finance/views.py

@@ -297,6 +297,14 @@ def query(request, dataset_id):
     return JsonResponse(analyze(ds, request.member, body(request), pref))
 
 
+def amount_text(value):
+    """金额展示文本：去掉定点数存储尺度产生的多余尾零（如 10.000000000000000000000000 → 10）。"""
+    if value is None:
+        return None
+    text = format(value.normalize(), "f")
+    return "0" if text == "-0" else text
+
+
 @endpoint(("POST",))
 def evidence(request, dataset_id):
     ds = dataset(request, dataset_id, True)
@@ -314,6 +322,9 @@ def evidence(request, dataset_id):
             "source_row", "period", "dimensions", "revenue", "cost", "gross", "raw"
         )
     )
+    for row in rows:
+        for field in ("revenue", "cost", "gross"):
+            row[field] = amount_text(row[field])
     # Raw patient/customer identifiers require an explicit administrator role.
     if request.member.role != "admin":
         for row in rows:
@@ -412,9 +423,9 @@ def export(request, dataset_id):
                     row.source_row,
                     row.period,
                     *[row.dimensions.get(d["key"], "") for d in dims],
-                    row.revenue,
+                    amount_text(row.revenue),
-                    row.cost,
+                    amount_text(row.cost),
-                    row.gross,
+                    amount_text(row.gross),
                 ]
             )
         if workbook:

frontend/src/App.tsx

@@ -45,6 +45,7 @@ import {
 import {
   format,
   labels,
+  roleLabels,
   type Analysis,
   type Context,
   type Dataset,
@@ -308,6 +309,23 @@ export function App() {
     setPath([]);
     setModal(null);
   }
+  // 全部分组都为空的指标列（如数据集没有成本/ROI）不展示，避免占位挤压可用列。
+  const metricKeys = useMemo(() => {
+    const candidates = [
+      ...new Set<Metric>([
+        "revenue",
+        "gross",
+        "cost",
+        "roi",
+        "customers",
+        ctx?.metric || "revenue",
+      ]),
+    ];
+    const available = candidates.filter(
+      (m) => m === "revenue" || (result?.rows || []).some((r) => r.values[m]?.current != null),
+    );
+    return available.length ? available : (["revenue"] as Metric[]);
+  }, [result, ctx]);
   const columns = useMemo<ColDef<Row>[]>(
     () => [
       {
@@ -327,23 +345,14 @@ export function App() {
           </button>
         ),
       },
-      ...[
+      ...metricKeys.map((metric) => ({
-        ...new Set<Metric>([
-          "revenue",
-          "gross",
-          "cost",
-          "roi",
-          "customers",
-          ctx?.metric || "revenue",
-        ]),
-      ].map((metric) => ({
         colId: metric,
         headerName: labels[metric],
         minWidth: 130,
         valueGetter: (p: { data?: Row }) =>
-          p.data?.values[metric].current == null
+          p.data?.values[metric]?.current == null
             ? null
-            : Number(p.data.values[metric].current),
+            : Number(p.data.values[metric]?.current),
         valueFormatter: (p: { value: unknown }) =>
           format(p.value as number, metric),
         cellClass: metric === ctx?.metric ? "metric-column" : "",
@@ -396,24 +405,34 @@ export function App() {
         ),
       },
     ],
-    [ds, ctx, path],
+    [ds, ctx, path, metricKeys],
   );
   const rows = (result?.rows || []).filter(
     (r) => (screen !== "anomalies" || r.anomaly) && r.label.includes(search),
   );
   const metric = ctx?.metric || "revenue";
+  const compactAxis = (value: number) => {
+    const abs = Math.abs(value);
+    if (abs >= 1e8) return `${value / 1e8}亿`;
+    if (abs >= 1e4) return `${value / 1e4}万`;
+    return String(value);
+  };
   const trend = useMemo(
     () => ({
       color: ["#197568", "#5794c9"],
       tooltip: { trigger: "axis" },
       legend: { bottom: 0 },
-      grid: { top: 25, left: 65, right: 25, bottom: 65 },
+      grid: { top: 25, left: 85, right: 25, bottom: 65 },
       xAxis: {
         type: "category",
         data: result?.trend.map((r) => r.period),
-        axisLabel: { color: "#73827b" },
+        axisLabel: { color: "#73827b", hideOverlap: true },
+      },
+      yAxis: {
+        type: "value",
+        splitLine: { lineStyle: { color: "#ecf0ee" } },
+        axisLabel: { hideOverlap: true },
       },
-      yAxis: { type: "value", splitLine: { lineStyle: { color: "#ecf0ee" } } },
       series: [
         {
           name: "实际收入",
@@ -443,7 +462,11 @@ export function App() {
     () => ({
       tooltip: { trigger: "axis" },
       grid: { top: 15, left: 95, right: 30, bottom: 30 },
-      xAxis: { type: "value", splitLine: { lineStyle: { color: "#ecf0ee" } } },
+      xAxis: {
+        type: "value",
+        splitLine: { lineStyle: { color: "#ecf0ee" } },
+        axisLabel: { hideOverlap: true, formatter: compactAxis },
+      },
       yAxis: {
         type: "category",
         inverse: true,
@@ -878,6 +901,8 @@ export function App() {
                             missing_gross: "毛利缺失",
                             missing_customer: "客户标识缺失",
                             blank_rows: "空白行",
+                            g_l_mismatch: "应收金额两列不一致",
+                            i_n_mismatch: "实收与实际收入不一致",
                           } as Record<string, string>
                         )[k] || k}
                         <strong>{v.toLocaleString()}</strong>
@@ -1030,16 +1055,11 @@ export function App() {
                                       )?.name
                                     }
                                   </th>
-                                  {(
+                                  {metricKeys
-                                    [
+                                    .filter((m) => m !== "customers")
-                                      "revenue",
+                                    .map((m) => (
-                                      "gross",
+                                      <th key={m}>{labels[m]}</th>
-                                      "cost",
+                                    ))}
-                                      "roi",
-                                    ] as Metric[]
-                                  ).map((m) => (
-                                    <th key={m}>{labels[m]}</th>
-                                  ))}
                                   <th>状态</th>
                                 </tr>
                               </thead>
@@ -1047,15 +1067,10 @@ export function App() {
                                 {result.rows.slice(0, 12).map((r) => (
                                   <tr key={r.label}>
                                     <th>{r.label}</th>
-                                    {(
+                                    {metricKeys
-                                      [
+                                      .filter((m) => m !== "customers")
-                                        "revenue",
+                                      .map((m) => {
-                                        "gross",
+                                        const v = r.values[m]?.change;
-                                        "cost",
-                                        "roi",
-                                      ] as Metric[]
-                                    ).map((m) => {
-                                      const v = r.values[m].change;
                                       return (
                                         <td key={m}>
                                           <button
@@ -1069,7 +1084,7 @@ export function App() {
                                                   : "heat-positive"
                                             }
                                             onClick={() => {
-                                              setCtx({ ...ctx, metric: m });
+                                              setCtx({ ...ctx, metric: m as Metric });
                                               setSelected(r);
                                               setScreen("anomalies");
                                             }}
@@ -1227,48 +1242,53 @@ export function App() {
                         </div>
                       </div>
                       <div className="grid-layout">
-                        <div className="grid">
+                        {rows.length ? (
-                          <AgGridReact<Row>
+                          <div className="grid">
-                            theme={gridTheme}
+                            <AgGridReact<Row>
-                            rowData={rows}
+                              theme={gridTheme}
-                            columnDefs={columns}
+                              rowData={rows}
-                            defaultColDef={{
+                              columnDefs={columns}
-                              sortable: true,
+                              defaultColDef={{
-                              filter: true,
+                                sortable: true,
-                              resizable: true,
+                                filter: true,
-                            }}
+                                resizable: true,
-                            pagination
+                              }}
-                            paginationPageSize={20}
+                              pagination
-                            paginationPageSizeSelector={[20, 50, 100]}
+                              paginationPageSize={20}
-                            getRowId={(p) => p.data.label}
+                              paginationPageSizeSelector={[20, 50, 100]}
-                            onRowClicked={(e) => setSelected(e.data)}
+                              getRowId={(p) => p.data.label}
-                            localeText={{
+                              onRowClicked={(e) => setSelected(e.data)}
-                              noRowsToShow: "没有符合条件的分组",
+                              localeText={{
-                              page: "页",
+                                page: "页",
-                              of: "/",
+                                of: "/",
-                              to: "至",
+                                to: "至",
-                              more: "更多",
+                                more: "更多",
-                              nextPage: "下一页",
+                                nextPage: "下一页",
-                              previousPage: "上一页",
+                                previousPage: "上一页",
-                              firstPage: "首页",
+                                firstPage: "首页",
-                              lastPage: "末页",
+                                lastPage: "末页",
-                              pageSizeSelectorLabel: "每页",
+                                pageSizeSelectorLabel: "每页",
-                            }}
+                              }}
-                            {...(enterprise
+                              {...(enterprise
-                              ? {
+                                ? {
-                                  cellSelection: true,
+                                    cellSelection: true,
-                                  sideBar: "columns",
+                                    sideBar: "columns",
-                                  statusBar: {
+                                    statusBar: {
-                                    statusPanels: [
+                                      statusPanels: [
-                                      {
+                                        {
-                                        statusPanel: "agTotalRowCountComponent",
+                                          statusPanel: "agTotalRowCountComponent",
-                                      },
+                                        },
-                                    ],
+                                      ],
-                                  },
+                                    },
-                                }
+                                  }
-                              : {})}
+                                : {})}
-                          />
+                            />
-                        </div>
+                          </div>
+                        ) : (
+                          <p role="status" className="grid-empty">
+                            没有符合条件的分组
+                          </p>
+                        )}
                         {selected && (
                           <aside className="explanation">
                             <div className="section-heading">
@@ -1472,7 +1492,7 @@ export function App() {
                   <tr key={c.index}>
                     <td>{c.name}</td>
                     <td>{c.description}</td>
-                    <td>{c.role}</td>
+                    <td>{roleLabels[c.role] || c.role}</td>
                   </tr>
                 ))}
               </tbody>

