x

src/api/inventory/finance_routes.py

@@ -2,7 +2,7 @@ from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy import select, func
 from sqlalchemy.orm import selectinload
-from typing import Optional, List
+from typing import Optional, List, Dict, Tuple
 from datetime import datetime
 
 from database.database import get_db_session
@@ -11,8 +11,11 @@ from models.database import (
     User,
     Customer,
     Supplier,
+    Product,
     SalesOrder,
+    SalesOrderItem,
     PurchaseOrder,
+    PurchaseOrderItem,
     FinanceTransaction,
     FinanceAllocation,
 )
@@ -23,6 +26,10 @@ from .schemas import (
     FinanceSummaryResponse,
     ReceivableItemResponse,
     PayableItemResponse,
+    FinancePartnerStatementResponse,
+    PartnerStatementItemResponse,
+    FinancePartnerProductStatementResponse,
+    PartnerProductStatementItemResponse,
 )
 from .utils import generate_order_no
 
@@ -62,6 +69,31 @@ def _validate_allocation_total(transaction_amount: float, allocation_amounts: Li
         raise HTTPException(status_code=400, detail="核销总额不能大于单据金额")
 
 
+def _resolve_period_scope(year: Optional[int], quarter: Optional[int]) -> Tuple[int, Optional[int], str, datetime, datetime]:
+    now = datetime.now()
+    selected_year = year or now.year
+    if selected_year < 2000 or selected_year > 2100:
+        raise HTTPException(status_code=400, detail="年份超出支持范围")
+
+    if quarter is not None and quarter not in [1, 2, 3, 4]:
+        raise HTTPException(status_code=400, detail="季度必须是1-4")
+
+    if quarter is None:
+        period_start = datetime(selected_year, 1, 1)
+        period_end = datetime(selected_year + 1, 1, 1)
+        period_label = f"{selected_year}年"
+    else:
+        start_month = (quarter - 1) * 3 + 1
+        period_start = datetime(selected_year, start_month, 1)
+        if quarter == 4:
+            period_end = datetime(selected_year + 1, 1, 1)
+        else:
+            period_end = datetime(selected_year, start_month + 3, 1)
+        period_label = f"{selected_year}年Q{quarter}"
+
+    return selected_year, quarter, period_label, period_start, period_end
+
+
 @router.post("/receipts", response_model=FinanceTransactionResponse, status_code=201)
 async def create_receipt(
     payload: ReceiptCreate,
@@ -198,6 +230,8 @@ async def create_payment(
 async def list_transactions(
     txn_type: Optional[str] = None,
     status: Optional[str] = "confirmed",
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
     skip: int = Query(0, ge=0),
     limit: int = Query(20, ge=1, le=100),
     db_session: AsyncSession = Depends(get_db_session),
@@ -212,6 +246,9 @@ async def list_transactions(
         query = query.where(FinanceTransaction.txn_type == txn_type)
     if status:
         query = query.where(FinanceTransaction.status == status)
+    if year is not None or quarter is not None:
+        _, _, _, period_start, period_end = _resolve_period_scope(year, quarter)
+        query = query.where(FinanceTransaction.txn_date >= period_start).where(FinanceTransaction.txn_date < period_end)
     query = query.offset(skip).limit(limit)
     result = await db_session.execute(query)
     rows = result.scalars().all()
@@ -254,19 +291,23 @@ async def void_transaction(
 
 @router.get("/receivables", response_model=List[ReceivableItemResponse])
 async def list_receivables(
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
     skip: int = Query(0, ge=0),
     limit: int = Query(50, ge=1, le=200),
     db_session: AsyncSession = Depends(get_db_session),
     current_user: User = Depends(get_current_active_user),
 ):
-    result = await db_session.execute(
+    query = (
         select(SalesOrder, Customer)
         .join(Customer, SalesOrder.customer_id == Customer.id)
         .where((SalesOrder.total_amount - SalesOrder.received_amount) > 0)
         .order_by(SalesOrder.created_at.desc())
-        .offset(skip)
-        .limit(limit)
     )
+    if year is not None or quarter is not None:
+        _, _, _, period_start, period_end = _resolve_period_scope(year, quarter)
+        query = query.where(SalesOrder.order_date >= period_start).where(SalesOrder.order_date < period_end)
+    result = await db_session.execute(query.offset(skip).limit(limit))
     rows = []
     for order, customer in result.all():
         receivable_amount = (order.total_amount or 0) - (order.received_amount or 0)
@@ -288,19 +329,23 @@ async def list_receivables(
 
 @router.get("/payables", response_model=List[PayableItemResponse])
 async def list_payables(
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
     skip: int = Query(0, ge=0),
     limit: int = Query(50, ge=1, le=200),
     db_session: AsyncSession = Depends(get_db_session),
     current_user: User = Depends(get_current_active_user),
 ):
-    result = await db_session.execute(
+    query = (
         select(PurchaseOrder, Supplier)
         .join(Supplier, PurchaseOrder.supplier_id == Supplier.id)
         .where((PurchaseOrder.total_amount - PurchaseOrder.paid_amount) > 0)
         .order_by(PurchaseOrder.created_at.desc())
-        .offset(skip)
-        .limit(limit)
     )
+    if year is not None or quarter is not None:
+        _, _, _, period_start, period_end = _resolve_period_scope(year, quarter)
+        query = query.where(PurchaseOrder.order_date >= period_start).where(PurchaseOrder.order_date < period_end)
+    result = await db_session.execute(query.offset(skip).limit(limit))
     rows = []
     for order, supplier in result.all():
         payable_amount = (order.total_amount or 0) - (order.paid_amount or 0)
@@ -322,6 +367,8 @@ async def list_payables(
 
