chore: release server-v1.0.84

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JJ1g8XV1YhhmHRzhwWEW7o

.gitea/workflows/deploy-server.yml

@@ -36,22 +36,9 @@ jobs:
           GITEA_REPOSITORY: ${{ gitea.repository }}
         run: sh scripts/ci/release-server.sh "${{ gitea.ref_name }}"
 
-      - name: Deploy → EC2
+      # 2026-07-02 割接后阿里机即线上主轨（EC2 jiu 已停用，Deploy→EC2 轨已移除，
-        env:
+      # 绝不能再部署 EC2——那会把停用的后端对着过时旧库重新拉起）。
-          FORGEJO_TOKEN: ${{ secrets.FORGEJO_TOKEN }}
+      - name: Deploy → Ali
-          FORGEJO_URL: ${{ secrets.FORGEJO_URL }}
-          GITEA_REPOSITORY: ${{ gitea.repository }}
-          DEPLOY_TARGET: ec2
-          EC2_SSH_KEY: ${{ secrets.EC2_SSH_KEY }}
-          EC2_HOST: ${{ secrets.EC2_HOST }}
-          EC2_USER: ${{ secrets.EC2_USER }}
-        run: sh scripts/ci/deploy-server.sh "${{ gitea.ref_name }}"
-
-      # 迁移期影子目标：部署到阿里机（只换二进制 + reload 独立 nginx，jiu 保持 stopped）。
-      # if: always() → EC2 失败也照样尝试；continue-on-error → 阿里失败不让流水线变红。
-      - name: Deploy → Ali (migration shadow)
-        if: always()
-        continue-on-error: true
         env:
           FORGEJO_TOKEN: ${{ secrets.FORGEJO_TOKEN }}
           FORGEJO_URL: ${{ secrets.FORGEJO_URL }}

CHANGELOG-server.md

@@ -5,6 +5,21 @@
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [1.0.84] - 2026-07-02
+
+### 新功能
+- 财务管理新增「收支趋势」月度汇总接口（近 N 个月销售/采购金额），供财务页趋势柱状图使用。
+- 财务流水支持按日期区间筛选（本季 / 自定义时间范围）。
+
+### 改进
+- 往来单位支持拼音 / 首字母搜索（存量数据启动时自动回填拼音）。
+- 商品档案关键词搜索支持商品编码与拼音 / 首字母。
+- 库存列表搜索合并为单一关键词（商品名 / 拼音 / 编码一个框搞定）。
+
+### 修复
+- 出库 / 入库单按商品编码搜索：历史录入的单据（明细快照编码为空）现在也能搜到——搜索改为「商品主数据编码 + 明细快照编码」双路匹配；新建单据同时自动写入商品快照。
+- 运维：割接后 server 部署轨道切换为阿里机主轨（原 EC2 轨移除，避免误启已停用的旧后端）。
+
 ## [1.0.83] - 2026-07-02
 
 ### 修复

backend/internal/handler/finance.go

@@ -2,6 +2,7 @@ package handler
 
 import (
 	"net/http"
+	"strconv"
 	"time"
 
 	"github.com/gin-gonic/gin"
@@ -25,10 +26,13 @@ func (h *FinanceHandler) ListRecords(c *gin.Context) {
 	shopID := middleware.GetShopID(c)
 
 	var q struct {
-		Type     string `form:"type"`
+		Type      string `form:"type"`
-		Month    string `form:"month"` // e.g. "2026-04"
+		Month     string `form:"month"` // e.g. "2026-04"
-		Page     int    `form:"page,default=1"`
+		StartDate string `form:"start_date"` // YYYY-MM-DD（区间过滤，优先于 month）
-		PageSize int    `form:"page_size,default=50"`
+		EndDate   string `form:"end_date"`
+		PartnerID uint64 `form:"partner_id"`
+		Page      int    `form:"page,default=1"`
+		PageSize  int    `form:"page_size,default=50"`
 	}
 	if err := c.ShouldBindQuery(&q); err != nil {
 		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
@@ -43,7 +47,18 @@ func (h *FinanceHandler) ListRecords(c *gin.Context) {
 	if q.Type != "" {
 		base = base.Where("type = ?", q.Type)
 	}
-	if q.Month != "" {
+	if q.PartnerID != 0 {
+		base = base.Where("partner_id = ?", q.PartnerID)
+	}
+	// 日期过滤：区间（本季/自定义）优先；否则按单月。日期串比较跨 MySQL/SQLite 可移植。
+	if q.StartDate != "" || q.EndDate != "" {
+		if q.StartDate != "" {
+			base = base.Where("record_date >= ?", q.StartDate)
+		}
+		if q.EndDate != "" {
+			base = base.Where("record_date <= ?", q.EndDate)
+		}
+	} else if q.Month != "" {
 		base = base.Where("DATE_FORMAT(record_date, '%Y-%m') = ?", q.Month)
 	}
 
@@ -161,6 +176,47 @@ func (h *FinanceHandler) CloseByRef(c *gin.Context) {
 	c.JSON(http.StatusOK, gin.H{"ok": true})
 }
 
+// Trend GET /api/v1/finance/trend?months=6 — 近 N 个自然月收支趋势
+// in=当月出库(销售)额、out=当月入库(采购)额；与 stock Summary 同口径
+// （按 order_date、不筛状态、deleted_at IS NULL），日期串比较跨 MySQL/SQLite 可移植。
+func (h *FinanceHandler) Trend(c *gin.Context) {
+	shopID := middleware.GetShopID(c)
+	months := 6
+	if v := c.Query("months"); v != "" {
+		if n, err := strconv.Atoi(v); err == nil && n >= 1 && n <= 24 {
+			months = n
+		}
+	}
+
+	now := time.Now()
+	first := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location())
+	type point struct {
+		Month string  `json:"month"`
+		In    float64 `json:"in"`
+		Out   float64 `json:"out"`
+	}
+	sum := func(table, from, to string) float64 {
+		var v float64
+		h.db.Table(table).
+			Where("shop_id = ? AND deleted_at IS NULL AND order_date >= ? AND order_date < ?",
+				shopID, from, to).
+			Select("COALESCE(SUM(total_amount),0)").Scan(&v)
+		return v
+	}
+	const f = "2006-01-02"
+	points := make([]point, 0, months)
+	for i := months - 1; i >= 0; i-- {
+		mStart := first.AddDate(0, -i, 0)
+		mEnd := mStart.AddDate(0, 1, 0)
+		points = append(points, point{
+			Month: mStart.Format("2006-01"),
+			In:    sum("stock_out_orders", mStart.Format(f), mEnd.Format(f)),
+			Out:   sum("stock_in_orders", mStart.Format(f), mEnd.Format(f)),
+		})
+	}
+	c.JSON(http.StatusOK, gin.H{"data": points})
+}
+
 // Summary GET /api/v1/finance/summary — 按往来单位汇总未结清
 func (h *FinanceHandler) Summary(c *gin.Context) {
 	shopID := middleware.GetShopID(c)

