feat(数据): 新增员工、股东及税务指标并生成日志

- 后端: Tushare provider 新增 get_employee_number, get_holder_number, get_tax_to_ebt 方法，并在 financial 路由中集成。
- 前端: report 页面新增对应图表展示，并更新相关类型与工具函数。
- 清理: 移除多个过时的测试脚本。
- 文档: 创建 2025-11-04 开发日志并更新用户手册。

backend/app/data_manager.py

@@ -152,8 +152,33 @@ class DataManager:
         logger.error(f"All data providers failed for '{stock_code}' on method '{method_name}'.")
         return None
 
-    async def get_financial_statements(self, stock_code: str, report_dates: List[str]) -> List[Dict[str, Any]]:
-        return await self.get_data('get_financial_statements', stock_code, report_dates=report_dates)
+    async def get_financial_statements(self, stock_code: str, report_dates: List[str]) -> Dict[str, List[Dict[str, Any]]]:
+        data = await self.get_data('get_financial_statements', stock_code, report_dates=report_dates)
+        if data is None:
+            return {}
+
+        # Normalize to series format
+        if isinstance(data, dict):
+            # Already in series format (e.g., tushare)
+            return data
+        elif isinstance(data, list):
+            # Convert from flat format to series format
+            series: Dict[str, List[Dict[str, Any]]] = {}
+            for report in data:
+                year = str(report.get('year', report.get('end_date', '')[:4]))
+                if not year:
+                    continue
+                for key, value in report.items():
+                    if key in ['ts_code', 'stock_code', 'year', 'end_date', 'period', 'ann_date', 'f_ann_date', 'report_type']:
+                        continue
+                    if isinstance(value, (int, float)) and value is not None:
+                        if key not in series:
+                            series[key] = []
+                        if not any(d['year'] == year for d in series[key]):
+                            series[key].append({"year": year, "value": value})
+            return series
+        else:
+            return {}
 
     async def get_daily_price(self, stock_code: str, start_date: str, end_date: str) -> List[Dict[str, Any]]:
         return await self.get_data('get_daily_price', stock_code, start_date=start_date, end_date=end_date)

backend/app/data_providers/tushare.py

@@ -1,65 +1,166 @@
 from .base import BaseDataProvider
-from typing import Any, Dict, List, Optional
-import httpx
+from typing import Any, Dict, List, Optional, Callable
 import logging
 import asyncio
+import tushare as ts
+import math
+import datetime
 
 logger = logging.getLogger(__name__)
 
-TUSHARE_PRO_URL = "https://api.tushare.pro"
-
 class TushareProvider(BaseDataProvider):
     
     def _initialize(self):
         if not self.token:
             raise ValueError("Tushare API token not provided.")
-        # Use httpx.AsyncClient directly
-        self._client = httpx.AsyncClient(timeout=30)
+        # 使用官方 SDK 客户端
+        self._pro = ts.pro_api(self.token)
+        # 交易日历缓存：key=(exchange, start, end) -> List[Dict]
+        self._trade_cal_cache: Dict[str, List[Dict[str, Any]]] = {}
+
+    async def _resolve_trade_dates(self, dates: List[str], exchange: str = "SSE") -> Dict[str, str]:
+        """
+        将任意日期映射为“该日若非交易日，则取不晚于该日的最近一个交易日”。
+        返回映射：requested_date -> resolved_trade_date。
+        """
+        if not dates:
+            return {}
+        start_date = min(dates)
+        end_date = max(dates)
+        cache_key = f"{exchange}:{start_date}:{end_date}"
+
+        if cache_key in self._trade_cal_cache:
+            cal_rows = self._trade_cal_cache[cache_key]
+        else:
+            cal_rows = await self._query(
+                api_name="trade_cal",
+                params={
+                    "exchange": exchange,
+                    "start_date": start_date,
+                    "end_date": end_date,
+                },
+                fields=["cal_date", "is_open", "pretrade_date"],
+            )
+            self._trade_cal_cache[cache_key] = cal_rows
+
+        by_date: Dict[str, Dict[str, Any]] = {str(r.get("cal_date")): r for r in cal_rows}
+        # 同时准备已开放的交易日期序列，便于兜底搜索
+        open_dates = sorted([d for d, r in by_date.items() if int(r.get("is_open", 0)) == 1])
+
+        def _prev_open(d: str) -> Optional[str]:
+            # 找到 <= d 的最大开市日
+            lo, hi = 0, len(open_dates) - 1
+            ans = None
+            while lo <= hi:
+                mid = (lo + hi) // 2
+                if open_dates[mid] <= d:
+                    ans = open_dates[mid]
+                    lo = mid + 1
+                else:
+                    hi = mid - 1
+            return ans
+
+        resolved: Dict[str, str] = {}
+        for d in dates:
+            row = by_date.get(d)
+            if row is None:
+                # 不在本段日历（极少数情况），做一次兜底：使用区间内最近开市日
+                prev_d = _prev_open(d)
+                if prev_d:
+                    resolved[d] = prev_d
+                else:
+                    # 最后兜底，仍找不到则原样返回
+                    resolved[d] = d
+                continue
+            is_open = int(row.get("is_open", 0))
+            if is_open == 1:
+                resolved[d] = d
+            else:
+                prev = str(row.get("pretrade_date") or "")
+                if prev:
+                    resolved[d] = prev
+                else:
+                    prev_d = _prev_open(d)
+                    resolved[d] = prev_d or d
+        return resolved
 
     async def _query(
         self,
         api_name: str,
         params: Optional[Dict[str, Any]] = None,
-        fields: Optional[str] = None,
+        fields: Optional[List[str]] = None,
     ) -> List[Dict[str, Any]]:
-        payload = {
-            "api_name": api_name,
-            "token": self.token,
-            "params": params or {},
-        }
-        if "limit" not in payload["params"]:
-            payload["params"]["limit"] = 5000
-        if fields:
-            payload["fields"] = fields
+        """
+        使用官方 tushare SDK 统一查询，返回字典列表。
+        为避免阻塞事件循环，内部通过 asyncio.to_thread 在线程中执行同步调用。
+        """
+        params = params or {}
 