 @router.get("/summary", response_model=FinanceSummaryResponse)
 async def get_finance_summary(
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
     db_session: AsyncSession = Depends(get_db_session),
     current_user: User = Depends(get_current_active_user),
 ):
@@ -350,12 +397,339 @@ async def get_finance_summary(
         .where(FinanceTransaction.txn_date >= month_start)
     ) or 0
 
+    selected_year, selected_quarter, period_label, period_start, period_end = _resolve_period_scope(year, quarter)
+    period_receipt_total = await db_session.scalar(
+        select(func.coalesce(func.sum(FinanceTransaction.amount), 0))
+        .where(FinanceTransaction.txn_type == "receipt")
+        .where(FinanceTransaction.status == "confirmed")
+        .where(FinanceTransaction.txn_date >= period_start)
+        .where(FinanceTransaction.txn_date < period_end)
+    ) or 0
+    period_payment_total = await db_session.scalar(
+        select(func.coalesce(func.sum(FinanceTransaction.amount), 0))
+        .where(FinanceTransaction.txn_type == "payment")
+        .where(FinanceTransaction.status == "confirmed")
+        .where(FinanceTransaction.txn_date >= period_start)
+        .where(FinanceTransaction.txn_date < period_end)
+    ) or 0
+
     return FinanceSummaryResponse(
         receivable_total=round(float(receivable_total), 2),
         payable_total=round(float(payable_total), 2),
         monthly_receipt_total=round(float(monthly_receipt_total), 2),
         monthly_payment_total=round(float(monthly_payment_total), 2),
+        selected_year=selected_year,
+        selected_quarter=selected_quarter,
+        period_label=period_label,
+        period_receipt_total=round(float(period_receipt_total), 2),
+        period_payment_total=round(float(period_payment_total), 2),
         overdue_receivable_count=0,
         overdue_payable_count=0,
     )
 