backend/internal/handler/finance_test.go

@@ -0,0 +1,113 @@
+package handler
+
+import (
+	"fmt"
+	"net/http"
+	"testing"
+	"time"
+
+	"github.com/stretchr/testify/assert"
+	"github.com/stretchr/testify/require"
+
+	"github.com/wangjia/jiu/backend/internal/model"
+	"github.com/wangjia/jiu/backend/testutil"
+)
+
+// Trend：近 N 月按 order_date 聚合出库(in)/入库(out)金额，多租户隔离
+func TestFinanceHandler_Trend(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "FIN001")
+	other := testutil.CreateTestShop(db, "FIN001B")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Main")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	now := time.Now()
+	thisMonth := time.Date(now.Year(), now.Month(), 5, 0, 0, 0, 0, time.UTC)
+	lastMonth := thisMonth.AddDate(0, -1, 0)
+
+	mkOut := func(shopID uint64, date time.Time, amount float64) {
+		require.NoError(t, db.Create(&model.StockOutOrder{
+			TenantBase:  model.TenantBase{ShopID: shopID},
+			OrderNo:     fmt.Sprintf("CK-%d-%d", shopID, time.Now().UnixNano()),
+			WarehouseID: warehouse.ID,
+			OperatorID:  user.ID,
+			Status:      "approved",
+			OrderDate:   model.Date{Time: date},
+			TotalAmount: amount,
+		}).Error)
+	}
+	mkIn := func(shopID uint64, date time.Time, amount float64) {
+		require.NoError(t, db.Create(&model.StockInOrder{
+			TenantBase:  model.TenantBase{ShopID: shopID},
+			OrderNo:     fmt.Sprintf("RK-%d-%d", shopID, time.Now().UnixNano()),
+			WarehouseID: warehouse.ID,
+			OperatorID:  user.ID,
+			Status:      "approved",
+			OrderDate:   model.Date{Time: date},
+			TotalAmount: amount,
+		}).Error)
+	}
+	mkOut(shop.ID, thisMonth, 1000)
+	mkOut(shop.ID, thisMonth, 860)
+	mkOut(shop.ID, lastMonth, 500)
+	mkIn(shop.ID, thisMonth, 700)
+	mkOut(other.ID, thisMonth, 99999) // 别店数据不得串店
+
+	w := makeRequest(r, "GET", "/api/v1/finance/trend?months=2", token, nil)
+	require.Equal(t, http.StatusOK, w.Code)
+	data := parseResponse(w)["data"].([]interface{})
+	require.Len(t, data, 2)
+
+	prev := data[0].(map[string]interface{})
+	cur := data[1].(map[string]interface{})
+	assert.Equal(t, lastMonth.Format("2006-01"), prev["month"])
+	assert.Equal(t, float64(500), prev["in"])
+	assert.Equal(t, float64(0), prev["out"])
+	assert.Equal(t, thisMonth.Format("2006-01"), cur["month"])
+	assert.Equal(t, float64(1860), cur["in"])
+	assert.Equal(t, float64(700), cur["out"])
+}
+
+// ListRecords 日期区间：start_date/end_date 过滤 record_date（区间优先于 month）
+func TestFinanceHandler_ListRecords_DateRange(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "FIN002")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	mk := func(date string, amount float64) {
+		d, err := time.Parse("2006-01-02", date)
+		require.NoError(t, err)
+		require.NoError(t, db.Create(&model.FinanceRecord{
+			ShopID:     shop.ID,
+			Type:       "receipt",
+			Amount:     amount,
+			Status:     "closed",
+			OperatorID: user.ID,
+			RecordDate: d,
+		}).Error)
+	}
+	mk("2026-04-10", 100)
+	mk("2026-05-15", 200)
+	mk("2026-06-20", 300)
+
+	// 区间 [2026-05-01, 2026-06-30] → 命中 2 条
+	w := makeRequest(r, "GET",
+		"/api/v1/finance/records?start_date=2026-05-01&end_date=2026-06-30", token, nil)
+	require.Equal(t, http.StatusOK, w.Code)
+	assert.Equal(t, float64(2), parseResponse(w)["total"].(float64))
+
+	// 只给 start → 下界过滤
+	w = makeRequest(r, "GET",
+		"/api/v1/finance/records?start_date=2026-06-01", token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+
+	// 区间优先于 month（month 会被忽略）
+	w = makeRequest(r, "GET",
+		"/api/v1/finance/records?start_date=2026-04-01&end_date=2026-04-30&month=2026-06",
+		token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+}

backend/internal/handler/inventory.go

@@ -77,6 +77,11 @@ func (h *InventoryHandler) List(c *gin.Context) {
 		like := "%" + keyword + "%"
 		args = append(args, like, like, like, like)
 	}
+	// 商品编码独立筛选（库存屏工具栏第二个搜索框，对齐原型 codeInput）
+	if code := c.Query("code"); code != "" {
+		baseWhere += " AND COALESCE(NULLIF(p.code,''), NULLIF(sii.product_code,''), inv.product_code, '') LIKE ?"
+		args = append(args, "%"+code+"%")
+	}
 	if warehouseIDStr != "" {
 		baseWhere += " AND inv.warehouse_id = ?"
 		args = append(args, warehouseIDStr)
@@ -167,24 +172,41 @@ type inventorySummary struct {
 	InStockQty    float64 `json:"in_stock_qty"`   // 在库总数量
 	ShortageCount int64   `json:"shortage_count"` // 缺货数（qty<=0）
 	WarningCount  int64   `json:"warning_count"`  // 预警数（0<qty<安全库存）
+	// 月初快照（供 KPI 环比）：本月净变动由 inventory_logs 反推
+	LastMonthSku   int64   `json:"last_month_sku"`   // 月初存在的库存行数
+	LastMonthQty   float64 `json:"last_month_qty"`   // 月初在库总数量
+	LastMonthValue float64 `json:"last_month_value"` // 月初库存货值
 }
 