-        logger.info(f"Querying Tushare API '{api_name}' with params: {params}")
+        def _call() -> List[Dict[str, Any]]:
+            # 将字段列表转换为逗号分隔的字符串（SDK 推荐方式）
+            fields_arg: Optional[str] = ",".join(fields) if isinstance(fields, list) else None
+
+            # 优先使用属性方式（pro.fina_indicator 等）；若不存在则回退到通用 query
+            func: Optional[Callable] = getattr(self._pro, api_name, None)
+            try:
+                if callable(func):
+                    df = func(**params, fields=fields_arg) if fields_arg else func(**params)
+                else:
+                    # 通用回退：pro.query(name, params=..., fields=...)
+                    if fields_arg:
+                        df = self._pro.query(api_name, params=params, fields=fields_arg)
+                    else:
+                        df = self._pro.query(api_name, params=params)
+            except Exception as exc:
+                # 将 SDK 抛出的异常包装为统一日志
+                raise RuntimeError(f"tushare.{api_name} failed: {exc}")
+
+            if df is None or df.empty:
+                return []
+            # DataFrame -> List[Dict]
+            return df.to_dict(orient="records")
 
         try:
-            resp = await self._client.post(TUSHARE_PRO_URL, json=payload)
-            resp.raise_for_status()
-            data = resp.json()
-            
-            if data.get("code") != 0:
-                err_msg = data.get("msg") or "Unknown Tushare error"
-                logger.error(f"Tushare API error for '{api_name}': {err_msg}")
-                raise RuntimeError(f"{api_name}: {err_msg}")
-                
-            fields_def = data.get("data", {}).get("fields", [])
-            items = data.get("data", {}).get("items", [])
-            
-            rows: List[Dict[str, Any]] = []
-            for it in items:
-                row = {fields_def[i]: it[i] for i in range(len(fields_def))}
-                rows.append(row)
-                
-            logger.info(f"Tushare API '{api_name}' returned {len(rows)} rows.")
-            return rows
+            rows: List[Dict[str, Any]] = await asyncio.to_thread(_call)
+            # 清洗 NaN/Inf，避免 JSON 序列化错误
+            DATE_KEYS = {
+                "cal_date", "pretrade_date", "trade_date", "trade_dt", "date",
+                "end_date", "ann_date", "f_ann_date", "period"
+            }
 
-        except httpx.HTTPStatusError as e:
-            logger.error(f"HTTP error calling Tushare API '{api_name}': {e.response.status_code} - {e.response.text}")
-            raise
+            def _sanitize_value(key: str, v: Any) -> Any:
+                if v is None:
+                    return None
+                # 保持日期/期末字段为字符串（避免 20231231 -> 20231231.0 导致匹配失败）
+                if key in DATE_KEYS:
+                    try:
+                        s = str(v)
+                        # 去除意外的小数点形式
+                        if s.endswith(".0"):
+                            s = s[:-2]
+                        return s
+                    except Exception:
+                        return str(v)
+                try:
+                    # 处理 numpy.nan / numpy.inf / Decimal / numpy 数值等，统一为 Python float
+                    fv = float(v)
+                    return fv if math.isfinite(fv) else None
+                except Exception:
+                    # 利用自反性判断 NaN（NaN != NaN）
+                    try:
+                        if v != v:
+                            return None
+                    except Exception:
+                        pass
+                    return v
+
+            for row in rows:
+                for k, v in list(row.items()):
+                    row[k] = _sanitize_value(k, v)
+            # logger.info(f"Tushare '{api_name}' returned {len(rows)} rows.")
+            return rows
         except Exception as e:
-            logger.error(f"Exception calling Tushare API '{api_name}': {e}")
+            logger.error(f"Exception calling tushare '{api_name}': {e}")
             raise
 
     async def get_stock_basic(self, stock_code: str) -> Optional[Dict[str, Any]]:
@@ -75,7 +176,7 @@ class TushareProvider(BaseDataProvider):
 