+
+@router.get("/partner-statement/{partner_type}", response_model=FinancePartnerStatementResponse)
+async def get_partner_statement(
+    partner_type: str,
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
+    db_session: AsyncSession = Depends(get_db_session),
+    current_user: User = Depends(get_current_active_user),
+):
+    if partner_type not in ["customer", "supplier"]:
+        raise HTTPException(status_code=400, detail="partner_type 必须是 customer 或 supplier")
+
+    selected_year, selected_quarter, period_label, period_start, period_end = _resolve_period_scope(year, quarter)
+    stats_map: Dict[int, Dict] = {}
+
+    if partner_type == "customer":
+        order_rows = await db_session.execute(
+            select(SalesOrder, Customer)
+            .join(Customer, SalesOrder.customer_id == Customer.id)
+            .where(SalesOrder.order_date >= period_start)
+            .where(SalesOrder.order_date < period_end)
+            .where(Customer.is_active == True)
+        )
+        for order, customer in order_rows.all():
+            partner_stat = stats_map.setdefault(
+                customer.id,
+                {
+                    "partner_id": customer.id,
+                    "partner_name": customer.name,
+                    "order_count": 0,
+                    "transaction_count": 0,
+                    "order_total": 0.0,
+                    "settled_total": 0.0,
+                    "transaction_total": 0.0,
+                    "outstanding_total": 0.0,
+                },
+            )
+            total_amount = float(order.total_amount or 0)
+            settled_amount = float(order.received_amount or 0)
+            outstanding = max(total_amount - settled_amount, 0.0)
+            partner_stat["order_count"] += 1
+            partner_stat["order_total"] += total_amount
+            partner_stat["settled_total"] += settled_amount
+            partner_stat["outstanding_total"] += outstanding
+
+        transaction_rows = await db_session.execute(
+            select(FinanceTransaction)
+            .where(FinanceTransaction.partner_type == "customer")
+            .where(FinanceTransaction.txn_type == "receipt")
+            .where(FinanceTransaction.status == "confirmed")
+            .where(FinanceTransaction.txn_date >= period_start)
+            .where(FinanceTransaction.txn_date < period_end)
+        )
+        for txn in transaction_rows.scalars().all():
+            partner_stat = stats_map.setdefault(
+                txn.partner_id,
+                {
+                    "partner_id": txn.partner_id,
+                    "partner_name": f"客户#{txn.partner_id}",
+                    "order_count": 0,
+                    "transaction_count": 0,
+                    "order_total": 0.0,
+                    "settled_total": 0.0,
+                    "transaction_total": 0.0,
+                    "outstanding_total": 0.0,
+                },
+            )
+            partner_stat["transaction_count"] += 1
+            partner_stat["transaction_total"] += float(txn.amount or 0)
+    else:
+        order_rows = await db_session.execute(
+            select(PurchaseOrder, Supplier)
+            .join(Supplier, PurchaseOrder.supplier_id == Supplier.id)
+            .where(PurchaseOrder.order_date >= period_start)
+            .where(PurchaseOrder.order_date < period_end)
+            .where(Supplier.is_active == True)
+        )
+        for order, supplier in order_rows.all():
+            partner_stat = stats_map.setdefault(
+                supplier.id,
+                {
+                    "partner_id": supplier.id,
+                    "partner_name": supplier.name,
+                    "order_count": 0,
+                    "transaction_count": 0,
+                    "order_total": 0.0,
+                    "settled_total": 0.0,
+                    "transaction_total": 0.0,
+                    "outstanding_total": 0.0,
+                },
+            )
+            total_amount = float(order.total_amount or 0)
+            settled_amount = float(order.paid_amount or 0)
+            outstanding = max(total_amount - settled_amount, 0.0)
+            partner_stat["order_count"] += 1
+            partner_stat["order_total"] += total_amount
+            partner_stat["settled_total"] += settled_amount
+            partner_stat["outstanding_total"] += outstanding
+
+        transaction_rows = await db_session.execute(
+            select(FinanceTransaction)
+            .where(FinanceTransaction.partner_type == "supplier")
+            .where(FinanceTransaction.txn_type == "payment")
+            .where(FinanceTransaction.status == "confirmed")
+            .where(FinanceTransaction.txn_date >= period_start)
+            .where(FinanceTransaction.txn_date < period_end)
+        )
+        for txn in transaction_rows.scalars().all():
+            partner_stat = stats_map.setdefault(
+                txn.partner_id,
+                {
+                    "partner_id": txn.partner_id,
+                    "partner_name": f"供应商#{txn.partner_id}",
+                    "order_count": 0,
+                    "transaction_count": 0,
+                    "order_total": 0.0,
+                    "settled_total": 0.0,
+                    "transaction_total": 0.0,
+                    "outstanding_total": 0.0,
+                },
+            )
+            partner_stat["transaction_count"] += 1
+            partner_stat["transaction_total"] += float(txn.amount or 0)
+
+    missing_partner_ids = [pid for pid, item in stats_map.items() if "#" in item["partner_name"]]
+    if missing_partner_ids:
+        if partner_type == "customer":
+            name_rows = await db_session.execute(
+                select(Customer.id, Customer.name).where(Customer.id.in_(missing_partner_ids))
+            )
+        else:
+            name_rows = await db_session.execute(
+                select(Supplier.id, Supplier.name).where(Supplier.id.in_(missing_partner_ids))
+            )
+        name_map = {row[0]: row[1] for row in name_rows.all()}
+        for pid in missing_partner_ids:
+            if pid in name_map:
+                stats_map[pid]["partner_name"] = name_map[pid]
+
+    items = [
+        PartnerStatementItemResponse(
+            partner_id=item["partner_id"],
+            partner_name=item["partner_name"],
+            order_count=item["order_count"],
+            transaction_count=item["transaction_count"],
+            order_total=round(float(item["order_total"]), 2),
+            settled_total=round(float(item["settled_total"]), 2),
+            transaction_total=round(float(item["transaction_total"]), 2),
+            outstanding_total=round(float(item["outstanding_total"]), 2),
+            period_year=selected_year,
+            period_quarter=selected_quarter,
+        )
