From 620bb4712a31791231c4381581f0f60088f079fe Mon Sep 17 00:00:00 2001
From: 云 <2163098428@qq.com>
Date: 星期三, 27 五月 2026 14:03:45 +0800
Subject: [PATCH] Merge branch 'refs/heads/dev_New_pro' into dev_宁夏_英泽防锈

---
 src/main/java/com/ruoyi/ai/tools/FinancialAgentTools.java | 2311 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
 1 files changed, 2,311 insertions(+), 0 deletions(-)

diff --git a/src/main/java/com/ruoyi/ai/tools/FinancialAgentTools.java b/src/main/java/com/ruoyi/ai/tools/FinancialAgentTools.java
new file mode 100644
index 0000000..e907aff
--- /dev/null
+++ b/src/main/java/com/ruoyi/ai/tools/FinancialAgentTools.java
@@ -0,0 +1,2311 @@
+package com.ruoyi.ai.tools;
+
+import com.alibaba.fastjson2.JSON;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.core.toolkit.support.SFunction;
+import com.ruoyi.account.mapper.AccountStatementMapper;
+import com.ruoyi.account.mapper.purchase.AccountPurchasePaymentMapper;
+import com.ruoyi.account.mapper.sales.AccountSalesCollectionMapper;
+import com.ruoyi.account.pojo.AccountStatement;
+import com.ruoyi.account.pojo.purchase.AccountPurchasePayment;
+import com.ruoyi.account.pojo.sales.AccountSalesCollection;
+import com.ruoyi.account.service.impl.AccountingServiceImpl;
+import com.ruoyi.ai.context.AiSessionUserContext;
+import com.ruoyi.basic.mapper.CustomerMapper;
+import com.ruoyi.basic.mapper.ProductMapper;
+import com.ruoyi.basic.mapper.ProductModelMapper;
+import com.ruoyi.basic.mapper.SupplierManageMapper;
+import com.ruoyi.basic.pojo.Customer;
+import com.ruoyi.basic.pojo.Product;
+import com.ruoyi.basic.pojo.ProductModel;
+import com.ruoyi.basic.pojo.SupplierManage;
+import com.ruoyi.common.utils.SecurityUtils;
+import com.ruoyi.device.mapper.DeviceLedgerMapper;
+import com.ruoyi.device.mapper.DeviceRepairMapper;
+import com.ruoyi.device.pojo.DeviceLedger;
+import com.ruoyi.device.pojo.DeviceRepair;
+import com.ruoyi.framework.security.LoginUser;
+import com.ruoyi.procurementrecord.mapper.ProcurementRecordMapper;
+import com.ruoyi.procurementrecord.mapper.ProcurementRecordOutMapper;
+import com.ruoyi.procurementrecord.pojo.ProcurementRecordOut;
+import com.ruoyi.procurementrecord.pojo.ProcurementRecordStorage;
+import com.ruoyi.production.mapper.ProductionAccountMapper;
+import com.ruoyi.production.mapper.ProductionOperationTaskMapper;
+import com.ruoyi.production.mapper.ProductionOrderMapper;
+import com.ruoyi.production.mapper.ProductionPlanMapper;
+import com.ruoyi.production.mapper.ProductionProductMainMapper;
+import com.ruoyi.production.mapper.ProductionProductOutputMapper;
+import com.ruoyi.production.pojo.ProductionAccount;
+import com.ruoyi.production.pojo.ProductionOperationTask;
+import com.ruoyi.production.pojo.ProductionOrder;
+import com.ruoyi.production.pojo.ProductionPlan;
+import com.ruoyi.production.pojo.ProductionProductMain;
+import com.ruoyi.production.pojo.ProductionProductOutput;
+import com.ruoyi.sales.mapper.SalesLedgerMapper;
+import com.ruoyi.sales.mapper.SalesLedgerProductMapper;
+import com.ruoyi.sales.pojo.SalesLedger;
+import com.ruoyi.sales.pojo.SalesLedgerProduct;
+import com.ruoyi.stock.mapper.StockInventoryMapper;
+import com.ruoyi.stock.pojo.StockInventory;
+import com.ruoyi.technology.mapper.TechnologyOperationMapper;
+import com.ruoyi.technology.pojo.TechnologyOperation;
+import dev.langchain4j.agent.tool.P;
+import dev.langchain4j.agent.tool.Tool;
+import dev.langchain4j.agent.tool.ToolMemoryId;
+import org.springframework.stereotype.Component;
+import org.springframework.util.StringUtils;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.time.LocalDate;
+import java.time.LocalDateTime;
+import java.time.YearMonth;
+import java.time.ZoneId;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.Collection;
+import java.util.Collections;
+import java.util.Comparator;
+import java.util.Date;
+import java.util.HashMap;
+import java.util.HashSet;
+import java.util.LinkedHashMap;
+import java.util.LinkedList;
+import java.util.List;
+import java.util.Map;
+import java.util.Objects;
+import java.util.Set;
+import java.util.regex.Matcher;
+import java.util.regex.Pattern;
+import java.util.stream.Collectors;
+
+@Component
+public class FinancialAgentTools {
+
+    private static final DateTimeFormatter DATE_FMT = DateTimeFormatter.ofPattern("yyyy-MM-dd");
+    private static final Pattern RELATIVE_PATTERN = Pattern.compile("(杩憒鏈�杩�)?\\s*(\\d+)\\s*(澶﹟鍛▅涓湀|鏈坾骞�)");
+    private static final Pattern DATE_PATTERN = Pattern.compile("(\\d{4}-\\d{2}-\\d{2})");
+    private static final BigDecimal ONE_HUNDRED = new BigDecimal("100");
+    private static final int DEFAULT_LIMIT = 10;
+    private static final int MAX_LIMIT = 50;
+
+    private static final BigDecimal DEFAULT_FALLBACK_MATERIAL_COST_RATE = new BigDecimal("0.60");
+    private static final BigDecimal DEFAULT_LABOR_COST_RATE = new BigDecimal("0.15");
+    private static final BigDecimal DEFAULT_OVERHEAD_COST_RATE = new BigDecimal("0.10");
+
+    private static final BigDecimal SME_RECEIVABLE_RISK_THRESHOLD = new BigDecimal("500000");
+    private static final BigDecimal SME_INVENTORY_RISK_THRESHOLD = new BigDecimal("1000000");
+    private static final BigDecimal SME_PROFIT_WARNING_RATE = new BigDecimal("0.08");
+
+    private final SalesLedgerMapper salesLedgerMapper;
+    private final SalesLedgerProductMapper salesLedgerProductMapper;
+    private final ProductionAccountMapper productionAccountMapper;
+    private final ProductionProductMainMapper productionProductMainMapper;
+    private final ProductionOperationTaskMapper productionOperationTaskMapper;
+    private final ProductionOrderMapper productionOrderMapper;
+    private final ProductionPlanMapper productionPlanMapper;
+    private final ProductionProductOutputMapper productionProductOutputMapper;
+    private final TechnologyOperationMapper technologyOperationMapper;
+    private final DeviceLedgerMapper deviceLedgerMapper;
+    private final DeviceRepairMapper deviceRepairMapper;
+    private final ProcurementRecordMapper procurementRecordMapper;
+    private final ProcurementRecordOutMapper procurementRecordOutMapper;
+    private final StockInventoryMapper stockInventoryMapper;
+    private final AccountSalesCollectionMapper accountSalesCollectionMapper;
+    private final AccountPurchasePaymentMapper accountPurchasePaymentMapper;
+    private final AccountStatementMapper accountStatementMapper;
+    private final CustomerMapper customerMapper;
+    private final SupplierManageMapper supplierManageMapper;
+    private final ProductModelMapper productModelMapper;
+    private final ProductMapper productMapper;
+    private final AiSessionUserContext aiSessionUserContext;
+
+    public FinancialAgentTools(SalesLedgerMapper salesLedgerMapper,
+                               SalesLedgerProductMapper salesLedgerProductMapper,
+                               ProductionAccountMapper productionAccountMapper,
+                               ProductionProductMainMapper productionProductMainMapper,
+                               ProductionOperationTaskMapper productionOperationTaskMapper,
+                               ProductionOrderMapper productionOrderMapper,
+                               ProductionPlanMapper productionPlanMapper,
+                               ProductionProductOutputMapper productionProductOutputMapper,
+                               TechnologyOperationMapper technologyOperationMapper,
+                               DeviceLedgerMapper deviceLedgerMapper,
+                               DeviceRepairMapper deviceRepairMapper,
+                               ProcurementRecordMapper procurementRecordMapper,
+                               ProcurementRecordOutMapper procurementRecordOutMapper,
+                               StockInventoryMapper stockInventoryMapper,
+                               AccountSalesCollectionMapper accountSalesCollectionMapper,
+                               AccountPurchasePaymentMapper accountPurchasePaymentMapper,
+                               AccountStatementMapper accountStatementMapper,
+                               CustomerMapper customerMapper,
+                               SupplierManageMapper supplierManageMapper,
+                               ProductModelMapper productModelMapper,
+                               ProductMapper productMapper,
+                               AiSessionUserContext aiSessionUserContext) {
+        this.salesLedgerMapper = salesLedgerMapper;
+        this.salesLedgerProductMapper = salesLedgerProductMapper;
+        this.productionAccountMapper = productionAccountMapper;
+        this.productionProductMainMapper = productionProductMainMapper;
+        this.productionOperationTaskMapper = productionOperationTaskMapper;
+        this.productionOrderMapper = productionOrderMapper;
+        this.productionPlanMapper = productionPlanMapper;
+        this.productionProductOutputMapper = productionProductOutputMapper;
+        this.technologyOperationMapper = technologyOperationMapper;
+        this.deviceLedgerMapper = deviceLedgerMapper;
+        this.deviceRepairMapper = deviceRepairMapper;
+        this.procurementRecordMapper = procurementRecordMapper;
+        this.procurementRecordOutMapper = procurementRecordOutMapper;
+        this.stockInventoryMapper = stockInventoryMapper;
+        this.accountSalesCollectionMapper = accountSalesCollectionMapper;
+        this.accountPurchasePaymentMapper = accountPurchasePaymentMapper;
+        this.accountStatementMapper = accountStatementMapper;
+        this.customerMapper = customerMapper;
+        this.supplierManageMapper = supplierManageMapper;
+        this.productModelMapper = productModelMapper;
+        this.productMapper = productMapper;
+        this.aiSessionUserContext = aiSessionUserContext;
+    }
+
+    @Tool(name = "璐㈠姟鐭ヨ瘑妫�绱�", value = "鎸夎储鍔$粡钀ラ棶棰樻绱笟璐㈣瀺鍚堢煡璇嗙墖娈典笌鎸囨爣鍙e緞锛屼綔涓篟AG涓婁笅鏂囥��")
+    public String retrieveFinancialKnowledge(@ToolMemoryId String memoryId,
+                                             @P(value = "闂鎴栧叧閿瘝锛屼緥濡傚埄娑︿笅闄嶃�佸簱瀛樺懆杞�佽祫閲戠己鍙�") String question) {
+        List<KnowledgeDoc> knowledgeDocs = financeKnowledgeBase();
+        String normalized = normalizeForMatch(question);
+        List<KnowledgeDoc> ranked = knowledgeDocs.stream()
+                .sorted(Comparator.comparingInt((KnowledgeDoc doc) -> keywordHitCount(doc.keywords(), normalized)).reversed())
+                .filter(doc -> keywordHitCount(doc.keywords(), normalized) > 0 || !StringUtils.hasText(normalized))
+                .limit(5)
+                .toList();
+
+        List<Map<String, Object>> items = ranked.stream().map(doc -> {
+            Map<String, Object> map = new LinkedHashMap<>();
+            map.put("topic", doc.topic());
+            map.put("knowledge", doc.knowledge());
+            map.put("relatedTables", doc.relatedTables());
+            map.put("suggestedQuestions", doc.suggestedQuestions());
+            return map;
+        }).toList();
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("question", safe(question));
+        summary.put("hitCount", items.size());
+        summary.put("retrievalMode", "keyword_rag");
+        return jsonResponse(true, "financial_rag_knowledge", "宸茶繑鍥炶储鍔$煡璇嗘绱㈢粨鏋�", summary, Map.of("items", items), Map.of());
+    }
+
+    @Tool(name = "鏅鸿兘鎴愭湰鏍哥畻", value = "鑷姩鏍哥畻浜у搧鎴愭湰銆佸伐搴忔垚鏈�佷汉宸ユ垚鏈�佽澶囨姌鏃с�佹潗鏂欐崯鑰椾笌璁㈠崟鍒╂鼎銆�")
+    public String calculateIntelligentCost(@ToolMemoryId String memoryId,
+                                           @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                           @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                           @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽鏈湀銆佽繎30澶�", required = false) String timeRange,
+                                           @P(value = "鍏抽敭璇嶏紝鍙尮閰嶅悎鍚屽彿/瀹㈡埛/椤圭洰", required = false) String keyword,
+                                           @P(value = "杩斿洖鏉℃暟锛岄粯璁�10锛屾渶澶�50", required = false) Integer limit) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        if (loginUser == null) {
+            return jsonResponse(false, "financial_cost_accounting", "鐢ㄦ埛淇℃伅鑾峰彇澶辫触", Map.of(), Map.of(), Map.of());
+        }
+
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "杩�30澶�");
+        AnalysisBundle bundle = buildOrderProfitBundle(loginUser, range, keyword, limit);
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("orderCount", bundle.orderMetrics().size());
+        summary.put("totalRevenue", bundle.totalRevenue());
+        summary.put("totalMaterialCost", bundle.totalMaterialCost());
+        summary.put("totalLaborCost", bundle.totalLaborCost());
+        summary.put("totalDepreciationCost", bundle.totalDepreciationCost());
+        summary.put("totalScrapCost", bundle.totalScrapCost());
+        summary.put("totalCost", bundle.totalCost());
+        summary.put("totalProfit", bundle.totalProfit());
+        summary.put("profitRate", toPercent(rate(bundle.totalProfit(), bundle.totalRevenue())));
+
+        List<Map<String, Object>> orderItems = bundle.orderMetrics().stream()
+                .map(this::toOrderCostItem)
+                .toList();
+        List<Map<String, Object>> processItems = bundle.processCostRanking().entrySet().stream()
+                .map(entry -> {
+                    Map<String, Object> map = new LinkedHashMap<>();
+                    map.put("processName", entry.getKey());
+                    map.put("cost", entry.getValue());
+                    return map;
+                }).toList();
+
+        List<Map<String, Object>> topCustomerItems = buildCustomerProfitTop(bundle.orderMetrics(), 5);
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("costCompositionPieOption",
+                buildCostCompositionPie(bundle.totalMaterialCost(), bundle.totalLaborCost(), bundle.totalDepreciationCost(), bundle.totalScrapCost()));
+        charts.put("orderProfitBarOption", buildOrderProfitBar(bundle.orderMetrics()));
+        charts.put("processCostBarOption", buildProcessCostBar(bundle.processCostRanking()));
+
+        return jsonResponse(true, "financial_cost_accounting", "宸插畬鎴愭櫤鑳芥垚鏈牳绠�", summary,
+                Map.of(
+                        "orders", orderItems,
+                        "processCostRanking", processItems,
+                        "topCustomers", topCustomerItems
+                ),
+                charts
+        );
+    }
+
+    @Tool(name = "璁㈠崟鍒╂鼎鍒嗘瀽", value = "璇嗗埆浣庡埄娑�/浜忔崯璁㈠崟锛岃緭鍑哄師鍥犲垎鏋愬拰浼樺寲寤鸿銆�")
+    public String analyzeOrderProfit(@ToolMemoryId String memoryId,
+                                     @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                     @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                     @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽鏈湀銆佽繎30澶�", required = false) String timeRange,
+                                     @P(value = "鍏抽敭璇嶏紝鍙尮閰嶅悎鍚屽彿/瀹㈡埛/椤圭洰", required = false) String keyword,
