@chenchaolong/plugin-trade-compliance-workbench 1.0.47 → 1.0.49

package/dist/lib/workbench.service.js

@@ -11,7 +11,7 @@ import { join } from 'node:path';
 import { finished } from 'node:stream/promises';
 import { randomUUID } from 'node:crypto';
 import { BankAccountSettings, CatalogReviewBlock, CompanySanctionMatch, CompanySettings, ControlledCatalogBatch, ControlledCatalogImportIssue, ControlledGoodsRecord, Customer, CustomerContract, CustomerContractAnalysisRun, CustomerContractClause, CustomerContractClauseAnalysis, DerivedSalesOrderManualData, GeneratedSalesFile, ImportTask, ManagedAsset, MonthlySafeExchangeRate, ProductComplianceMatch, ProfitRuleSettings, PurchaseOrder, PurchaseOrderLine, SanctionCatalogBatch, SanctionCatalogImportIssue, SanctionedCompanyAlias, SanctionedCompanyRecord, SettingsHistory, Supplier } from './entities/index.js';
-import { CatalogTypes, ClauseTypes, CustomerProfitRateStatuses, DomainError, DomainErrorCodes, RefundValidationMethods, SalesPaymentStatuses, SanctionHitStatuses } from './types.js';
+import { AnalyticsComplianceCategoryKeys, CatalogTypes, ClauseTypes, CustomerProfitRateStatuses, DomainError, DomainErrorCodes, RefundValidationMethods, SalesPaymentStatuses, SanctionHitStatuses } from './types.js';
 import { deriveSalesLine, assertReceivedAmount } from './domain/finance.js';
 import { parseCustomerContractNo, parsePurchaseContractNo } from './domain/contract-number.js';
 import { isProductNameMatch, normalizeExactName, normalizeForProductMatch, normalizeHsCode, normalizeSanctionSource } from './domain/normalization.js';
@@ -28,7 +28,6 @@ import { catalogTerminalOutcome } from './catalog-import/outcome.js';
 const DEFAULT_IMPORT_ISSUE_EXPORT_MAX_ROWS = 50_000;
 const HARD_IMPORT_ISSUE_EXPORT_MAX_ROWS = 100_000;
 const CUSTOMER_REANALYSIS_TIMEOUT_MS = 20 * 60 * 1000;
-const DEFAULT_ANALYTICS_EXPORT_MAX_ROWS = 100_000;
 const CONTROLLED_CATALOG_TRANSLATION_CONCURRENCY = 4;
 const CONTROLLED_CATALOG_TRANSLATION_TIMEOUT_MS = 60_000;
 const CONTROLLED_CATALOG_PROCESSING_CLAIM_LEASE_MS = 90_000;
@@ -3006,53 +3005,41 @@ let TradeComplianceWorkbenchService = class TradeComplianceWorkbenchService {
     }
     async analytics(scope, query, source = this.dataSource) {
         const currentYear = shanghaiCurrentYear();
-        const statement = analyticsAggregationStatement(scope, query, currentYear, 'PAGE');
-        const rawRows = await source.query(statement.sql, statement.parameters);
-        const total = Number(rawRows[0]?.total ?? rawRows.length);
-        const maxRows = analyticsExportMaxRows();
-        if (total > maxRows)
-            throw new DomainError(DomainErrorCodes.INVALID_INPUT, `分析分组最多支持 ${maxRows} 条`, { total });
-        const pageCount = Math.max(1, Math.ceil(total / query.pageSize));
-        const page = Math.min(query.page, pageCount);
-        const pageStart = (page - 1) * query.pageSize + 1;
-        const pageEnd = pageStart + query.pageSize - 1;
-        const rankedRows = rawRows.map((row, index) => ({ row, rank: Number(row.rank ?? index + 1) }));
-        const details = rankedRows.filter(item => item.rank >= pageStart && item.rank <= pageEnd).map(item => analyticsDetailFromRaw(item.row, query));
-        const top5 = rankedRows.filter(item => item.rank <= 5).map(item => ({ key: String(item.row.key), label: String(item.row.label), amountCny: moneyString(item.row.amountCny) }));
-        const metrics = analyticsMetricsFromRaw(rawRows[0], query);
-        const dashboard = analyticsDashboardFromRaw(rawRows[0], metrics);
-        return { mode: query.mode, currentYear, dimension: query.dimension, metrics, top5, details: { items: details, page, pageSize: query.pageSize, total, pageCount }, dashboard };
+        const statement = analyticsDashboardStatement(scope, query, currentYear);
+        const rows = await source.query(statement.sql, statement.parameters);
+        return { currentYear, dashboard: analyticsDashboardFromRaw(rows[0]) };
+    }
+    async analyticsDetails(scope, query, source = this.dataSource) {
+        const statement = analyticsDetailStatement(scope, query, shanghaiCurrentYear());
+        const rows = await source.query(statement.sql, statement.parameters);
+        const total = numberValue(rows[0]?.total);
+        return {
+            items: rows.filter(row => row.id != null).map(analyticsBusinessDetailFromRaw),
+            total,
+            page: query.page,
+            pageSize: query.pageSize,
+            pageCount: Math.max(1, Math.ceil(total / query.pageSize))
+        };
     }
     async exportAnalytics(scope, query) {
-        const title = query.mode === 'PURCHASE' ? '采购分析' : '销售分析';
-        const subject = query.dimension === 'SUPPLIER' ? '供应商' : query.dimension === 'CUSTOMER' ? '客户' : '商品名称';
-        const headers = query.dimension === 'PRODUCT'
-            ? [subject, '订单数', '商品数量', '商品明细金额 CNY']
-            : query.mode === 'PURCHASE'
-                ? [subject, '订单数', '订单总额 CNY', '已付款 CNY', '未付款 CNY', '已退税 CNY', '未退税 CNY']
-                : [subject, '订单数', '订单总额 CNY', '已收款 CNY', '未收款 CNY'];
+        const title = '数据分析驾驶舱';
         const directory = await mkdtemp(join(tmpdir(), 'tcw-analytics-'));
         const filePath = join(directory, `${title}.xlsx`);
         try {
+            const { dashboard } = await this.analytics(scope, query);
             await writeWorkbookFile(filePath, async (workbook) => {
-                const sheet = workbook.addWorksheet(title);
-                sheet.columns = headers.map(header => ({ header, width: 20 }));
-                sheet.getRow(1).font = { bold: true };
-                sheet.getRow(1).commit();
-                const statement = analyticsAggregationStatement(scope, query, shanghaiCurrentYear(), 'EXPORT');
-                const maxRows = analyticsExportMaxRows();
-                let count = 0;
-                await this.withAnalyticsSnapshot(statement, async (raw) => {
-                    count += 1;
-                    if (count > maxRows)
-                        throw new DomainError(DomainErrorCodes.INVALID_INPUT, `分析导出最多支持 ${maxRows} 条明细`, { total: count });
-                    const row = analyticsDetailFromRaw(raw, query);
-                    sheet.addRow(query.dimension === 'PRODUCT'
-                        ? [row.label, row.orderCount, row.productQuantity, row.amountCny]
-                        : query.mode === 'PURCHASE'
-                            ? [row.label, row.orderCount, row.amountCny, row.paidCny, row.unpaidCny, row.refundedCny, row.unrefundedCny]
-                            : [row.label, row.orderCount, row.amountCny, row.receivedCny, row.unreceivedCny]).commit();
-                });
+                const summary = workbook.addWorksheet('业务汇总');
+                summary.columns = [{ header: '指标', width: 28 }, { header: '数值', width: 24 }];
+                summary.getRow(1).font = { bold: true };
+                summary.getRow(1).commit();
+                for (const [label, value] of analyticsKpiExportRows(dashboard))
+                    summary.addRow([label, value]).commit();
+                const compliance = workbook.addWorksheet('合规分类');
+                compliance.columns = [{ header: '分类', width: 28 }, { header: '数量', width: 16 }];
+                compliance.getRow(1).font = { bold: true };
+                compliance.getRow(1).commit();
+                for (const item of dashboard.riskDistribution)
+                    compliance.addRow([item.label, item.count]).commit();
             });
             return { fileName: `${title}.xlsx`, buffer: await readFile(filePath) };
         }
@@ -3060,32 +3047,6 @@ let TradeComplianceWorkbenchService = class TradeComplianceWorkbenchService {
             await rm(directory, { recursive: true, force: true });
         }
     }
-    async withAnalyticsSnapshot(statement, consume) {