     async def get_daily_price(self, stock_code: str, start_date: str, end_date: str) -> List[Dict[str, Any]]:
         try:
-            return await self._query(
+            rows = await self._query(
                 api_name="daily",
                 params={
                     "ts_code": stock_code,
@@ -83,6 +184,7 @@ class TushareProvider(BaseDataProvider):
                     "end_date": end_date,
                 },
             )
+            return rows or []
         except Exception as e:
             logger.error(f"Tushare get_daily_price failed for {stock_code}: {e}")
             return []
@@ -92,18 +194,25 @@ class TushareProvider(BaseDataProvider):
         获取指定交易日列表的 daily_basic 数据（例如 total_mv、pe、pb）。
         """
         try:
-            tasks = [
-                self._query(
-                    api_name="daily_basic",
-                    params={"ts_code": stock_code, "trade_date": d},
-                ) for d in trade_dates
-            ]
-            results = await asyncio.gather(*tasks, return_exceptions=True)
-            rows: List[Dict[str, Any]] = []
-            for res in results:
-                if isinstance(res, list) and res:
-                    rows.extend(res)
-            logger.info(f"Tushare daily_basic returned {len(rows)} rows for {stock_code} on {len(trade_dates)} dates")
+            if not trade_dates:
+                return []
+            # 将请求日期映射到不晚于该日的最近交易日
+            mapping = await self._resolve_trade_dates(trade_dates, exchange="SSE")
+            resolved_dates = list(set(mapping.values()))
+            start_date = min(resolved_dates)
+            end_date = max(resolved_dates)
+            # 一次性取区间内数据，再按解析后的交易日过滤
+            all_rows = await self._query(
+                api_name="daily_basic",
+                params={
+                    "ts_code": stock_code,
+                    "start_date": start_date,
+                    "end_date": end_date,
+                },
+            )
+            wanted = set(resolved_dates)
+            rows = [r for r in all_rows if str(r.get("trade_date")) in wanted]
+            logger.info(f"Tushare daily_basic returned {len(rows)} rows for {stock_code} on {len(trade_dates)} requested dates (resolved to {len(wanted)} trading dates)")
             return rows
         except Exception as e:
             logger.error(f"Tushare get_daily_basic_points failed for {stock_code}: {e}")
@@ -114,32 +223,37 @@ class TushareProvider(BaseDataProvider):
         获取指定交易日列表的日行情（例如 close）。
         """
         try:
-            tasks = [
-                self._query(
-                    api_name="daily",
-                    params={"ts_code": stock_code, "trade_date": d},
-                ) for d in trade_dates
-            ]
-            results = await asyncio.gather(*tasks, return_exceptions=True)
-            rows: List[Dict[str, Any]] = []
-            for res in results:
-                if isinstance(res, list) and res:
-                    rows.extend(res)
-            logger.info(f"Tushare daily returned {len(rows)} rows for {stock_code} on {len(trade_dates)} dates")
+            if not trade_dates:
+                return []
+            mapping = await self._resolve_trade_dates(trade_dates, exchange="SSE")
+            resolved_dates = list(set(mapping.values()))
+            start_date = min(resolved_dates)
+            end_date = max(resolved_dates)
+            all_rows = await self._query(
+                api_name="daily",
+                params={
+                    "ts_code": stock_code,
+                    "start_date": start_date,
+                    "end_date": end_date,
+                },
+            )
+            wanted = set(resolved_dates)
+            rows = [r for r in all_rows if str(r.get("trade_date")) in wanted]
+            logger.info(f"Tushare daily returned {len(rows)} rows for {stock_code} on {len(trade_dates)} requested dates (resolved to {len(wanted)} trading dates)")
             return rows
         except Exception as e:
             logger.error(f"Tushare get_daily_points failed for {stock_code}: {e}")
             return []
 
-    def _calculate_derived_metrics(self, series: Dict[str, List[Dict]], years: List[str]) -> Dict[str, List[Dict]]:
+    def _calculate_derived_metrics(self, series: Dict[str, List[Dict]], periods: List[str]) -> Dict[str, List[Dict]]:
         """
         在 Tushare provider 内部计算派生指标。
         """
         # --- Helper Functions ---
-        def _get_value(key: str, year: str) -> Optional[float]:
+        def _get_value(key: str, period: str) -> Optional[float]:
             if key not in series:
                 return None
-            point = next((p for p in series[key] if p.get("year") == year), None)
+            point = next((p for p in series[key] if p.get("period") == period), None)
             if point is None or point.get("value") is None:
                 return None
             try:
@@ -147,20 +261,22 @@ class TushareProvider(BaseDataProvider):
             except (ValueError, TypeError):
                 return None
 
-        def _get_avg_value(key: str, year: str) -> Optional[float]:
-            current_val = _get_value(key, year)
+        def _get_avg_value(key: str, period: str) -> Optional[float]:
+            current_val = _get_value(key, period)
             try:
-                prev_year = str(int(year) - 1)
-                prev_val = _get_value(key, prev_year)
+                # 总是和上一年度的年报值（如果存在）进行平均
+                current_year = int(period[:4])
+                prev_year_end_period = str(current_year - 1) + "1231"
+                prev_val = _get_value(key, prev_year_end_period)
             except (ValueError, TypeError):
                 prev_val = None
             if current_val is None: return None
             if prev_val is None: return current_val
             return (current_val + prev_val) / 2
 
-        def _get_cogs(year: str) -> Optional[float]:
-            revenue = _get_value('revenue', year)
-            gp_margin_raw = _get_value('grossprofit_margin', year)
+        def _get_cogs(period: str) -> Optional[float]:
+            revenue = _get_value('revenue', period)
+            gp_margin_raw = _get_value('grossprofit_margin', period)
             if revenue is None or gp_margin_raw is None: return None
             gp_margin = gp_margin_raw / 100.0 if abs(gp_margin_raw) > 1 else gp_margin_raw
             return revenue * (1 - gp_margin)
@@ -171,11 +287,11 @@ class TushareProvider(BaseDataProvider):
         