 // Summary GET /api/v1/inventory/summary —— 全店汇总（守多租户）
 func (h *InventoryHandler) Summary(c *gin.Context) {
 	shopID := middleware.GetShopID(c)
+	now := time.Now()
+	monthStart := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location())
+	// 月初数量 = 当前数量 − 本月净变动（product=序列号模型下 log 与库存行按 product_id+warehouse_id 一一对应）
 	const sql = `
 		SELECT
 		  COUNT(*) AS sku_count,
 		  COALESCE(SUM(inv.quantity * COALESCE(sii.unit_price, inv.unit_price, p.purchase_price)), 0) AS stock_value,
 		  COALESCE(SUM(inv.quantity), 0) AS in_stock_qty,
 		  COALESCE(SUM(CASE WHEN inv.quantity <= 0 THEN 1 ELSE 0 END), 0) AS shortage_count,
-		  COALESCE(SUM(CASE WHEN inv.quantity > 0 AND p.min_stock IS NOT NULL AND inv.quantity < p.min_stock THEN 1 ELSE 0 END), 0) AS warning_count
+		  COALESCE(SUM(CASE WHEN inv.quantity > 0 AND p.min_stock IS NOT NULL AND inv.quantity < p.min_stock THEN 1 ELSE 0 END), 0) AS warning_count,
+		  COALESCE(SUM(CASE WHEN inv.created_at < ? THEN 1 ELSE 0 END), 0) AS last_month_sku,
+		  COALESCE(SUM(CASE WHEN inv.created_at < ? THEN inv.quantity - COALESCE(lg.net, 0) ELSE 0 END), 0) AS last_month_qty,
+		  COALESCE(SUM(CASE WHEN inv.created_at < ? THEN (inv.quantity - COALESCE(lg.net, 0)) * COALESCE(sii.unit_price, inv.unit_price, p.purchase_price) ELSE 0 END), 0) AS last_month_value
 		FROM inventories inv
 		LEFT JOIN stock_in_items sii ON sii.id = inv.stock_in_item_id
 		LEFT JOIN products p ON p.id = inv.product_id AND p.deleted_at IS NULL
+		LEFT JOIN (
+		  SELECT product_id, warehouse_id,
+		         SUM(CASE WHEN direction = 'in' THEN quantity ELSE -quantity END) AS net
+		  FROM inventory_logs
+		  WHERE shop_id = ? AND created_at >= ?
+		  GROUP BY product_id, warehouse_id
+		) lg ON lg.product_id = inv.product_id AND lg.warehouse_id = inv.warehouse_id
 		WHERE inv.shop_id = ? AND inv.deleted_at IS NULL`
 	var s inventorySummary
-	if err := h.db.Raw(sql, shopID).Scan(&s).Error; err != nil {
+	if err := h.db.Raw(sql, monthStart, monthStart, monthStart, shopID, monthStart, shopID).Scan(&s).Error; err != nil {
 		util.RespondError(c, http.StatusInternalServerError, "QUERY_ERROR", "查询失败")
 		return
 	}

backend/internal/handler/inventory_test.go

@@ -287,6 +287,79 @@ func TestInventoryHandler_List_DeletedProductFallsBackToSnapshot(t *testing.T) {
 	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
 }
 
+// 商品编码独立筛选（?code=，库存屏第二个搜索框）
+func TestInventoryHandler_List_FilterByCode(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "INV_CODE")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
+	product1 := testutil.CreateTestProduct(db, shop.ID, "Beer1") // code=P-Beer1
+	product2 := testutil.CreateTestProduct(db, shop.ID, "Wine2") // code=P-Wine2
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	db.Create(&model.Inventory{ShopID: shop.ID, WarehouseID: &warehouse.ID, ProductID: &product1.ID, Quantity: 10})
+	db.Create(&model.Inventory{ShopID: shop.ID, WarehouseID: &warehouse.ID, ProductID: &product2.ID, Quantity: 20})
+
+	// 精确前缀命中一条
+	w := makeRequest(r, "GET", "/api/v1/inventory?code=P-Beer1", token, nil)
+	assert.Equal(t, http.StatusOK, w.Code)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+
+	// 模糊命中两条
+	w = makeRequest(r, "GET", "/api/v1/inventory?code=P-", token, nil)
+	assert.Equal(t, float64(2), parseResponse(w)["total"].(float64))
+
+	// 无命中
+	w = makeRequest(r, "GET", "/api/v1/inventory?code=NOPE", token, nil)
+	assert.Equal(t, float64(0), parseResponse(w)["total"].(float64))
+}
+
+// Summary 月初快照字段：月初数量 = 当前数量 − 本月净流水
+func TestInventoryHandler_Summary_LastMonth(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "INV_SUM")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
+	product1 := testutil.CreateTestProduct(db, shop.ID, "Old")
+	product2 := testutil.CreateTestProduct(db, shop.ID, "New")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	now := time.Now()
+	monthStart := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location())
+	price1 := 100.0
+
+	// inv1：上月已存在（月初数量 = 30 − (25−5) = 10）
+	inv1 := model.Inventory{
+		ShopID: shop.ID, WarehouseID: &warehouse.ID, ProductID: &product1.ID,
+		Quantity: 30, UnitPrice: &price1,
+		CreatedAt: monthStart.AddDate(0, 0, -10),
+	}
+	require.NoError(t, db.Create(&inv1).Error)
+	// 本月流水：入 25、出 5 → 净 +20
+	db.Create(&model.InventoryLog{ShopID: shop.ID, WarehouseID: warehouse.ID, ProductID: product1.ID, Direction: "in", Quantity: 25})
+	db.Create(&model.InventoryLog{ShopID: shop.ID, WarehouseID: warehouse.ID, ProductID: product1.ID, Direction: "out", Quantity: 5})
+
+	// inv2：本月新入库，不计入月初快照
+	price2 := 10.0
+	db.Create(&model.Inventory{
+		ShopID: shop.ID, WarehouseID: &warehouse.ID, ProductID: &product2.ID,
+		Quantity: 5, UnitPrice: &price2,
+	})
+	db.Create(&model.InventoryLog{ShopID: shop.ID, WarehouseID: warehouse.ID, ProductID: product2.ID, Direction: "in", Quantity: 5})
+
+	w := makeRequest(r, "GET", "/api/v1/inventory/summary", token, nil)
+	assert.Equal(t, http.StatusOK, w.Code)
+	resp := parseResponse(w)
+	assert.Equal(t, float64(2), resp["sku_count"].(float64))
+	assert.Equal(t, float64(35), resp["in_stock_qty"].(float64))
+	assert.Equal(t, float64(30*100+5*10), resp["stock_value"].(float64))
+	assert.Equal(t, float64(1), resp["last_month_sku"].(float64))
+	assert.Equal(t, float64(10), resp["last_month_qty"].(float64))
+	assert.Equal(t, float64(10*100), resp["last_month_value"].(float64))
+}
+
 func TestInventoryHandler_AfterStockInApprove(t *testing.T) {
 	db := testutil.SetupTestDB()
 	shop := testutil.CreateTestShop(db, "INV008")

backend/internal/handler/partner.go

@@ -36,7 +36,11 @@ func (h *PartnerHandler) List(c *gin.Context) {
 		query = query.Where("FIND_IN_SET(?, type)", t)
 	}
 	if kw := c.Query("keyword"); kw != "" {
-		query = query.Where("name LIKE ? OR phone LIKE ?", "%"+kw+"%", "%"+kw+"%")
+		// 原型搜索口径：名称 / 拼音（全拼+首字母）/ 联系人；phone 保留兼容
+		like := "%" + kw + "%"
+		query = query.Where(
+			"name LIKE ? OR contact LIKE ? OR phone LIKE ? OR name_pinyin LIKE ? OR name_initials LIKE ?",
+			like, like, like, like, like)
 	}
 