+                                     @P(value = "杩斿洖鏉℃暟锛岄粯璁�10锛屾渶澶�50", required = false) Integer limit) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        if (loginUser == null) {
+            return jsonResponse(false, "financial_order_profit_analysis", "鐢ㄦ埛淇℃伅鑾峰彇澶辫触", Map.of(), Map.of(), Map.of());
+        }
+
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "杩�30澶�");
+        AnalysisBundle bundle = buildOrderProfitBundle(loginUser, range, keyword, limit);
+        List<OrderProfitMetric> metrics = bundle.orderMetrics();
+
+        List<OrderProfitMetric> riskyOrders = metrics.stream()
+                .filter(item -> item.profit().compareTo(BigDecimal.ZERO) < 0 || item.profitRate().compareTo(SME_PROFIT_WARNING_RATE) < 0)
+                .sorted(Comparator.comparing(OrderProfitMetric::profitRate)
+                        .thenComparing(OrderProfitMetric::profit))
+                .toList();
+
+        Map<String, BigDecimal> customerProfitMap = new LinkedHashMap<>();
+        for (OrderProfitMetric metric : metrics) {
+            customerProfitMap.merge(metric.customerName(), metric.profit(), BigDecimal::add);
+        }
+        Map.Entry<String, BigDecimal> topCustomer = customerProfitMap.entrySet().stream()
+                .max(Map.Entry.comparingByValue())
+                .orElse(Map.entry("鏆傛棤鏁版嵁", BigDecimal.ZERO));
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("orderCount", metrics.size());
+        summary.put("lossOrderCount", metrics.stream().filter(item -> item.profit().compareTo(BigDecimal.ZERO) < 0).count());
+        summary.put("lowProfitOrderCount", riskyOrders.size());
+        summary.put("avgProfitRate", toPercent(avgRate(metrics)));
+        summary.put("topCustomerByProfit", topCustomer.getKey());
+        summary.put("topCustomerProfit", topCustomer.getValue());
+
+        List<Map<String, Object>> riskyItems = riskyOrders.stream()
+                .limit(normalizeLimit(limit))
+                .map(this::toRiskOrderItem)
+                .toList();
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("profitDistributionOption", buildProfitDistributionBar(metrics));
+        charts.put("lossOrderTrendOption", buildLossOrderTrendLine(metrics));
+        charts.put("customerProfitTopOption", buildCustomerProfitBar(customerProfitMap));
+
+        return jsonResponse(true, "financial_order_profit_analysis", "宸插畬鎴愯鍗曞埄娑﹀垎鏋�", summary,
+                Map.of(
+                        "riskOrders", riskyItems,
+                        "allOrders", metrics.stream().map(this::toOrderCostItem).toList(),
+                        "customerProfitTop", buildCustomerProfitTop(metrics, 10)
+                ),
+                charts
+        );
+    }
+
+    @Tool(name = "搴撳瓨璧勯噾鍒嗘瀽", value = "鍒嗘瀽搴撳瓨绉帇銆佸憜婊炲簱瀛樸�佽祫閲戝崰鐢ㄤ笌鍛ㄨ浆鐜囥��")
+    public String analyzeInventoryCapital(@ToolMemoryId String memoryId,
+                                          @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                          @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                          @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽鏈湀銆佽繎30澶�", required = false) String timeRange,
+                                          @P(value = "鍏抽敭璇嶏紝鍙尮閰嶄骇鍝佸悕绉�/鍨嬪彿", required = false) String keyword,
+                                          @P(value = "杩斿洖鏉℃暟锛岄粯璁�10锛屾渶澶�50", required = false) Integer limit) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "杩�30澶�");
+        int finalLimit = normalizeLimit(limit);
+
+        List<StockInventory> inventoryRows = queryStockInventory(loginUser);
+        if (inventoryRows.isEmpty()) {
+            return jsonResponse(true, "financial_inventory_capital_analysis", "褰撳墠鏃犲簱瀛樻暟鎹�",
+                    rangeSummary(range, 0, keyword), Map.of("items", List.of()), Map.of());
+        }
+
+        Set<Long> modelIds = inventoryRows.stream()
+                .map(StockInventory::getProductModelId)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        Map<Long, ProductModel> productModelMap = queryProductModels(modelIds);
+        Map<Long, Product> productMap = queryProducts(productModelMap.values());
+        Map<Long, BigDecimal> avgUnitCostByModelId = queryAverageUnitCostByModel(loginUser, modelIds);
+        OutboundStats outboundStats = queryOutboundStats(loginUser, modelIds, range);
+
+        List<InventoryMetric> metrics = buildInventoryMetrics(inventoryRows, productModelMap, productMap, avgUnitCostByModelId, outboundStats)
+                .stream()
+                .filter(metric -> matchInventoryKeyword(metric, keyword))
+                .sorted(Comparator.comparing(InventoryMetric::inventoryValue).reversed())
+                .toList();
+
+        BigDecimal totalInventoryValue = metrics.stream().map(InventoryMetric::inventoryValue).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal stagnantValue = metrics.stream()
+                .filter(metric -> metric.stagnantDays() >= 90)
+                .map(InventoryMetric::inventoryValue)
+                .reduce(BigDecimal.ZERO, BigDecimal::add);
+        long stagnantCount = metrics.stream().filter(metric -> metric.stagnantDays() >= 90).count();
+        long overstockCount = metrics.stream().filter(InventoryMetric::overstock).count();
+        BigDecimal totalOutboundCost = outboundStats.totalOutboundCost();
+        BigDecimal turnoverDays = totalOutboundCost.compareTo(BigDecimal.ZERO) > 0
+                ? totalInventoryValue.multiply(BigDecimal.valueOf(daysBetween(range.start(), range.end()) + 1L))
+                .divide(totalOutboundCost, 2, RoundingMode.HALF_UP)
+                : BigDecimal.ZERO;
+
+        List<Map<String, Object>> items = metrics.stream()
+                .limit(finalLimit)
+                .map(this::toInventoryItem)
+                .toList();
+
+        Map<String, Object> summary = rangeSummary(range, metrics.size(), keyword);
+        summary.put("totalInventoryValue", totalInventoryValue);
+        summary.put("stagnantValue", stagnantValue);
+        summary.put("stagnantCount", stagnantCount);
+        summary.put("overstockCount", overstockCount);
+        summary.put("turnoverDays", turnoverDays);
+        summary.put("capitalOccupation", totalInventoryValue);
+        summary.put("totalOutboundCost", totalOutboundCost);
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("inventoryValueTopOption", buildInventoryTopBar(metrics));
+        charts.put("inventoryAgingPieOption", buildInventoryAgingPie(metrics));
+        charts.put("inventoryTurnoverGauge", buildTurnoverGauge(turnoverDays));
+
+        return jsonResponse(true, "financial_inventory_capital_analysis", "宸插畬鎴愬簱瀛樿祫閲戝垎鏋�", summary, Map.of("items", items), charts);
+    }
+
+    @Tool(name = "搴旀敹搴斾粯涓庣幇閲戞祦棰勬祴", value = "棰勬祴鏈潵鐜伴噾娴併�佸洖娆鹃闄┿�佷粯娆惧帇鍔涗笌璧勯噾缂哄彛銆�")
+    public String forecastCashFlow(@ToolMemoryId String memoryId,
+                                   @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                   @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                   @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽杩�90澶┿�佹湰骞�", required = false) String timeRange,
+                                   @P(value = "棰勬祴鏈堜唤鏁帮紝榛樿3锛屾渶澶�6", required = false) Integer forecastMonths) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "杩�90澶�");
+        int months = forecastMonths == null || forecastMonths <= 0 ? 3 : Math.min(forecastMonths, 6);
+
+        List<AccountSalesCollection> collections = queryCollections(loginUser, range);
+        List<AccountPurchasePayment> payments = queryPayments(loginUser, range);
+        List<MonthlyCashFlow> monthlyActual = buildMonthlyCashFlow(range, collections, payments);
+        List<MonthlyCashFlow> monthlyForecast = forecastMonthlyCashFlow(monthlyActual, months);
+
+        StatementSnapshot snapshot = buildStatementSnapshot(loginUser);
+        BigDecimal receivableTotal = snapshot.receivableTotal();
+        BigDecimal payableTotal = snapshot.payableTotal();
+        BigDecimal forecastNetSum = monthlyForecast.stream().map(MonthlyCashFlow::netFlow).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal coverage = receivableTotal.add(maxZero(forecastNetSum));
+        BigDecimal fundGap = maxZero(payableTotal.subtract(coverage));
+
+        Map<String, String> customerNameMap = queryCustomerNameMap(snapshot.receivableTop().stream().map(StatementMetric::entityId).collect(Collectors.toSet()));
+        Map<String, String> supplierNameMap = querySupplierNameMap(snapshot.payableTop().stream().map(StatementMetric::entityId).collect(Collectors.toSet()));
+
+        List<Map<String, Object>> receivableRiskItems = snapshot.receivableTop().stream().map(item -> toStatementRiskItem(item, customerNameMap, "customer")).toList();
+        List<Map<String, Object>> payablePressureItems = snapshot.payableTop().stream().map(item -> toStatementRiskItem(item, supplierNameMap, "supplier")).toList();
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("actualIncomeTotal", collections.stream().map(AccountSalesCollection::getCollectionAmount).filter(Objects::nonNull).reduce(BigDecimal.ZERO, BigDecimal::add));
+        summary.put("actualExpenseTotal", payments.stream().map(AccountPurchasePayment::getPaymentAmount).filter(Objects::nonNull).reduce(BigDecimal.ZERO, BigDecimal::add));
+        summary.put("receivableBalance", receivableTotal);
+        summary.put("payableBalance", payableTotal);
+        summary.put("forecastNetSum", forecastNetSum);
+        summary.put("fundGap", fundGap);
+        summary.put("forecastMonths", months);
+        summary.put("collectionRiskLevel", riskLevelByAmount(receivableTotal));
+        summary.put("paymentPressureLevel", riskLevelByAmount(payableTotal));
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("cashFlowTrendOption", buildCashflowTrend(monthlyActual, monthlyForecast));
+        charts.put("receivablePayableBarOption", buildReceivablePayableBar(receivableTotal, payableTotal));
+        charts.put("fundGapGaugeOption", buildFundGapGauge(fundGap));
+
+        return jsonResponse(true, "financial_cashflow_forecast", "宸插畬鎴愬簲鏀跺簲浠樹笌鐜伴噾娴侀娴�", summary,
+                Map.of(
+                        "actualMonthly", monthlyActual.stream().map(this::toMonthlyCashFlowItem).toList(),
+                        "forecastMonthly", monthlyForecast.stream().map(this::toMonthlyCashFlowItem).toList(),
+                        "receivableRiskTop", receivableRiskItems,
+                        "payablePressureTop", payablePressureItems
+                ),
+                charts
+        );
+    }
+
+    @Tool(name = "缁忚惀寮傚父棰勮", value = "璇嗗埆鎴愭湰寮傚父銆佸埄娑﹀紓甯搞�佸洖娆惧紓甯搞�佽鍗曢闄┿�佸簱瀛樺紓甯搞��")
+    public String detectBusinessAnomalies(@ToolMemoryId String memoryId,
+                                          @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                          @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                          @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽杩�30澶�", required = false) String timeRange,
+                                          @P(value = "杩斿洖鏉℃暟锛岄粯璁�10锛屾渶澶�50", required = false) Integer limit) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "杩�30澶�");
+        int finalLimit = normalizeLimit(limit);
+
+        AnalysisBundle currentBundle = buildOrderProfitBundle(loginUser, range, null, Math.max(finalLimit, 30));
+        DateRange prevRange = previousSameLengthRange(range);
+        AnalysisBundle prevBundle = buildOrderProfitBundle(loginUser, prevRange, null, 50);
+
+        BigDecimal currentCostRate = rate(currentBundle.totalCost(), currentBundle.totalRevenue());
+        BigDecimal prevCostRate = rate(prevBundle.totalCost(), prevBundle.totalRevenue());
+        BigDecimal costRateDiff = currentCostRate.subtract(prevCostRate);
+
+        StatementSnapshot snapshot = buildStatementSnapshot(loginUser);
+        List<InventoryMetric> inventoryMetrics = buildInventoryMetrics(
+                queryStockInventory(loginUser),
+                queryProductModels(Collections.emptySet()),
+                Map.of(),
+                queryAverageUnitCostByModel(loginUser, Collections.emptySet()),
+                queryOutboundStats(loginUser, Collections.emptySet(), range)
+        );
+
+        List<Map<String, Object>> anomalyItems = new ArrayList<>();
+        if (costRateDiff.compareTo(new BigDecimal("0.10")) > 0) {
+            anomalyItems.add(anomalyItem("high", "鎴愭湰寮傚父", "鍗曚綅鏀跺叆鎴愭湰鐜囪緝涓婂懆鏈熶笂鍗囪秴杩�10%", Map.of(
+                    "currentCostRate", toPercent(currentCostRate),
+                    "previousCostRate", toPercent(prevCostRate),
+                    "delta", toPercent(costRateDiff)
+            )));
+        }
+        long lossCount = currentBundle.orderMetrics().stream().filter(item -> item.profit().compareTo(BigDecimal.ZERO) < 0).count();
+        if (lossCount > 0) {
+            anomalyItems.add(anomalyItem("high", "鍒╂鼎寮傚父", "妫�娴嬪埌浜忔崯璁㈠崟", Map.of("lossOrderCount", lossCount)));
+        }
+        if (snapshot.receivableTotal().compareTo(snapshot.payableTotal().multiply(new BigDecimal("1.2"))) > 0) {
+            anomalyItems.add(anomalyItem("medium", "鍥炴寮傚父", "搴旀敹浣欓鏄捐憲楂樹簬搴斾粯锛屽洖娆惧帇鍔涘亸澶�", Map.of(
+                    "receivableBalance", snapshot.receivableTotal(),
+                    "payableBalance", snapshot.payableTotal()
+            )));
+        }
+        long overdueOrderCount = currentBundle.orderMetrics().stream()
+                .filter(item -> item.deliveryDate() != null && item.deliveryDate().isBefore(LocalDate.now()) && item.profitRate().compareTo(new BigDecimal("0.10")) < 0)
+                .count();
+        if (overdueOrderCount > 0) {
+            anomalyItems.add(anomalyItem("medium", "璁㈠崟椋庨櫓", "瀛樺湪浣庡埄娑︿笖浜や粯宸查�炬湡璁㈠崟", Map.of("overdueRiskOrderCount", overdueOrderCount)));
+        }
+        long stagnantCount = inventoryMetrics.stream().filter(item -> item.stagnantDays() >= 90).count();
+        if (stagnantCount > 0) {
+            anomalyItems.add(anomalyItem("medium", "搴撳瓨寮傚父", "瀛樺湪瓒呰繃90澶╂湭鍛ㄨ浆搴撳瓨", Map.of("stagnantCount", stagnantCount)));
+        }
+
+        List<Map<String, Object>> topAnomalies = anomalyItems.stream().limit(finalLimit).toList();
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("anomalyCount", topAnomalies.size());
+        summary.put("highRiskCount", topAnomalies.stream().filter(item -> "high".equals(item.get("riskLevel"))).count());
+        summary.put("mediumRiskCount", topAnomalies.stream().filter(item -> "medium".equals(item.get("riskLevel"))).count());
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("anomalyLevelPieOption", buildAnomalyLevelPie(topAnomalies));
+        charts.put("anomalyTypeBarOption", buildAnomalyTypeBar(topAnomalies));
+        return jsonResponse(true, "financial_business_anomaly_warning", "宸插畬鎴愮粡钀ュ紓甯搁璀﹀垎鏋�", summary,
+                Map.of("items", topAnomalies), charts);
+    }
+
+    @Tool(name = "AI缁忚惀椹鹃┒鑸�", value = "瀹炴椂灞曠ず浜у�笺�佸埄娑︺�佸簱瀛樸�佸洖娆俱�佽澶囧埄鐢ㄧ巼銆佽鍗曞埄娑︾巼绛夋牳蹇冪粡钀ユ寚鏍囥��")