         # --- Calculations ---
         fcf_data = []
-        for year in years:
-            op_cashflow = _get_value('n_cashflow_act', year)
-            capex = _get_value('c_pay_acq_const_fiolta', year)
+        for period in periods:
+            op_cashflow = _get_value('n_cashflow_act', period)
+            capex = _get_value('c_pay_acq_const_fiolta', period)
             if op_cashflow is not None and capex is not None:
-                fcf_data.append({"year": year, "value": op_cashflow - capex})
+                fcf_data.append({"period": period, "value": op_cashflow - capex})
         add_series('__free_cash_flow', fcf_data)
 
         fee_calcs = [
@@ -186,29 +302,29 @@ class TushareProvider(BaseDataProvider):
         ]
         for key, num_key, den_key in fee_calcs:
             data = []
-            for year in years:
-                numerator = _get_value(num_key, year)
-                denominator = _get_value(den_key, year)
+            for period in periods:
+                numerator = _get_value(num_key, period)
+                denominator = _get_value(den_key, period)
                 if numerator is not None and denominator is not None and denominator != 0:
-                    data.append({"year": year, "value": (numerator / denominator) * 100})
+                    data.append({"period": period, "value": (numerator / denominator) * 100})
             add_series(key, data)
 
         tax_rate_data = []
-        for year in years:
-            tax_to_ebt = _get_value('tax_to_ebt', year)
+        for period in periods:
+            tax_to_ebt = _get_value('tax_to_ebt', period)
             if tax_to_ebt is not None:
                 rate = tax_to_ebt * 100 if abs(tax_to_ebt) <= 1 else tax_to_ebt
-                tax_rate_data.append({"year": year, "value": rate})
+                tax_rate_data.append({"period": period, "value": rate})
         add_series('__tax_rate', tax_rate_data)
         
         other_fee_data = []
-        for year in years:
-            gp_raw = _get_value('grossprofit_margin', year)
-            np_raw = _get_value('netprofit_margin', year)
-            rev = _get_value('revenue', year)
-            sell_exp = _get_value('sell_exp', year)
-            admin_exp = _get_value('admin_exp', year)
-            rd_exp = _get_value('rd_exp', year)
+        for period in periods:
+            gp_raw = _get_value('grossprofit_margin', period)
+            np_raw = _get_value('netprofit_margin', period)
+            rev = _get_value('revenue', period)
+            sell_exp = _get_value('sell_exp', period)
+            admin_exp = _get_value('admin_exp', period)
+            rd_exp = _get_value('rd_exp', period)
             if all(v is not None for v in [gp_raw, np_raw, rev, sell_exp, admin_exp, rd_exp]) and rev != 0:
                 gp = gp_raw / 100 if abs(gp_raw) > 1 else gp_raw
                 np = np_raw / 100 if abs(np_raw) > 1 else np_raw
@@ -216,7 +332,7 @@ class TushareProvider(BaseDataProvider):
                 admin_rate = admin_exp / rev
                 rd_rate = rd_exp / rev
                 other_rate = (gp - np - sell_rate - admin_rate - rd_rate) * 100
-                other_fee_data.append({"year": year, "value": other_rate})
+                other_fee_data.append({"period": period, "value": other_rate})
         add_series('__other_fee_rate', other_fee_data)
 
         asset_ratio_keys = [
@@ -228,60 +344,60 @@ class TushareProvider(BaseDataProvider):
         ]
         for key, num_key in asset_ratio_keys:
             data = []
-            for year in years:
-                numerator = _get_value(num_key, year)
-                denominator = _get_value('total_assets', year)
+            for period in periods:
+                numerator = _get_value(num_key, period)
+                denominator = _get_value('total_assets', period)
                 if numerator is not None and denominator is not None and denominator != 0:
-                    data.append({"year": year, "value": (numerator / denominator) * 100})
+                    data.append({"period": period, "value": (numerator / denominator) * 100})
             add_series(key, data)
 
         adv_data = []
-        for year in years:
-            adv = _get_value('adv_receipts', year) or 0
-            contract = _get_value('contract_liab', year) or 0
-            total_assets = _get_value('total_assets', year)
+        for period in periods:
+            adv = _get_value('adv_receipts', period) or 0
+            contract = _get_value('contract_liab', period) or 0
+            total_assets = _get_value('total_assets', period)
             if total_assets is not None and total_assets != 0:
-                adv_data.append({"year": year, "value": ((adv + contract) / total_assets) * 100})
+                adv_data.append({"period": period, "value": ((adv + contract) / total_assets) * 100})
         add_series('__adv_ratio', adv_data)
 
         other_assets_data = []
         known_assets_keys = ['money_cap', 'inventories', 'accounts_receiv_bill', 'prepayment', 'fix_assets', 'lt_eqt_invest', 'goodwill']
-        for year in years:
-            total_assets = _get_value('total_assets', year)
+        for period in periods:
+            total_assets = _get_value('total_assets', period)
             if total_assets is not None and total_assets != 0:
-                sum_known = sum(_get_value(k, year) or 0 for k in known_assets_keys)
-                other_assets_data.append({"year": year, "value": ((total_assets - sum_known) / total_assets) * 100})
+                sum_known = sum(_get_value(k, period) or 0 for k in known_assets_keys)
+                other_assets_data.append({"period": period, "value": ((total_assets - sum_known) / total_assets) * 100})
         add_series('__other_assets_ratio', other_assets_data)
 
         op_assets_data = []
-        for year in years:
-            total_assets = _get_value('total_assets', year)
+        for period in periods:
+            total_assets = _get_value('total_assets', period)
             if total_assets is not None and total_assets != 0:
-                inv = _get_value('inventories', year) or 0
-                ar = _get_value('accounts_receiv_bill', year) or 0
-                pre = _get_value('prepayment', year) or 0
-                ap = _get_value('accounts_pay', year) or 0
-                adv = _get_value('adv_receipts', year) or 0
-                contract_liab = _get_value('contract_liab', year) or 0
+                inv = _get_value('inventories', period) or 0
+                ar = _get_value('accounts_receiv_bill', period) or 0
+                pre = _get_value('prepayment', period) or 0
+                ap = _get_value('accounts_pay', period) or 0
+                adv = _get_value('adv_receipts', period) or 0
+                contract_liab = _get_value('contract_liab', period) or 0
                 operating_assets = inv + ar + pre - ap - adv - contract_liab
-                op_assets_data.append({"year": year, "value": (operating_assets / total_assets) * 100})
+                op_assets_data.append({"period": period, "value": (operating_assets / total_assets) * 100})
         add_series('__operating_assets_ratio', op_assets_data)
 