-        if (typeof this.dataSource.createQueryRunner === 'function') {
-            const runner = this.dataSource.createQueryRunner();
-            await runner.connect();
-            await runner.startTransaction('REPEATABLE READ');
-            try {
-                const stream = await runner.stream(statement.sql, statement.parameters);
-                for await (const row of stream)
-                    await consume(row);
-                await runner.commitTransaction();
-            }
-            catch (error) {
-                await runner.rollbackTransaction();
-                throw error;
-            }
-            finally {
-                await runner.release();
-            }
-            return;
-        }
-        await this.dataSource.transaction('REPEATABLE READ', async (manager) => {
-            const rows = await manager.query(statement.sql, statement.parameters);
-            for (const row of rows)
-                await consume(row);
-        });
-    }
     async recalculateProductRisks(scope, reason, controlledBatchId) {
         return this.dataSource.transaction(async (manager) => {
             const matchRepo = manager.getRepository(ProductComplianceMatch);
@@ -3644,7 +3605,6 @@ function reanalysisClauseInput(value) {
     return { clauseType: clause.clauseType, extractionStatus: clause.extractionStatus, sourceText: optionalText('sourceText'), reviewedText: optionalText('reviewedText'), sourceLocation: optionalText('sourceLocation'), sourceContent: optionalText('sourceContent') };
 }
 function importIssueExportLimit() { const configured = Number(process.env.TRADE_COMPLIANCE_IMPORT_ISSUE_EXPORT_MAX_ROWS); return Math.min(HARD_IMPORT_ISSUE_EXPORT_MAX_ROWS, Number.isFinite(configured) && configured > 0 ? Math.floor(configured) : DEFAULT_IMPORT_ISSUE_EXPORT_MAX_ROWS); }
-function analyticsExportMaxRows() { const configured = Number(process.env.TRADE_COMPLIANCE_ANALYTICS_EXPORT_MAX_ROWS); return Number.isInteger(configured) && configured > 0 ? configured : DEFAULT_ANALYTICS_EXPORT_MAX_ROWS; }
 function hasQueryValue(value) { return value !== undefined && value !== null && String(value).trim() !== ''; }
 function generatedFileCustomerName(snapshot) {
     const customer = snapshot?.customer;
@@ -3950,9 +3910,9 @@ function shanghaiCurrentYear(now = new Date()) {
 function currentYearDateRange(currentYear, requested) {
     const yearFrom = `${currentYear}-01-01`;
     const yearTo = `${currentYear}-12-31`;
-    return { from: requested?.from && requested.from > yearFrom ? requested.from : yearFrom, to: requested?.to && requested.to < yearTo ? requested.to : yearTo };
+    return { from: requested?.from ?? yearFrom, to: requested?.to ?? yearTo };
 }
-function analyticsAggregationStatement(scope, query, currentYear, purpose) {
+function analyticsDashboardStatement(scope, query, currentYear) {
     const parameters = [];
     const parameter = (value) => { parameters.push(value); return `$${parameters.length}`; };
     const tenant = parameter(scope.tenantId);
@@ -3960,114 +3920,17 @@ function analyticsAggregationStatement(scope, query, currentYear, purpose) {
     const range = currentYearDateRange(currentYear, query.filters.orderDate);
     const from = parameter(range.from);
     const to = parameter(range.to);
-    const fuzzy = (expression, value) => value ? `${expression} ILIKE ${parameter(`%${value.trim()}%`)}` : null;
-    const lineConditions = (alias) => [
-        `${alias}."tenantId" = ${tenant}`,
-        `${alias}."organizationId" = ${organization}`,
-        `${alias}."deletedAt" IS NULL`,
-        fuzzy(`${alias}."productName"`, query.filters.productName),
-        fuzzy(`${alias}."hsCode"`, query.filters.hsCode)
-    ].filter((condition) => Boolean(condition));
-    let sourceSql;
-    if (query.mode === 'PURCHASE') {
-        const expectedRefund = `(SELECT COALESCE(SUM(refund_line."lineAmountTaxIncluded" / (1 + COALESCE(refund_line."vatRate", 0)) * COALESCE(refund_line."refundRate", 0)), 0) FROM plugin_trade_compliance_purchase_order_line refund_line WHERE refund_line."purchaseOrderId" = purchase.id AND refund_line."tenantId" = purchase."tenantId" AND refund_line."organizationId" = purchase."organizationId" AND refund_line."deletedAt" IS NULL)`;
-        const orderConditions = [
-            `purchase."tenantId" = ${tenant}`,
-            `purchase."organizationId" = ${organization}`,
-            'purchase."deletedAt" IS NULL',
-            `purchase."orderDate" BETWEEN ${from} AND ${to}`,
-            fuzzy('supplier.name', query.filters.supplier),
-            query.filters.unpaidOnly ? 'GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) > 0' : null,
-            query.filters.unrefundedOnly ? `GREATEST(${expectedRefund} - purchase."refundedAmountCny", 0) > 0` : null,
-            `EXISTS (SELECT 1 FROM plugin_trade_compliance_purchase_order_line matched_line WHERE matched_line."purchaseOrderId" = purchase.id AND ${lineConditions('matched_line').join(' AND ')})`
-        ].filter((condition) => Boolean(condition));
-        const orders = `purchase_orders AS (
-      SELECT purchase.id, purchase."supplierId", supplier.name AS "subjectLabel",
-        purchase."contractAmountCny" AS "amountCny", purchase."paidAmountCny" AS "paidCny",
-        GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) AS "unpaidCny",
-        purchase."refundedAmountCny" AS "refundedCny", GREATEST(${expectedRefund} - purchase."refundedAmountCny", 0) AS "unrefundedCny"
-      FROM plugin_trade_compliance_purchase_order purchase
-      INNER JOIN plugin_trade_compliance_supplier supplier ON supplier.id = purchase."supplierId" AND supplier."tenantId" = purchase."tenantId" AND supplier."organizationId" = purchase."organizationId" AND supplier."deletedAt" IS NULL
-      WHERE ${orderConditions.join(' AND ')}
-    )`;
-        sourceSql = query.dimension === 'PRODUCT'
-            ? `${orders}, grouped AS (
-          SELECT LOWER(BTRIM(line."productName")) AS key, MIN(BTRIM(line."productName")) AS label,
-            COUNT(DISTINCT orders.id)::bigint AS "orderCount", SUM(line.quantity) AS "productQuantity", SUM(line."lineAmountTaxIncluded") AS "amountCny"
-          FROM purchase_orders orders
-          INNER JOIN plugin_trade_compliance_purchase_order_line line ON line."purchaseOrderId" = orders.id AND ${lineConditions('line').join(' AND ')}
-          GROUP BY LOWER(BTRIM(line."productName"))
-        )`
-            : `${orders}, grouped AS (
-          SELECT orders."supplierId"::text AS key, MIN(orders."subjectLabel") AS label, COUNT(DISTINCT orders.id)::bigint AS "orderCount",
-            SUM(orders."amountCny") AS "amountCny", SUM(orders."paidCny") AS "paidCny", SUM(orders."unpaidCny") AS "unpaidCny",
-            SUM(orders."refundedCny") AS "refundedCny", SUM(orders."unrefundedCny") AS "unrefundedCny"
-          FROM purchase_orders orders GROUP BY orders."supplierId"
-        )`;
-    }
-    else {
-        const effectiveRate = 'COALESCE(manual."pricingProfitRateOverride", customer."defaultPricingProfitRate")';
-        const lineAmount = (alias) => `ROUND(ROUND(${alias}."unitPriceTaxIncluded" * (1 + ${effectiveRate}), 0) * ${alias}.quantity, 0)`;
-        const orderAmount = `(SELECT COALESCE(SUM(${lineAmount('sales_line')}), 0) FROM plugin_trade_compliance_purchase_order_line sales_line WHERE sales_line."purchaseOrderId" = purchase.id AND sales_line."tenantId" = purchase."tenantId" AND sales_line."organizationId" = purchase."organizationId" AND sales_line."deletedAt" IS NULL)`;
-        const orderConditions = [
-            `contract."tenantId" = ${tenant}`,
-            `contract."organizationId" = ${organization}`,
-            'contract."deletedAt" IS NULL',
-            `purchase."orderDate" BETWEEN ${from} AND ${to}`,