+    public String getBusinessCockpit(@ToolMemoryId String memoryId,
+                                     @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                     @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                     @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽鏈湀銆佽繎30澶�", required = false) String timeRange) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        DateRange range = resolveDateRange(startDate, endDate, timeRange, "鏈湀");
+
+        AnalysisBundle profitBundle = buildOrderProfitBundle(loginUser, range, null, 30);
+        StatementSnapshot snapshot = buildStatementSnapshot(loginUser);
+        List<StockInventory> inventories = queryStockInventory(loginUser);
+        BigDecimal inventoryValue = estimateInventoryValue(loginUser, inventories);
+
+        long deviceTotal = countDevices(loginUser);
+        long repairingCount = countRepairingDevices(loginUser);
+        BigDecimal deviceUtilization = deviceTotal > 0
+                ? new BigDecimal(deviceTotal - repairingCount).multiply(ONE_HUNDRED).divide(new BigDecimal(deviceTotal), 2, RoundingMode.HALF_UP)
+                : BigDecimal.ZERO;
+
+        BigDecimal outputValue = profitBundle.totalRevenue();
+        BigDecimal profitRate = rate(profitBundle.totalProfit(), profitBundle.totalRevenue());
+        BigDecimal collectionRate = snapshot.receivableTotal().compareTo(BigDecimal.ZERO) > 0
+                ? ONE_HUNDRED.subtract(rate(snapshot.receivableTotal(), snapshot.receivableTotal().add(snapshot.payableTotal())).multiply(ONE_HUNDRED))
+                : BigDecimal.ZERO;
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("outputValue", outputValue);
+        summary.put("profit", profitBundle.totalProfit());
+        summary.put("profitRate", toPercent(profitRate));
+        summary.put("inventoryValue", inventoryValue);
+        summary.put("receivableBalance", snapshot.receivableTotal());
+        summary.put("payableBalance", snapshot.payableTotal());
+        summary.put("collectionRate", toPercent(collectionRate.divide(ONE_HUNDRED, 4, RoundingMode.HALF_UP)));
+        summary.put("deviceUtilizationRate", deviceUtilization + "%");
+        summary.put("orderProfitRate", toPercent(avgRate(profitBundle.orderMetrics())));
+
+        Map<String, Object> indicators = new LinkedHashMap<>();
+        indicators.put("浜у��", outputValue);
+        indicators.put("鍒╂鼎", profitBundle.totalProfit());
+        indicators.put("搴撳瓨璧勯噾鍗犵敤", inventoryValue);
+        indicators.put("搴旀敹浣欓", snapshot.receivableTotal());
+        indicators.put("璁惧鍒╃敤鐜�", deviceUtilization + "%");
+        indicators.put("璁㈠崟骞冲潎鍒╂鼎鐜�", toPercent(avgRate(profitBundle.orderMetrics())));
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("kpiCardData", indicators);
+        charts.put("profitTrendOption", buildOrderProfitBar(profitBundle.orderMetrics()));
+        charts.put("receivablePayableBarOption", buildReceivablePayableBar(snapshot.receivableTotal(), snapshot.payableTotal()));
+        charts.put("inventoryProfitGaugeOption", buildInventoryProfitGauge(inventoryValue, profitBundle.totalProfit()));
+
+        return jsonResponse(true, "financial_business_cockpit", "宸茬敓鎴怉I缁忚惀椹鹃┒鑸辨暟鎹�", summary,
+                Map.of(
+                        "orderProfitTop", profitBundle.orderMetrics().stream()
+                                .sorted(Comparator.comparing(OrderProfitMetric::profit).reversed())
+                                .limit(10)
+                                .map(this::toOrderCostItem)
+                                .toList(),
+                        "indicators", indicators
+                ),
+                charts
+        );
+    }
+
+    @Tool(name = "鏃ユ姤鍛ㄦ姤鑷姩鐢熸垚", value = "鑷姩杈撳嚭缁忚惀鍒嗘瀽鏃ユ姤/鍛ㄦ姤涓庨闄╁缓璁��")
+    public String generateOperationReport(@ToolMemoryId String memoryId,
+                                          @P(value = "寮�濮嬫棩鏈� yyyy-MM-dd", required = false) String startDate,
+                                          @P(value = "缁撴潫鏃ユ湡 yyyy-MM-dd", required = false) String endDate,
+                                          @P(value = "鏃堕棿鑼冨洿鎻忚堪锛屽浠婂ぉ銆佹湰鍛�", required = false) String timeRange,
+                                          @P(value = "鎶ュ憡绫诲瀷 daily/weekly", required = false) String reportType) {
+        LoginUser loginUser = currentLoginUser(memoryId);
+        DateRange range = resolveDateRange(startDate, endDate, timeRange,
+                "weekly".equalsIgnoreCase(reportType) ? "鏈懆" : "浠婂ぉ");
+        String type = "weekly".equalsIgnoreCase(reportType) ? "weekly" : "daily";
+
+        AnalysisBundle bundle = buildOrderProfitBundle(loginUser, range, null, 30);
+        StatementSnapshot snapshot = buildStatementSnapshot(loginUser);
+        BigDecimal inventoryValue = estimateInventoryValue(loginUser, queryStockInventory(loginUser));
+        long lossCount = bundle.orderMetrics().stream().filter(item -> item.profit().compareTo(BigDecimal.ZERO) < 0).count();
+
+        List<String> conclusions = new ArrayList<>();
+        conclusions.add("钀ユ敹" + bundle.totalRevenue() + "锛屽埄娑�" + bundle.totalProfit() + "锛屽埄娑︾巼" + toPercent(rate(bundle.totalProfit(), bundle.totalRevenue())) + "銆�");
+        conclusions.add("搴旀敹浣欓" + snapshot.receivableTotal() + "锛屽簲浠樹綑棰�" + snapshot.payableTotal() + "锛屽簱瀛樿祫閲戝崰鐢�" + inventoryValue + "銆�");
+        if (lossCount > 0) {
+            conclusions.add("鍙戠幇浜忔崯璁㈠崟" + lossCount + "涓紝寤鸿浼樺厛澶嶆牳鏉愭枡鎹熻�楀拰宸ュ簭浜哄伐鏁堢巼銆�");
+        } else {
+            conclusions.add("褰撳墠鏈彂鐜颁簭鎹熻鍗曪紝寤鸿鎸佺画璺熻釜浣庝簬8%鍒╂鼎鐜囪鍗曘��");
+        }
+        if (snapshot.receivableTotal().compareTo(snapshot.payableTotal()) > 0) {
+            conclusions.add("鍥炴鍘嬪姏鍋忛珮锛屽缓璁拡瀵归珮搴旀敹瀹㈡埛鎵ц鍒嗗眰鍌敹涓庤处鏈熶紭鍖栥��");
+        } else {
+            conclusions.add("璧勯噾鍘嬪姏鍙帶锛屽缓璁繚鎸佷粯娆捐鍒掍笌閲囪喘鑺傚鑱斿姩銆�");
+        }
+
+        List<Map<String, Object>> riskSuggestions = new ArrayList<>();
+        if (lossCount > 0) {
+            riskSuggestions.add(riskSuggestion("鍒╂鼎椋庨櫓", "楂�", "澶嶆牳浜忔崯璁㈠崟BOM鍜屽伐搴忓伐璧勫畾棰濓紝蹇呰鏃惰皟鏁存姤浠蜂笌浜や粯鑺傚銆�"));
+        }
+        if (snapshot.receivableTotal().compareTo(SME_RECEIVABLE_RISK_THRESHOLD) > 0) {
+            riskSuggestions.add(riskSuggestion("鍥炴椋庨櫓", "涓�", "瀵瑰簲鏀禩OP瀹㈡埛寤虹珛鍛ㄥ害鍥炴璁″垝锛屽苟璁剧疆棰勮闃堝�笺��"));
+        }
+        if (inventoryValue.compareTo(SME_INVENTORY_RISK_THRESHOLD) > 0) {
+            riskSuggestions.add(riskSuggestion("搴撳瓨椋庨櫓", "涓�", "瀵归珮閲戦鍛嗘粸搴撳瓨鎵ц闄嶄环銆佹浛浠e拰鐢熶骇娑堣�楃瓥鐣ャ��"));
+        }
+
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("reportType", type);
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("orderCount", bundle.orderMetrics().size());
+        summary.put("lossOrderCount", lossCount);
+        summary.put("riskSuggestionCount", riskSuggestions.size());
+
+        Map<String, Object> data = new LinkedHashMap<>();
+        data.put("headline", "weekly".equals(type) ? "缁忚惀鍛ㄦ姤" : "缁忚惀鏃ユ姤");
+        data.put("conclusions", conclusions);
+        data.put("riskSuggestions", riskSuggestions);
+        data.put("orderProfitTop", bundle.orderMetrics().stream()
+                .sorted(Comparator.comparing(OrderProfitMetric::profitRate))
+                .limit(10)
+                .map(this::toRiskOrderItem)
+                .toList());
+
+        Map<String, Object> charts = new LinkedHashMap<>();
+        charts.put("reportProfitBarOption", buildOrderProfitBar(bundle.orderMetrics()));
+        charts.put("reportReceivablePayableOption", buildReceivablePayableBar(snapshot.receivableTotal(), snapshot.payableTotal()));
+        return jsonResponse(true, "financial_operation_report", "宸茶嚜鍔ㄧ敓鎴愮粡钀ュ垎鏋愭姤鍛�", summary, data, charts);
+    }
+
+    private AnalysisBundle buildOrderProfitBundle(LoginUser loginUser, DateRange range, String keyword, Integer limit) {
+        List<SalesLedger> ledgers = querySalesLedgers(loginUser, range, keyword, limit);
+        if (ledgers.isEmpty()) {
+            return AnalysisBundle.empty();
+        }
+
+        List<Long> ledgerIds = ledgers.stream().map(SalesLedger::getId).filter(Objects::nonNull).toList();
+        List<SalesLedgerProduct> ledgerProducts = queryLedgerProducts(loginUser, ledgerIds);
+        Map<Long, List<SalesLedgerProduct>> productsByLedgerId = ledgerProducts.stream()
+                .collect(Collectors.groupingBy(SalesLedgerProduct::getSalesLedgerId));
+
+        MaterialCostResult materialCostResult = calculateMaterialCost(loginUser, range, ledgerProducts);
+        ProductionCostContext productionCostContext = calculateProductionCost(loginUser, range, ledgers, ledgerProducts, materialCostResult.avgUnitCostByModelId());
+        BigDecimal totalDepreciation = calculateTotalDepreciation(loginUser);
+
+        BigDecimal totalRevenue = ledgers.stream()
+                .map(SalesLedger::getContractAmount)
+                .filter(Objects::nonNull)
+                .reduce(BigDecimal.ZERO, BigDecimal::add);
+        Map<Long, BigDecimal> depreciationCostByLedger = allocateDepreciation(ledgers, totalDepreciation, totalRevenue);
+
+        List<OrderProfitMetric> metrics = new ArrayList<>();
+        for (SalesLedger ledger : ledgers) {
+            BigDecimal revenue = defaultDecimal(ledger.getContractAmount());
+            BigDecimal materialCost = materialCostResult.materialCostByLedgerId().getOrDefault(ledger.getId(), fallbackMaterialCost(productsByLedgerId.get(ledger.getId()), revenue));
+            BigDecimal laborCost = productionCostContext.laborCostByLedgerId().getOrDefault(ledger.getId(), BigDecimal.ZERO);
+            BigDecimal scrapCost = productionCostContext.scrapCostByLedgerId().getOrDefault(ledger.getId(), BigDecimal.ZERO);
+            BigDecimal depreciationCost = depreciationCostByLedger.getOrDefault(ledger.getId(), BigDecimal.ZERO);
+            BigDecimal totalCost = materialCost.add(laborCost).add(scrapCost).add(depreciationCost);
+            BigDecimal profit = revenue.subtract(totalCost);
+            BigDecimal profitRate = rate(profit, revenue);
+            String riskLevel = profit.compareTo(BigDecimal.ZERO) < 0
+                    ? "high"
+                    : (profitRate.compareTo(new BigDecimal("0.08")) < 0 ? "medium" : "low");
+            List<String> reasons = buildProfitReasons(revenue, materialCost, laborCost, scrapCost, profit, profitRate);
+            String suggestion = buildProfitSuggestion(riskLevel, reasons);
+
+            metrics.add(new OrderProfitMetric(
+                    ledger.getId(),
+                    safe(ledger.getSalesContractNo()),
+                    safe(ledger.getCustomerName()),
+                    safe(ledger.getProjectName()),
+                    toLocalDate(ledger.getEntryDate()),
+                    ledger.getDeliveryDate(),
+                    revenue,
+                    materialCost,
+                    laborCost,
+                    depreciationCost,
+                    scrapCost,
+                    totalCost,
+                    profit,
+                    profitRate,
+                    riskLevel,
+                    reasons,
+                    suggestion
+            ));
+        }
+
+        metrics.sort(Comparator.comparing(OrderProfitMetric::entryDate, Comparator.nullsLast(Comparator.reverseOrder()))
+                .thenComparing(OrderProfitMetric::ledgerId, Comparator.nullsLast(Comparator.reverseOrder())));
+        BigDecimal totalMaterialCost = metrics.stream().map(OrderProfitMetric::materialCost).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal totalLaborCost = metrics.stream().map(OrderProfitMetric::laborCost).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal totalScrapCost = metrics.stream().map(OrderProfitMetric::scrapCost).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal totalDepreciationCost = metrics.stream().map(OrderProfitMetric::depreciationCost).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal totalCost = metrics.stream().map(OrderProfitMetric::totalCost).reduce(BigDecimal.ZERO, BigDecimal::add);
+        BigDecimal totalProfit = metrics.stream().map(OrderProfitMetric::profit).reduce(BigDecimal.ZERO, BigDecimal::add);
+
+        return new AnalysisBundle(
+                metrics,
+                productionCostContext.processCostRanking(),
+                totalRevenue,
+                totalMaterialCost,
+                totalLaborCost,
+                totalDepreciationCost,
+                totalScrapCost,
+                totalCost,
+                totalProfit
+        );
+    }
+
+    private MaterialCostResult calculateMaterialCost(LoginUser loginUser, DateRange range, List<SalesLedgerProduct> ledgerProducts) {
+        if (ledgerProducts.isEmpty()) {
+            return new MaterialCostResult(Map.of(), Map.of());
+        }
+        List<Long> ledgerProductIds = ledgerProducts.stream().map(SalesLedgerProduct::getId).filter(Objects::nonNull).toList();
+        Set<Long> productModelIds = ledgerProducts.stream().map(SalesLedgerProduct::getProductModelId).filter(Objects::nonNull).collect(Collectors.toSet());
+        Map<Long, Long> productIdToLedgerId = ledgerProducts.stream()
+                .filter(item -> item.getId() != null && item.getSalesLedgerId() != null)
+                .collect(Collectors.toMap(SalesLedgerProduct::getId, SalesLedgerProduct::getSalesLedgerId, (a, b) -> a));
+
+        Map<Long, BigDecimal> avgUnitCostByModelId = queryAverageUnitCostByModel(loginUser, productModelIds);
+        LambdaQueryWrapper<ProcurementRecordOut> outWrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(outWrapper, loginUser.getTenantId(), ProcurementRecordOut::getTenantId);
+        applyDeptFilter(outWrapper, loginUser.getCurrentDeptId(), ProcurementRecordOut::getDeptId);
+        outWrapper.eq(ProcurementRecordOut::getType, 2)
+                .in(ProcurementRecordOut::getSalesLedgerProductId, ledgerProductIds);
+        if (range.hasDateFilter()) {
+            outWrapper.ge(ProcurementRecordOut::getCreateTime, range.start().atStartOfDay())
+                    .lt(ProcurementRecordOut::getCreateTime, range.end().plusDays(1).atStartOfDay());
+        }
+        List<ProcurementRecordOut> outList = defaultList(procurementRecordOutMapper.selectList(outWrapper));
+
+        Set<Integer> storageIds = outList.stream()
+                .map(ProcurementRecordOut::getProcurementRecordStorageId)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        Map<Integer, ProcurementRecordStorage> storageMap = storageIds.isEmpty()
+                ? Map.of()
+                : defaultList(procurementRecordMapper.selectBatchIds(storageIds)).stream()
+                .collect(Collectors.toMap(ProcurementRecordStorage::getId, item -> item, (a, b) -> a));
+
+        Map<Long, BigDecimal> materialCostByLedgerId = new HashMap<>();
+        for (ProcurementRecordOut out : outList) {
+            Long ledgerId = productIdToLedgerId.get(out.getSalesLedgerProductId());
+            if (ledgerId == null) {
+                continue;
+            }
+            ProcurementRecordStorage storage = storageMap.get(out.getProcurementRecordStorageId());