+        for item in sorted(stats_map.values(), key=lambda x: (x["outstanding_total"], x["order_total"]), reverse=True)
+    ]
+
+    return FinancePartnerStatementResponse(
+        partner_type=partner_type,
+        year=selected_year,
+        quarter=selected_quarter,
+        period_label=period_label,
+        order_total=round(float(sum(item.order_total for item in items)), 2),
+        settled_total=round(float(sum(item.settled_total for item in items)), 2),
+        transaction_total=round(float(sum(item.transaction_total for item in items)), 2),
+        outstanding_total=round(float(sum(item.outstanding_total for item in items)), 2),
+        items=items,
+    )
+
+
+@router.get("/partner-product-statement/{partner_type}", response_model=FinancePartnerProductStatementResponse)
+async def get_partner_product_statement(
+    partner_type: str,
+    partner_id: Optional[int] = Query(None, ge=1),
+    year: Optional[int] = Query(None, ge=2000, le=2100),
+    quarter: Optional[int] = Query(None, ge=1, le=4),
+    db_session: AsyncSession = Depends(get_db_session),
+    current_user: User = Depends(get_current_active_user),
+):
+    if partner_type not in ["customer", "supplier"]:
+        raise HTTPException(status_code=400, detail="partner_type 必须是 customer 或 supplier")
+
+    selected_year, selected_quarter, period_label, period_start, period_end = _resolve_period_scope(year, quarter)
+    stats_map: Dict[Tuple[int, int], Dict] = {}
+
+    if partner_type == "customer":
+        query = (
+            select(SalesOrderItem, SalesOrder, Product, Customer)
+            .join(SalesOrder, SalesOrderItem.order_id == SalesOrder.id)
+            .join(Product, SalesOrderItem.product_id == Product.id)
+            .join(Customer, SalesOrder.customer_id == Customer.id)
+            .where(SalesOrder.order_date >= period_start)
+            .where(SalesOrder.order_date < period_end)
+            .where(Customer.is_active == True)
+        )
+        if partner_id:
+            query = query.where(Customer.id == partner_id)
+
+        result = await db_session.execute(query)
+        for item, order, product, customer in result.all():
+            map_key = (customer.id, product.id)
+            stat = stats_map.setdefault(
+                map_key,
+                {
+                    "partner_id": customer.id,
+                    "partner_name": customer.name,
+                    "product_id": product.id,
+                    "product_sku": product.sku,
+                    "product_name": product.name,
+                    "order_ids": set(),
+                    "order_quantity": 0.0,
+                    "order_amount": 0.0,
+                    "settled_amount": 0.0,
+                    "outstanding_amount": 0.0,
+                },
+            )
+
+            item_amount = float(item.amount or 0)
+            order_total = float(order.total_amount or 0)
+            order_settled = max(float(order.received_amount or 0), 0.0)
+            ratio = (item_amount / order_total) if order_total > 1e-9 else 0.0
+            item_settled = min(item_amount, order_settled * ratio)
+            item_outstanding = max(item_amount - item_settled, 0.0)
+
+            stat["order_ids"].add(order.id)
+            stat["order_quantity"] += float(item.quantity or 0)
+            stat["order_amount"] += item_amount
+            stat["settled_amount"] += item_settled
+            stat["outstanding_amount"] += item_outstanding
+    else:
+        query = (
+            select(PurchaseOrderItem, PurchaseOrder, Product, Supplier)
+            .join(PurchaseOrder, PurchaseOrderItem.order_id == PurchaseOrder.id)
+            .join(Product, PurchaseOrderItem.product_id == Product.id)
+            .join(Supplier, PurchaseOrder.supplier_id == Supplier.id)
+            .where(PurchaseOrder.order_date >= period_start)
+            .where(PurchaseOrder.order_date < period_end)
+            .where(Supplier.is_active == True)
+        )
+        if partner_id:
+            query = query.where(Supplier.id == partner_id)
+
+        result = await db_session.execute(query)
+        for item, order, product, supplier in result.all():
+            map_key = (supplier.id, product.id)
+            stat = stats_map.setdefault(
+                map_key,
+                {
+                    "partner_id": supplier.id,
+                    "partner_name": supplier.name,
+                    "product_id": product.id,
+                    "product_sku": product.sku,
+                    "product_name": product.name,
+                    "order_ids": set(),
+                    "order_quantity": 0.0,
+                    "order_amount": 0.0,
+                    "settled_amount": 0.0,
+                    "outstanding_amount": 0.0,
+                },
+            )
+
+            item_amount = float(item.amount or 0)
+            order_total = float(order.total_amount or 0)
+            order_settled = max(float(order.paid_amount or 0), 0.0)
+            ratio = (item_amount / order_total) if order_total > 1e-9 else 0.0
+            item_settled = min(item_amount, order_settled * ratio)
+            item_outstanding = max(item_amount - item_settled, 0.0)
+
+            stat["order_ids"].add(order.id)
+            stat["order_quantity"] += float(item.quantity or 0)
+            stat["order_amount"] += item_amount
+            stat["settled_amount"] += item_settled
+            stat["outstanding_amount"] += item_outstanding
+
+    items = [
+        PartnerProductStatementItemResponse(
+            partner_id=item["partner_id"],
+            partner_name=item["partner_name"],
+            product_id=item["product_id"],
+            product_sku=item["product_sku"],
+            product_name=item["product_name"],
+            order_count=len(item["order_ids"]),
+            order_quantity=round(float(item["order_quantity"]), 2),
+            order_amount=round(float(item["order_amount"]), 2),
+            settled_amount=round(float(item["settled_amount"]), 2),
+            outstanding_amount=round(float(item["outstanding_amount"]), 2),
+            period_year=selected_year,
+            period_quarter=selected_quarter,
+        )
+        for item in sorted(
+            stats_map.values(),
+            key=lambda x: (x["outstanding_amount"], x["order_amount"]),
+            reverse=True
+        )
+    ]
+
+    return FinancePartnerProductStatementResponse(
+        partner_type=partner_type,
+        year=selected_year,
+        quarter=selected_quarter,
+        period_label=period_label,
+        partner_id=partner_id,
+        order_amount_total=round(float(sum(item.order_amount for item in items)), 2),
+        settled_amount_total=round(float(sum(item.settled_amount for item in items)), 2),
+        outstanding_amount_total=round(float(sum(item.outstanding_amount for item in items)), 2),
+        items=items,
+    )
+