-            `(manual."pricingProfitRateOverride" IS NOT NULL OR (customer."pricingProfitRateStatus" = 'CONFIGURED' AND customer."defaultPricingProfitRate" IS NOT NULL))`,
-            fuzzy('customer.name', query.filters.customer),
-            query.filters.unreceivedOnly ? `GREATEST(${orderAmount} - COALESCE(manual."receivedAmountCny", 0), 0) > 0` : null,
-            `EXISTS (SELECT 1 FROM plugin_trade_compliance_purchase_order_line matched_line WHERE matched_line."purchaseOrderId" = purchase.id AND ${lineConditions('matched_line').join(' AND ')})`
-        ].filter((condition) => Boolean(condition));
-        const orders = `sales_orders AS (
-      SELECT contract.id AS "customerContractId", purchase.id AS "purchaseOrderId", customer.id AS "customerId", customer.name AS "subjectLabel", ${effectiveRate} AS "effectiveRate",
-        ${orderAmount} AS "amountCny", COALESCE(manual."receivedAmountCny", 0) AS "receivedCny",
-        GREATEST(${orderAmount} - COALESCE(manual."receivedAmountCny", 0), 0) AS "unreceivedCny"
-      FROM plugin_trade_compliance_customer_contract contract
-      INNER JOIN plugin_trade_compliance_customer customer ON customer.id = contract."customerId" AND customer."tenantId" = contract."tenantId" AND customer."organizationId" = contract."organizationId" AND customer."deletedAt" IS NULL
-      INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase."tenantId" = contract."tenantId" AND purchase."organizationId" = contract."organizationId" AND purchase."deletedAt" IS NULL AND contract."normalizedContractNo" = regexp_replace(purchase."normalizedContractNo", '(-[0-9]+)?C$', '') || 'X'
-      LEFT JOIN plugin_trade_compliance_derived_sales_manual manual ON manual."customerContractId" = contract.id AND manual."purchaseOrderId" = purchase.id AND manual."tenantId" = contract."tenantId" AND manual."organizationId" = contract."organizationId" AND manual."deletedAt" IS NULL
-      WHERE ${orderConditions.join(' AND ')}
-    )`;
-        sourceSql = query.dimension === 'PRODUCT'
-            ? `${orders}, grouped AS (
-          SELECT LOWER(BTRIM(line."productName")) AS key, MIN(BTRIM(line."productName")) AS label,
-            COUNT(DISTINCT orders."customerContractId"::text || ':' || orders."purchaseOrderId"::text)::bigint AS "orderCount",
-            SUM(line.quantity) AS "productQuantity", SUM(ROUND(ROUND(line."unitPriceTaxIncluded" * (1 + orders."effectiveRate"), 0) * line.quantity, 0)) AS "amountCny"
-          FROM sales_orders orders
-          INNER JOIN plugin_trade_compliance_purchase_order_line line ON line."purchaseOrderId" = orders."purchaseOrderId" AND ${lineConditions('line').join(' AND ')}
-          GROUP BY LOWER(BTRIM(line."productName"))
-        )`
-            : `${orders}, grouped AS (
-          SELECT orders."customerId"::text AS key, MIN(orders."subjectLabel") AS label,
-            COUNT(DISTINCT orders."customerContractId"::text || ':' || orders."purchaseOrderId"::text)::bigint AS "orderCount",
-            SUM(orders."amountCny") AS "amountCny", SUM(orders."receivedCny") AS "receivedCny", SUM(orders."unreceivedCny") AS "unreceivedCny"
-          FROM sales_orders orders GROUP BY orders."customerId"
-        )`;
-    }
-    const bounded = `${sourceSql}, bounded AS (SELECT * FROM grouped ORDER BY "amountCny" DESC, key ASC LIMIT ${analyticsExportMaxRows() + 1})`;
-    if (purpose === 'EXPORT')
-        return { sql: `WITH ${bounded} SELECT * FROM bounded ORDER BY "amountCny" DESC, key ASC`, parameters };
-    const metricColumns = query.dimension === 'PRODUCT'
-        ? 'SUM("amountCny") OVER () AS "metricAmountCny"'
-        : query.mode === 'PURCHASE'
-            ? 'SUM("amountCny") OVER () AS "metricAmountCny", SUM("paidCny") OVER () AS "metricPaidCny", SUM("unpaidCny") OVER () AS "metricUnpaidCny", SUM("refundedCny") OVER () AS "metricRefundedCny", SUM("unrefundedCny") OVER () AS "metricUnrefundedCny"'
-            : 'SUM("amountCny") OVER () AS "metricAmountCny", SUM("receivedCny") OVER () AS "metricReceivedCny", SUM("unreceivedCny") OVER () AS "metricUnreceivedCny"';
-    const dashboardJson = analyticsDashboardJsonSql(query, tenant, organization, from, to);
-    const start = (query.page - 1) * query.pageSize + 1;
-    const end = start + query.pageSize - 1;
-    return {
-        sql: `WITH ${bounded}, ranked AS (SELECT bounded.*, ROW_NUMBER() OVER (ORDER BY "amountCny" DESC, key ASC) AS rank, COUNT(*) OVER () AS total, ${metricColumns} FROM bounded) SELECT ranked.*, ${dashboardJson} AS "dashboardJson" FROM ranked WHERE rank <= 5 OR rank BETWEEN ${parameter(start)} AND ${parameter(end)} ORDER BY rank`,
-        parameters
-    };
+    return { sql: `SELECT ${analyticsDashboardJsonSql(tenant, organization, from, to)} AS "dashboardJson"`, parameters };
 }
-function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
-    void query;
-    const customerContractReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_import_task task WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'CUSTOMER_CONTRACT' AND task.status = 'AWAITING_REVIEW')`;
-    const purchaseContractReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_import_task task WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'PURCHASE_CONTRACT' AND task.status = 'AWAITING_REVIEW')`;
-    const productRiskCount = `(SELECT COUNT(DISTINCT match."purchaseOrderLineId") FROM plugin_trade_compliance_product_match match INNER JOIN plugin_trade_compliance_purchase_order_line line ON line.id = match."purchaseOrderLineId" AND line."tenantId" = match."tenantId" AND line."organizationId" = match."organizationId" AND line."deletedAt" IS NULL INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase.id = line."purchaseOrderId" AND purchase."tenantId" = line."tenantId" AND purchase."organizationId" = line."organizationId" AND purchase."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to} WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL)`;
-    const sanctionHitCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_company_sanction_match match WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL)`;
-    const salesFileReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_generated_sales_file file WHERE file."tenantId" = ${tenant} AND file."organizationId" = ${organization} AND file."deletedAt" IS NULL AND file."lastEditedAt" IS NULL)`;
+function analyticsDashboardJsonSql(tenant, organization, from, to) {
+    const complianceDetails = analyticsComplianceDetailSql(tenant, organization, from, to);
+    const categoryCount = (key) => `(SELECT COUNT(*) FROM compliance_details WHERE "categoryKey" = '${key}')`;
+    const categoryAmount = (key) => `(SELECT COALESCE(SUM("amountCny"), 0) FROM compliance_details WHERE "categoryKey" = '${key}')`;
+    const customerContractReviewCount = categoryCount('customer-contract-review');
+    const purchaseContractReviewCount = categoryCount('purchase-contract-review');
+    const productRiskCount = categoryCount('product-risk-review');
+    const sanctionHitCount = categoryCount('sanction-review');
+    const salesFileReviewCount = categoryCount('sales-file-review');
     const complianceTodoCount = `(${customerContractReviewCount} + ${purchaseContractReviewCount} + ${productRiskCount} + ${sanctionHitCount} + ${salesFileReviewCount})`;
     const monthlyTrend = `(SELECT COALESCE(jsonb_agg(jsonb_build_object(
       'month', monthly.month_no,
@@ -4102,7 +3965,7 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
         GROUP BY EXTRACT(MONTH FROM purchase."orderDate")::int
       ) sales_month USING (month_no)
     ) monthly)`;
-    return `(WITH purchase_scope AS (
+    return `(WITH compliance_details AS (${complianceDetails}), purchase_scope AS (
       SELECT purchase.id, purchase."supplierId", supplier.name AS "supplierName", purchase."contractNo", purchase."orderDate",
         purchase."contractAmountCny" AS "purchaseTotalCny", purchase."paidAmountCny" AS "paidCny",
         GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) AS "unpaidCny",
@@ -4132,16 +3995,24 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
     ), global_sales AS (
       SELECT COALESCE(SUM("salesTotalCny"), 0) AS "salesTotalCny", COALESCE(SUM("receivedCny"), 0) AS "receivedCny", COALESCE(SUM("unreceivedCny"), 0) AS "unreceivedCny", COALESCE(SUM("estimatedGrossProfitCny"), 0) AS "estimatedGrossProfitCny"
       FROM sales_scope
-    ), customer_top AS (
+    ), customer_rollup AS (
       SELECT "customerId", MIN("customerName") AS "customerName", SUM("salesTotalCny") AS "salesAmountCny", SUM("estimatedGrossProfitCny") AS "estimatedGrossProfitCny", SUM("unreceivedCny") AS "unreceivedCny", COUNT(*)::bigint AS "orderCount", MAX("orderDate") AS "latestOrderDate"
-      FROM sales_scope GROUP BY "customerId" ORDER BY SUM("salesTotalCny") DESC LIMIT 5
+      FROM sales_scope GROUP BY "customerId"
+    ), customer_value_top AS (
+      SELECT * FROM customer_rollup ORDER BY "salesAmountCny" DESC LIMIT 5
+    ), receivable_top AS (
+      SELECT * FROM customer_rollup WHERE "unreceivedCny" > 0 ORDER BY "unreceivedCny" DESC LIMIT 5
     ), supplier_top AS (
-      SELECT purchase_scope."supplierId", MIN(purchase_scope."supplierName") AS "supplierName", SUM(purchase_scope."unpaidCny") AS "unpaidCny", COUNT(*)::bigint AS "purchaseOrderCount",
-        COUNT(DISTINCT product_match.id)::bigint AS "productRiskHitCount", COUNT(DISTINCT sanction_match.id)::bigint AS "sanctionHitCount"
+      SELECT purchase_scope."supplierId", MIN(purchase_scope."supplierName") AS "supplierName", SUM(purchase_scope."unpaidCny") AS "unpaidCny", COUNT(DISTINCT purchase_scope.id)::bigint AS "purchaseOrderCount",
+        (SELECT COUNT(DISTINCT product_match.id) FROM plugin_trade_compliance_purchase_order risk_purchase
+          INNER JOIN plugin_trade_compliance_purchase_order_line risk_line ON risk_line."purchaseOrderId" = risk_purchase.id AND risk_line."tenantId" = risk_purchase."tenantId" AND risk_line."organizationId" = risk_purchase."organizationId" AND risk_line."deletedAt" IS NULL
+          INNER JOIN plugin_trade_compliance_product_match product_match ON product_match."purchaseOrderLineId" = risk_line.id AND product_match."tenantId" = risk_line."tenantId" AND product_match."organizationId" = risk_line."organizationId" AND product_match."deletedAt" IS NULL
+          INNER JOIN plugin_trade_compliance_controlled_goods goods ON goods.id = product_match."controlledGoodsId" AND goods."tenantId" = product_match."tenantId" AND goods."organizationId" = product_match."organizationId" AND goods."deletedAt" IS NULL
+          WHERE risk_purchase."tenantId" = ${tenant} AND risk_purchase."organizationId" = ${organization} AND risk_purchase."deletedAt" IS NULL AND risk_purchase."supplierId" = purchase_scope."supplierId" AND risk_purchase."orderDate" BETWEEN ${from} AND ${to})::bigint AS "productRiskHitCount",
+        (SELECT COUNT(DISTINCT sanction_match.id) FROM plugin_trade_compliance_company_sanction_match sanction_match
+          INNER JOIN plugin_trade_compliance_sanctioned_company company ON company.id = sanction_match."sanctionedCompanyId" AND company."tenantId" = sanction_match."tenantId" AND company."organizationId" = sanction_match."organizationId" AND company."deletedAt" IS NULL
+          WHERE sanction_match."tenantId" = ${tenant} AND sanction_match."organizationId" = ${organization} AND sanction_match."deletedAt" IS NULL AND sanction_match."subjectType" = 'SUPPLIER' AND sanction_match."supplierId" = purchase_scope."supplierId")::bigint AS "sanctionHitCount"
       FROM purchase_scope
-      LEFT JOIN plugin_trade_compliance_purchase_order_line line ON line."purchaseOrderId" = purchase_scope.id AND line."tenantId" = ${tenant} AND line."organizationId" = ${organization} AND line."deletedAt" IS NULL
-      LEFT JOIN plugin_trade_compliance_product_match product_match ON product_match."purchaseOrderLineId" = line.id AND product_match."tenantId" = ${tenant} AND product_match."organizationId" = ${organization} AND product_match."deletedAt" IS NULL
-      LEFT JOIN plugin_trade_compliance_company_sanction_match sanction_match ON sanction_match."supplierId" = purchase_scope."supplierId" AND sanction_match."tenantId" = ${tenant} AND sanction_match."organizationId" = ${organization} AND sanction_match."deletedAt" IS NULL
       GROUP BY purchase_scope."supplierId" ORDER BY SUM(purchase_scope."unpaidCny") DESC LIMIT 5
     )
     SELECT jsonb_build_object(
@@ -4152,28 +4023,27 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
       'estimatedGrossProfitCny', (SELECT "estimatedGrossProfitCny" FROM global_sales),
       'estimatedGrossProfitRate', CASE WHEN (SELECT "salesTotalCny" FROM global_sales) > 0 THEN (SELECT "estimatedGrossProfitCny" FROM global_sales) / (SELECT "salesTotalCny" FROM global_sales) ELSE 0 END,
       'complianceTodoCount', ${complianceTodoCount},
-      'riskExposureCny', ((SELECT "unreceivedCny" FROM global_sales) + (SELECT "unpaidCny" FROM global_purchase) + (SELECT "unrefundedCny" FROM global_purchase))
+      'riskExposureCny', (SELECT COALESCE(SUM("amountCny"), 0) FROM compliance_details)
     ),
     'monthlyTrend', ${monthlyTrend},
     'todos', jsonb_build_array(
-      jsonb_build_object('key', 'customer-contract-review', 'label', '客户合同待审核', 'count', ${customerContractReviewCount}, 'priority', 'high', 'description', 'AI 解析完成但未人工确认的客户合同'),
-      jsonb_build_object('key', 'purchase-contract-review', 'label', '采购合同待审核', 'count', ${purchaseContractReviewCount}, 'priority', 'high', 'description', '上传完成但未审核入库的采购合同'),
-      jsonb_build_object('key', 'product-risk-review', 'label', '商品风险待确认', 'count', ${productRiskCount}, 'priority', 'medium', 'description', '命中管控商品目录的商品明细'),
-      jsonb_build_object('key', 'sanction-review', 'label', '制裁公司待复核', 'count', ${sanctionHitCount}, 'priority', 'high', 'description', '客户或供应商命中公司制裁目录'),
-      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount}, 'priority', 'medium', 'description', '生成后尚未在线审核确认的销售文件')
+      jsonb_build_object('key', 'customer-contract-review', 'label', '客户合同待审核', 'count', ${customerContractReviewCount}, 'amountCny', ${categoryAmount('customer-contract-review')}, 'priority', 'high', 'description', 'AI 解析完成但未人工确认的客户合同'),
+      jsonb_build_object('key', 'purchase-contract-review', 'label', '采购合同待审核', 'count', ${purchaseContractReviewCount}, 'amountCny', ${categoryAmount('purchase-contract-review')}, 'priority', 'high', 'description', '上传完成但未审核入库的采购合同'),
+      jsonb_build_object('key', 'product-risk-review', 'label', '商品风险待确认', 'count', ${productRiskCount}, 'amountCny', ${categoryAmount('product-risk-review')}, 'priority', 'medium', 'description', '命中管控商品目录的商品明细'),
+      jsonb_build_object('key', 'sanction-review', 'label', '制裁公司待复核', 'count', ${sanctionHitCount}, 'amountCny', ${categoryAmount('sanction-review')}, 'priority', 'high', 'description', '客户或供应商命中公司制裁目录'),
+      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount}, 'amountCny', ${categoryAmount('sales-file-review')}, 'priority', 'medium', 'description', '生成时记录了真实业务异常的销售文件')
     ),
     'riskDistribution', jsonb_build_array(
-      jsonb_build_object('key', 'product-risk', 'label', '管控商品命中', 'count', ${productRiskCount}),
-      jsonb_build_object('key', 'sanction-hit', 'label', '制裁公司命中', 'count', ${sanctionHitCount}),
-      jsonb_build_object('key', 'customer-contract-review', 'label', '客户合同待审核', 'count', ${customerContractReviewCount}),
-      jsonb_build_object('key', 'purchase-contract-review', 'label', '采购合同待审核', 'count', ${purchaseContractReviewCount}),
-      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount}),