+            BigDecimal unitPrice = storage == null ? BigDecimal.ZERO : defaultDecimal(storage.getUnitPrice());
+            BigDecimal quantity = defaultDecimal(out.getInboundNum());
+            BigDecimal cost = quantity.multiply(unitPrice);
+            materialCostByLedgerId.merge(ledgerId, cost, BigDecimal::add);
+        }
+        return new MaterialCostResult(materialCostByLedgerId, avgUnitCostByModelId);
+    }
+
+    private ProductionCostContext calculateProductionCost(LoginUser loginUser,
+                                                          DateRange range,
+                                                          List<SalesLedger> ledgers,
+                                                          List<SalesLedgerProduct> ledgerProducts,
+                                                          Map<Long, BigDecimal> avgUnitCostByModelId) {
+        if (ledgers.isEmpty()) {
+            return ProductionCostContext.empty();
+        }
+
+        Set<Long> ledgerIds = ledgers.stream().map(SalesLedger::getId).filter(Objects::nonNull).collect(Collectors.toSet());
+        Map<Long, Set<Long>> productModelToLedgerIds = new HashMap<>();
+        for (SalesLedgerProduct product : ledgerProducts) {
+            if (product.getProductModelId() == null || product.getSalesLedgerId() == null) {
+                continue;
+            }
+            productModelToLedgerIds.computeIfAbsent(product.getProductModelId(), key -> new HashSet<>()).add(product.getSalesLedgerId());
+        }
+
+        LambdaQueryWrapper<ProductionPlan> planWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(planWrapper, loginUser.getCurrentDeptId(), ProductionPlan::getDeptId);
+        planWrapper.in(ProductionPlan::getSalesLedgerId, ledgerIds);
+        List<ProductionPlan> plans = defaultList(productionPlanMapper.selectList(planWrapper));
+        Map<Long, Long> planIdToLedgerId = plans.stream()
+                .filter(item -> item.getId() != null && item.getSalesLedgerId() != null)
+                .collect(Collectors.toMap(ProductionPlan::getId, ProductionPlan::getSalesLedgerId, (a, b) -> a));
+
+        LambdaQueryWrapper<ProductionOrder> orderWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(orderWrapper, loginUser.getCurrentDeptId(), ProductionOrder::getDeptId);
+        if (range.hasDateFilter()) {
+            orderWrapper.ge(ProductionOrder::getCreateTime, range.start().atStartOfDay().minusMonths(2))
+                    .lt(ProductionOrder::getCreateTime, range.end().plusDays(1).atStartOfDay().plusMonths(1));
+        }
+        List<ProductionOrder> orders = defaultList(productionOrderMapper.selectList(orderWrapper));
+
+        Map<Long, Set<Long>> orderIdToLedgerIds = new HashMap<>();
+        for (ProductionOrder order : orders) {
+            Set<Long> orderLedgers = new HashSet<>();
+            for (Long planId : parseIdList(order.getProductionPlanIds())) {
+                Long ledgerId = planIdToLedgerId.get(planId);
+                if (ledgerId != null) {
+                    orderLedgers.add(ledgerId);
+                }
+            }
+            if (orderLedgers.isEmpty() && order.getProductModelId() != null) {
+                orderLedgers.addAll(productModelToLedgerIds.getOrDefault(order.getProductModelId(), Set.of()));
+            }
+            if (!orderLedgers.isEmpty()) {
+                orderIdToLedgerIds.put(order.getId(), orderLedgers);
+            }
+        }
+        if (orderIdToLedgerIds.isEmpty()) {
+            return ProductionCostContext.empty();
+        }
+
+        LambdaQueryWrapper<ProductionOperationTask> taskWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(taskWrapper, loginUser.getCurrentDeptId(), ProductionOperationTask::getDeptId);
+        taskWrapper.in(ProductionOperationTask::getProductionOrderId, orderIdToLedgerIds.keySet());
+        List<ProductionOperationTask> tasks = defaultList(productionOperationTaskMapper.selectList(taskWrapper));
+        Map<Long, Long> taskIdToOrderId = tasks.stream()
+                .filter(item -> item.getId() != null && item.getProductionOrderId() != null)
+                .collect(Collectors.toMap(ProductionOperationTask::getId, ProductionOperationTask::getProductionOrderId, (a, b) -> a));
+        if (taskIdToOrderId.isEmpty()) {
+            return ProductionCostContext.empty();
+        }
+
+        LambdaQueryWrapper<ProductionProductMain> mainWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(mainWrapper, loginUser.getCurrentDeptId(), ProductionProductMain::getDeptId);
+        mainWrapper.in(ProductionProductMain::getProductionOperationTaskId, taskIdToOrderId.keySet());
+        if (range.hasDateFilter()) {
+            mainWrapper.ge(ProductionProductMain::getCreateTime, range.start().atStartOfDay().minusMonths(2))
+                    .lt(ProductionProductMain::getCreateTime, range.end().plusDays(1).atStartOfDay().plusMonths(1));
+        }
+        List<ProductionProductMain> mainList = defaultList(productionProductMainMapper.selectList(mainWrapper));
+        Map<Long, Set<Long>> mainIdToLedgers = new HashMap<>();
+        for (ProductionProductMain main : mainList) {
+            Long orderId = taskIdToOrderId.get(main.getProductionOperationTaskId());
+            if (orderId == null) {
+                continue;
+            }
+            Set<Long> ledgerSet = orderIdToLedgerIds.get(orderId);
+            if (ledgerSet == null || ledgerSet.isEmpty()) {
+                continue;
+            }
+            mainIdToLedgers.put(main.getId(), ledgerSet);
+        }
+        if (mainIdToLedgers.isEmpty()) {
+            return ProductionCostContext.empty();
+        }
+
+        LambdaQueryWrapper<ProductionAccount> accountWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(accountWrapper, loginUser.getCurrentDeptId(), ProductionAccount::getDeptId);
+        accountWrapper.in(ProductionAccount::getProductionProductMainId, mainIdToLedgers.keySet());
+        if (range.hasDateFilter()) {
+            accountWrapper.ge(ProductionAccount::getSchedulingDate, range.start().atStartOfDay())
+                    .lt(ProductionAccount::getSchedulingDate, range.end().plusDays(1).atStartOfDay());
+        }
+        List<ProductionAccount> accountList = defaultList(productionAccountMapper.selectList(accountWrapper));
+
+        Map<String, BigDecimal> salaryQuotaByOperation = defaultList(technologyOperationMapper.selectList(new LambdaQueryWrapper<TechnologyOperation>()
+                        .select(TechnologyOperation::getName, TechnologyOperation::getSalaryQuota)))
+                .stream()
+                .filter(item -> StringUtils.hasText(item.getName()))
+                .collect(Collectors.toMap(TechnologyOperation::getName, item -> defaultDecimal(item.getSalaryQuota()), (a, b) -> a));
+
+        Map<Long, BigDecimal> laborCostByLedger = new HashMap<>();
+        Map<String, BigDecimal> processCostMap = new HashMap<>();
+        for (ProductionAccount account : accountList) {
+            Set<Long> ledgerSet = mainIdToLedgers.get(account.getProductionProductMainId());
+            if (ledgerSet == null || ledgerSet.isEmpty()) {
+                continue;
+            }
+            BigDecimal cost = estimateLaborCost(account, salaryQuotaByOperation);
+            if (cost.compareTo(BigDecimal.ZERO) <= 0) {
+                continue;
+            }
+            BigDecimal split = cost.divide(new BigDecimal(ledgerSet.size()), 4, RoundingMode.HALF_UP);
+            for (Long ledgerId : ledgerSet) {
+                laborCostByLedger.merge(ledgerId, split, BigDecimal::add);
+            }
+            processCostMap.merge(safe(account.getTechnologyOperationName()), cost, BigDecimal::add);
+        }
+
+        LambdaQueryWrapper<ProductionProductOutput> outputWrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(outputWrapper, loginUser.getCurrentDeptId(), ProductionProductOutput::getDeptId);
+        outputWrapper.in(ProductionProductOutput::getProductionProductMainId, mainIdToLedgers.keySet());
+        if (range.hasDateFilter()) {
+            outputWrapper.ge(ProductionProductOutput::getCreateTime, range.start().atStartOfDay())
+                    .lt(ProductionProductOutput::getCreateTime, range.end().plusDays(1).atStartOfDay());
+        }
+        List<ProductionProductOutput> outputList = defaultList(productionProductOutputMapper.selectList(outputWrapper));
+        Map<Long, BigDecimal> scrapCostByLedger = new HashMap<>();
+        for (ProductionProductOutput output : outputList) {
+            Set<Long> ledgerSet = mainIdToLedgers.get(output.getProductionProductMainId());
+            if (ledgerSet == null || ledgerSet.isEmpty()) {
+                continue;
+            }
+            BigDecimal scrapQty = defaultDecimal(output.getScrapQty());
+            if (scrapQty.compareTo(BigDecimal.ZERO) <= 0) {
+                continue;
+            }
+            BigDecimal unitCost = avgUnitCostByModelId.getOrDefault(output.getProductModelId(), BigDecimal.ZERO);
+            BigDecimal scrapCost = scrapQty.multiply(unitCost);
+            BigDecimal split = scrapCost.divide(new BigDecimal(ledgerSet.size()), 4, RoundingMode.HALF_UP);
+            for (Long ledgerId : ledgerSet) {
+                scrapCostByLedger.merge(ledgerId, split, BigDecimal::add);
+            }
+        }
+
+        Map<String, BigDecimal> processCostRanking = processCostMap.entrySet().stream()
+                .sorted(Map.Entry.<String, BigDecimal>comparingByValue().reversed())
+                .limit(10)
+                .collect(Collectors.toMap(Map.Entry::getKey, Map.Entry::getValue, (a, b) -> a, LinkedHashMap::new));
+
+        return new ProductionCostContext(laborCostByLedger, scrapCostByLedger, processCostRanking);
+    }
+
+    private List<SalesLedger> querySalesLedgers(LoginUser loginUser, DateRange range, String keyword, Integer limit) {
+        LambdaQueryWrapper<SalesLedger> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), SalesLedger::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), SalesLedger::getDeptId);
+        if (StringUtils.hasText(keyword)) {
+            wrapper.and(w -> w.like(SalesLedger::getSalesContractNo, keyword)
+                    .or().like(SalesLedger::getCustomerContractNo, keyword)
+                    .or().like(SalesLedger::getCustomerName, keyword)
+                    .or().like(SalesLedger::getProjectName, keyword)
+                    .or().like(SalesLedger::getSalesman, keyword));
+        }
+        if (range.hasDateFilter()) {
+            wrapper.ge(SalesLedger::getEntryDate, toDate(range.start()))
+                    .lt(SalesLedger::getEntryDate, toExclusiveEndDate(range.end()));
+        }
+        wrapper.orderByDesc(SalesLedger::getEntryDate, SalesLedger::getId);
+        if (limit != null && limit > 0) {
+            wrapper.last("limit " + normalizeLimit(limit));
+        }
+        return defaultList(salesLedgerMapper.selectList(wrapper));
+    }
+
+    private List<SalesLedgerProduct> queryLedgerProducts(LoginUser loginUser, List<Long> ledgerIds) {
+        if (ledgerIds == null || ledgerIds.isEmpty()) {
+            return List.of();
+        }
+        LambdaQueryWrapper<SalesLedgerProduct> wrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), SalesLedgerProduct::getDeptId);
+        wrapper.in(SalesLedgerProduct::getSalesLedgerId, ledgerIds)
+                .eq(SalesLedgerProduct::getType, 1);
+        return defaultList(salesLedgerProductMapper.selectList(wrapper));
+    }
+
+    private List<StockInventory> queryStockInventory(LoginUser loginUser) {
+        LambdaQueryWrapper<StockInventory> wrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), StockInventory::getDeptId);
+        return defaultList(stockInventoryMapper.selectList(wrapper));
+    }
+
+    private Map<Long, ProductModel> queryProductModels(Set<Long> modelIds) {
+        if (modelIds == null || modelIds.isEmpty()) {
+            return defaultList(productModelMapper.selectList(null)).stream()
+                    .filter(item -> item.getId() != null)
+                    .collect(Collectors.toMap(ProductModel::getId, item -> item, (a, b) -> a));
+        }
+        LambdaQueryWrapper<ProductModel> wrapper = new LambdaQueryWrapper<>();
+        wrapper.in(ProductModel::getId, modelIds);
+        return defaultList(productModelMapper.selectList(wrapper)).stream()
+                .filter(item -> item.getId() != null)
+                .collect(Collectors.toMap(ProductModel::getId, item -> item, (a, b) -> a));
+    }
+
+    private Map<Long, Product> queryProducts(Collection<ProductModel> models) {
+        Set<Long> productIds = models == null ? Set.of() : models.stream()
+                .map(ProductModel::getProductId)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        if (productIds.isEmpty()) {
+            return Map.of();
+        }
+        LambdaQueryWrapper<Product> wrapper = new LambdaQueryWrapper<>();
+        wrapper.in(Product::getId, productIds);
+        return defaultList(productMapper.selectList(wrapper)).stream()
+                .filter(item -> item.getId() != null)
+                .collect(Collectors.toMap(Product::getId, item -> item, (a, b) -> a));
+    }
+
+    private Map<Long, BigDecimal> queryAverageUnitCostByModel(LoginUser loginUser, Set<Long> productModelIds) {
+        LambdaQueryWrapper<ProcurementRecordStorage> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), ProcurementRecordStorage::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), ProcurementRecordStorage::getDeptId);
+        wrapper.in(ProcurementRecordStorage::getType, List.of(1, 2));
+        if (productModelIds != null && !productModelIds.isEmpty()) {
+            wrapper.in(ProcurementRecordStorage::getProductModelId, productModelIds);
+        }
+        List<ProcurementRecordStorage> rows = defaultList(procurementRecordMapper.selectList(wrapper));
+        Map<Long, BigDecimal> amountByModel = new HashMap<>();
+        Map<Long, BigDecimal> qtyByModel = new HashMap<>();
+        for (ProcurementRecordStorage row : rows) {
+            if (row.getProductModelId() == null) {
+                continue;
+            }
+            BigDecimal qty = defaultDecimal(row.getInboundNum());
+            if (qty.compareTo(BigDecimal.ZERO) <= 0) {
+                continue;
+            }
+            BigDecimal amount = defaultDecimal(row.getUnitPrice()).multiply(qty);
+            amountByModel.merge(row.getProductModelId(), amount, BigDecimal::add);
+            qtyByModel.merge(row.getProductModelId(), qty, BigDecimal::add);
+        }
+        Map<Long, BigDecimal> result = new HashMap<>();
+        for (Map.Entry<Long, BigDecimal> entry : amountByModel.entrySet()) {
+            BigDecimal qty = qtyByModel.get(entry.getKey());
+            if (qty == null || qty.compareTo(BigDecimal.ZERO) <= 0) {
+                continue;
+            }
+            result.put(entry.getKey(), entry.getValue().divide(qty, 6, RoundingMode.HALF_UP));