src/api/inventory/schemas/__init__.py

@@ -23,7 +23,11 @@ from .finance_schemas import (
     FinanceTransactionResponse,
     FinanceSummaryResponse,
     ReceivableItemResponse,
-    PayableItemResponse
+    PayableItemResponse,
+    PartnerStatementItemResponse,
+    FinancePartnerStatementResponse,
+    PartnerProductStatementItemResponse,
+    FinancePartnerProductStatementResponse
 )
 
 __all__ = [
@@ -39,4 +43,6 @@ __all__ = [
     "ReceiptCreate", "PaymentCreate",
     "FinanceAllocationResponse", "FinanceTransactionResponse",
     "FinanceSummaryResponse", "ReceivableItemResponse", "PayableItemResponse",
+    "PartnerStatementItemResponse", "FinancePartnerStatementResponse",
+    "PartnerProductStatementItemResponse", "FinancePartnerProductStatementResponse",
 ]

src/api/inventory/schemas/finance_schemas.py

@@ -66,6 +66,11 @@ class FinanceSummaryResponse(BaseModel):
     payable_total: float
     monthly_receipt_total: float
     monthly_payment_total: float
+    selected_year: int
+    selected_quarter: Optional[int] = None
+    period_label: str
+    period_receipt_total: float = 0
+    period_payment_total: float = 0
     overdue_receivable_count: int = 0
     overdue_payable_count: int = 0
 
@@ -92,3 +97,55 @@ class PayableItemResponse(BaseModel):
     paid_amount: float
     payable_amount: float
     status: str
+
+
+class PartnerStatementItemResponse(BaseModel):
+    partner_id: int
+    partner_name: str
+    order_count: int
+    transaction_count: int
+    order_total: float
+    settled_total: float
+    transaction_total: float
+    outstanding_total: float
+    period_year: int
+    period_quarter: Optional[int] = None
+
+
+class FinancePartnerStatementResponse(BaseModel):
+    partner_type: PartnerType
+    year: int
+    quarter: Optional[int] = None
+    period_label: str
+    order_total: float
+    settled_total: float
+    transaction_total: float
+    outstanding_total: float
+    items: List[PartnerStatementItemResponse] = []
+
+
+class PartnerProductStatementItemResponse(BaseModel):
+    partner_id: int
+    partner_name: str
+    product_id: int
+    product_sku: Optional[str] = None
+    product_name: str
+    order_count: int
+    order_quantity: float
+    order_amount: float
+    settled_amount: float
+    outstanding_amount: float
+    period_year: int
+    period_quarter: Optional[int] = None
+
+
+class FinancePartnerProductStatementResponse(BaseModel):
+    partner_type: PartnerType
+    year: int
+    quarter: Optional[int] = None
+    period_label: str
+    partner_id: Optional[int] = None
+    order_amount_total: float
+    settled_amount_total: float
+    outstanding_amount_total: float
+    items: List[PartnerProductStatementItemResponse] = []

src/api/inventory/schemas/stock_movement_schemas.py

@@ -5,6 +5,7 @@ from datetime import datetime
 
 class StockMovementCreate(BaseModel):
     product_id: int
+    product_sku: Optional[str] = None
     warehouse_id: int
     movement_type: str
     quantity: int
@@ -14,6 +15,8 @@ class StockMovementCreate(BaseModel):
 
 class StockMovementResponse(BaseModel):
     id: int
+    product_id: int
+    product_sku: Optional[str]
     product_name: str
     movement_type: str
     quantity: int

src/api/inventory/stock_movement_routes.py

@@ -31,10 +31,40 @@ async def create_stock_movement(
 ):
     if movement_data.movement_type not in ["in", "out", "adjust"]:
         raise HTTPException(status_code=400, detail="无效的变动类型")
+    if movement_data.quantity <= 0:
+        raise HTTPException(status_code=400, detail="数量必须大于0")
+    
+    warehouse_result = await db_session.execute(
+        select(Warehouse)
+        .where(Warehouse.id == movement_data.warehouse_id)
+        .where(Warehouse.is_active == True)
+    )
+    warehouse = warehouse_result.scalar_one_or_none()
+    if not warehouse:
+        raise HTTPException(status_code=404, detail="仓库不存在")
+
+    product_result = await db_session.execute(
+        select(Product)
+        .where(Product.id == movement_data.product_id)
+        .where(Product.is_active == True)
+    )
+    product = product_result.scalar_one_or_none()
+    if not product:
+        sku_candidate = movement_data.product_sku or str(movement_data.product_id)
+        product_by_sku_result = await db_session.execute(
+            select(Product)
+            .where(Product.sku == sku_candidate)
+            .where(Product.is_active == True)
+        )
+        product = product_by_sku_result.scalar_one_or_none()
+    if not product:
+        raise HTTPException(status_code=404, detail="产品不存在，请选择系统中的产品")
+
+    resolved_product_id = product.id
 
     result = await db_session.execute(
         select(Inventory)
-        .where(Inventory.product_id == movement_data.product_id)
+        .where(Inventory.product_id == resolved_product_id)
         .where(Inventory.warehouse_id == movement_data.warehouse_id)
     )
     inventory = result.scalar_one_or_none()
@@ -43,7 +73,7 @@ async def create_stock_movement(
         if movement_data.movement_type == "out":
             raise HTTPException(status_code=400, detail="库存不足")
         inventory = Inventory(
-            product_id=movement_data.product_id,
+            product_id=resolved_product_id,
             warehouse_id=movement_data.warehouse_id,
             quantity=0
         )
@@ -64,7 +94,7 @@ async def create_stock_movement(
     after_qty = inventory.quantity
     
     movement = StockMovement(
-        product_id=movement_data.product_id,
+        product_id=resolved_product_id,
         warehouse_id=movement_data.warehouse_id,
         movement_type=movement_data.movement_type,
         quantity=movement_data.quantity,
@@ -79,11 +109,10 @@ async def create_stock_movement(
     db_session.add(movement)
     await db_session.commit()
 