 	var total int64
@@ -56,6 +60,7 @@ func (h *PartnerHandler) Create(c *gin.Context) {
 		return
 	}
 	p.ShopID = shopID
+	p.NamePinyin, p.NameInitials = util.ToPinyin(p.Name)
 	// 编码未提供时自动生成：供应商 S001/S002…，客户 C001/C002…
 	if p.Code == "" {
 		prefix := "S"
@@ -92,25 +97,34 @@ func (h *PartnerHandler) Update(c *gin.Context) {
 		Address     string  `json:"address"`
 		BankAccount string  `json:"bank_account"`
 		CreditLimit float64 `json:"credit_limit"`
-		Status      string  `json:"status"`
+		// 期初余额：指针区分「未传」与 0，旧客户端不传时不清零
-		Remark      string  `json:"remark"`
+		Balance *float64 `json:"balance"`
+		Status  string   `json:"status"`
+		Remark  string   `json:"remark"`
 	}
 	if err := c.ShouldBindJSON(&req); err != nil {
 		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
 		return
 	}
-	if err := h.db.Model(&p).Where("shop_id = ?", shopID).Updates(map[string]interface{}{
+	pinyin, initials := util.ToPinyin(req.Name)
-		"name":         req.Name,
+	updates := map[string]interface{}{
-		"type":         req.Type,
+		"name":          req.Name,
-		"code":         req.Code,
+		"name_pinyin":   pinyin,
-		"contact":      req.Contact,
+		"name_initials": initials,
-		"phone":        req.Phone,
+		"type":          req.Type,
-		"address":      req.Address,
+		"code":          req.Code,
-		"bank_account": req.BankAccount,
+		"contact":       req.Contact,
-		"credit_limit": req.CreditLimit,
+		"phone":         req.Phone,
-		"status":       req.Status,
+		"address":       req.Address,
-		"remark":       req.Remark,
+		"bank_account":  req.BankAccount,
-	}).Error; err != nil {
+		"credit_limit":  req.CreditLimit,
+		"status":        req.Status,
+		"remark":        req.Remark,
+	}
+	if req.Balance != nil {
+		updates["balance"] = *req.Balance
+	}
+	if err := h.db.Model(&p).Where("shop_id = ?", shopID).Updates(updates).Error; err != nil {
 		c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
 		return
 	}

backend/internal/handler/partner_test.go

@@ -205,6 +205,33 @@ func TestPartnerHandler_List_KeywordSearch(t *testing.T) {
 	assert.Equal(t, float64(0), resp["total"].(float64))
 }
 
+// 拼音/联系人搜索（原型口径：名称 / 拼音 / 联系人）：Create 时自动生成拼音列
+func TestPartnerHandler_List_PinyinAndContactSearch(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "PT006B")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	makeRequest(r, "POST", "/api/v1/partners", token, map[string]interface{}{
+		"name": "茅台华东总代", "type": "supplier", "contact": "张伟",
+	})
+	makeRequest(r, "POST", "/api/v1/partners", token, map[string]interface{}{
+		"name": "鼎丰超市", "type": "customer", "contact": "王芳",
+	})
+
+	for kw, want := range map[string]float64{
+		"maotai":   1, // 全拼
+		"mthdzd":   1, // 首字母
+		"张伟":       1, // 联系人
+		"dingfeng": 1,
+		"buxiang":  0,
+	} {
+		w := makeRequest(r, "GET", "/api/v1/partners?keyword="+kw, token, nil)
+		assert.Equal(t, want, parseResponse(w)["total"].(float64), "keyword=%s", kw)
+	}
+}
+
 // 下拉需一次取全部：请求大页（>默认 20）应返回全部，而非被 ValidatePageSize
 // 回退到默认 20（超上限即返回默认值的历史坑）。
 func TestPartnerHandler_List_LargePageSizeReturnsAll(t *testing.T) {

backend/internal/handler/product.go

@@ -39,8 +39,11 @@ func (h *ProductHandler) List(c *gin.Context) {
 		Where("shop_id = ? AND deleted_at IS NULL", shopID)
 
 	if keyword != "" {
-		query = query.Where("name LIKE ? OR code LIKE ? OR barcode LIKE ?",
+		// 原型搜索口径：商品名 / 拼音（全拼+首字母）/ 编码；barcode 保留兼容
-			"%"+keyword+"%", "%"+keyword+"%", "%"+keyword+"%")
+		like := "%" + keyword + "%"
+		query = query.Where(
+			"name LIKE ? OR code LIKE ? OR barcode LIKE ? OR name_pinyin LIKE ? OR name_initials LIKE ?",
+			like, like, like, like, like)
 	}
 	if categoryID != "" {
 		query = query.Where("category_id = ?", categoryID)

backend/internal/handler/product_test.go

@@ -66,6 +66,30 @@ func TestProductHandler_CRUD(t *testing.T) {
 	assert.Equal(t, float64(0), resp["total"].(float64))
 }
 
+// 拼音搜索（原型口径：商品名 / 拼音 / 编码）：List keyword 匹配 name_pinyin/name_initials
+func TestProductHandler_List_PinyinSearch(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "PROD_PY")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	w := makeRequest(r, "POST", "/api/v1/products", token, map[string]interface{}{
+		"name": "飞天茅台", "code": "MT-FT-500", "unit": "件",
+	})
+	require.Equal(t, http.StatusCreated, w.Code)
+
+	for kw, want := range map[string]float64{
+		"feitian": 1, // 全拼
+		"ftmt":    1, // 首字母
+		"MT-FT":   1, // 编码
+		"wuliang": 0,
+	} {
+		w := makeRequest(r, "GET", "/api/v1/products?keyword="+kw, token, nil)
+		assert.Equal(t, want, parseResponse(w)["total"].(float64), "keyword=%s", kw)
+	}
+}
+
 func TestProductHandler_HotelIsolation(t *testing.T) {
 	db := testutil.SetupTestDB()
 

backend/internal/handler/stock_in.go

@@ -57,14 +57,15 @@ func (h *StockInHandler) List(c *gin.Context) {
 		// 酒名「product 主数据名 OR 明细快照名」任一命中——不能用 COALESCE 二选一：历史导入单的
 		// 明细 product_id 统一指向占位商品「历史导入占位」（p.name 非空），COALESCE 会被占位名劫持，
 		// 永远取不到真实快照 product_name，导致导入单按真实酒名搜不到。拼音只在 products 上（快照无拼音列）。
+		// 编码同理「主数据 p.code OR 快照 it.product_code」双匹配，与页面显示口径（主数据优先）对齐。
 		query = query.Where(
 			"order_no LIKE ?"+
 				" OR id IN (SELECT it.order_id FROM stock_in_items it"+
 				"   LEFT JOIN products p ON p.id = it.product_id AND p.shop_id = it.shop_id"+
 				"   WHERE it.shop_id = ? AND it.deleted_at IS NULL"+
 				"     AND (p.name LIKE ? OR it.product_name LIKE ? OR it.product_code LIKE ?"+
-				"          OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?))",
+				"          OR p.code LIKE ? OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?))",
-			like, shopID, like, like, like, like, like,
+			like, shopID, like, like, like, like, like, like,
 		)
 	}
 	// 详细搜索多字段（各参数独立可选、组合为 AND）
@@ -109,12 +110,14 @@ func applyStockOrderDetailFilters(q *gorm.DB, shopID uint64, c *gin.Context, ite
 		like := "%" + v + "%"
 		itemConds = append(itemConds,
 			"(p.name LIKE ? OR it.product_name LIKE ? OR it.product_code LIKE ?"+
-				" OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?)")
+				" OR p.code LIKE ? OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?)")
-		itemArgs = append(itemArgs, like, like, like, like, like)
+		itemArgs = append(itemArgs, like, like, like, like, like, like)
 	}
+	// 编码「主数据 OR 快照」双匹配：存量出库明细快照有空串，只查快照会漏单
 	if v := strings.TrimSpace(c.Query("product_code")); v != "" {
-		itemConds = append(itemConds, "it.product_code LIKE ?")
+		like := "%" + v + "%"
-		itemArgs = append(itemArgs, "%"+v+"%")
+		itemConds = append(itemConds, "(it.product_code LIKE ? OR p.code LIKE ?)")
+		itemArgs = append(itemArgs, like, like)
 	}
 	if v := strings.TrimSpace(c.Query("series")); v != "" {
 		itemConds = append(itemConds, "it.series = ?")