+        }
+        return result;
+    }
+
+    private OutboundStats queryOutboundStats(LoginUser loginUser, Set<Long> productModelIds, DateRange range) {
+        LambdaQueryWrapper<ProcurementRecordOut> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), ProcurementRecordOut::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), ProcurementRecordOut::getDeptId);
+        if (productModelIds != null && !productModelIds.isEmpty()) {
+            wrapper.in(ProcurementRecordOut::getProductModelId, productModelIds);
+        }
+        if (range.hasDateFilter()) {
+            wrapper.ge(ProcurementRecordOut::getCreateTime, range.start().atStartOfDay())
+                    .lt(ProcurementRecordOut::getCreateTime, range.end().plusDays(1).atStartOfDay());
+        }
+        List<ProcurementRecordOut> outList = defaultList(procurementRecordOutMapper.selectList(wrapper));
+        if (outList.isEmpty()) {
+            return OutboundStats.empty();
+        }
+        Set<Integer> storageIds = outList.stream()
+                .map(ProcurementRecordOut::getProcurementRecordStorageId)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        Map<Integer, ProcurementRecordStorage> storageMap = storageIds.isEmpty()
+                ? Map.of()
+                : defaultList(procurementRecordMapper.selectBatchIds(storageIds)).stream()
+                .collect(Collectors.toMap(ProcurementRecordStorage::getId, item -> item, (a, b) -> a));
+
+        Map<Long, BigDecimal> outboundQtyByModel = new HashMap<>();
+        Map<Long, LocalDateTime> lastOutboundTimeByModel = new HashMap<>();
+        BigDecimal totalOutboundCost = BigDecimal.ZERO;
+        for (ProcurementRecordOut out : outList) {
+            Long modelId = out.getProductModelId();
+            if (modelId == null) {
+                continue;
+            }
+            BigDecimal qty = defaultDecimal(out.getInboundNum());
+            outboundQtyByModel.merge(modelId, qty, BigDecimal::add);
+            if (out.getCreateTime() != null) {
+                LocalDateTime existing = lastOutboundTimeByModel.get(modelId);
+                if (existing == null || out.getCreateTime().isAfter(existing)) {
+                    lastOutboundTimeByModel.put(modelId, out.getCreateTime());
+                }
+            }
+            ProcurementRecordStorage storage = storageMap.get(out.getProcurementRecordStorageId());
+            BigDecimal unitPrice = storage == null ? BigDecimal.ZERO : defaultDecimal(storage.getUnitPrice());
+            totalOutboundCost = totalOutboundCost.add(unitPrice.multiply(qty));
+        }
+        return new OutboundStats(outboundQtyByModel, lastOutboundTimeByModel, totalOutboundCost);
+    }
+
+    private List<InventoryMetric> buildInventoryMetrics(List<StockInventory> inventoryRows,
+                                                        Map<Long, ProductModel> productModelMap,
+                                                        Map<Long, Product> productMap,
+                                                        Map<Long, BigDecimal> avgUnitCostByModelId,
+                                                        OutboundStats outboundStats) {
+        Map<Long, InventoryMetricBuilder> metricBuilderByModel = new HashMap<>();
+        for (StockInventory row : inventoryRows) {
+            if (row.getProductModelId() == null) {
+                continue;
+            }
+            InventoryMetricBuilder builder = metricBuilderByModel.computeIfAbsent(row.getProductModelId(), InventoryMetricBuilder::new);
+            builder.addQuantity(maxZero(defaultDecimal(row.getQualitity()).subtract(defaultDecimal(row.getLockedQuantity()))));
+            builder.addLockedQuantity(defaultDecimal(row.getLockedQuantity()));
+            builder.addWarnNum(defaultDecimal(row.getWarnNum()));
+            if (row.getCreateTime() != null) {
+                builder.updateFirstInTime(row.getCreateTime());
+            }
+        }
+
+        List<InventoryMetric> result = new ArrayList<>();
+        LocalDate today = LocalDate.now();
+        for (InventoryMetricBuilder builder : metricBuilderByModel.values()) {
+            Long modelId = builder.modelId();
+            ProductModel model = productModelMap.get(modelId);
+            Product product = model == null ? null : productMap.get(model.getProductId());
+            BigDecimal unitCost = avgUnitCostByModelId.getOrDefault(modelId, BigDecimal.ZERO);
+            BigDecimal value = builder.quantity().multiply(unitCost);
+            LocalDateTime lastOutTime = outboundStats.lastOutboundTimeByModel().get(modelId);
+            long stagnantDays;
+            if (lastOutTime != null) {
+                stagnantDays = daysBetween(lastOutTime.toLocalDate(), today);
+            } else if (builder.firstInTime() != null) {
+                stagnantDays = daysBetween(builder.firstInTime().toLocalDate(), today);
+            } else {
+                stagnantDays = 0;
+            }
+            BigDecimal outQty = outboundStats.outboundQtyByModel().getOrDefault(modelId, BigDecimal.ZERO);
+            boolean overstock = builder.warnNum().compareTo(BigDecimal.ZERO) > 0
+                    && builder.quantity().compareTo(builder.warnNum().multiply(new BigDecimal("3"))) > 0;
+            result.add(new InventoryMetric(
+                    modelId,
+                    product == null ? "鏈煡浜у搧" : safe(product.getProductName()),
+                    model == null ? "鏈煡鍨嬪彿" : safe(model.getModel()),
+                    builder.quantity(),
+                    builder.lockedQuantity(),
+                    unitCost,
+                    value,
+                    outQty,
+                    stagnantDays,
+                    overstock
+            ));
+        }
+        return result;
+    }
+
+    private List<AccountSalesCollection> queryCollections(LoginUser loginUser, DateRange range) {
+        LambdaQueryWrapper<AccountSalesCollection> wrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), AccountSalesCollection::getDeptId);
+        if (range.hasDateFilter()) {
+            wrapper.ge(AccountSalesCollection::getCollectionDate, range.start())
+                    .le(AccountSalesCollection::getCollectionDate, range.end());
+        }
+        wrapper.orderByAsc(AccountSalesCollection::getCollectionDate);
+        return defaultList(accountSalesCollectionMapper.selectList(wrapper));
+    }
+
+    private List<AccountPurchasePayment> queryPayments(LoginUser loginUser, DateRange range) {
+        LambdaQueryWrapper<AccountPurchasePayment> wrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), AccountPurchasePayment::getDeptId);
+        if (range.hasDateFilter()) {
+            wrapper.ge(AccountPurchasePayment::getPaymentDate, range.start())
+                    .le(AccountPurchasePayment::getPaymentDate, range.end());
+        }
+        wrapper.orderByAsc(AccountPurchasePayment::getPaymentDate);
+        return defaultList(accountPurchasePaymentMapper.selectList(wrapper));
+    }
+
+    private List<MonthlyCashFlow> buildMonthlyCashFlow(DateRange range,
+                                                       List<AccountSalesCollection> collections,
+                                                       List<AccountPurchasePayment> payments) {
+        Map<YearMonth, BigDecimal> incomeByMonth = new LinkedHashMap<>();
+        Map<YearMonth, BigDecimal> expenseByMonth = new LinkedHashMap<>();
+        DateRange monthlyRange = range.hasDateFilter() ? range : inferCashFlowRange(collections, payments);
+        if (!monthlyRange.hasDateFilter()) {
+            return List.of();
+        }
+        YearMonth startMonth = YearMonth.from(monthlyRange.start());
+        YearMonth endMonth = YearMonth.from(monthlyRange.end());
+        for (YearMonth month = startMonth; !month.isAfter(endMonth); month = month.plusMonths(1)) {
+            incomeByMonth.put(month, BigDecimal.ZERO);
+            expenseByMonth.put(month, BigDecimal.ZERO);
+        }
+
+        for (AccountSalesCollection row : collections) {
+            if (row.getCollectionDate() == null) {
+                continue;
+            }
+            YearMonth month = YearMonth.from(row.getCollectionDate());
+            if (incomeByMonth.containsKey(month)) {
+                incomeByMonth.put(month, incomeByMonth.get(month).add(defaultDecimal(row.getCollectionAmount())));
+            }
+        }
+        for (AccountPurchasePayment row : payments) {
+            if (row.getPaymentDate() == null) {
+                continue;
+            }
+            YearMonth month = YearMonth.from(row.getPaymentDate());
+            if (expenseByMonth.containsKey(month)) {
+                expenseByMonth.put(month, expenseByMonth.get(month).add(defaultDecimal(row.getPaymentAmount())));
+            }
+        }
+
+        List<MonthlyCashFlow> result = new ArrayList<>();
+        for (YearMonth month : incomeByMonth.keySet()) {
+            BigDecimal income = incomeByMonth.get(month);
+            BigDecimal expense = expenseByMonth.getOrDefault(month, BigDecimal.ZERO);
+            result.add(new MonthlyCashFlow(month.toString(), income, expense, income.subtract(expense)));
+        }
+        return result;
+    }
+
+    private DateRange inferCashFlowRange(List<AccountSalesCollection> collections,
+                                         List<AccountPurchasePayment> payments) {
+        LocalDate min = null;
+        LocalDate max = null;
+        for (AccountSalesCollection row : defaultList(collections)) {
+            if (row.getCollectionDate() == null) {
+                continue;
+            }
+            min = min == null || row.getCollectionDate().isBefore(min) ? row.getCollectionDate() : min;
+            max = max == null || row.getCollectionDate().isAfter(max) ? row.getCollectionDate() : max;
+        }
+        for (AccountPurchasePayment row : defaultList(payments)) {
+            if (row.getPaymentDate() == null) {
+                continue;
+            }
+            min = min == null || row.getPaymentDate().isBefore(min) ? row.getPaymentDate() : min;
+            max = max == null || row.getPaymentDate().isAfter(max) ? row.getPaymentDate() : max;
+        }
+        return min == null || max == null ? new DateRange(null, null, "鍏ㄩ儴") : new DateRange(min, max, "鍏ㄩ儴");
+    }
+
+    private List<MonthlyCashFlow> forecastMonthlyCashFlow(List<MonthlyCashFlow> actual, int forecastMonths) {
+        if (actual.isEmpty()) {
+            List<MonthlyCashFlow> defaults = new ArrayList<>();
+            YearMonth now = YearMonth.now();
+            for (int i = 1; i <= forecastMonths; i++) {
+                YearMonth month = now.plusMonths(i);
+                defaults.add(new MonthlyCashFlow(month.toString(), BigDecimal.ZERO, BigDecimal.ZERO, BigDecimal.ZERO));
+            }
+            return defaults;
+        }
+        List<BigDecimal> series = actual.stream().map(MonthlyCashFlow::netFlow).toList();
+        BigDecimal avg = series.stream().reduce(BigDecimal.ZERO, BigDecimal::add)
+                .divide(new BigDecimal(series.size()), 4, RoundingMode.HALF_UP);
+        BigDecimal slope = BigDecimal.ZERO;
+        if (series.size() > 1) {
+            slope = series.get(series.size() - 1).subtract(series.get(0))
+                    .divide(new BigDecimal(series.size() - 1), 4, RoundingMode.HALF_UP);
+        }
+        YearMonth lastMonth = YearMonth.parse(actual.get(actual.size() - 1).month());
+        List<MonthlyCashFlow> forecast = new ArrayList<>();
+        for (int i = 1; i <= forecastMonths; i++) {
+            YearMonth month = lastMonth.plusMonths(i);
+            BigDecimal net = avg.add(slope.multiply(new BigDecimal(i))).setScale(2, RoundingMode.HALF_UP);
+            BigDecimal income = net.compareTo(BigDecimal.ZERO) >= 0 ? net : BigDecimal.ZERO;
+            BigDecimal expense = net.compareTo(BigDecimal.ZERO) >= 0 ? BigDecimal.ZERO : net.abs();
+            forecast.add(new MonthlyCashFlow(month.toString(), income, expense, net));
+        }
+        return forecast;
+    }
+
+    private StatementSnapshot buildStatementSnapshot(LoginUser loginUser) {
+        LambdaQueryWrapper<AccountStatement> wrapper = new LambdaQueryWrapper<>();
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), AccountStatement::getDeptId);
+        wrapper.orderByDesc(AccountStatement::getStatementMonth);
+        List<AccountStatement> rows = defaultList(accountStatementMapper.selectList(wrapper));
+        if (rows.isEmpty()) {
+            return StatementSnapshot.empty();
+        }
+
+        Map<String, AccountStatement> latestByEntity = new HashMap<>();
+        for (AccountStatement row : rows) {
+            if (row.getAccountType() == null || row.getCustomerId() == null || !StringUtils.hasText(row.getStatementMonth())) {
+                continue;
+            }
+            String key = row.getAccountType() + "::" + row.getCustomerId();
+            AccountStatement existing = latestByEntity.get(key);
+            if (existing == null || row.getStatementMonth().compareTo(existing.getStatementMonth()) > 0) {
+                latestByEntity.put(key, row);
+            }
+        }
+
+        BigDecimal receivableTotal = BigDecimal.ZERO;
+        BigDecimal payableTotal = BigDecimal.ZERO;
+        List<StatementMetric> receivableMetrics = new ArrayList<>();
+        List<StatementMetric> payableMetrics = new ArrayList<>();
+        for (AccountStatement row : latestByEntity.values()) {
+            BigDecimal closing = defaultDecimal(row.getClosingBalance());
+            if (Objects.equals(row.getAccountType(), 1)) {
+                receivableTotal = receivableTotal.add(closing);
+                receivableMetrics.add(new StatementMetric(String.valueOf(row.getCustomerId()), closing,
+                        defaultDecimal(row.getCurrentPlan()), defaultDecimal(row.getCurrentActually()), safe(row.getStatementMonth())));
+            } else if (Objects.equals(row.getAccountType(), 2)) {
+                payableTotal = payableTotal.add(closing);
+                payableMetrics.add(new StatementMetric(String.valueOf(row.getCustomerId()), closing,
+                        defaultDecimal(row.getCurrentPlan()), defaultDecimal(row.getCurrentActually()), safe(row.getStatementMonth())));
+            }
+        }
+        receivableMetrics.sort(Comparator.comparing(StatementMetric::closingBalance).reversed());
+        payableMetrics.sort(Comparator.comparing(StatementMetric::closingBalance).reversed());
+
+        return new StatementSnapshot(
+                receivableTotal,
+                payableTotal,
+                receivableMetrics.stream().limit(10).toList(),
+                payableMetrics.stream().limit(10).toList()
+        );
+    }
+
+    private BigDecimal calculateTotalDepreciation(LoginUser loginUser) {
+        LambdaQueryWrapper<DeviceLedger> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), DeviceLedger::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), DeviceLedger::getDeptId);