-      jsonb_build_object('key', 'capital-risk', 'label', '未收/未付资金风险', 'count', (SELECT COUNT(*) FROM sales_scope WHERE "unreceivedCny" > 0) + (SELECT COUNT(*) FROM purchase_scope WHERE "unpaidCny" > 0), 'amountCny', ((SELECT "unreceivedCny" FROM global_sales) + (SELECT "unpaidCny" FROM global_purchase)))
+      jsonb_build_object('key', 'customer-contract-review', 'label', '客户合同待审核', 'count', ${customerContractReviewCount}, 'amountCny', ${categoryAmount('customer-contract-review')}),
+      jsonb_build_object('key', 'purchase-contract-review', 'label', '采购合同待审核', 'count', ${purchaseContractReviewCount}, 'amountCny', ${categoryAmount('purchase-contract-review')}),
+      jsonb_build_object('key', 'product-risk-review', 'label', '商品风险待确认', 'count', ${productRiskCount}, 'amountCny', ${categoryAmount('product-risk-review')}),
+      jsonb_build_object('key', 'sanction-review', 'label', '制裁公司待复核', 'count', ${sanctionHitCount}, 'amountCny', ${categoryAmount('sanction-review')}),
+      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount}, 'amountCny', ${categoryAmount('sales-file-review')})
     ),
-    'customerValueTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', customer_top."customerId", 'customerName', customer_top."customerName", 'salesAmountCny', customer_top."salesAmountCny", 'estimatedGrossProfitCny', customer_top."estimatedGrossProfitCny", 'estimatedGrossProfitRate', CASE WHEN customer_top."salesAmountCny" > 0 THEN customer_top."estimatedGrossProfitCny" / customer_top."salesAmountCny" ELSE 0 END, 'unreceivedCny', customer_top."unreceivedCny", 'riskStatus', CASE WHEN customer_top."unreceivedCny" >= 100000 THEN 'HIGH' WHEN customer_top."unreceivedCny" > 0 THEN 'MEDIUM' ELSE 'LOW' END) ORDER BY customer_top."salesAmountCny" DESC), '[]'::jsonb) FROM customer_top),
-    'receivableRiskTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', customer_top."customerId", 'customerName', customer_top."customerName", 'unreceivedCny', customer_top."unreceivedCny", 'orderCount', customer_top."orderCount", 'latestOrderDate', customer_top."latestOrderDate") ORDER BY customer_top."unreceivedCny" DESC), '[]'::jsonb) FROM customer_top WHERE customer_top."unreceivedCny" > 0),
+    'customerValueTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', customer_value_top."customerId", 'customerName', customer_value_top."customerName", 'salesAmountCny', customer_value_top."salesAmountCny", 'estimatedGrossProfitCny', customer_value_top."estimatedGrossProfitCny", 'estimatedGrossProfitRate', CASE WHEN customer_value_top."salesAmountCny" > 0 THEN customer_value_top."estimatedGrossProfitCny" / customer_value_top."salesAmountCny" ELSE 0 END, 'unreceivedCny', customer_value_top."unreceivedCny", 'riskStatus', CASE WHEN customer_value_top."unreceivedCny" >= 100000 THEN 'HIGH' WHEN customer_value_top."unreceivedCny" > 0 THEN 'MEDIUM' ELSE 'LOW' END) ORDER BY customer_value_top."salesAmountCny" DESC), '[]'::jsonb) FROM customer_value_top),
+    'receivableRiskTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', receivable_top."customerId", 'customerName', receivable_top."customerName", 'unreceivedCny', receivable_top."unreceivedCny", 'orderCount', receivable_top."orderCount", 'latestOrderDate', receivable_top."latestOrderDate") ORDER BY receivable_top."unreceivedCny" DESC), '[]'::jsonb) FROM receivable_top),
     'supplierRiskTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('supplierId', supplier_top."supplierId", 'supplierName', supplier_top."supplierName", 'unpaidCny', supplier_top."unpaidCny", 'sanctionHitCount', supplier_top."sanctionHitCount", 'productRiskHitCount', supplier_top."productRiskHitCount", 'purchaseOrderCount', supplier_top."purchaseOrderCount") ORDER BY supplier_top."unpaidCny" DESC), '[]'::jsonb) FROM supplier_top WHERE supplier_top."unpaidCny" > 0 OR supplier_top."sanctionHitCount" > 0 OR supplier_top."productRiskHitCount" > 0),
-    'salesFileReviews', (SELECT COALESCE(jsonb_agg(jsonb_build_object('fileId', file.id, 'fileName', file."fileName", 'fileType', file."fileType", 'salesOrderNo', file."salesOrderNoSnapshot", 'reason', '生成后尚未在线审核确认', 'generatedAt', file."generatedAt") ORDER BY file."generatedAt" DESC), '[]'::jsonb) FROM (SELECT * FROM plugin_trade_compliance_generated_sales_file file WHERE file."tenantId" = ${tenant} AND file."organizationId" = ${organization} AND file."deletedAt" IS NULL AND file."lastEditedAt" IS NULL ORDER BY file."generatedAt" DESC LIMIT 5) file),
+    'salesFileReviews', (SELECT COALESCE(jsonb_agg(jsonb_build_object('fileId', file.id, 'fileName', file."fileName", 'fileType', file."fileType", 'salesOrderNo', file."salesOrderNoSnapshot", 'reason', file.reason, 'generatedAt', file."generatedAt") ORDER BY file."generatedAt" DESC), '[]'::jsonb) FROM (SELECT source.*, (SELECT COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) FROM jsonb_array_elements(source."generationWarnings") warning WHERE COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) IS NOT NULL LIMIT 1) AS reason FROM plugin_trade_compliance_generated_sales_file source WHERE source."tenantId" = ${tenant} AND source."organizationId" = ${organization} AND source."deletedAt" IS NULL AND source."reviewedAt" IS NULL AND source."generatedAt"::date BETWEEN ${from} AND ${to} AND jsonb_typeof(source."generationWarnings") = 'array' AND jsonb_array_length(source."generationWarnings") > 0 AND EXISTS (SELECT 1 FROM jsonb_array_elements(source."generationWarnings") warning WHERE COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) IS NOT NULL) ORDER BY source."generatedAt" DESC LIMIT 5) file),
     'riskOrders', (SELECT COALESCE(jsonb_agg(risk_item.item), '[]'::jsonb) FROM (SELECT jsonb_build_object('orderKey', 'sales:' || sales_scope."purchaseOrderId"::text, 'orderNo', sales_scope."salesOrderNo", 'partyName', sales_scope."customerName", 'riskType', '未收款风险', 'riskAmountCny', sales_scope."unreceivedCny", 'status', '待跟进') AS item, sales_scope."unreceivedCny" AS amount FROM sales_scope WHERE sales_scope."unreceivedCny" > 0 UNION ALL SELECT jsonb_build_object('orderKey', 'purchase:' || purchase_scope.id::text, 'orderNo', purchase_scope."contractNo", 'partyName', purchase_scope."supplierName", 'riskType', '未付款风险', 'riskAmountCny', purchase_scope."unpaidCny", 'status', '待跟进') AS item, purchase_scope."unpaidCny" AS amount FROM purchase_scope WHERE purchase_scope."unpaidCny" > 0 ORDER BY amount DESC LIMIT 5) risk_item),
     'dataSources', jsonb_build_array(
       jsonb_build_object('label', '采购订单', 'description', '采购金额、付款记录、退税记录'),
@@ -4185,49 +4055,162 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
       jsonb_build_object('label', '销售商品明细', 'description', '销售商品金额、管控商品命中'),
       jsonb_build_object('label', '管控商品目录匹配结果', 'description', '商品风险命中与处理状态'),
       jsonb_build_object('label', '收款记录', 'description', '已收款、未收款金额'),
-      jsonb_build_object('label', '退税记录', 'description', '已退税、未退税金额')
+      jsonb_build_object('label', '退税记录', 'description', '已退税、未退税金额'),
+      jsonb_build_object('label', '销售文件生成与审核记录', 'description', '销售单据生成、复核状态与异常原因'),
+      jsonb_build_object('label', '系统设置中的币种与汇率规则', 'description', '币种、月度汇率与金额折算规则')
     )
   ))`;
 }
-function analyticsDetailFromRaw(row, query) {
-    const base = { key: String(row.key), label: String(row.label), orderCount: Number(row.orderCount), amountCny: moneyString(row.amountCny) };
-    if (query.dimension === 'PRODUCT')
-        return { ...base, productQuantity: decimalString(row.productQuantity) };
-    if (query.mode === 'PURCHASE')
-        return { ...base, paidCny: moneyString(row.paidCny), unpaidCny: moneyString(row.unpaidCny), refundedCny: moneyString(row.refundedCny), unrefundedCny: moneyString(row.unrefundedCny) };
-    return { ...base, receivedCny: moneyString(row.receivedCny), unreceivedCny: moneyString(row.unreceivedCny) };
+function analyticsDetailStatement(scope, query, currentYear) {
+    const parameters = [];
+    const parameter = (value) => { parameters.push(value); return `$${parameters.length}`; };