-    product = await db_session.execute(select(Product).where(Product.id == movement_data.product_id))
-    product = product.scalar_one()
-    
     return StockMovementResponse(
         id=movement.id,
+        product_id=product.id,
+        product_sku=product.sku,
         product_name=product.name,
         movement_type=movement.movement_type,
         quantity=movement.quantity,
@@ -122,6 +151,8 @@ async def list_stock_movements(
     for movement, product in result.all():
         movements.append(StockMovementResponse(
             id=movement.id,
+            product_id=product.id,
+            product_sku=product.sku,
             product_name=product.name,
             movement_type=movement.movement_type,
             quantity=movement.quantity,

static/vue-app.js

@@ -1474,9 +1474,17 @@ const InventoryView = {
       activeTab: 'dashboard',
       dashboard: null,
       financeSummary: null,
+      financePeriod: {
+        year: new Date().getFullYear(),
+        quarter: ''
+      },
       financeTransactions: [],
       receivables: [],
       payables: [],
+      customerFinanceStatement: [],
+      supplierFinanceStatement: [],
+      customerProductStatement: [],
+      supplierProductStatement: [],
       products: [],
       suppliers: [],
       customers: [],
@@ -1512,6 +1520,17 @@ const InventoryView = {
       }
     };
 
+    const loadWarehouses = async () => {
+      state.loading = true;
+      try {
+        state.warehouses = await apiRequest('/api/warehouses');
+      } catch (e) {
+        handleApiError(e, '加载仓库');
+      } finally {
+        state.loading = false;
+      }
+    };
+
     const loadSuppliers = async () => {
       state.loading = true;
       try {
@@ -1559,16 +1578,39 @@ const InventoryView = {
     const loadFinance = async () => {
       state.loading = true;
       try {
-        const [summary, transactions, receivables, payables] = await Promise.all([
+        const selectedYear = Number(state.financePeriod.year) || new Date().getFullYear();
-          apiRequest('/api/finance/summary'),
+        const selectedQuarter = state.financePeriod.quarter ? Number(state.financePeriod.quarter) : null;
-          apiRequest('/api/finance/transactions?status=confirmed&limit=20'),
+        const periodQuery = selectedQuarter
-          apiRequest('/api/finance/receivables?limit=20'),
+          ? `year=${selectedYear}&quarter=${selectedQuarter}`
-          apiRequest('/api/finance/payables?limit=20')
+          : `year=${selectedYear}`;
+
+        const [
+          summary,
+          transactions,
+          receivables,
+          payables,
+          customerStatement,
+          supplierStatement,
+          customerProductStatement,
+          supplierProductStatement
+        ] = await Promise.all([
+          apiRequest(`/api/finance/summary?${periodQuery}`),
+          apiRequest(`/api/finance/transactions?status=confirmed&limit=20&${periodQuery}`),
+          apiRequest(`/api/finance/receivables?limit=20&${periodQuery}`),
+          apiRequest(`/api/finance/payables?limit=20&${periodQuery}`),
+          apiRequest(`/api/finance/partner-statement/customer?${periodQuery}`),
+          apiRequest(`/api/finance/partner-statement/supplier?${periodQuery}`),
+          apiRequest(`/api/finance/partner-product-statement/customer?${periodQuery}`),
+          apiRequest(`/api/finance/partner-product-statement/supplier?${periodQuery}`)
         ]);
         state.financeSummary = summary;
         state.financeTransactions = transactions;
         state.receivables = receivables;
         state.payables = payables;
+        state.customerFinanceStatement = customerStatement.items || [];
+        state.supplierFinanceStatement = supplierStatement.items || [];
+        state.customerProductStatement = customerProductStatement.items || [];
+        state.supplierProductStatement = supplierProductStatement.items || [];
       } catch (e) {
         handleApiError(e, '加载财务数据');
       } finally {
@@ -1576,6 +1618,12 @@ const InventoryView = {
       }
     };
 
+    const refreshFinanceByPeriod = () => {
+      if (state.activeTab === 'finance') {
+        loadFinance();
+      }
+    };
+
     const switchTab = (tab) => {
       state.activeTab = tab;
       switch (tab) {
@@ -1589,13 +1637,26 @@ const InventoryView = {
       }
     };
 
-    const openModal = (type, item = null) => {
+    const openModal = async (type, item = null) => {
       state.modalType = type;
       state.editingItem = item;
       if (item) {
         state.form = { ...item };
       } else {
         state.form = {};
+        if (type === 'stockIn' || type === 'stockOut') {
+          if (!state.products.length) {
+            await loadProducts();
+          }
+          if (!state.warehouses.length) {
+            await loadWarehouses();
+          }
+          state.form = {
+            product_id: state.products[0]?.id || null,
+            warehouse_id: state.warehouses.find(w => w.is_default)?.id || state.warehouses[0]?.id || null,
+            quantity: 1
+          };
+        }
       }
       state.showModal = true;
     };
@@ -1759,7 +1820,8 @@ const InventoryView = {
       saveCustomer,
       deleteCustomer,
       stockIn,
-      stockOut
+      stockOut,
+      refreshFinanceByPeriod
     };
   },
   template: `
@@ -1967,6 +2029,27 @@ const InventoryView = {
         </div>
         