+        wrapper.eq(DeviceLedger::getIsDepr, 1);
+        List<DeviceLedger> devices = defaultList(deviceLedgerMapper.selectList(wrapper));
+        BigDecimal total = BigDecimal.ZERO;
+        for (DeviceLedger device : devices) {
+            total = total.add(defaultDecimal(AccountingServiceImpl.calculatePreciseDepreciation(device)));
+        }
+        return total;
+    }
+
+    private Map<Long, BigDecimal> allocateDepreciation(List<SalesLedger> ledgers, BigDecimal totalDepreciation, BigDecimal totalRevenue) {
+        if (ledgers.isEmpty() || totalDepreciation.compareTo(BigDecimal.ZERO) <= 0) {
+            return Map.of();
+        }
+        Map<Long, BigDecimal> result = new HashMap<>();
+        if (totalRevenue.compareTo(BigDecimal.ZERO) <= 0) {
+            BigDecimal avg = totalDepreciation.divide(new BigDecimal(ledgers.size()), 4, RoundingMode.HALF_UP);
+            for (SalesLedger ledger : ledgers) {
+                result.put(ledger.getId(), avg);
+            }
+            return result;
+        }
+        for (SalesLedger ledger : ledgers) {
+            BigDecimal revenue = defaultDecimal(ledger.getContractAmount());
+            BigDecimal ratio = revenue.divide(totalRevenue, 6, RoundingMode.HALF_UP);
+            result.put(ledger.getId(), totalDepreciation.multiply(ratio));
+        }
+        return result;
+    }
+
+    private BigDecimal fallbackMaterialCost(List<SalesLedgerProduct> products, BigDecimal revenue) {
+        if (products != null && !products.isEmpty()) {
+            BigDecimal productAmount = products.stream()
+                    .map(SalesLedgerProduct::getTaxExclusiveTotalPrice)
+                    .filter(Objects::nonNull)
+                    .reduce(BigDecimal.ZERO, BigDecimal::add);
+            if (productAmount.compareTo(BigDecimal.ZERO) > 0) {
+                return productAmount;
+            }
+        }
+
+        BigDecimal materialCost = revenue.multiply(DEFAULT_FALLBACK_MATERIAL_COST_RATE);
+        BigDecimal laborCost = revenue.multiply(DEFAULT_LABOR_COST_RATE);
+        BigDecimal overheadCost = revenue.multiply(DEFAULT_OVERHEAD_COST_RATE);
+
+        return materialCost.add(laborCost).add(overheadCost);
+    }
+
+    private BigDecimal estimateTotalCost(BigDecimal revenue, List<SalesLedgerProduct> products) {
+        if (revenue == null || revenue.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+
+        BigDecimal materialCost = BigDecimal.ZERO;
+        if (products != null && !products.isEmpty()) {
+            materialCost = products.stream()
+                    .map(SalesLedgerProduct::getTaxExclusiveTotalPrice)
+                    .filter(Objects::nonNull)
+                    .reduce(BigDecimal.ZERO, BigDecimal::add);
+        }
+
+        if (materialCost.compareTo(BigDecimal.ZERO) <= 0) {
+            materialCost = revenue.multiply(DEFAULT_FALLBACK_MATERIAL_COST_RATE);
+        }
+
+        BigDecimal laborCost = revenue.multiply(DEFAULT_LABOR_COST_RATE);
+        BigDecimal overheadCost = revenue.multiply(DEFAULT_OVERHEAD_COST_RATE);
+
+        return materialCost.add(laborCost).add(overheadCost);
+    }
+
+    private Map<String, String> queryCustomerNameMap(Set<String> idSet) {
+        if (idSet == null || idSet.isEmpty()) {
+            return Map.of();
+        }
+        Set<Long> ids = idSet.stream()
+                .map(this::toLongOrNull)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        if (ids.isEmpty()) {
+            return Map.of();
+        }
+        LambdaQueryWrapper<Customer> wrapper = new LambdaQueryWrapper<>();
+        wrapper.in(Customer::getId, ids);
+        return defaultList(customerMapper.selectList(wrapper)).stream()
+                .collect(Collectors.toMap(item -> String.valueOf(item.getId()), Customer::getCustomerName, (a, b) -> a));
+    }
+
+    private Map<String, String> querySupplierNameMap(Set<String> idSet) {
+        if (idSet == null || idSet.isEmpty()) {
+            return Map.of();
+        }
+        Set<Long> ids = idSet.stream()
+                .map(this::toLongOrNull)
+                .filter(Objects::nonNull)
+                .collect(Collectors.toSet());
+        if (ids.isEmpty()) {
+            return Map.of();
+        }
+        LambdaQueryWrapper<SupplierManage> wrapper = new LambdaQueryWrapper<>();
+        wrapper.in(SupplierManage::getId, ids);
+        return defaultList(supplierManageMapper.selectList(wrapper)).stream()
+                .collect(Collectors.toMap(item -> String.valueOf(item.getId()), SupplierManage::getSupplierName, (a, b) -> a));
+    }
+
+    private String riskLevelByAmount(BigDecimal amount) {
+        if (amount.compareTo(new BigDecimal("5000000")) >= 0) {
+            return "high";
+        }
+        if (amount.compareTo(new BigDecimal("1000000")) >= 0) {
+            return "medium";
+        }
+        return "low";
+    }
+
+    private long countDevices(LoginUser loginUser) {
+        LambdaQueryWrapper<DeviceLedger> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), DeviceLedger::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), DeviceLedger::getDeptId);
+        return deviceLedgerMapper.selectCount(wrapper);
+    }
+
+    private long countRepairingDevices(LoginUser loginUser) {
+        LambdaQueryWrapper<DeviceRepair> wrapper = new LambdaQueryWrapper<>();
+        applyTenantFilter(wrapper, loginUser.getTenantId(), DeviceRepair::getTenantId);
+        applyDeptFilter(wrapper, loginUser.getCurrentDeptId(), DeviceRepair::getDeptId);
+        wrapper.in(DeviceRepair::getStatus, List.of(0, 3));
+        return deviceRepairMapper.selectCount(wrapper);
+    }
+
+    private BigDecimal estimateInventoryValue(LoginUser loginUser, List<StockInventory> inventories) {
+        if (inventories == null || inventories.isEmpty()) {
+            return BigDecimal.ZERO;
+        }
+        Set<Long> modelIds = inventories.stream().map(StockInventory::getProductModelId).filter(Objects::nonNull).collect(Collectors.toSet());
+        Map<Long, BigDecimal> costMap = queryAverageUnitCostByModel(loginUser, modelIds);
+        BigDecimal total = BigDecimal.ZERO;
+        for (StockInventory inventory : inventories) {
+            BigDecimal qty = maxZero(defaultDecimal(inventory.getQualitity()).subtract(defaultDecimal(inventory.getLockedQuantity())));
+            BigDecimal unit = costMap.getOrDefault(inventory.getProductModelId(), BigDecimal.ZERO);
+            total = total.add(qty.multiply(unit));
+        }
+        return total;
+    }
+
+    private DateRange previousSameLengthRange(DateRange range) {
+        if (!range.hasDateFilter()) {
+            return new DateRange(null, null, "鍏ㄩ儴");
+        }
+        long days = daysBetween(range.start(), range.end()) + 1L;
+        LocalDate prevEnd = range.start().minusDays(1);
+        LocalDate prevStart = prevEnd.minusDays(days - 1L);
+        return new DateRange(prevStart, prevEnd, prevStart + "鑷�" + prevEnd);
+    }
+
+    private List<String> buildProfitReasons(BigDecimal revenue,
+                                            BigDecimal materialCost,
+                                            BigDecimal laborCost,
+                                            BigDecimal scrapCost,
+                                            BigDecimal profit,
+                                            BigDecimal profitRate) {
+        List<String> reasons = new ArrayList<>();
+        BigDecimal materialRate = rate(materialCost, revenue);
+        if (materialRate.compareTo(new BigDecimal("0.70")) >= 0) {
+            reasons.add("鏉愭枡鎴愭湰鍗犳瘮瓒呰繃70%");
+        } else if (materialRate.compareTo(new BigDecimal("0.55")) >= 0) {
+            reasons.add("鏉愭枡鎴愭湰鍗犳瘮鍋忛珮");
+        }
+        BigDecimal laborRate = rate(laborCost, revenue);
+        if (laborRate.compareTo(new BigDecimal("0.20")) >= 0) {
+            reasons.add("浜哄伐鎴愭湰鍗犳瘮瓒呰繃20%");
+        } else if (laborRate.compareTo(new BigDecimal("0.12")) >= 0) {
+            reasons.add("浜哄伐鎴愭湰澧為暱鍋忓揩");
+        }
+        BigDecimal scrapRate = rate(scrapCost, revenue);
+        if (scrapRate.compareTo(new BigDecimal("0.05")) >= 0) {
+            reasons.add("鎶ュ簾鎹熻�楀崰姣斿亸楂�");
+        }
+        if (profit.compareTo(BigDecimal.ZERO) < 0) {
+            reasons.add("璁㈠崟澶勪簬浜忔崯鐘舵��");
+        } else if (profitRate.compareTo(new BigDecimal("0.08")) < 0) {
+            reasons.add("鍒╂鼎鐜囦綆浜�8%");
+        }
+        if (reasons.isEmpty()) {
+            reasons.add("鎴愭湰缁撴瀯澶勪簬鍚堢悊鍖洪棿");
+        }
+        return reasons;
+    }
+
+    private String buildProfitSuggestion(String riskLevel, List<String> reasons) {
+        if ("high".equals(riskLevel)) {
+            return "浼樺厛澶嶆牳BOM鐢ㄩ噺涓庡伐搴忓畾棰濓紝蹇呰鏃惰皟鏁存姤浠峰拰浠樻鏉℃锛屽苟闄愬埗瓒呰处鏈熶氦浠樸��";
+        }
+        if ("medium".equals(riskLevel)) {
+            return "寤鸿浼樺寲閲囪喘鎵规鍜屽伐搴忔帓浜э紝鎻愬崌涓�娆″悎鏍肩巼骞跺悓姝ユ墽琛屾瘺鍒╅璀︺��";
+        }
+        if (reasons.stream().anyMatch(item -> item.contains("鏉愭枡"))) {
+            return "淇濇寔鏉愭枡閲囪喘鎴愭湰鐪嬫澘锛屾寜鍛ㄨ窡韪富瑕佹潗鏂欏崟浠锋尝鍔ㄣ��";
+        }
+        return "缁存寔褰撳墠缁忚惀鑺傚锛岀户缁窡韪鍗曞埄娑︾巼鍜屽洖娆炬晥鐜囥��";
+    }
+
+    private Map<String, Object> toOrderCostItem(OrderProfitMetric metric) {
+        Map<String, Object> item = new LinkedHashMap<>();
+        item.put("ledgerId", metric.ledgerId());
+        item.put("salesContractNo", metric.salesContractNo());
+        item.put("customerName", metric.customerName());
+        item.put("projectName", metric.projectName());
+        item.put("entryDate", formatDate(metric.entryDate()));
+        item.put("deliveryDate", formatDate(metric.deliveryDate()));
+        item.put("revenue", metric.revenue());
+        item.put("materialCost", metric.materialCost());
+        item.put("laborCost", metric.laborCost());
+        item.put("depreciationCost", metric.depreciationCost());
+        item.put("scrapCost", metric.scrapCost());
+        item.put("totalCost", metric.totalCost());
+        item.put("profit", metric.profit());
+        item.put("profitRate", toPercent(metric.profitRate()));
+        item.put("riskLevel", metric.riskLevel());
+        item.put("reasons", metric.reasons());
+        item.put("suggestion", metric.suggestion());
+        return item;
+    }
+
+    private Map<String, Object> toRiskOrderItem(OrderProfitMetric metric) {
+        Map<String, Object> map = toOrderCostItem(metric);
+        map.put("priority", "high".equals(metric.riskLevel()) ? "high" : ("medium".equals(metric.riskLevel()) ? "medium" : "low"));
+        return map;
+    }
+
+    private List<Map<String, Object>> buildCustomerProfitTop(List<OrderProfitMetric> metrics, int topN) {
+        Map<String, BigDecimal> customerProfitMap = new HashMap<>();
+        Map<String, BigDecimal> customerRevenueMap = new HashMap<>();
+        for (OrderProfitMetric metric : metrics) {
+            customerProfitMap.merge(metric.customerName(), metric.profit(), BigDecimal::add);
+            customerRevenueMap.merge(metric.customerName(), metric.revenue(), BigDecimal::add);
+        }
+        return customerProfitMap.entrySet().stream()
+                .sorted(Map.Entry.<String, BigDecimal>comparingByValue().reversed())
+                .limit(topN)
+                .map(entry -> {
+                    Map<String, Object> map = new LinkedHashMap<>();
+                    BigDecimal revenue = customerRevenueMap.getOrDefault(entry.getKey(), BigDecimal.ZERO);
+                    map.put("customerName", entry.getKey());
+                    map.put("profit", entry.getValue());
+                    map.put("revenue", revenue);
+                    map.put("profitRate", toPercent(rate(entry.getValue(), revenue)));
+                    return map;
+                })
+                .toList();
+    }
+
+    private Map<String, Object> toInventoryItem(InventoryMetric metric) {
+        Map<String, Object> map = new LinkedHashMap<>();
+        map.put("productModelId", metric.modelId());
+        map.put("productName", metric.productName());
+        map.put("model", metric.modelName());
+        map.put("quantity", metric.quantity());
+        map.put("lockedQuantity", metric.lockedQuantity());
+        map.put("avgUnitCost", metric.avgUnitCost());
+        map.put("inventoryValue", metric.inventoryValue());
+        map.put("outboundQuantity", metric.outboundQuantity());
+        map.put("stagnantDays", metric.stagnantDays());
+        map.put("overstock", metric.overstock());
+        map.put("riskLevel", metric.stagnantDays() >= 90 ? "high" : (metric.stagnantDays() >= 30 ? "medium" : "low"));
+        return map;
+    }
+
+    private boolean matchInventoryKeyword(InventoryMetric metric, String keyword) {
+        if (!StringUtils.hasText(keyword)) {
+            return true;
+        }
+        return metric.productName().contains(keyword.trim()) || metric.modelName().contains(keyword.trim());
+    }
+
+    private Map<String, Object> toMonthlyCashFlowItem(MonthlyCashFlow flow) {
+        Map<String, Object> map = new LinkedHashMap<>();
+        map.put("month", flow.month());
+        map.put("income", flow.income());
+        map.put("expense", flow.expense());
+        map.put("netFlow", flow.netFlow());
+        return map;
+    }
+
+    private Map<String, Object> toStatementRiskItem(StatementMetric metric, Map<String, String> nameMap, String type) {
+        BigDecimal actualRate = rate(metric.actualAmount(), metric.planAmount());
+        Map<String, Object> map = new LinkedHashMap<>();
+        map.put(type + "Id", metric.entityId());
+        map.put(type + "Name", safe(nameMap.get(metric.entityId())));
+        map.put("statementMonth", metric.statementMonth());
+        map.put("closingBalance", metric.closingBalance());
+        map.put("planAmount", metric.planAmount());
+        map.put("actualAmount", metric.actualAmount());
+        map.put("actualRate", toPercent(actualRate));
+        map.put("riskLevel", metric.closingBalance().compareTo(new BigDecimal("1000000")) > 0 || actualRate.compareTo(new BigDecimal("0.50")) < 0 ? "high" : "medium");
+        return map;
+    }
+
+    private Map<String, Object> anomalyItem(String level, String type, String message, Map<String, Object> detail) {
+        Map<String, Object> map = new LinkedHashMap<>();
+        map.put("riskLevel", level);
+        map.put("type", type);
+        map.put("message", message);
+        map.put("detail", detail);
+        return map;
+    }
+
+    private Map<String, Object> riskSuggestion(String type, String level, String suggestion) {
+        Map<String, Object> map = new LinkedHashMap<>();
+        map.put("type", type);
+        map.put("level", level);
+        map.put("suggestion", suggestion);
+        return map;
+    }
+
+    private Map<String, Object> buildCostCompositionPie(BigDecimal material, BigDecimal labor, BigDecimal depreciation, BigDecimal scrap) {
+        List<Map<String, Object>> data = List.of(
+                Map.of("name", "鏉愭枡鎴愭湰", "value", material),