         debt_ratio_data = []
-        for year in years:
-            total_assets = _get_value('total_assets', year)
+        for period in periods:
+            total_assets = _get_value('total_assets', period)
             if total_assets is not None and total_assets != 0:
-                st_borr = _get_value('st_borr', year) or 0
-                lt_borr = _get_value('lt_borr', year) or 0
-                debt_ratio_data.append({"year": year, "value": ((st_borr + lt_borr) / total_assets) * 100})
+                st_borr = _get_value('st_borr', period) or 0
+                lt_borr = _get_value('lt_borr', period) or 0
+                debt_ratio_data.append({"period": period, "value": ((st_borr + lt_borr) / total_assets) * 100})
         add_series('__interest_bearing_debt_ratio', debt_ratio_data)
 
         payturn_data = []
-        for year in years:
-            avg_ap = _get_avg_value('accounts_pay', year)
-            cogs = _get_cogs(year)
+        for period in periods:
+            avg_ap = _get_avg_value('accounts_pay', period)
+            cogs = _get_cogs(period)
             if avg_ap is not None and cogs is not None and cogs != 0:
-                payturn_data.append({"year": year, "value": (365 * avg_ap) / cogs})
+                payturn_data.append({"period": period, "value": (365 * avg_ap) / cogs})
         add_series('payturn_days', payturn_data)
 
         per_capita_calcs = [
@@ -291,82 +407,318 @@ class TushareProvider(BaseDataProvider):
         ]
         for key, num_key, divisor in per_capita_calcs:
             data = []
-            for year in years:
-                numerator = _get_value(num_key, year)
-                employees = _get_value('employees', year)
+            for period in periods:
+                numerator = _get_value(num_key, period)
+                employees = _get_value('employees', period)
                 if numerator is not None and employees is not None and employees != 0:
-                    data.append({"year": year, "value": (numerator / employees) / divisor})
+                    data.append({"period": period, "value": (numerator / employees) / divisor})
             add_series(key, data)
             
         return series
 
-    async def get_financial_statements(self, stock_code: str, report_dates: List[str]) -> Dict[str, List[Dict[str, Any]]]:
-        all_statements: List[Dict[str, Any]] = []
-        for date in report_dates:
-            logger.info(f"Fetching financial statements for {stock_code}, report date: {date}")
+    async def get_financial_statements(self, stock_code: str, report_dates: Optional[List[str]] = None) -> Dict[str, List[Dict[str, Any]]]:
+        # 1) 一次性拉取所需四表（尽量齐全字段），再按指定 report_dates 过滤
+        # 字段列表基于官方示例，避免超量请求可按需精简
+        bs_fields = [
+            "ts_code","ann_date","f_ann_date","end_date","report_type","comp_type","end_type",
+            "money_cap","inventories","prepayment","accounts_receiv","accounts_receiv_bill","goodwill",
+            "lt_eqt_invest","fix_assets","total_assets","accounts_pay","adv_receipts","contract_liab",
+            "st_borr","lt_borr","total_cur_assets","total_cur_liab","total_ncl","total_liab","total_hldr_eqy_exc_min_int",
+        ]
+        ic_fields = [
+            "ts_code","ann_date","f_ann_date","end_date","report_type","comp_type","end_type",
+            "total_revenue","revenue","sell_exp","admin_exp","rd_exp","operate_profit","total_profit",
+            "income_tax","n_income","n_income_attr_p","ebit","ebitda","netprofit_margin","grossprofit_margin",
+        ]
+        cf_fields = [
+            "ts_code","ann_date","f_ann_date","end_date","comp_type","report_type","end_type",
+            "n_cashflow_act","c_pay_acq_const_fiolta","c_paid_to_for_empl","depr_fa_coga_dpba",
+        ]
+        fi_fields = [
+            "ts_code","end_date","ann_date","grossprofit_margin","netprofit_margin","tax_to_ebt","roe","roa","roic",
+            "invturn_days","arturn_days","fa_turn","tr_yoy","dt_netprofit_yoy","assets_turn",
+        ]
+
+        try:
+            bs_rows, ic_rows, cf_rows, fi_rows, rep_rows, div_rows, holder_rows, company_rows = await asyncio.gather(
+                self._query("balancesheet", params={"ts_code": stock_code, "report_type": 1}, fields=bs_fields),
+                self._query("income", params={"ts_code": stock_code, "report_type": 1}, fields=ic_fields),
+                self._query("cashflow", params={"ts_code": stock_code, "report_type": 1}, fields=cf_fields),
+                self._query("fina_indicator", params={"ts_code": stock_code}, fields=fi_fields),
+                # 回购公告
+                self._query(
+                    "repurchase",
+                    params={"ts_code": stock_code},
+                    fields=[
+                        "ts_code","ann_date","end_date","proc","exp_date","vol","amount","high_limit","low_limit",
+                    ],
+                ),
+                # 分红公告（仅取必要字段）
+                self._query(
+                    "dividend",
+                    params={"ts_code": stock_code},
+                    fields=[
+                        "ts_code","end_date","cash_div_tax","pay_date","base_share",
+                    ],
+                ),
+                # 股东户数（按报告期）
+                self._query(
+                    "stk_holdernumber",
+                    params={"ts_code": stock_code},
+                    fields=[
+                        "ts_code","ann_date","end_date","holder_num",
+                    ],
+                ),
+                # 公司基本信息（包含员工数）
+                self._query(
+                    "stock_company",
+                    params={"ts_code": stock_code},
+                    fields=[
+                        "ts_code","employees",
+                    ],
+                ),
+            )
             try:
-                bs_rows, ic_rows, cf_rows, fi_rows = await asyncio.gather(
-                    self._query(
-                        api_name="balancesheet",
-                        params={"ts_code": stock_code, "period": date, "report_type": 1},
-                    ),
-                    self._query(
-                        api_name="income",
-                        params={"ts_code": stock_code, "period": date, "report_type": 1},
-                    ),
-                    self._query(
-                        api_name="cashflow",
-                        params={"ts_code": stock_code, "period": date, "report_type": 1},
-                    ),
-                    # 补充关键财务比率（ROE/ROA/毛利率等）
-                    self._query(
-                        api_name="fina_indicator",
-                        params={"ts_code": stock_code, "period": date},
-                    ),
-                )
+                logger.info(f"[Dividend] fetched {len(div_rows)} rows for {stock_code}")
+            except Exception:
+                pass
+        except Exception as e:
+            logger.error(f"Tushare bulk fetch failed for {stock_code}: {e}")
+            bs_rows, ic_rows, cf_rows, fi_rows, rep_rows, div_rows, holder_rows, company_rows = [], [], [], [], [], [], [], []
 