         <div v-else-if="state.activeTab === 'finance'">
+          <div class="table-container" style="margin-bottom: 16px;">
+            <div style="display:flex; gap:12px; align-items:center; flex-wrap:wrap;">
+              <div>
+                <label style="margin-right:8px;">年份</label>
+                <input v-model.number="state.financePeriod.year" type="number" min="2000" max="2100" class="form-input" style="width:120px; display:inline-block;" />
+              </div>
+              <div>
+                <label style="margin-right:8px;">季度</label>
+                <select v-model="state.financePeriod.quarter" class="form-input" style="width:140px; display:inline-block;">
+                  <option value="">全年</option>
+                  <option value="1">Q1</option>
+                  <option value="2">Q2</option>
+                  <option value="3">Q3</option>
+                  <option value="4">Q4</option>
+                </select>
+              </div>
+              <button class="btn btn-primary" @click="refreshFinanceByPeriod">刷新统计</button>
+              <span style="color:var(--text-secondary);">统计周期：{{ state.financeSummary?.period_label || '-' }}</span>
+            </div>
+          </div>
+
           <div class="dashboard-grid">
             <div class="stat-card">
               <div class="stat-icon">🧾</div>
@@ -1985,19 +2068,135 @@ const InventoryView = {
             <div class="stat-card">
               <div class="stat-icon">💵</div>
               <div class="stat-content">
-                <div class="stat-value">{{ formatCurrency(state.financeSummary?.monthly_receipt_total || 0) }}</div>
+                <div class="stat-value">{{ formatCurrency(state.financeSummary?.period_receipt_total || 0) }}</div>
-                <div class="stat-label">本月收款</div>
+                <div class="stat-label">周期收款</div>
               </div>
             </div>
             <div class="stat-card">
               <div class="stat-icon">🏦</div>
               <div class="stat-content">
-                <div class="stat-value">{{ formatCurrency(state.financeSummary?.monthly_payment_total || 0) }}</div>
+                <div class="stat-value">{{ formatCurrency(state.financeSummary?.period_payment_total || 0) }}</div>
-                <div class="stat-label">本月付款</div>
+                <div class="stat-label">周期付款</div>
               </div>
             </div>
           </div>
 