backend/internal/handler/stock_in_test.go

@@ -578,6 +578,45 @@ func TestStockInHandler_List_FilterByKeyword(t *testing.T) {
 	assert.Equal(t, float64(2), parseResponse(w)["total"].(float64))
 }
 
+// keyword 匹配主数据编码 p.code：明细快照编码为空时仍可按编码搜到（与出库同款双匹配）
+func TestStockInHandler_List_KeywordMatchesMasterCode(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "SI_MCODE")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	product := &model.Product{
+		TenantBase: model.TenantBase{ShopID: shop.ID},
+		Code:       "ZXZ030001",
+		Name:       "山崎12年",
+	}
+	require.NoError(t, db.Create(product).Error)
+
+	order := &model.StockInOrder{
+		TenantBase:  model.TenantBase{ShopID: shop.ID},
+		OrderNo:     "RK-MCODE-001",
+		WarehouseID: warehouse.ID,
+		OperatorID:  user.ID,
+		Status:      "approved",
+		OrderDate:   model.Date{Time: time.Now()},
+	}
+	require.NoError(t, db.Create(order).Error)
+	require.NoError(t, db.Create(&model.StockInItem{
+		OrderID:   order.ID,
+		ShopID:    shop.ID,
+		ProductID: product.ID,
+		Quantity:  1.0,
+	}).Error)
+
+	w := makeRequest(r, "GET", "/api/v1/stock-in/orders?keyword=ZXZ030001", token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+
+	w = makeRequest(r, "GET", "/api/v1/stock-in/orders?keyword=ZXZ999999", token, nil)
+	assert.Equal(t, float64(0), parseResponse(w)["total"].(float64))
+}
+
 func TestStockInHandler_List_FilterByProductName(t *testing.T) {
 	db := testutil.SetupTestDB()
 	shop := testutil.CreateTestShop(db, "SI012")

backend/internal/handler/stock_out.go

@@ -2,6 +2,7 @@ package handler
 
 import (
 	"errors"
+	"fmt"
 	"net/http"
 	"strconv"
 	"strings"
@@ -51,14 +52,16 @@ func (h *StockOutHandler) List(c *gin.Context) {
 		// 酒名「product 主数据名 OR 明细快照名」任一命中——不能用 COALESCE 二选一：历史导入单的
 		// 明细 product_id 统一指向占位商品「历史导入占位」（p.name 非空），COALESCE 会被占位名劫持，
 		// 永远取不到真实快照 product_name，导致导入单按真实酒名搜不到。拼音只在 products 上（快照无拼音列）。
+		// 编码同理「主数据 p.code OR 快照 it.product_code」双匹配：存量应用建单的明细快照为空串，
+		// 只查快照会「页面看得到编码、搜索搜不到」。
 		query = query.Where(
 			"order_no LIKE ?"+
 				" OR id IN (SELECT it.order_id FROM stock_out_items it"+
 				"   LEFT JOIN products p ON p.id = it.product_id AND p.shop_id = it.shop_id"+
 				"   WHERE it.shop_id = ? AND it.deleted_at IS NULL"+
 				"     AND (p.name LIKE ? OR it.product_name LIKE ? OR it.product_code LIKE ?"+
-				"          OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?))",
+				"          OR p.code LIKE ? OR p.name_pinyin LIKE ? OR p.name_initials LIKE ?))",
-			like, shopID, like, like, like, like, like,
+			like, shopID, like, like, like, like, like, like,
 		)
 	}
 	// 详细搜索多字段（各参数独立可选、组合为 AND）
@@ -147,6 +150,44 @@ func (h *StockOutHandler) Get(c *gin.Context) {
 
 
 // Create POST /api/v1/stock-out/orders
+// fillStockOutItemSnapshots 按 product_id 从商品主数据拷明细快照列（编码/名称/系列/规格/批次/生产日期）。
+// 明细 = product 引用 + 快照（历史保真：商品日后改名/删除，单据仍能还原当时信息；搜索/退单提示读快照）。
+// 入库建单在 createIndependentProduct 后即填快照，出库同样必须在建单/改单时填齐。
+func fillStockOutItemSnapshots(db *gorm.DB, shopID uint64, items []model.StockOutItem) error {
+	if len(items) == 0 {
+		return nil
+	}
+	ids := make([]uint64, 0, len(items))
+	for i := range items {
+		ids = append(ids, items[i].ProductID)
+	}
+	var prods []model.Product
+	if err := db.Where("shop_id = ? AND id IN ?", shopID, ids).Find(&prods).Error; err != nil {
+		return err
+	}
+	byID := make(map[uint64]*model.Product, len(prods))
+	for i := range prods {
+		byID[prods[i].ID] = &prods[i]
+	}
+	for i := range items {
+		p, ok := byID[items[i].ProductID]
+		if !ok {
+			return fmt.Errorf("明细第 %d 行商品不存在", i+1)
+		}
+		items[i].ProductCode = p.Code
+		items[i].ProductName = p.Name
+		items[i].Series = p.Series
+		items[i].Spec = p.Spec
+		if items[i].BatchNo == "" {
+			items[i].BatchNo = p.BatchNo
+		}
+		if items[i].ProductionDate == nil {
+			items[i].ProductionDate = p.ProductionDate
+		}
+	}
+	return nil
+}
+
 func (h *StockOutHandler) Create(c *gin.Context) {
 	shopID := middleware.GetShopID(c)
 	operatorID := middleware.GetUserID(c)
@@ -186,6 +227,11 @@ func (h *StockOutHandler) Create(c *gin.Context) {
 	}
 	req.TotalAmount = total
 
+	if err := fillStockOutItemSnapshots(h.db, shopID, req.Items); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
 	if err := h.db.Create(&req).Error; err != nil {
 		c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
 		return
@@ -222,6 +268,9 @@ func (h *StockOutHandler) Update(c *gin.Context) {
 			req.Items[i].TotalPrice = req.Items[i].Quantity * req.Items[i].UnitPrice
 			total += req.Items[i].Quantity * req.Items[i].SalePrice
 		}
+		if err := fillStockOutItemSnapshots(tx, shopID, req.Items); err != nil {
+			return err
+		}
 		updates := map[string]interface{}{
 			"warehouse_id": req.WarehouseID,
 			"partner_id":   req.PartnerID,

backend/internal/handler/stock_out_test.go

@@ -133,45 +133,151 @@ func TestStockOutHandler_List(t *testing.T) {
 	assert.Equal(t, float64(2), resp["total"].(float64))
 }
 