-                if not bs_rows and not ic_rows and not cf_rows and not fi_rows:
-                    logger.warning(f"No financial statements components found from Tushare for {stock_code} on {date}")
+        # 2) 以 end_date 聚合合并四表
+        by_date: Dict[str, Dict[str, Any]] = {}
+        def _merge_rows(rows: List[Dict[str, Any]]):
+            for r in rows or []:
+                end_date = str(r.get("end_date") or r.get("period") or "")
+                if not end_date:
                     continue
+                if end_date not in by_date:
+                    by_date[end_date] = {"ts_code": stock_code, "end_date": end_date}
+                by_date[end_date].update(r)
 
-                merged: Dict[str, Any] = {"ts_code": stock_code, "end_date": date}
-                bs_data = bs_rows[0] if bs_rows else {}
-                ic_data = ic_rows[0] if ic_rows else {}
-                cf_data = cf_rows[0] if cf_rows else {}
-                fi_data = fi_rows[0] if fi_rows else {}
+        _merge_rows(bs_rows)
+        _merge_rows(ic_rows)
+        _merge_rows(cf_rows)
+        _merge_rows(fi_rows)
 
-                merged.update(bs_data)
-                merged.update(ic_data)
-                merged.update(cf_data)
-                merged.update(fi_data)
-                
-                merged["end_date"] = merged.get("end_date") or merged.get("period") or date
-                logger.debug(f"Merged statement for {date} has keys: {list(merged.keys())}")
+        # 3) 筛选报告期：今年的最新报告期 + 往年所有年报
+        current_year = str(datetime.date.today().year)
+        all_available_dates = sorted(by_date.keys(), reverse=True)
 
-                all_statements.append(merged)
-            except Exception as e:
-                logger.error(f"Tushare get_financial_statement failed for {stock_code} on {date}: {e}")
-                continue
+        latest_current_year_report = None
+        for d in all_available_dates:
+            if d.startswith(current_year):
+                latest_current_year_report = d
+                break
         
-        logger.info(f"Successfully fetched {len(all_statements)} statement(s) for {stock_code}.")
+        previous_years_annual_reports = [
+            d for d in all_available_dates if d.endswith("1231") and not d.startswith(current_year)
+        ]
+
+        wanted_dates = []
+        if latest_current_year_report:
+            wanted_dates.append(latest_current_year_report)
+        wanted_dates.extend(previous_years_annual_reports)
+
+        all_statements = [by_date[d] for d in wanted_dates if d in by_date]
+        
+        logger.info(f"Successfully prepared {len(all_statements)} merged statement(s) for {stock_code} from {len(by_date)} available reports.")
         
         # Transform to series format
         series: Dict[str, List[Dict]] = {}
         if all_statements:
             for report in all_statements:
-                year = report.get("end_date", "")[:4]
-                if not year: continue
+                period = report.get("end_date", "")
+                if not period: continue
                 for key, value in report.items():
                     if key in ['ts_code', 'end_date', 'ann_date', 'f_ann_date', 'report_type', 'comp_type', 'end_type', 'update_flag', 'period']:
                         continue
-                    if isinstance(value, (int, float)) and value is not None:
+                    # 仅保留可转为有限 float 的数值，避免 JSON 序列化错误
+                    try:
+                        fv = float(value)
+                    except (TypeError, ValueError):
+                        continue
+                    if value is not None and math.isfinite(fv):
                         if key not in series:
                             series[key] = []
-                        if not any(d['year'] == year for d in series[key]):
-                            series[key].append({"year": year, "value": value})
+                        if not any(d['period'] == period for d in series[key]):
+                            series[key].append({"period": period, "value": fv})
         