+          <div class="table-container" style="margin-top: 16px;">
+            <h3 style="margin-bottom: 12px;">客户账款（周期）</h3>
+            <table class="data-table">
+              <thead>
+                <tr>
+                  <th>客户</th>
+                  <th>订单数</th>
+                  <th>流水数</th>
+                  <th>订单金额</th>
+                  <th>订单已收</th>
+                  <th>实收流水</th>
+                  <th>应收余额</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr v-for="item in state.customerFinanceStatement" :key="'customer-' + item.partner_id">
+                  <td>{{ item.partner_name }}</td>
+                  <td>{{ item.order_count }}</td>
+                  <td>{{ item.transaction_count }}</td>
+                  <td>{{ formatCurrency(item.order_total) }}</td>
+                  <td>{{ formatCurrency(item.settled_total) }}</td>
+                  <td>{{ formatCurrency(item.transaction_total) }}</td>
+                  <td>{{ formatCurrency(item.outstanding_total) }}</td>
+                </tr>
+              </tbody>
+            </table>
+          </div>
+
+          <div class="table-container" style="margin-top: 16px;">
+            <h3 style="margin-bottom: 12px;">供应商账款（周期）</h3>
+            <table class="data-table">
+              <thead>
+                <tr>
+                  <th>供应商</th>
+                  <th>订单数</th>
+                  <th>流水数</th>
+                  <th>订单金额</th>
+                  <th>订单已付</th>
+                  <th>实付流水</th>
+                  <th>应付余额</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr v-for="item in state.supplierFinanceStatement" :key="'supplier-' + item.partner_id">
+                  <td>{{ item.partner_name }}</td>
+                  <td>{{ item.order_count }}</td>
+                  <td>{{ item.transaction_count }}</td>
+                  <td>{{ formatCurrency(item.order_total) }}</td>
+                  <td>{{ formatCurrency(item.settled_total) }}</td>
+                  <td>{{ formatCurrency(item.transaction_total) }}</td>
+                  <td>{{ formatCurrency(item.outstanding_total) }}</td>
+                </tr>
+              </tbody>
+            </table>
+          </div>
+
+          <div class="table-container" style="margin-top: 16px;">
+            <h3 style="margin-bottom: 12px;">客户-商品追溯（周期）</h3>
+            <table class="data-table">
+              <thead>
+                <tr>
+                  <th>客户</th>
+                  <th>SKU</th>
+                  <th>商品</th>
+                  <th>订单数</th>
+                  <th>数量</th>
+                  <th>订单金额</th>
+                  <th>已结款</th>
+                  <th>未结款</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr v-for="item in state.customerProductStatement" :key="'customer-product-' + item.partner_id + '-' + item.product_id">
+                  <td>{{ item.partner_name }}</td>
+                  <td>{{ item.product_sku || '-' }}</td>
+                  <td>{{ item.product_name }}</td>
+                  <td>{{ item.order_count }}</td>
+                  <td>{{ formatNumber(item.order_quantity) }}</td>
+                  <td>{{ formatCurrency(item.order_amount) }}</td>
+                  <td>{{ formatCurrency(item.settled_amount) }}</td>
+                  <td>{{ formatCurrency(item.outstanding_amount) }}</td>
+                </tr>
+              </tbody>
+            </table>
+          </div>
+
+          <div class="table-container" style="margin-top: 16px;">
+            <h3 style="margin-bottom: 12px;">供应商-商品追溯（周期）</h3>
+            <table class="data-table">
+              <thead>
+                <tr>
+                  <th>供应商</th>
+                  <th>SKU</th>
+                  <th>商品</th>
+                  <th>订单数</th>
+                  <th>数量</th>
+                  <th>订单金额</th>
+                  <th>已结款</th>
+                  <th>未结款</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr v-for="item in state.supplierProductStatement" :key="'supplier-product-' + item.partner_id + '-' + item.product_id">
+                  <td>{{ item.partner_name }}</td>
+                  <td>{{ item.product_sku || '-' }}</td>
+                  <td>{{ item.product_name }}</td>
+                  <td>{{ item.order_count }}</td>
+                  <td>{{ formatNumber(item.order_quantity) }}</td>
+                  <td>{{ formatCurrency(item.order_amount) }}</td>
+                  <td>{{ formatCurrency(item.settled_amount) }}</td>
+                  <td>{{ formatCurrency(item.outstanding_amount) }}</td>
+                </tr>
+              </tbody>
+            </table>
+          </div>
+
           <div class="table-container" style="margin-top: 16px;">
             <h3 style="margin-bottom: 12px;">最近财务流水</h3>
             <table class="data-table">
@@ -2039,7 +2238,7 @@ const InventoryView = {
             </thead>
             <tbody>
               <tr v-for="movement in state.movements" :key="movement.id">
-                <td>{{ movement.product_name }}</td>
+                <td>{{ movement.product_name }}{{ movement.product_sku ? ' (' + movement.product_sku + ')' : '' }}</td>
                 <td>
                   <span :class="['badge', movement.movement_type === 'in' ? 'badge-success' : movement.movement_type === 'out' ? 'badge-error' : 'badge-warning']">
                     {{ movement.movement_type === 'in' ? '入库' : movement.movement_type === 'out' ? '出库' : '调整' }}
@@ -2158,12 +2357,20 @@ const InventoryView = {
             <!-- 入库表单 -->
             <form v-else-if="state.modalType === 'stockIn'" @submit.prevent="stockIn">
               <div class="form-group">
-                <label class="form-label">产品ID *</label>
+                <label class="form-label">产品 *</label>
-                <input v-model.number="state.form.product_id" type="number" class="form-input" required placeholder="产品ID" />
+                <select v-model.number="state.form.product_id" class="form-input" required>
+                  <option v-for="product in state.products" :key="'stockin-product-' + product.id" :value="product.id">
+                    {{ product.sku }} - {{ product.name }}（ID: {{ product.id }}）
+                  </option>
+                </select>
               </div>
               <div class="form-group">
-                <label class="form-label">仓库ID *</label>
+                <label class="form-label">仓库 *</label>
-                <input v-model.number="state.form.warehouse_id" type="number" class="form-input" required placeholder="仓库ID (默认1)" />
+                <select v-model.number="state.form.warehouse_id" class="form-input" required>
+                  <option v-for="warehouse in state.warehouses" :key="'stockin-warehouse-' + warehouse.id" :value="warehouse.id">
+                    {{ warehouse.name }}{{ warehouse.code ? ' (' + warehouse.code + ')' : '' }}{{ warehouse.is_default ? ' [默认]' : '' }}（ID: {{ warehouse.id }}）
+                  </option>
+                </select>
               </div>
               <div class="form-group">
                 <label class="form-label">数量 *</label>
@@ -2186,12 +2393,20 @@ const InventoryView = {
             <!-- 出库表单 -->
             <form v-else-if="state.modalType === 'stockOut'" @submit.prevent="stockOut">
               <div class="form-group">
-                <label class="form-label">产品ID *</label>
+                <label class="form-label">产品 *</label>
-                <input v-model.number="state.form.product_id" type="number" class="form-input" required placeholder="产品ID" />
+                <select v-model.number="state.form.product_id" class="form-input" required>
+                  <option v-for="product in state.products" :key="'stockout-product-' + product.id" :value="product.id">
+                    {{ product.sku }} - {{ product.name }}（ID: {{ product.id }}）
+                  </option>
+                </select>
               </div>
               <div class="form-group">
-                <label class="form-label">仓库ID *</label>
+                <label class="form-label">仓库 *</label>
-                <input v-model.number="state.form.warehouse_id" type="number" class="form-input" required placeholder="仓库ID (默认1)" />
+                <select v-model.number="state.form.warehouse_id" class="form-input" required>
+                  <option v-for="warehouse in state.warehouses" :key="'stockout-warehouse-' + warehouse.id" :value="warehouse.id">
+                    {{ warehouse.name }}{{ warehouse.code ? ' (' + warehouse.code + ')' : '' }}{{ warehouse.is_default ? ' [默认]' : '' }}（ID: {{ warehouse.id }}）
+                  </option>
+                </select>
               </div>
               <div class="form-group">
                 <label class="form-label">数量 *</label>