+    const tenant = parameter(scope.tenantId);
+    const organization = parameter(scope.organizationId);
+    const range = currentYearDateRange(currentYear, query.filters.orderDate);
+    const from = parameter(range.from);
+    const to = parameter(range.to);
+    const source = query.kind === 'COMPLIANCE_TODO' || query.kind === 'COMPLIANCE_RISK'
+        ? analyticsComplianceDetailSql(tenant, organization, from, to)
+        : query.kind === 'SALES_FILE_REVIEW'
+            ? analyticsSalesFileReviewDetailSql(tenant, organization, from, to)
+            : analyticsRiskOrderDetailSql(tenant, organization, from, to);
+    const category = query.categoryKey ? `WHERE details."categoryKey" = ${parameter(query.categoryKey)}` : '';
+    const offset = parameter((query.page - 1) * query.pageSize);
+    const limit = parameter(query.pageSize);
+    return {
+        sql: `WITH details AS (${source}), filtered AS (SELECT * FROM details ${category}), counted AS (SELECT COUNT(*) AS total FROM filtered), paged AS (SELECT * FROM filtered ORDER BY "businessDate" DESC NULLS LAST, id DESC OFFSET ${offset} LIMIT ${limit}) SELECT paged.*, counted.total FROM counted LEFT JOIN paged ON TRUE ORDER BY paged."businessDate" DESC NULLS LAST, paged.id DESC`,
+        parameters
+    };
 }
-function analyticsMetricsFromRaw(row, query) {
-    if (query.mode === 'PURCHASE')
-        return {
-            orderTotalCny: moneyString(row?.metricAmountCny ?? row?.amountCny),
-            paidCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricPaidCny ?? row?.paidCny),
-            unpaidCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricUnpaidCny ?? row?.unpaidCny),
-            refundedCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricRefundedCny ?? row?.refundedCny),
-            unrefundedCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricUnrefundedCny ?? row?.unrefundedCny)
-        };
+function analyticsComplianceDetailSql(tenant, organization, from, to) {
+    const salesFileRows = analyticsSalesFileReviewDetailSql(tenant, organization, from, to);
+    return `
+    SELECT task.id::text AS id, 'customer-contract-review' AS "categoryKey", '客户合同待审核' AS "categoryLabel",
+      task."sourceFileName" AS "referenceNo", task."sourceFileName" AS "subjectName", task."createdAt"::text AS "businessDate",
+      NULL::text AS reason, NULL::numeric AS "amountCny", '待审核' AS status,
+      jsonb_build_object('kind', 'CUSTOMER_CONTRACT_REVIEW', 'label', '审核', 'id', task.id, 'importTaskId', task.id) AS action
+    FROM plugin_trade_compliance_import_task task
+    WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'CUSTOMER_CONTRACT' AND task.status = 'AWAITING_REVIEW' AND task."createdAt"::date BETWEEN ${from} AND ${to}
+    UNION ALL
+    SELECT task.id::text, 'purchase-contract-review', '采购合同待审核', task."sourceFileName", task."sourceFileName", task."createdAt"::text,
+      NULL::text, NULL::numeric, '待审核', jsonb_build_object('kind', 'PURCHASE_CONTRACT_REVIEW', 'label', '审核', 'id', task.id, 'importTaskId', task.id)
+    FROM plugin_trade_compliance_import_task task
+    WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'PURCHASE_CONTRACT' AND task.status = 'AWAITING_REVIEW' AND task."createdAt"::date BETWEEN ${from} AND ${to}
+    UNION ALL
+    SELECT match.id::text, 'product-risk-review', '商品风险待确认', purchase."contractNo", line."productName", purchase."orderDate"::text,
+      COALESCE(goods."controlDescription", goods."productName"), line."lineAmountTaxIncluded", '待确认',
+      jsonb_build_object('kind', 'PURCHASE_ORDER_VIEW', 'label', '查看', 'id', match.id, 'purchaseOrderId', purchase.id, 'supplierId', purchase."supplierId")
+    FROM plugin_trade_compliance_product_match match
+    INNER JOIN plugin_trade_compliance_purchase_order_line line ON line.id = match."purchaseOrderLineId" AND line."tenantId" = match."tenantId" AND line."organizationId" = match."organizationId" AND line."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase.id = line."purchaseOrderId" AND purchase."tenantId" = match."tenantId" AND purchase."organizationId" = match."organizationId" AND purchase."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_controlled_goods goods ON goods.id = match."controlledGoodsId" AND goods."tenantId" = match."tenantId" AND goods."organizationId" = match."organizationId" AND goods."deletedAt" IS NULL
+    WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to}
+    UNION ALL
+    SELECT ('supplier:' || match.id::text || ':' || purchase.id::text), 'sanction-review', '制裁公司待复核', purchase."contractNo", supplier.name, purchase."orderDate"::text,
+      company."sanctionReason", purchase."contractAmountCny", '待复核', jsonb_build_object('kind', 'PURCHASE_ORDER_VIEW', 'label', '查看', 'id', match.id, 'purchaseOrderId', purchase.id, 'supplierId', supplier.id)
+    FROM plugin_trade_compliance_company_sanction_match match
+    INNER JOIN plugin_trade_compliance_supplier supplier ON supplier.id = match."supplierId" AND supplier."tenantId" = match."tenantId" AND supplier."organizationId" = match."organizationId" AND supplier."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase."supplierId" = supplier.id AND purchase."tenantId" = match."tenantId" AND purchase."organizationId" = match."organizationId" AND purchase."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to}
+    INNER JOIN plugin_trade_compliance_sanctioned_company company ON company.id = match."sanctionedCompanyId" AND company."tenantId" = match."tenantId" AND company."organizationId" = match."organizationId" AND company."deletedAt" IS NULL
+    WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL AND match."subjectType" = 'SUPPLIER'
+    UNION ALL
+    SELECT ('customer:' || match.id::text || ':' || purchase.id::text), 'sanction-review', '制裁公司待复核', COALESCE(file."salesOrderNoSnapshot", contract."contractNo"), customer.name, purchase."orderDate"::text,
+      company."sanctionReason", contract."contractAmountReviewCny", '待复核', jsonb_build_object('kind', 'SALES_ORDER_VIEW', 'label', '查看', 'id', match.id, 'customerId', customer.id, 'customerContractId', contract.id, 'purchaseOrderId', purchase.id)
+    FROM plugin_trade_compliance_company_sanction_match match
+    INNER JOIN plugin_trade_compliance_customer customer ON customer.id = match."customerId" AND customer."tenantId" = match."tenantId" AND customer."organizationId" = match."organizationId" AND customer."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_customer_contract contract ON contract."customerId" = customer.id AND contract."tenantId" = match."tenantId" AND contract."organizationId" = match."organizationId" AND contract."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase."tenantId" = contract."tenantId" AND purchase."organizationId" = contract."organizationId" AND purchase."deletedAt" IS NULL AND contract."normalizedContractNo" = regexp_replace(purchase."normalizedContractNo", '(-[0-9]+)?C$', '') || 'X' AND purchase."orderDate" BETWEEN ${from} AND ${to}
+    INNER JOIN plugin_trade_compliance_sanctioned_company company ON company.id = match."sanctionedCompanyId" AND company."tenantId" = match."tenantId" AND company."organizationId" = match."organizationId" AND company."deletedAt" IS NULL
+    LEFT JOIN LATERAL (SELECT generated."salesOrderNoSnapshot" FROM plugin_trade_compliance_generated_sales_file generated WHERE generated."customerContractId" = contract.id AND generated."purchaseOrderId" = purchase.id AND generated."tenantId" = contract."tenantId" AND generated."organizationId" = contract."organizationId" AND generated."deletedAt" IS NULL ORDER BY generated."generatedAt" DESC LIMIT 1) file ON TRUE
+    WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL AND match."subjectType" = 'CUSTOMER'
+    UNION ALL ${salesFileRows}`;
+}
+function analyticsSalesFileReviewDetailSql(tenant, organization, from, to) {