-// 按商品编码精确反查出库单（明细 product_code = ?）
+// 按商品编码反查出库单：快照以主数据为准（建单回填），客户端传的 product_code 被覆盖
 func TestStockOutHandler_List_FilterByProductCode(t *testing.T) {
 	db := testutil.SetupTestDB()
 	shop := testutil.CreateTestShop(db, "SO_CODE")
 	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
 	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
-	product := testutil.CreateTestProduct(db, shop.ID, "Beer")
+	find := testutil.CreateTestProduct(db, shop.ID, "ZXZFind")   // code=P-ZXZFind
+	other := testutil.CreateTestProduct(db, shop.ID, "OtherOne") // code=P-OtherOne
 	token := getAuthToken(user.ID, shop.ID, "admin")
 	r := setupProtectedRouter(db)
 
+	// 单1 不传 product_code（真实客户端行为）；单2 传假编码，应被主数据覆盖
 	makeRequest(r, "POST", "/api/v1/stock-out/orders", token, map[string]interface{}{
 		"warehouse_id": warehouse.ID, "order_date": time.Now().Format(time.RFC3339),
 		"items": []map[string]interface{}{
-			{"product_id": product.ID, "product_code": "ZXZ-FIND", "quantity": 1.0},
+			{"product_id": find.ID, "quantity": 1.0},
 		},
 	})
 	makeRequest(r, "POST", "/api/v1/stock-out/orders", token, map[string]interface{}{
 		"warehouse_id": warehouse.ID, "order_date": time.Now().Format(time.RFC3339),
 		"items": []map[string]interface{}{
-			{"product_id": product.ID, "product_code": "OTHER-CODE", "quantity": 1.0},
+			{"product_id": other.ID, "product_code": "FAKE-CODE", "quantity": 1.0},
 		},
 	})
 
-	// 命中 1 单
+	// 按主数据编码命中 1 单
-	w := makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=ZXZ-FIND", token, nil)
+	w := makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=P-ZXZFind", token, nil)
 	require.Equal(t, http.StatusOK, w.Code)
 	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
 
-	// 商品编码改为子串 LIKE（详细搜索友好）：子串 ZXZ → 命中 ZXZ-FIND
+	// 商品编码子串 LIKE（详细搜索友好）：子串 ZXZ → 命中 P-ZXZFind
 	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=ZXZ", token, nil)
 	require.Equal(t, http.StatusOK, w.Code)
 	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
 
+	// 客户端传的假编码已被主数据覆盖 → 搜不到
+	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=FAKE-CODE", token, nil)
+	require.Equal(t, http.StatusOK, w.Code)
+	assert.Equal(t, float64(0), parseResponse(w)["total"].(float64))
+
 	// 不存在的编码 → 0
 	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=NOPE", token, nil)
 	require.Equal(t, http.StatusOK, w.Code)
 	assert.Equal(t, float64(0), parseResponse(w)["total"].(float64))
 }
 
+// 建单回填快照：出库明细的编码/名称/系列/规格/批次/生产日期从商品主数据拷入
+// （修复：此前 Create/Update 不填快照 → 新建单快照全空，按编码搜不到、退单提示空名）
+func TestStockOutHandler_Create_FillsItemSnapshots(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "SO_SNAP")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	prodDate := model.Date{Time: time.Date(2024, 7, 11, 0, 0, 0, 0, time.UTC)}
+	product := &model.Product{
+		TenantBase:     model.TenantBase{ShopID: shop.ID},
+		Code:           "ZXZ020659",
+		Name:           "百富威士忌",
+		Series:         "12年",
+		Spec:           "700ml",
+		BatchNo:        "PZ240711",
+		ProductionDate: &prodDate,
+	}
+	require.NoError(t, db.Create(product).Error)
+
+	w := makeRequest(r, "POST", "/api/v1/stock-out/orders", token, map[string]interface{}{
+		"warehouse_id": warehouse.ID, "order_date": time.Now().Format(time.RFC3339),
+		"items": []map[string]interface{}{
+			{"product_id": product.ID, "quantity": 1.0},
+		},
+	})
+	require.Equal(t, http.StatusCreated, w.Code)
+
+	var item model.StockOutItem
+	require.NoError(t, db.Where("shop_id = ? AND product_id = ?", shop.ID, product.ID).First(&item).Error)
+	assert.Equal(t, "ZXZ020659", item.ProductCode)
+	assert.Equal(t, "百富威士忌", item.ProductName)
+	assert.Equal(t, "12年", item.Series)
+	assert.Equal(t, "700ml", item.Spec)
+	assert.Equal(t, "PZ240711", item.BatchNo)
+	require.NotNil(t, item.ProductionDate)
+	assert.Equal(t, "2024-07-11", item.ProductionDate.Time.Format("2006-01-02"))
+
+	// 引用不存在商品 → 400
+	w = makeRequest(r, "POST", "/api/v1/stock-out/orders", token, map[string]interface{}{
+		"warehouse_id": warehouse.ID, "order_date": time.Now().Format(time.RFC3339),
+		"items": []map[string]interface{}{
+			{"product_id": 99999, "quantity": 1.0},
+		},
+	})
+	assert.Equal(t, http.StatusBadRequest, w.Code)
+}
+
+// 存量单（快照为空、product_id 指向真实商品）按主数据编码可搜：
+// keyword 与详细搜索都走「p.code OR it.product_code」双匹配（页面能看到的就能搜到）
+func TestStockOutHandler_List_SearchByMasterCodeWithEmptySnapshot(t *testing.T) {
+	db := testutil.SetupTestDB()
+	shop := testutil.CreateTestShop(db, "SO_MCODE")
+	user := testutil.CreateTestUser(db, shop.ID, "admin", "pass", "admin")
+	warehouse := testutil.CreateTestWarehouse(db, shop.ID, "Warehouse")
+	token := getAuthToken(user.ID, shop.ID, "admin")
+	r := setupProtectedRouter(db)
+
+	product := &model.Product{
+		TenantBase: model.TenantBase{ShopID: shop.ID},
+		Code:       "ZXZ020659",
+		Name:       "百富威士忌",
+	}
+	require.NoError(t, db.Create(product).Error)
+
+	// 直造存量形态：明细快照全空串（修复前应用建单即如此）
+	order := &model.StockOutOrder{
+		TenantBase:  model.TenantBase{ShopID: shop.ID},
+		OrderNo:     "CK20260623000008",
+		WarehouseID: warehouse.ID,
+		OperatorID:  user.ID,
+		Status:      "approved",
+		OrderDate:   model.Date{Time: time.Now()},
+	}
+	require.NoError(t, db.Create(order).Error)
+	require.NoError(t, db.Create(&model.StockOutItem{
+		OrderID:   order.ID,
+		ShopID:    shop.ID,
+		ProductID: product.ID,
+		Quantity:  1.0,
+	}).Error)
+
+	// keyword 按主数据编码 → 命中（修复前为 0）
+	w := makeRequest(r, "GET", "/api/v1/stock-out/orders?keyword=ZXZ020659", token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+
+	// 详细搜索 product_code / product 参数同样命中
+	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?product_code=ZXZ020659", token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?product=ZXZ020659", token, nil)
+	assert.Equal(t, float64(1), parseResponse(w)["total"].(float64))
+
+	// 别的编码搜不到
+	w = makeRequest(r, "GET", "/api/v1/stock-out/orders?keyword=ZXZ999999", token, nil)
+	assert.Equal(t, float64(0), parseResponse(w)["total"].(float64))
+}
+
 func TestStockOutHandler_List_FilterByKeyword(t *testing.T) {
 	db := testutil.SetupTestDB()
 	shop := testutil.CreateTestShop(db, "SO011")

backend/internal/handler/testhelper_test.go

@@ -87,10 +87,20 @@ func setupProtectedRouter(db *gorm.DB) *gin.Engine {
 	// 库存路由
 	inv := api.Group("/inventory")
 	inv.GET("", inventoryH.List)
+	inv.GET("/summary", inventoryH.Summary)
 	inv.GET("/logs", inventoryH.Logs)
 	inv.POST("/checks", inventoryH.CreateCheck)
 	inv.GET("/checks/:id", inventoryH.GetCheck)
 