+                Map.of("name", "浜哄伐鎴愭湰", "value", labor),
+                Map.of("name", "鎶樻棫鎴愭湰", "value", depreciation),
+                Map.of("name", "鎹熻�楁垚鏈�", "value", scrap)
+        );
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "鎴愭湰鏋勬垚", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "item"));
+        option.put("series", List.of(Map.of("name", "鎴愭湰鏋勬垚", "type", "pie", "radius", "60%", "data", data)));
+        return option;
+    }
+
+    private Map<String, Object> buildOrderProfitBar(List<OrderProfitMetric> metrics) {
+        List<OrderProfitMetric> top = metrics.stream()
+                .sorted(Comparator.comparing(OrderProfitMetric::profit))
+                .limit(10)
+                .toList();
+        List<String> xData = top.stream().map(OrderProfitMetric::salesContractNo).toList();
+        List<BigDecimal> yData = top.stream().map(OrderProfitMetric::profit).toList();
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "璁㈠崟鍒╂鼎鍒嗗竷", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", xData));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "鍒╂鼎", "type", "bar", "data", yData)));
+        return option;
+    }
+
+    private Map<String, Object> buildProcessCostBar(Map<String, BigDecimal> processCosts) {
+        List<String> xData = new ArrayList<>(processCosts.keySet());
+        List<BigDecimal> yData = new ArrayList<>(processCosts.values());
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "宸ュ簭鎴愭湰鎺掑悕", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", xData));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "鎴愭湰", "type", "bar", "data", yData)));
+        return option;
+    }
+
+    private Map<String, Object> buildProfitDistributionBar(List<OrderProfitMetric> metrics) {
+        List<OrderProfitMetric> sorted = metrics.stream()
+                .sorted(Comparator.comparing(OrderProfitMetric::profitRate))
+                .limit(15)
+                .toList();
+        List<String> xData = sorted.stream().map(OrderProfitMetric::salesContractNo).toList();
+        List<BigDecimal> yData = sorted.stream().map(metric -> metric.profitRate().multiply(ONE_HUNDRED).setScale(2, RoundingMode.HALF_UP)).toList();
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "璁㈠崟鍒╂鼎鐜囧垎甯�", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", xData));
+        option.put("yAxis", Map.of("type", "value", "name", "%"));
+        option.put("series", List.of(Map.of("name", "鍒╂鼎鐜�", "type", "bar", "data", yData)));
+        return option;
+    }
+
+    private Map<String, Object> buildLossOrderTrendLine(List<OrderProfitMetric> metrics) {
+        Map<String, Long> lossByDate = new LinkedHashMap<>();
+        List<OrderProfitMetric> sorted = metrics.stream()
+                .filter(metric -> metric.entryDate() != null)
+                .sorted(Comparator.comparing(OrderProfitMetric::entryDate))
+                .toList();
+        for (OrderProfitMetric metric : sorted) {
+            String day = formatDate(metric.entryDate());
+            long inc = metric.profit().compareTo(BigDecimal.ZERO) < 0 ? 1L : 0L;
+            lossByDate.merge(day, inc, Long::sum);
+        }
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "浜忔崯璁㈠崟瓒嬪娍", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", new ArrayList<>(lossByDate.keySet())));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "浜忔崯璁㈠崟鏁�", "type", "line", "smooth", true, "data", new ArrayList<>(lossByDate.values()))));
+        return option;
+    }
+
+    private Map<String, Object> buildCustomerProfitBar(Map<String, BigDecimal> customerProfitMap) {
+        List<Map.Entry<String, BigDecimal>> top = customerProfitMap.entrySet().stream()
+                .sorted(Map.Entry.<String, BigDecimal>comparingByValue().reversed())
+                .limit(10)
+                .toList();
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "瀹㈡埛鍒╂鼎璐$尞TOP10", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", top.stream().map(Map.Entry::getKey).toList()));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "鍒╂鼎", "type", "bar", "data", top.stream().map(Map.Entry::getValue).toList())));
+        return option;
+    }
+
+    private Map<String, Object> buildInventoryTopBar(List<InventoryMetric> metrics) {
+        List<InventoryMetric> top = metrics.stream()
+                .sorted(Comparator.comparing(InventoryMetric::inventoryValue).reversed())
+                .limit(10)
+                .toList();
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "搴撳瓨璧勯噾鍗犵敤TOP10", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", top.stream().map(item -> item.productName() + "/" + item.modelName()).toList()));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "璧勯噾鍗犵敤", "type", "bar", "data", top.stream().map(InventoryMetric::inventoryValue).toList())));
+        return option;
+    }
+
+    private Map<String, Object> buildInventoryAgingPie(List<InventoryMetric> metrics) {
+        long normal = metrics.stream().filter(item -> item.stagnantDays() < 30).count();
+        long slow = metrics.stream().filter(item -> item.stagnantDays() >= 30 && item.stagnantDays() < 90).count();
+        long stagnant = metrics.stream().filter(item -> item.stagnantDays() >= 90).count();
+        List<Map<String, Object>> data = List.of(
+                Map.of("name", "姝e父", "value", normal),
+                Map.of("name", "缂撴參", "value", slow),
+                Map.of("name", "鍛嗘粸", "value", stagnant)
+        );
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "搴撳瓨搴撻緞鍒嗗竷", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "item"));
+        option.put("series", List.of(Map.of("type", "pie", "radius", "60%", "data", data)));
+        return option;
+    }
+
+    private Map<String, Object> buildTurnoverGauge(BigDecimal turnoverDays) {
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "搴撳瓨鍛ㄨ浆澶╂暟", "left", "center"));
+        option.put("series", List.of(Map.of(
+                "type", "gauge",
+                "min", 0,
+                "max", 180,
+                "detail", Map.of("formatter", "{value}澶�"),
+                "data", List.of(Map.of("value", turnoverDays, "name", "鍛ㄨ浆澶╂暟"))
+        )));
+        return option;
+    }
+
+    private Map<String, Object> buildCashflowTrend(List<MonthlyCashFlow> actual, List<MonthlyCashFlow> forecast) {
+        List<String> labels = new ArrayList<>();
+        List<BigDecimal> netActual = new ArrayList<>();
+        List<BigDecimal> netForecast = new ArrayList<>();
+        for (MonthlyCashFlow point : actual) {
+            labels.add(point.month());
+            netActual.add(point.netFlow());
+            netForecast.add(null);
+        }
+        for (MonthlyCashFlow point : forecast) {
+            labels.add(point.month());
+            netActual.add(null);
+            netForecast.add(point.netFlow());
+        }
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "鐜伴噾娴佽秼鍔匡紙瀹為檯+棰勬祴锛�", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", labels));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(
+                Map.of("name", "瀹為檯鍑�鐜伴噾娴�", "type", "line", "smooth", true, "data", netActual),
+                Map.of("name", "棰勬祴鍑�鐜伴噾娴�", "type", "line", "smooth", true, "data", netForecast)
+        ));
+        return option;
+    }
+
+    private Map<String, Object> buildReceivablePayableBar(BigDecimal receivable, BigDecimal payable) {
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "搴旀敹搴斾粯浣欓瀵规瘮", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", List.of("搴旀敹", "搴斾粯")));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "浣欓", "type", "bar", "data", List.of(receivable, payable))));
+        return option;
+    }
+
+    private Map<String, Object> buildFundGapGauge(BigDecimal fundGap) {
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "璧勯噾缂哄彛", "left", "center"));
+        option.put("series", List.of(Map.of(
+                "type", "gauge",
+                "min", 0,
+                "max", 10000000,
+                "detail", Map.of("formatter", "{value}"),
+                "data", List.of(Map.of("value", fundGap, "name", "璧勯噾缂哄彛"))
+        )));
+        return option;
+    }
+
+    private Map<String, Object> buildAnomalyLevelPie(List<Map<String, Object>> anomalies) {
+        long high = anomalies.stream().filter(item -> "high".equals(item.get("riskLevel"))).count();
+        long medium = anomalies.stream().filter(item -> "medium".equals(item.get("riskLevel"))).count();
+        long low = anomalies.stream().filter(item -> "low".equals(item.get("riskLevel"))).count();
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "寮傚父绛夌骇鍒嗗竷", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "item"));
+        option.put("series", List.of(Map.of("type", "pie", "radius", "60%", "data", List.of(
+                Map.of("name", "楂橀闄�", "value", high),
+                Map.of("name", "涓闄�", "value", medium),
+                Map.of("name", "浣庨闄�", "value", low)
+        ))));
+        return option;
+    }
+
+    private Map<String, Object> buildAnomalyTypeBar(List<Map<String, Object>> anomalies) {
+        Map<String, Long> countByType = new LinkedHashMap<>();
+        for (Map<String, Object> anomaly : anomalies) {
+            countByType.merge(String.valueOf(anomaly.get("type")), 1L, Long::sum);
+        }
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "寮傚父绫诲瀷鍒嗗竷", "left", "center"));
+        option.put("tooltip", Map.of("trigger", "axis"));
+        option.put("xAxis", Map.of("type", "category", "data", new ArrayList<>(countByType.keySet())));
+        option.put("yAxis", Map.of("type", "value"));
+        option.put("series", List.of(Map.of("name", "寮傚父鏁�", "type", "bar", "data", new ArrayList<>(countByType.values()))));
+        return option;
+    }
+
+    private Map<String, Object> buildInventoryProfitGauge(BigDecimal inventoryValue, BigDecimal profit) {
+        BigDecimal ratio = inventoryValue.compareTo(BigDecimal.ZERO) <= 0
+                ? BigDecimal.ZERO
+                : profit.divide(inventoryValue, 4, RoundingMode.HALF_UP).multiply(ONE_HUNDRED);
+        Map<String, Object> option = new LinkedHashMap<>();
+        option.put("title", Map.of("text", "鍒╂鼎/搴撳瓨璧勯噾姣�", "left", "center"));
+        option.put("series", List.of(Map.of(
+                "type", "gauge",
+                "min", -100,
+                "max", 100,
+                "detail", Map.of("formatter", "{value}%"),
+                "data", List.of(Map.of("value", ratio.setScale(2, RoundingMode.HALF_UP), "name", "鍒╂鼎璧勯噾姣�"))
+        )));
+        return option;
+    }
+
+    private int normalizeLimit(Integer limit) {
+        if (limit == null || limit <= 0) {
+            return DEFAULT_LIMIT;
+        }
+        return Math.min(limit, MAX_LIMIT);
+    }
+
+    private DateRange resolveDateRange(String startDate, String endDate, String timeRange, String defaultLabel) {
+        LocalDate today = LocalDate.now();
+        LocalDate explicitStart = parseLocalDate(startDate);
+        LocalDate explicitEnd = parseLocalDate(endDate);
+        if (explicitStart != null || explicitEnd != null) {
+            LocalDate start = explicitStart != null ? explicitStart : explicitEnd;
+            LocalDate end = explicitEnd != null ? explicitEnd : explicitStart;
+            if (start.isAfter(end)) {
+                LocalDate temp = start;
+                start = end;
+                end = temp;
+            }
+            return new DateRange(start, end, start + "鑷�" + end);
+        }
+
+        if (!StringUtils.hasText(timeRange)) {
+            return new DateRange(null, null, "鍏ㄩ儴");
+        }
+
+        String text = timeRange.trim();
+        if (text.contains("浠婂ぉ")) {
+            return new DateRange(today, today, "浠婂ぉ");
+        }
+        if (text.contains("鏄ㄥぉ") || text.contains("鏄ㄦ棩")) {
+            LocalDate day = today.minusDays(1);
+            return new DateRange(day, day, "鏄ㄥぉ");
+        }
+        if (text.contains("鏈懆")) {
+            LocalDate start = today.minusDays(today.getDayOfWeek().getValue() - 1L);
+            return new DateRange(start, today, "鏈懆");
+        }
+        if (text.contains("涓婂懆")) {
+            LocalDate thisWeekStart = today.minusDays(today.getDayOfWeek().getValue() - 1L);
+            LocalDate start = thisWeekStart.minusWeeks(1);
+            LocalDate end = thisWeekStart.minusDays(1);
+            return new DateRange(start, end, "涓婂懆");
+        }
+        if (text.contains("鏈湀")) {
+            return new DateRange(today.withDayOfMonth(1), today, "鏈湀");
+        }
+        if (text.contains("涓婃湀")) {
+            YearMonth lastMonth = YearMonth.from(today).minusMonths(1);
+            return new DateRange(lastMonth.atDay(1), lastMonth.atEndOfMonth(), "涓婃湀");
+        }
+        if (text.contains("浠婂勾") || text.contains("鏈勾")) {
+            return new DateRange(today.withDayOfYear(1), today, "浠婂勾");
+        }
+        Matcher relativeMatcher = RELATIVE_PATTERN.matcher(text);
+        if (relativeMatcher.find()) {
+            int amount = Integer.parseInt(relativeMatcher.group(2));
+            String unit = relativeMatcher.group(3);
+            LocalDate start = switch (unit) {
+                case "澶�" -> today.minusDays(Math.max(amount - 1L, 0));
+                case "鍛�" -> today.minusWeeks(Math.max(amount, 1)).plusDays(1);
+                case "涓湀", "鏈�" -> today.minusMonths(Math.max(amount, 1)).plusDays(1);
+                case "骞�" -> today.minusYears(Math.max(amount, 1)).plusDays(1);
+                default -> today.minusDays(29);
+            };
+            return new DateRange(start, today, "杩�" + amount + unit);
+        }
+        Matcher dateMatcher = DATE_PATTERN.matcher(text);
+        if (dateMatcher.find()) {
+            LocalDate start = parseLocalDate(dateMatcher.group(1));
+            LocalDate end = dateMatcher.find() ? parseLocalDate(dateMatcher.group(1)) : start;
+            if (start != null && end != null) {
+                if (start.isAfter(end)) {
+                    LocalDate temp = start;
+                    start = end;
+                    end = temp;
+                }
+                return new DateRange(start, end, start + "鑷�" + end);
+            }
+        }
+        return new DateRange(null, null, "鍏ㄩ儴");
+    }
+
+    private LocalDate parseLocalDate(String text) {
+        if (!StringUtils.hasText(text)) {
+            return null;
+        }
+        try {
+            return LocalDate.parse(text.trim(), DATE_FMT);
+        } catch (Exception ignored) {
+            return null;
+        }
+    }
+
+    private Date toDate(LocalDate localDate) {
+        return Date.from(localDate.atStartOfDay(ZoneId.systemDefault()).toInstant());
+    }
+
+    private Date toExclusiveEndDate(LocalDate localDate) {
+        return Date.from(localDate.plusDays(1).atStartOfDay(ZoneId.systemDefault()).toInstant());
+    }
+
+    private LocalDate toLocalDate(Date date) {
+        if (date == null) {
+            return null;
+        }