+    return `SELECT file.id::text AS id, 'sales-file-review' AS "categoryKey", '销售文件待复核' AS "categoryLabel", file."salesOrderNoSnapshot" AS "referenceNo",
+    file."fileName" AS "subjectName", file."generatedAt"::text AS "businessDate",
+    (SELECT COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) FROM jsonb_array_elements(file."generationWarnings") warning WHERE COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) IS NOT NULL LIMIT 1) AS reason,
+    NULL::numeric AS "amountCny", '待复核' AS status,
+    jsonb_build_object('kind', 'SALES_FILE_REVIEW', 'label', '复核', 'id', file.id, 'customerContractId', file."customerContractId", 'purchaseOrderId', file."purchaseOrderId", 'salesOrderNoSnapshot', file."salesOrderNoSnapshot", 'fileType', file."fileType", 'fileName', file."fileName", 'storageFileId', file."storageFileId", 'editVersion', file."editVersion", 'generatedAt', file."generatedAt") AS action
+    FROM plugin_trade_compliance_generated_sales_file file
+    WHERE file."tenantId" = ${tenant} AND file."organizationId" = ${organization} AND file."deletedAt" IS NULL AND file."reviewedAt" IS NULL AND file."generatedAt"::date BETWEEN ${from} AND ${to}
+      AND jsonb_typeof(file."generationWarnings") = 'array' AND jsonb_array_length(file."generationWarnings") > 0
+      AND EXISTS (SELECT 1 FROM jsonb_array_elements(file."generationWarnings") warning WHERE COALESCE(NULLIF(warning->>'message', ''), NULLIF(warning->>'reason', ''), NULLIF(warning->>'code', '')) IS NOT NULL)`;
+}
+function analyticsRiskOrderDetailSql(tenant, organization, from, to) {
+    return `SELECT ('purchase:' || purchase.id::text) AS id, 'risk-order' AS "categoryKey", '未付款订单' AS "categoryLabel", purchase."contractNo" AS "referenceNo", supplier.name AS "subjectName", purchase."orderDate"::text AS "businessDate", '未付款' AS reason,
+      GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) AS "amountCny", '待跟进' AS status,
+      jsonb_build_object('kind', 'PURCHASE_ORDER_VIEW', 'label', '跟进', 'id', purchase.id, 'purchaseOrderId', purchase.id, 'supplierId', supplier.id) AS action
+    FROM plugin_trade_compliance_purchase_order purchase
+    INNER JOIN plugin_trade_compliance_supplier supplier ON supplier.id = purchase."supplierId" AND supplier."tenantId" = purchase."tenantId" AND supplier."organizationId" = purchase."organizationId" AND supplier."deletedAt" IS NULL
+    WHERE purchase."tenantId" = ${tenant} AND purchase."organizationId" = ${organization} AND purchase."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to} AND GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) > 0
+    UNION ALL
+    SELECT ('sales:' || contract.id::text || ':' || purchase.id::text), 'risk-order', '未收款订单', COALESCE(file."salesOrderNoSnapshot", contract."contractNo"), customer.name, purchase."orderDate"::text, '未收款',
+      GREATEST(sales_amount."salesTotalCny" - COALESCE(manual."receivedAmountCny", 0), 0) AS "amountCny", '待跟进',
+      jsonb_build_object('kind', 'SALES_ORDER_VIEW', 'label', '跟进', 'id', contract.id::text || ':' || purchase.id::text, 'customerId', customer.id, 'customerContractId', contract.id, 'purchaseOrderId', purchase.id)
+    FROM plugin_trade_compliance_customer_contract contract
+    INNER JOIN plugin_trade_compliance_customer customer ON customer.id = contract."customerId" AND customer."tenantId" = contract."tenantId" AND customer."organizationId" = contract."organizationId" AND customer."deletedAt" IS NULL
+    INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase."tenantId" = contract."tenantId" AND purchase."organizationId" = contract."organizationId" AND purchase."deletedAt" IS NULL AND contract."normalizedContractNo" = regexp_replace(purchase."normalizedContractNo", '(-[0-9]+)?C$', '') || 'X'
+    LEFT JOIN plugin_trade_compliance_derived_sales_manual manual ON manual."customerContractId" = contract.id AND manual."purchaseOrderId" = purchase.id AND manual."tenantId" = contract."tenantId" AND manual."organizationId" = contract."organizationId" AND manual."deletedAt" IS NULL
+    CROSS JOIN LATERAL (SELECT COALESCE(SUM(ROUND(ROUND(line."unitPriceTaxIncluded" * (1 + COALESCE(manual."pricingProfitRateOverride", customer."defaultPricingProfitRate")), 0) * line.quantity, 0)), 0) AS "salesTotalCny" FROM plugin_trade_compliance_purchase_order_line line WHERE line."purchaseOrderId" = purchase.id AND line."tenantId" = purchase."tenantId" AND line."organizationId" = purchase."organizationId" AND line."deletedAt" IS NULL) sales_amount
+    LEFT JOIN LATERAL (SELECT generated."salesOrderNoSnapshot" FROM plugin_trade_compliance_generated_sales_file generated WHERE generated."customerContractId" = contract.id AND generated."purchaseOrderId" = purchase.id AND generated."tenantId" = contract."tenantId" AND generated."organizationId" = contract."organizationId" AND generated."deletedAt" IS NULL ORDER BY generated."generatedAt" DESC LIMIT 1) file ON TRUE
+    WHERE contract."tenantId" = ${tenant} AND contract."organizationId" = ${organization} AND contract."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to}
+      AND (manual."pricingProfitRateOverride" IS NOT NULL OR (customer."pricingProfitRateStatus" = 'CONFIGURED' AND customer."defaultPricingProfitRate" IS NOT NULL))
+      AND GREATEST(sales_amount."salesTotalCny" - COALESCE(manual."receivedAmountCny", 0), 0) > 0`;
+}
+function analyticsBusinessDetailFromRaw(row) {
+    const action = typeof row.action === 'string' ? safeJsonParse(row.action) : row.action;
     return {
-        orderTotalCny: moneyString(row?.metricAmountCny ?? row?.amountCny),
-        receivedCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricReceivedCny ?? row?.receivedCny),
-        unreceivedCny: query.dimension === 'PRODUCT' ? '0.00' : moneyString(row?.metricUnreceivedCny ?? row?.unreceivedCny)
+        id: stringValue(row.id), categoryKey: analyticsBusinessCategoryKeyValue(row.categoryKey), categoryLabel: stringValue(row.categoryLabel), referenceNo: stringValue(row.referenceNo),
+        ...(row.subjectName == null ? {} : { subjectName: stringValue(row.subjectName) }),
+        ...(row.businessDate == null ? {} : { businessDate: stringValue(row.businessDate) }),
+        ...(row.reason == null ? {} : { reason: stringValue(row.reason) }),
+        ...(row.amountCny == null ? {} : { amountCny: moneyString(row.amountCny) }),
+        status: stringValue(row.status), action: analyticsDetailActionValue(action)
     };
 }
-function analyticsDashboardFromRaw(row, metrics) {
+function analyticsDetailActionValue(value) {
+    if (!value || typeof value !== 'object' || Array.isArray(value))
+        throw new DomainError(DomainErrorCodes.INVALID_INPUT, '分析明细操作无效');
+    const action = value;
+    const id = requiredId(action.id, '分析明细操作标识');
+    if (action.kind === 'CUSTOMER_CONTRACT_REVIEW')
+        return { kind: action.kind, label: '审核', id, importTaskId: requiredId(action.importTaskId, '客户合同任务标识') };
+    if (action.kind === 'PURCHASE_CONTRACT_REVIEW')
+        return { kind: action.kind, label: '审核', id, importTaskId: requiredId(action.importTaskId, '采购合同任务标识') };
+    if (action.kind === 'PURCHASE_ORDER_VIEW')
+        return { kind: action.kind, label: analyticsDetailActionLabel(action.label), id, purchaseOrderId: requiredId(action.purchaseOrderId, '采购订单标识'), supplierId: requiredId(action.supplierId, '供应商标识') };
+    if (action.kind === 'SALES_ORDER_VIEW')
+        return { kind: action.kind, label: analyticsDetailActionLabel(action.label), id, customerId: requiredId(action.customerId, '客户标识'), customerContractId: requiredId(action.customerContractId, '客户合同标识'), purchaseOrderId: requiredId(action.purchaseOrderId, '采购订单标识') };
+    if (action.kind === 'SALES_FILE_REVIEW') {
+        const fileType = ['PI', 'CI', 'PL', 'CUSTOMS_DECLARATION'].find(item => item === action.fileType);