+	// 财务路由
+	financeH := NewFinanceHandler(db)
+	finance := api.Group("/finance")
+	finance.GET("/records", financeH.ListRecords)
+	finance.POST("/records", financeH.Create)
+	finance.PUT("/records/:id/close", financeH.Close)
+	finance.GET("/summary", financeH.Summary)
+	finance.GET("/trend", financeH.Trend)
+
 	// 许可证路由
 	license := api.Group("/license")
 	license.POST("/activate", licenseH.Activate)

backend/internal/model/partner.go

@@ -4,6 +4,9 @@ type Partner struct {
 	TenantBase
 	Code         string  `gorm:"size:50" json:"code"`
 	Name         string  `gorm:"size:200;not null" json:"name" binding:"required"`
+	// 拼音搜索列（同 products）：Create/Update 时由 util.ToPinyin 生成，启动回填存量
+	NamePinyin   string  `gorm:"size:400;index" json:"-"`
+	NameInitials string  `gorm:"size:100;index" json:"-"`
 	Type         string  `gorm:"type:set('supplier','customer');default:'supplier'" json:"type"`
 	Contact      string  `gorm:"size:50" json:"contact"`
 	Phone        string  `gorm:"size:30" json:"phone"`

backend/internal/router/router.go

@@ -213,6 +213,7 @@ func Setup(r *gin.Engine, db *gorm.DB) {
 			finance.PUT("/records/:id/close", financeH.Close)
 			finance.PUT("/records/close-by-ref", financeH.CloseByRef)
 			finance.GET("/summary", financeH.Summary)
+			finance.GET("/trend", financeH.Trend)
 		}
 
 		// 酒行信息

backend/main.go

@@ -13,6 +13,7 @@ import (
 	"github.com/wangjia/jiu/backend/internal/model"
 	"github.com/wangjia/jiu/backend/internal/router"
 	"github.com/wangjia/jiu/backend/internal/service"
+	"github.com/wangjia/jiu/backend/internal/util"
 )
 
 func main() {
@@ -35,6 +36,9 @@ func main() {
 	// 自动迁移（GORM AutoMigrate 只增不删，生产安全）
 	autoMigrate(db)
 
+	// 回填存量往来单位的拼音搜索列（幂等，只处理空值行）
+	backfillPartnerPinyin(db)
+
 	// 启动会话/失败登录保留期清理任务（后台 goroutine）
 	service.StartSessionCleanup(db, config.C.Session.RetentionDays)
 
@@ -153,3 +157,23 @@ func autoMigrate(db *gorm.DB) {
 	}
 	log.Println("AutoMigrate completed")
 }
+
+// backfillPartnerPinyin 为存量往来单位生成拼音搜索列（name_pinyin 为空的行）。
+// 与 products 的拼音列同机制：写入时自动生成，这里兜底历史数据。
+func backfillPartnerPinyin(db *gorm.DB) {
+	var partners []model.Partner
+	db.Where("(name_pinyin = '' OR name_pinyin IS NULL) AND deleted_at IS NULL").Find(&partners)
+	filled := 0
+	for i := range partners {
+		py, ini := util.ToPinyin(partners[i].Name)
+		if py == "" && ini == "" {
+			continue
+		}
+		db.Model(&model.Partner{}).Where("id = ?", partners[i].ID).
+			Updates(map[string]interface{}{"name_pinyin": py, "name_initials": ini})
+		filled++
+	}
+	if filled > 0 {
+		log.Printf("backfill partner pinyin: %d rows", filled)
+	}
+}

backend/schema/schema.sql

@@ -246,6 +246,8 @@ CREATE TABLE IF NOT EXISTS `partners` (
   `shop_id`      BIGINT UNSIGNED NOT NULL,
   `code`         VARCHAR(50)     DEFAULT NULL,
   `name`         VARCHAR(200)    NOT NULL,
+  `name_pinyin`   VARCHAR(400)   DEFAULT NULL COMMENT '名称全拼（搜索用，写入时自动生成）',
+  `name_initials` VARCHAR(100)   DEFAULT NULL COMMENT '名称拼音首字母（搜索用）',
   `type`         SET('supplier','customer') NOT NULL DEFAULT 'supplier' COMMENT '可同时是供应商和客户',
   `contact`      VARCHAR(50)     DEFAULT NULL COMMENT '联系人',
   `phone`        VARCHAR(30)     DEFAULT NULL,

backend/testutil/setup.go

@@ -299,6 +299,8 @@ func SetupTestDB() *gorm.DB {
 			shop_id INTEGER NOT NULL,
 			code TEXT,
 			name TEXT NOT NULL,
+			name_pinyin TEXT DEFAULT '',
+			name_initials TEXT DEFAULT '',
 			type TEXT DEFAULT 'supplier',
 			status TEXT NOT NULL DEFAULT 'enabled',
 			contact TEXT,

deploy/nginx-jiu-ali.conf

@@ -1,18 +1,27 @@
 # 阿里云独立 nginx 版（宿主机直接终结 TLS，不经 pangolin）。
-# 与 nginx-jiu.conf（EC2 pangolin 容器版，listen 127.0.0.1:8445）等价，
+# 与 nginx-jiu.conf（EC2 pangolin 容器版，listen 127.0.0.1:8445）等价。
-# 仅入口监听改为对公网 443 直连。CI deploy-server.sh 的 ali 分支落到
+# CI deploy-server.sh 的 ali 分支落到 /etc/nginx/conf.d/jiu.conf。
-# /etc/nginx/conf.d/jiu.conf。
+#
+# 过渡期入口 = 8443 明文 HTTP，裸 IP 直连 http://182.92.213.171:8443
+#（备案未通过前 80/443/8080 被阿里云拦截，走非标端口；不建过渡子域，
+#  证书签给域名对不上 IP，故过渡期不做 TLS——登录口令/JWT 明文传输，仅限过渡；
+#  备案通过后改回 listen 443 ssl + 域名 + 80→443 跳转块）。
+# 后端上游 = 127.0.0.1:8081（非 8080！ali 上 8080 已被 pay 项目 payd 占用；
+# 对应 /opt/jiu/config/production.env 的 SERVER_PORT=8081）。
 limit_req_zone $binary_remote_addr zone=jiu_pub:10m rate=10r/s;
 limit_req_status 429;
 
 server {
-    listen 443 ssl http2;
+    listen 8443 default_server;
-    server_name jiu.51yanmei.com;
+    server_name _;
 