frontend/src/dialogs.tsx

@@ -3,6 +3,7 @@ import { ChevronLeft, ChevronRight, Download, Save, Trash2, X } from "lucide-rea
 import { api } from "./api";
 import {
   labels,
+  roleLabels,
   type AIConfig,
   type Context,
   type Dataset,
@@ -165,7 +166,9 @@ export function ImportDialog({
                         "dimension",
                         "ignore",
                       ].map((r) => (
-                        <option key={r}>{r}</option>
+                        <option key={r} value={r}>
+                          {roleLabels[r] || r}
+                        </option>
                       ))}
                     </select>
                   </td>
@@ -367,6 +370,7 @@ export function EvidenceDialog({
     };
   }, [ds.id, ctx, side, page]);
   function selectSide(value: "current" | "baseline") {
+    if (value === side && page === 0) return;
     setResult(undefined);
     setPage(0);
     setSide(value);
@@ -406,7 +410,7 @@ export function EvidenceDialog({
           </p>
         )}
         <div className="table-scroll">
-          <table>
+          <table className="evidence-table">
             <thead>
               <tr>
                 <th>来源行</th>

frontend/src/style.css

@@ -484,7 +484,7 @@ a {
   display: flex;
   flex-direction: column;
   align-items: stretch;
-  padding: 20px 20px 16px;
+  padding: 18px 16px 14px;
   gap: 16px;
   background: white;
   min-width: 0;
@@ -510,12 +510,13 @@ a {
 }
 .kpi strong {
   text-align: left;
-  font-size: 24px;
+  font-size: 21px;
   line-height: 1.25;
   font-weight: 620;
   font-variant-numeric: tabular-nums;
-  white-space: normal;
+  white-space: nowrap;
-  overflow-wrap: anywhere;
+  overflow: hidden;
+  text-overflow: ellipsis;
 }
 .kpi-bottom {
   display: flex;
@@ -1271,9 +1272,6 @@ details {
   .kpi {
     padding: 17px 13px;
   }
-  .kpi strong {
-    font-size: 21px;
-  }
   .chart-band {
     gap: 15px;
   }
@@ -1562,3 +1560,20 @@ details {
     scroll-behavior: auto !important;
   }
 }
+
+.grid-empty {
+  margin: 0;
+  padding: 40px 0;
+  text-align: center;
+  color: var(--muted, #5b6675);
+  border: 1px dashed var(--line);
+  border-radius: 6px;
+  width: 100%;
+}
+
+.evidence-table {
+  min-width: 960px;
+}
+.evidence-table th {
+  white-space: nowrap;
+}

frontend/src/types.ts

@@ -32,6 +32,20 @@ export interface Column {
   key: string;
   confidence: number;
 }
+export const roleLabels: Record<string, string> = {
+  period: "期间",
+  year: "年份",
+  month: "月份",
+  dimension: "维度",
+  customer: "客户标识",
+  quantity: "数量",
+  revenue: "实际收入",
+  cost: "成本",
+  gross: "毛利贡献",
+  list_amount: "应收金额",
+  discount: "折扣金额",
+  ignore: "未使用",
+};
 export interface Mapping {
   sheet: string;
   header: number;