+        const editVersion = Number(action.editVersion);
+        if (!fileType || !Number.isInteger(editVersion) || editVersion < 0)
+            throw new DomainError(DomainErrorCodes.INVALID_INPUT, '销售文件复核操作无效');
+        return { kind: action.kind, label: '复核', id, customerContractId: requiredId(action.customerContractId, '客户合同标识'), purchaseOrderId: requiredId(action.purchaseOrderId, '采购订单标识'), salesOrderNoSnapshot: requiredId(action.salesOrderNoSnapshot, '销售订单编号'), fileType, fileName: requiredId(action.fileName, '文件名'), storageFileId: requiredId(action.storageFileId, '存储文件标识'), editVersion, generatedAt: requiredId(action.generatedAt, '生成时间') };
+    }
+    throw new DomainError(DomainErrorCodes.INVALID_INPUT, '分析明细操作类型无效', { kind: action.kind });
+}
+function analyticsDetailActionLabel(value) {
+    if (value === '查看' || value === '跟进')
+        return value;
+    throw new DomainError(DomainErrorCodes.INVALID_INPUT, '分析明细操作名称无效', { value });
+}
+function analyticsKpiExportRows(dashboard) {
+    return [
+        ['采购总额 CNY', dashboard.kpis.purchaseTotalCny], ['销售总额 CNY', dashboard.kpis.salesTotalCny], ['已收款 CNY', dashboard.kpis.receivedCny],
+        ['未收款 CNY', dashboard.kpis.unreceivedCny], ['已付款 CNY', dashboard.kpis.paidCny], ['未付款 CNY', dashboard.kpis.unpaidCny],
+        ['已退税 CNY', dashboard.kpis.refundedCny], ['未退税 CNY', dashboard.kpis.unrefundedCny], ['预计毛利 CNY', dashboard.kpis.estimatedGrossProfitCny],
+        ['合规待办', dashboard.kpis.complianceTodoCount], ['风险敞口 CNY', dashboard.kpis.riskExposureCny]
+    ];
+}
+function analyticsDashboardFromRaw(row) {
     const parsed = parseAnalyticsDashboard(row?.dashboardJson);
     if (parsed)
         return parsed;
-    const purchaseTotalCny = metrics.paidCny != null ? metrics.orderTotalCny ?? '0.00' : '0.00';
-    const salesTotalCny = metrics.receivedCny != null ? metrics.orderTotalCny ?? '0.00' : '0.00';
     return {
         kpis: {
-            purchaseTotalCny,
-            salesTotalCny,
-            receivedCny: metrics.receivedCny ?? '0.00',
-            unreceivedCny: metrics.unreceivedCny ?? '0.00',
-            paidCny: metrics.paidCny ?? '0.00',
-            unpaidCny: metrics.unpaidCny ?? '0.00',
-            refundedCny: metrics.refundedCny ?? '0.00',
-            unrefundedCny: metrics.unrefundedCny ?? '0.00',
+            purchaseTotalCny: '0.00', salesTotalCny: '0.00', receivedCny: '0.00', unreceivedCny: '0.00',
+            paidCny: '0.00', unpaidCny: '0.00', refundedCny: '0.00', unrefundedCny: '0.00',
             estimatedGrossProfitCny: '0.00',
             estimatedGrossProfitRate: '0.00000000',
             complianceTodoCount: 0,
@@ -4241,7 +4224,7 @@ function analyticsDashboardFromRaw(row, metrics) {
         supplierRiskTop5: [],
         salesFileReviews: [],
         riskOrders: [],
-        dataSources: defaultAnalyticsDataSources()
+        dataSources: []
     };
 }
 function parseAnalyticsDashboard(value) {
@@ -4251,6 +4234,15 @@ function parseAnalyticsDashboard(value) {
     const dashboard = source;
     if (!dashboard.kpis || typeof dashboard.kpis !== 'object')
         return null;
+    const rawTodos = arrayOf(dashboard.todos);
+    const riskDistribution = arrayOf(dashboard.riskDistribution).flatMap(item => {
+        const key = complianceCategoryKeyValue(item.key);
+        return key ? [{ key, label: stringValue(item.label), count: numberValue(item.count), amountCny: item.amountCny == null ? undefined : moneyString(item.amountCny) }] : [];
+    });
+    const todos = riskDistribution.map(risk => {
+        const todo = rawTodos.find(item => item.key === risk.key);
+        return { ...risk, priority: priorityValue(todo?.priority), description: stringValue(todo?.description) };
+    });
     return {
         kpis: {
             purchaseTotalCny: moneyString(dashboard.kpis.purchaseTotalCny),
@@ -4263,7 +4255,7 @@ function parseAnalyticsDashboard(value) {
             unrefundedCny: moneyString(dashboard.kpis.unrefundedCny),
             estimatedGrossProfitCny: moneyString(dashboard.kpis.estimatedGrossProfitCny),
             estimatedGrossProfitRate: decimalString(dashboard.kpis.estimatedGrossProfitRate),
-            complianceTodoCount: numberValue(dashboard.kpis.complianceTodoCount),
+            complianceTodoCount: riskDistribution.reduce((sum, item) => sum + item.count, 0),
             riskExposureCny: moneyString(dashboard.kpis.riskExposureCny)
         },
         monthlyTrend: arrayOf(dashboard.monthlyTrend).map(item => ({
@@ -4273,20 +4265,8 @@ function parseAnalyticsDashboard(value) {
             estimatedGrossProfitCny: moneyString(item.estimatedGrossProfitCny),
             receivedCny: moneyString(item.receivedCny)
         })),
-        todos: arrayOf(dashboard.todos).map(item => ({
-            key: stringValue(item.key),
-            label: stringValue(item.label),
-            count: numberValue(item.count),
-            amountCny: item.amountCny == null ? undefined : moneyString(item.amountCny),
-            priority: priorityValue(item.priority),
-            description: stringValue(item.description)
-        })),
-        riskDistribution: arrayOf(dashboard.riskDistribution).map(item => ({
-            key: stringValue(item.key),
-            label: stringValue(item.label),
-            count: numberValue(item.count),
-            amountCny: item.amountCny == null ? undefined : moneyString(item.amountCny)
-        })),
+        todos,
+        riskDistribution,
         customerValueTop5: arrayOf(dashboard.customerValueTop5).map(item => ({
             customerId: stringValue(item.customerId),
             customerName: stringValue(item.customerName),
@@ -4327,23 +4307,9 @@ function parseAnalyticsDashboard(value) {
             riskAmountCny: moneyString(item.riskAmountCny),
             status: stringValue(item.status)
         })),
-        dataSources: arrayOf(dashboard.dataSources).length ? arrayOf(dashboard.dataSources).map(item => ({ label: stringValue(item.label), description: stringValue(item.description) })) : defaultAnalyticsDataSources()
+        dataSources: arrayOf(dashboard.dataSources).map(item => ({ label: stringValue(item.label), description: stringValue(item.description) }))
     };
 }
-function defaultAnalyticsDataSources() {
-    return [
-        { label: '采购订单', description: '采购金额、付款记录、退税记录' },
-        { label: '采购商品明细', description: '采购商品金额、商品风险命中' },
-        { label: '客户合同审核结果', description: '客户合同风险、待审核合同' },
-        { label: '公司制裁目录匹配结果', description: '客户/供应商制裁命中' },
-        { label: '付款记录', description: '已付款、未付款金额' },
-        { label: '销售订单', description: '销售金额、收款记录、客户合同关联' },
-        { label: '销售商品明细', description: '销售商品金额、管控商品命中' },
-        { label: '管控商品目录匹配结果', description: '商品风险命中与处理状态' },
-        { label: '收款记录', description: '已收款、未收款金额' },
-        { label: '退税记录', description: '已退税、未退税金额' }
-    ];
-}
 function safeJsonParse(value) { try {
     return JSON.parse(value);
 }
@@ -4351,6 +4317,15 @@ catch {
     return null;
 } }
 function arrayOf(value) { return Array.isArray(value) ? value.filter((item) => Boolean(item) && typeof item === 'object') : []; }
+function complianceCategoryKeyValue(value) { return AnalyticsComplianceCategoryKeys.find(key => key === value); }
+function analyticsBusinessCategoryKeyValue(value) {
+    const complianceKey = complianceCategoryKeyValue(value);
+    if (complianceKey)
+        return complianceKey;
+    if (value === 'risk-order')
+        return value;
+    throw new DomainError(DomainErrorCodes.INVALID_INPUT, '分析明细业务分类无效', { value });
+}
 function stringValue(value) { return value == null ? '' : String(value); }
 function numberValue(value) { const number = Number(value); return Number.isFinite(number) ? number : 0; }
 function priorityValue(value) { return value === 'high' || value === 'medium' || value === 'low' ? value : 'medium'; }