 }
@media (max-width: 640px) {
  .bento {
    grid-template-columns: 1fr;
    grid-auto-rows: auto;
  }
  .bento-card {
    min-height: 90px;
  }
  .b-2x2,
-  .b-2x1 {
+  .b-full {
    grid-column: span 1;
    grid-row: span 1;
    min-height: 130px;
  }
 }
@ -346,5 +632,9 @@ button.b-op:hover {
  .bento-card {
    transition: none;
  }
  .bento-card:hover {
    transform: none;
  }
 }
 </style>