-    ssl_certificate     /etc/letsencrypt/live/jiu.51yanmei.com/fullchain.pem;
+    # 备案通过切回 443 时恢复（证书路径仍有效，jiu.51yanmei.com，2026-09-21 到期）：
-    ssl_certificate_key /etc/letsencrypt/live/jiu.51yanmei.com/privkey.pem;
+    # listen 443 ssl http2;
-    ssl_protocols       TLSv1.2 TLSv1.3;
+    # server_name jiu.51yanmei.com;
-    ssl_ciphers         HIGH:!aNULL:!MD5;
+    # ssl_certificate     /etc/letsencrypt/live/jiu.51yanmei.com/fullchain.pem;
+    # ssl_certificate_key /etc/letsencrypt/live/jiu.51yanmei.com/privkey.pem;
+    # ssl_protocols       TLSv1.2 TLSv1.3;
+    # ssl_ciphers         HIGH:!aNULL:!MD5;
 
     client_max_body_size 20m;
 
@@ -25,7 +34,7 @@ server {
 
     # 文件导入接口（超时更长）
     location ~ ^/api/v1/import/ {
-        proxy_pass         http://127.0.0.1:8080;
+        proxy_pass         http://127.0.0.1:8081;
         proxy_set_header   Host $host;
         proxy_set_header   X-Real-IP $remote_addr;
         proxy_read_timeout 300s;
@@ -34,7 +43,7 @@ server {
     # 未鉴权公开/登录接口：加最外层 per-IP 限流
     location ~ ^/api/v1/(public|auth)/ {
         limit_req          zone=jiu_pub burst=20 nodelay;
-        proxy_pass         http://127.0.0.1:8080;
+        proxy_pass         http://127.0.0.1:8081;
         proxy_set_header   Host $host;
         proxy_set_header   X-Real-IP $remote_addr;
         proxy_read_timeout 30s;
@@ -42,7 +51,7 @@ server {
 
     # API 反向代理
     location ~ ^/(api|health|version) {
-        proxy_pass         http://127.0.0.1:8080;
+        proxy_pass         http://127.0.0.1:8081;
         proxy_set_header   Host $host;
         proxy_set_header   X-Real-IP $remote_addr;
         proxy_read_timeout 30s;
@@ -65,7 +74,7 @@ server {
     # 公开商品详情页（扫码跳转）→ 后端注入 OG 标签
     location ~ ^/product/ {
         limit_req          zone=jiu_pub burst=20 nodelay;
-        proxy_pass         http://127.0.0.1:8080;
+        proxy_pass         http://127.0.0.1:8081;
         proxy_set_header   Host $host;
         proxy_set_header   X-Real-IP $remote_addr;
         proxy_read_timeout 30s;
@@ -75,7 +84,7 @@ server {
     location ~ ^/app/product/ {
         limit_req          zone=jiu_pub burst=20 nodelay;
         rewrite ^/app(/product/.+)$ $1 break;
-        proxy_pass         http://127.0.0.1:8080;
+        proxy_pass         http://127.0.0.1:8081;
         proxy_set_header   Host $host;
         proxy_set_header   X-Real-IP $remote_addr;
         proxy_read_timeout 30s;
@@ -96,8 +105,9 @@ server {
     }
 }
 
-server {
+# 备案通过、入口切回 443 后再恢复此跳转块（80 未备案期间被拦截，挂了也无意义）：
-    listen 80;
+# server {
-    server_name jiu.51yanmei.com;
+#     listen 80;
-    return 301 https://$host$request_uri;
+#     server_name jiu.51yanmei.com;
-}
+#     return 301 https://$host$request_uri;
+# }

scripts/ci/deploy-server.sh

@@ -4,13 +4,14 @@
 # assets by tag (manual rollback). Does NOT touch the web app, marketing site,
 # or version.yaml.
 #
-# Target is EC2 by default. During the EC2→Ali migration, set DEPLOY_TARGET=ali
+# Targets (post-cutover 2026-07-02: Ali is the live primary; the EC2 jiu stack
-# plus DEPLOY_HOST/DEPLOY_USER/DEPLOY_SSH_KEY to deploy to the Alibaba Cloud box.
+# is decommissioned — deploying there would resurrect a backend against a stale
-#   - ec2 (default): stop jiu → swap binary → start jiu → health check →
+# database, so the workflow no longer calls the ec2 branch):
-#                    reload nginx inside the pangolin-edge container.
+#   - ali: stop jiu → swap binary → start jiu → health check (:8081) →
-#   - ali: swap binary only (jiu.service stays stopped — the Ali DB is a
+#          reload the host nginx (transition listen-8443 config).
-#          read-only replica until cutover; backend is started at cutover) →
+#   - ec2 (legacy default, kept for manual rollback of pre-cutover tags only):
-#          reload the host nginx with the standalone (listen 443) config.
+#          stop jiu → swap binary → start jiu → health check → reload nginx
+#          inside the pangolin-edge container.
 set -euo pipefail
 
 # shellcheck source=scripts/ci/lib-forgejo.sh
@@ -53,14 +54,13 @@ if [ -f dist/jiu-gencode ]; then
 fi
 
 if [ "$DEPLOY_TARGET" = "ali" ]; then
-  # --- Alibaba Cloud (shadow target, pre-cutover) ---
+  # --- Alibaba Cloud (live primary since the 2026-07-02 cutover) ---
-  # Swap the binary but DO NOT start jiu: the Ali DB is a read-only replica, so
+  # Full swap-and-restart: jiu.service runs against the promoted local primary
-  # the backend's startup AutoMigrate/backfill would fail. jiu.service is started
+  # DB on :8081; nginx serves the transition listen-8443 config.
-  # only at cutover (after the replica is promoted to primary). Reload the host
-  # nginx with the standalone listen-443 config.
   ${SSH} "${TARGET_USER}@${TARGET_HOST}" << 'ENDSSH'
 set -e
 
+systemctl stop jiu
 cp /tmp/jiu-server /opt/jiu/backend/jiu-server
 chmod +x /opt/jiu/backend/jiu-server
 
@@ -73,10 +73,21 @@ if [ -f /tmp/jiu-gencode ]; then
   fi
 fi
 
+systemctl start jiu
+echo "Waiting for health check..."
+for i in $(seq 1 30); do
+  if curl -f http://localhost:8081/health > /dev/null 2>&1; then
+    echo "Health check passed"
+    break
+  fi
+  sleep 2
+done
+curl -f http://localhost:8081/health > /dev/null || { echo "Health check failed!"; exit 1; }
+
 cp /tmp/nginx-jiu.conf /etc/nginx/conf.d/jiu.conf
 nginx -t && systemctl reload nginx
 
-echo "Ali server staged (binary swapped, jiu.service left stopped, nginx reloaded)"
+echo "Ali server deploy complete!"
 ENDSSH
 else
   # --- EC2 (live primary) ---