+        return date.toInstant().atZone(ZoneId.systemDefault()).toLocalDate();
+    }
+
+    private String formatDate(LocalDate date) {
+        return date == null ? "" : date.format(DATE_FMT);
+    }
+
+    private String displayDate(LocalDate date) {
+        return date == null ? "" : date.format(DATE_FMT);
+    }
+
+    private long daysBetween(LocalDate start, LocalDate end) {
+        if (start == null || end == null || start.isAfter(end)) {
+            return 0;
+        }
+        return end.toEpochDay() - start.toEpochDay();
+    }
+
+    private BigDecimal defaultDecimal(BigDecimal value) {
+        return value == null ? BigDecimal.ZERO : value;
+    }
+
+    private BigDecimal maxZero(BigDecimal value) {
+        return value == null || value.compareTo(BigDecimal.ZERO) < 0 ? BigDecimal.ZERO : value;
+    }
+
+    private BigDecimal rate(BigDecimal numerator, BigDecimal denominator) {
+        if (denominator == null || denominator.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        return defaultDecimal(numerator).divide(denominator, 6, RoundingMode.HALF_UP);
+    }
+
+    private String toPercent(BigDecimal decimal) {
+        if (decimal == null) {
+            return "0.00%";
+        }
+        BigDecimal rate = decimal.multiply(ONE_HUNDRED).setScale(2, RoundingMode.HALF_UP);
+        return rate.toPlainString() + "%";
+    }
+
+    private BigDecimal avgRate(List<OrderProfitMetric> metrics) {
+        if (metrics == null || metrics.isEmpty()) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal sum = metrics.stream().map(OrderProfitMetric::profitRate).reduce(BigDecimal.ZERO, BigDecimal::add);
+        return sum.divide(new BigDecimal(metrics.size()), 6, RoundingMode.HALF_UP);
+    }
+
+    private BigDecimal estimateLaborCost(ProductionAccount account, Map<String, BigDecimal> salaryQuotaByOperation) {
+        BigDecimal salaryQuota = salaryQuotaByOperation.getOrDefault(safe(account.getTechnologyOperationName()), BigDecimal.ZERO);
+        BigDecimal finishedNum = defaultDecimal(account.getFinishedNum());
+        BigDecimal workHours = defaultDecimal(account.getWorkHours());
+        if (salaryQuota.compareTo(BigDecimal.ZERO) > 0 && finishedNum.compareTo(BigDecimal.ZERO) > 0) {
+            return finishedNum.multiply(salaryQuota);
+        }
+        if (salaryQuota.compareTo(BigDecimal.ZERO) > 0 && workHours.compareTo(BigDecimal.ZERO) > 0) {
+            return workHours.multiply(salaryQuota);
+        }
+        if (workHours.compareTo(BigDecimal.ZERO) > 0) {
+            return workHours;
+        }
+        return finishedNum;
+    }
+
+    private List<Long> parseIdList(String raw) {
+        if (!StringUtils.hasText(raw)) {
+            return List.of();
+        }
+        String text = raw.replace("[", "").replace("]", "").replace(" ", "");
+        if (!StringUtils.hasText(text)) {
+            return List.of();
+        }
+        List<Long> result = new ArrayList<>();
+        for (String part : text.split(",")) {
+            if (!StringUtils.hasText(part)) {
+                continue;
+            }
+            try {
+                result.add(Long.parseLong(part.trim()));
+            } catch (Exception ignored) {
+            }
+        }
+        return result;
+    }
+
+    private int keywordHitCount(List<String> keywords, String question) {
+        if (!StringUtils.hasText(question) || keywords == null) {
+            return 0;
+        }
+        int count = 0;
+        for (String keyword : keywords) {
+            if (question.contains(keyword)) {
+                count++;
+            }
+        }
+        return count;
+    }
+
+    private String normalizeForMatch(String text) {
+        if (!StringUtils.hasText(text)) {
+            return "";
+        }
+        return text.replace("锛�", "")
+                .replace(",", "")
+                .replace("銆�", "")
+                .replace(".", "")
+                .replace("锛�", "")
+                .replace("!", "")
+                .replace("锛�", "")
+                .replace("?", "")
+                .replace("锛�", "")
+                .replace(":", "")
+                .replace("锛�", "")
+                .replace(";", "")
+                .replace(" ", "")
+                .trim();
+    }
+
+    private String safe(Object value) {
+        return value == null ? "" : String.valueOf(value).replace('\n', ' ').replace('\r', ' ').trim();
+    }
+
+    private LoginUser currentLoginUser(String memoryId) {
+        LoginUser loginUser = aiSessionUserContext.get(memoryId);
+        if (loginUser != null) {
+            return loginUser;
+        }
+        return SecurityUtils.getLoginUser();
+    }
+
+    private Map<String, Object> rangeSummary(DateRange range, int count, String keyword) {
+        Map<String, Object> summary = new LinkedHashMap<>();
+        summary.put("timeRange", range.label());
+        summary.put("startDate", displayDate(range.start()));
+        summary.put("endDate", displayDate(range.end()));
+        summary.put("count", count);
+        summary.put("keyword", safe(keyword));
+        return summary;
+    }
+
+    private Long toLongOrNull(String value) {
+        if (!StringUtils.hasText(value)) {
+            return null;
+        }
+        try {
+            return Long.valueOf(value.trim());
+        } catch (Exception ignored) {
+            return null;
+        }
+    }
+
+    private <T> List<T> defaultList(List<T> list) {
+        return list == null ? List.of() : list;
+    }
+
+    private <T> void applyTenantFilter(LambdaQueryWrapper<T> wrapper, Long tenantId, SFunction<T, Long> field) {
+        if (tenantId != null) {
+            wrapper.eq(field, tenantId);
+        }
+    }
+
+    private <T> void applyDeptFilter(LambdaQueryWrapper<T> wrapper, Long deptId, SFunction<T, Long> field) {
+        if (deptId != null) {
+            wrapper.eq(field, deptId);
+        }
+    }
+
+    private List<KnowledgeDoc> financeKnowledgeBase() {
+        return List.of(
+                new KnowledgeDoc(
+                        "鍒╂鼎涓嬮檷鍒嗘瀽妗嗘灦",
+                        List.of("鍒╂鼎涓嬮檷", "浜忔崯璁㈠崟", "姣涘埄鐜�", "鍑�鍒╃巼"),
+                        "鍏堢湅鏀跺叆绔紙璁㈠崟缁撴瀯銆佸崟浠枫�佷氦浠樺欢杩燂級锛屽啀鐪嬫垚鏈锛堟潗鏂欍�佷汉宸ャ�佹姌鏃с�佹崯鑰楋級锛屾渶鍚庣湅鐜伴噾绔紙鍥炴銆佽处鏈熴�佸潖璐﹂闄╋級銆�",
+                        List.of("sales_ledger", "sales_ledger_product", "production_account", "device_ledger", "account_statement"),
+                        List.of("涓轰粈涔堟湰鏈堝埄娑︿笅闄嶏紵", "鍝簺璁㈠崟浜忔崯鏈�涓ラ噸锛�", "鎴愭湰涓婂崌鏉ヨ嚜鍝釜宸ュ簭锛�")
+                ),
+                new KnowledgeDoc(
+                        "搴撳瓨璧勯噾鍗犵敤璇婃柇",
+                        List.of("搴撳瓨绉帇", "鍛嗘粸搴撳瓨", "鍛ㄨ浆鐜�", "璧勯噾鍗犵敤"),
+                        "搴撳瓨璧勯噾璇婃柇閲嶇偣鐪嬶細搴撳瓨浠峰�笺�佽繎30澶╁嚭搴撴垚鏈�佸憜婊炲ぉ鏁般�佽秴鍌ㄦ瘮渚嬶紝褰㈡垚鍘诲簱瀛樹笌閲囪喘鑺傚鑱斿姩绛栫暐銆�",
+                        List.of("stock_inventory", "procurement_record_storage", "procurement_record_out"),
+                        List.of("鍝簺鐗╂枡璧勯噾鍗犵敤鏈�楂橈紵", "鍝簺搴撳瓨瓒呰繃90澶╂湭鍛ㄨ浆锛�", "搴撳瓨鍛ㄨ浆澶╂暟鏄惁寮傚父锛�")
+                ),
+                new KnowledgeDoc(
+                        "鐜伴噾娴佷笌璐︽椋庨櫓",
+                        List.of("鐜伴噾娴�", "搴旀敹", "搴斾粯", "鍥炴", "璧勯噾缂哄彛"),
+                        "鐜伴噾娴佸垽鏂缁撳悎鏀舵銆佷粯娆俱�佸簲鏀跺簲浠樹綑棰濅笌棰勬祴鍑�娴侀噺锛岄噸鐐瑰叧娉ㄩ珮浣欓瀹㈡埛鍜岄珮闆嗕腑浠樻渚涘簲鍟嗐��",
+                        List.of("account_sales_collection", "account_purchase_payment", "account_statement"),
+                        List.of("鏈潵涓変釜鏈堟槸鍚︽湁璧勯噾缂哄彛锛�", "鍝釜瀹㈡埛鍥炴椋庨櫓鏈�楂橈紵", "浠樻鍘嬪姏鏈�澶х殑鏄摢浜涗緵搴斿晢锛�")
+                ),
+                new KnowledgeDoc(
+                        "涓氳储涓�浣撳寲鍙e緞",
+                        List.of("涓氳储铻嶅悎", "涓氳储鑱斿姩", "鍙e緞", "椹鹃┒鑸�"),
+                        "璁㈠崟鍒╂鼎鍙e緞=閿�鍞敹鍏�-鏉愭枡鎴愭湰-浜哄伐鎴愭湰-璁惧鎶樻棫-鎹熻�楁垚鏈紱缁忚惀椹鹃┒鑸辫仈鍔ㄨ鍗曘�佺敓浜с�佸簱瀛樸�佽澶囥�佽处娆炬暟鎹��",
+                        List.of("sales_ledger", "production_operation_task", "production_product_main", "device_ledger", "stock_inventory", "account_statement"),
+                        List.of("璁㈠崟鍒╂鼎鐜囧浣曡绠楋紵", "缁忚惀椹鹃┒鑸辨牳蹇冩寚鏍囨湁鍝簺锛�")
+                )
+        );
+    }
+
+    private String jsonResponse(boolean success,
+                                String type,
+                                String description,
+                                Map<String, Object> summary,
+                                Map<String, Object> data,
+                                Map<String, Object> charts) {
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("success", success);
+        result.put("type", type);
+        result.put("description", description);
+        result.put("summary", summary == null ? Map.of() : summary);
+        result.put("data", data == null ? Map.of() : data);
+        result.put("charts", charts == null ? Map.of() : charts);
+        return JSON.toJSONString(result);
+    }
+
+    private record DateRange(LocalDate start, LocalDate end, String label) {
+        private boolean hasDateFilter() {
+            return start != null && end != null;
+        }
+    }
+
+    private record OrderProfitMetric(Long ledgerId,
+                                     String salesContractNo,
+                                     String customerName,
+                                     String projectName,
+                                     LocalDate entryDate,
+                                     LocalDate deliveryDate,
+                                     BigDecimal revenue,
+                                     BigDecimal materialCost,
+                                     BigDecimal laborCost,
+                                     BigDecimal depreciationCost,
+                                     BigDecimal scrapCost,
+                                     BigDecimal totalCost,
+                                     BigDecimal profit,
+                                     BigDecimal profitRate,
+                                     String riskLevel,
+                                     List<String> reasons,
+                                     String suggestion) {
+    }
+
+    private record AnalysisBundle(List<OrderProfitMetric> orderMetrics,
+                                  Map<String, BigDecimal> processCostRanking,
+                                  BigDecimal totalRevenue,
+                                  BigDecimal totalMaterialCost,
+                                  BigDecimal totalLaborCost,
+                                  BigDecimal totalDepreciationCost,
+                                  BigDecimal totalScrapCost,
+                                  BigDecimal totalCost,
+                                  BigDecimal totalProfit) {
+        private static AnalysisBundle empty() {
+            return new AnalysisBundle(List.of(), Map.of(), BigDecimal.ZERO, BigDecimal.ZERO, BigDecimal.ZERO,
+                    BigDecimal.ZERO, BigDecimal.ZERO, BigDecimal.ZERO, BigDecimal.ZERO);
+        }
+    }
+
+    private record MaterialCostResult(Map<Long, BigDecimal> materialCostByLedgerId,
+                                      Map<Long, BigDecimal> avgUnitCostByModelId) {
+    }
+
+    private record ProductionCostContext(Map<Long, BigDecimal> laborCostByLedgerId,
+                                         Map<Long, BigDecimal> scrapCostByLedgerId,
+                                         Map<String, BigDecimal> processCostRanking) {
+        private static ProductionCostContext empty() {
+            return new ProductionCostContext(Map.of(), Map.of(), Map.of());
+        }
+    }
+
+    private record InventoryMetric(Long modelId,
+                                   String productName,
+                                   String modelName,
+                                   BigDecimal quantity,
+                                   BigDecimal lockedQuantity,
+                                   BigDecimal avgUnitCost,
+                                   BigDecimal inventoryValue,
+                                   BigDecimal outboundQuantity,
+                                   long stagnantDays,
+                                   boolean overstock) {
+    }
+
+    private static class InventoryMetricBuilder {
+        private final Long modelId;
+        private BigDecimal quantity = BigDecimal.ZERO;
+        private BigDecimal lockedQuantity = BigDecimal.ZERO;
+        private BigDecimal warnNum = BigDecimal.ZERO;
+        private LocalDateTime firstInTime;
+
+        private InventoryMetricBuilder(Long modelId) {
+            this.modelId = modelId;
+        }
+
+        private void addQuantity(BigDecimal quantity) {
+            this.quantity = this.quantity.add(quantity);
+        }
+
+        private void addLockedQuantity(BigDecimal lockedQuantity) {
+            this.lockedQuantity = this.lockedQuantity.add(lockedQuantity);
+        }
+
+        private void addWarnNum(BigDecimal warnNum) {
+            this.warnNum = this.warnNum.max(warnNum);
+        }
+
+        private void updateFirstInTime(LocalDateTime createTime) {
+            if (this.firstInTime == null || createTime.isBefore(this.firstInTime)) {
+                this.firstInTime = createTime;
+            }
+        }
+
+        private Long modelId() {
+            return modelId;
+        }
+
+        private BigDecimal quantity() {
+            return quantity;
+        }
+
+        private BigDecimal lockedQuantity() {
+            return lockedQuantity;
+        }
+
+        private BigDecimal warnNum() {
+            return warnNum;
+        }
+
+        private LocalDateTime firstInTime() {
+            return firstInTime;
+        }
+    }
+
+    private record OutboundStats(Map<Long, BigDecimal> outboundQtyByModel,
+                                 Map<Long, LocalDateTime> lastOutboundTimeByModel,
+                                 BigDecimal totalOutboundCost) {
+        private static OutboundStats empty() {
+            return new OutboundStats(Map.of(), Map.of(), BigDecimal.ZERO);
+        }
+    }
+
+    private record MonthlyCashFlow(String month, BigDecimal income, BigDecimal expense, BigDecimal netFlow) {
+    }
+
+    private record StatementMetric(String entityId,
+                                   BigDecimal closingBalance,
+                                   BigDecimal planAmount,
+                                   BigDecimal actualAmount,
+                                   String statementMonth) {
+    }
+
+    private record StatementSnapshot(BigDecimal receivableTotal,
+                                     BigDecimal payableTotal,
+                                     List<StatementMetric> receivableTop,
+                                     List<StatementMetric> payableTop) {
+        private static StatementSnapshot empty() {
+            return new StatementSnapshot(BigDecimal.ZERO, BigDecimal.ZERO, List.of(), List.of());
+        }
+    }
+
+    private record KnowledgeDoc(String topic,
+                                List<String> keywords,
+                                String knowledge,
+                                List<String> relatedTables,
+                                List<String> suggestedQuestions) {
+    }
+}

--
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