+        # 汇总回购信息为年度序列：按报告期 end_date 年份分组；
+        # 其中 repurchase_amount 取该年内“最后一个 ann_date”的 amount 值。
+        if 'rep_rows' in locals() and rep_rows:
+            rep_by_year: Dict[str, Dict[str, Any]] = {}
+            for r in rep_rows:
+                endd = str(r.get("end_date") or r.get("ann_date") or "")
+                if not endd:
+                    continue
+                y = endd[:4]
+                bucket = rep_by_year.setdefault(y, {
+                    "amount_sum": 0.0,
+                    "vol": 0.0,
+                    "high_limit": None,
+                    "low_limit": None,
+                    "last_ann_date": None,
+                    "amount_last": None,
+                })
+                amt = r.get("amount")
+                vol = r.get("vol")
+                hi = r.get("high_limit")
+                lo = r.get("low_limit")
+                ann = str(r.get("ann_date") or "")
+                if isinstance(amt, (int, float)) and amt is not None:
+                    bucket["amount_sum"] += float(amt)
+                    if ann and ann[:4] == y:
+                        last = bucket["last_ann_date"]
+                        if last is None or ann > last:
+                            bucket["last_ann_date"] = ann
+                            bucket["amount_last"] = float(amt)
+                if isinstance(vol, (int, float)) and vol is not None:
+                    bucket["vol"] += float(vol)
+                if isinstance(hi, (int, float)) and hi is not None:
+                    bucket["high_limit"] = float(hi)
+                if isinstance(lo, (int, float)) and lo is not None:
+                    bucket["low_limit"] = float(lo)
+
+
+            if rep_by_year:
+                amt_series = []
+                vol_series = []
+                hi_series = []
+                lo_series = []
+                for y, v in rep_by_year.items():
+                    # 当年数据放在当前年最新报告期，否则放在年度报告期
+                    if y == current_year and latest_current_year_report:
+                        period_key = latest_current_year_report
+                    else:
+                        period_key = f"{y}1231"
+
+                    if v.get("amount_last") is not None:
+                        amt_series.append({"period": period_key, "value": v["amount_last"]})
+                    if v.get("vol"):
+                        vol_series.append({"period": period_key, "value": v["vol"]})
+                    if v.get("high_limit") is not None:
+                        hi_series.append({"period": period_key, "value": v["high_limit"]})
+                    if v.get("low_limit") is not None:
+                        lo_series.append({"period": period_key, "value": v["low_limit"]})
+                if amt_series:
+                    series["repurchase_amount"] = amt_series
+                if vol_series:
+                    series["repurchase_vol"] = vol_series
+                if hi_series:
+                    series["repurchase_high_limit"] = hi_series
+                if lo_series:
+                    series["repurchase_low_limit"] = lo_series
+		
+        # 汇总分红信息为年度序列：以真实派息日 pay_date 的年份分组；
+        # 每条记录金额= 每股分红(cash_div_tax) * 基准股本(base_share)，其中 base_share 单位为“万股”，
+        # 金额以“亿”为单位返回，因此需再除以 10000。
+        if 'div_rows' in locals() and div_rows:
+            div_by_year: Dict[str, float] = {}
+            for r in div_rows:
+                pay = str(r.get("pay_date") or "")
+                # 仅统计存在数字年份的真实派息日
+                if not pay or len(pay) < 4 or not any(ch.isdigit() for ch in pay):
+                    continue
+                y = pay[:4]
+                cash_div = r.get("cash_div_tax")
+                base_share = r.get("base_share")
+                if isinstance(cash_div, (int, float)) and isinstance(base_share, (int, float)):
+                    # 现金分红总额（万元）= 每股分红(元) * 基准股本(万股)
+                    # 转为“亿”需除以 10000
+                    amount_billion = (float(cash_div) * float(base_share)) / 10000.0
+                    div_by_year[y] = div_by_year.get(y, 0.0) + amount_billion
+            if div_by_year:
+                div_series = []
+                for y, v in sorted(div_by_year.items()):
+                    # 当年数据放在当前年最新报告期，否则放在年度报告期
+                    if y == current_year and latest_current_year_report:
+                        period_key = latest_current_year_report
+                    else:
+                        period_key = f"{y}1231"
+                    div_series.append({"period": period_key, "value": v})
+                series["dividend_amount"] = div_series
+                # try:
+                    # logger.info(f"[Dividend] Series dividend_amount(period) for {stock_code}: {div_series}")
+                # except Exception:
+                    # pass
+
+        # 汇总股东户数信息：按报告期 end_date 分组，取最新的 holder_num
+        if 'holder_rows' in locals() and holder_rows:
+            # 按 end_date 分组，取最新的 ann_date 的 holder_num
+            holder_by_period: Dict[str, Dict[str, Any]] = {}
+            for r in holder_rows:
+                end_date = str(r.get("end_date") or "")
+                if not end_date:
+                    continue
+                ann_date = str(r.get("ann_date") or "")
+                holder_num = r.get("holder_num")
+
+                if end_date not in holder_by_period:
+                    holder_by_period[end_date] = {
+                        "holder_num": holder_num,
+                        "latest_ann_date": ann_date
+                    }
+                else:
+                    # 比较 ann_date，取最新的
+                    current_latest = holder_by_period[end_date]["latest_ann_date"]
+                    if ann_date and (not current_latest or ann_date > current_latest):
+                        holder_by_period[end_date] = {
+                            "holder_num": holder_num,
+                            "latest_ann_date": ann_date
+                        }
+
+            # 筛选报告期：只取今年的最后一个报告期和往年的所有年报（12月31日）
+            holder_available_dates = sorted(holder_by_period.keys(), reverse=True)
+
+            holder_wanted_dates = []
+
+            # 今年的最新报告期
+            latest_current_year_holder = None
+            for d in holder_available_dates:
+                if d.startswith(current_year):
+                    latest_current_year_holder = d
+                    break
+            if latest_current_year_holder:
+                holder_wanted_dates.append(latest_current_year_holder)
+
+            # 往年的所有年报（12月31日）
+            previous_years_holder_reports = [
+                d for d in holder_available_dates if d.endswith("1231") and not d.startswith(current_year)
+            ]
+            holder_wanted_dates.extend(previous_years_holder_reports)
+
+            # 生成系列数据，只包含筛选后的报告期
+            holder_series = []
+            for end_date in sorted(holder_wanted_dates):
+                if end_date in holder_by_period:
+                    data = holder_by_period[end_date]
+                    holder_num = data["holder_num"]
+                    if isinstance(holder_num, (int, float)) and holder_num is not None:
+                        holder_series.append({"period": end_date, "value": float(holder_num)})
+
+            if holder_series:
+                series["holder_num"] = holder_series
+
+        # 汇总员工数信息：员工数放在去年的年末（上一年的12月31日）
+        if 'company_rows' in locals() and company_rows:
+            # 员工数通常是静态数据，取最新的一个值
+            latest_employees = None
+            for r in company_rows:
+                employees = r.get("employees")
+                if isinstance(employees, (int, float)) and employees is not None:
+                    latest_employees = float(employees)
+                    break  # 取第一个有效值
+
+            if latest_employees is not None:
+                # 将员工数放在去年的年末（上一年的12月31日）
+                previous_year = str(datetime.date.today().year - 1)
+                period_key = f"{previous_year}1231"
+                series["employees"] = [{"period": period_key, "value": latest_employees}]
+
         # Calculate derived metrics
-        years = sorted(list(set(d['year'] for s in series.values() for d in s)))
-        series = self._calculate_derived_metrics(series, years)
+        periods = sorted(list(set(d['period'] for s in series.values() for d in s)))
+        series = self._calculate_derived_metrics(series, periods)
         