tests/e2e/workspace.spec.ts

@@ -30,7 +30,9 @@ test("桌面：真实导入、异常、下钻、证据、设置、Copilot、导
   });
   await uploaded;
   const dialog = page.getByRole("dialog");
-  await expect(dialog.getByRole("heading", { name: "确认导入字段" })).toBeVisible();
+  await expect(
+    dialog.getByRole("heading", { name: "确认导入字段" }),
+  ).toBeVisible();
   await dialog.getByRole("button", { name: "确认并导入" }).click();
   await expect(
     page.getByRole("heading", { name: "集团经营总览", exact: true }),
@@ -85,7 +87,14 @@ test("桌面：真实导入、异常、下钻、证据、设置、Copilot、导
   await expect(evidenceDialog).toContainText("1 条");
   await expect(evidenceDialog).toContainText("2026-08");
   await expect(evidenceDialog).toContainText("CSV");
-  await evidenceDialog.getByRole("button", { name: "基期", exact: true }).click();
+  await evidenceDialog
+    .getByRole("button", { name: "本期", exact: true })
+    .click();
+  await expect(evidenceDialog).toContainText("2026-08");
+  await expect(evidenceDialog).not.toContainText("加载中");
+  await evidenceDialog
+    .getByRole("button", { name: "基期", exact: true })
+    .click();
   await expect(evidenceDialog).toContainText("2025-08");
   await evidenceDialog.getByLabel("关闭", { exact: true }).click();
   const evidenceOffsets: number[] = [];
@@ -111,10 +120,17 @@ test("桌面：真实导入、异常、下钻、证据、设置、Copilot、导
   });
   await page.getByLabel("查看医生A证据", { exact: true }).click();
   await expect(evidenceDialog).toContainText("第 1-50 条，共 51 条");
-  await evidenceDialog.getByRole("button", { name: "下一页", exact: true }).click();
+  await evidenceDialog
+    .getByRole("button", { name: "下一页", exact: true })
+    .click();
   await expect(evidenceDialog).toContainText("第 51-51 条，共 51 条");
   await expect(evidenceDialog).toContainText("2026-09");
   expect(evidenceOffsets).toEqual([0, 50]);
+  await evidenceDialog
+    .getByRole("button", { name: "基期", exact: true })
+    .click();
+  await expect(evidenceDialog).toContainText("第 1-50 条，共 51 条");
+  await expect(evidenceDialog).not.toContainText("2026-09");
   await evidenceDialog.getByLabel("关闭", { exact: true }).click();
   await page
     .getByRole("navigation", { name: "分析路径" })

tests/test_finance.py

@@ -133,6 +133,35 @@ def test_evidence_pagination_returns_stable_pages_and_rejects_invalid_bounds(wor
         assert response.status_code == 400
 
 
+def test_evidence_amounts_trim_storage_scale(workspace):
+    from decimal import Decimal
+
+    from finance.views import amount_text
+
+    assert amount_text(Decimal("10.000000000000000000000000")) == "10"
+    assert amount_text(Decimal("10.500000000000000000000000")) == "10.5"
+    assert amount_text(Decimal("0E-24")) == "0"
+    assert amount_text(None) is None
+
+    ds, _, client, *_ = workspace
+    response = client.post(
+        f"/api/datasets/{ds.pk}/evidence",
+        data={
+            "start": "2026-08",
+            "end": "2026-08",
+            "comparison": "yoy",
+            "group": "department",
+            "side": "current",
+            "limit": 1,
+        },
+        content_type="application/json",
+    )
+    row = response.json()["rows"][0]
+    assert row["revenue"] == "80"
+    assert row["cost"] == "30"
+    assert row["gross"] == "50"
+
+
 def test_settings_revision_and_invalid_metric_are_rejected(workspace):
     ds, _, client, *_ = workspace
     url = f"/api/datasets/{ds.pk}/settings"
@@ -169,8 +198,8 @@ def test_csv_export_neutralizes_formula_injection_and_preserves_exact_values(wor
     assert response.streaming
     content = b"".join(response.streaming_content).decode("utf-8-sig")
     assert "'=1+1" in content
-    assert ",-10.000000000000000000000000," in content
+    assert ",'-10,5,'-15" in content
-    assert "'-10.000000000000000000000000" not in content
+    assert "00000000000000" not in content
     assert "traceiq-evidence.csv" in response["Content-Disposition"]
 
     xlsx = client.post(