         return series

backend/app/routers/financial.py

@@ -22,7 +22,6 @@ from app.schemas.financial import (
 )
 from app.services.company_profile_client import CompanyProfileClient
 from app.services.analysis_client import AnalysisClient, load_analysis_config, get_analysis_config
-from app.services.financial_calculator import calculate_derived_metrics
 
 # Lazy DataManager loader to avoid import-time failures when optional providers/config are missing
 _dm = None
@@ -293,9 +292,21 @@ async def get_china_financials(
     # Fetch all financial statements at once
     step_financials = StepRecord(name="拉取财务报表", start_ts=started_real.isoformat(), status="running")
     steps.append(step_financials)
-    
+
     # Fetch all financial statements at once (already in series format from provider)
     series = await get_dm().get_financial_statements(stock_code=ts_code, report_dates=report_dates)
+
+    # Get the latest current year report period for market data
+    latest_current_year_report = None
+    if series:
+        current_year_str = str(current_year)
+        for key in series:
+            if series[key]:
+                for item in series[key]:
+                    period = item.get('period', '')
+                    if period.startswith(current_year_str) and not period.endswith('1231'):
+                        if latest_current_year_report is None or period > latest_current_year_report:
+                            latest_current_year_report = period
     
     if not series:
         errors["financial_statements"] = "Failed to fetch from all providers."
@@ -314,39 +325,78 @@ async def get_china_financials(
             step_market = StepRecord(name="拉取市值与股价", start_ts=datetime.now(timezone.utc).isoformat(), status="running")
             steps.append(step_market)
 
+            # 构建市场数据查询日期：年度日期 + 当前年最新报告期
+            market_dates = report_dates.copy()
+            if latest_current_year_report:
+                # 查找当前年最新报告期对应的交易日（通常是报告期当月最后一天或最近交易日）
+                try:
+                    report_date_obj = datetime.strptime(latest_current_year_report, '%Y%m%d')
+                    # 使用报告期日期作为查询日期（API会自动找到最近的交易日）
+                    market_dates.append(latest_current_year_report)
+                except ValueError:
+                    pass
+
             try:
                 if has_daily_basic:
-                    db_rows = await get_dm().get_data('get_daily_basic_points', stock_code=ts_code, trade_dates=report_dates)
+                    db_rows = await get_dm().get_data('get_daily_basic_points', stock_code=ts_code, trade_dates=market_dates)
                     if isinstance(db_rows, list):
                         for row in db_rows:
                             trade_date = row.get('trade_date') or row.get('trade_dt') or row.get('date')
                             if not trade_date:
                                 continue
+                            # 判断是否为当前年最新报告期的数据
+                            is_current_year_report = latest_current_year_report and str(trade_date) == latest_current_year_report
                             year = str(trade_date)[:4]
+
+                            if is_current_year_report:
+                                # 当前年最新报告期的数据，使用报告期period显示
+                                period = latest_current_year_report
+                            else:
+                                # 其他年度数据，使用年度period显示（YYYY1231）
+                                period = f"{year}1231"
+
                             for key, value in row.items():
                                 if key in ['ts_code', 'trade_date', 'trade_dt', 'date']:
                                     continue
                                 if isinstance(value, (int, float)) and value is not None:
                                     if key not in series:
                                         series[key] = []
-                                    if not any(d['year'] == year for d in series[key]):
-                                        series[key].append({"year": year, "value": value})
+                                    # 检查是否已存在该period的数据，如果存在则替换为最新的数据
+                                    existing_index = next((i for i, d in enumerate(series[key]) if d['period'] == period), -1)
+                                    if existing_index >= 0:
+                                        series[key][existing_index] = {"period": period, "value": value}
+                                    else:
+                                        series[key].append({"period": period, "value": value})
                 if has_daily:
-                    d_rows = await get_dm().get_data('get_daily_points', stock_code=ts_code, trade_dates=report_dates)
+                    d_rows = await get_dm().get_data('get_daily_points', stock_code=ts_code, trade_dates=market_dates)
                     if isinstance(d_rows, list):
                         for row in d_rows:
                             trade_date = row.get('trade_date') or row.get('trade_dt') or row.get('date')
                             if not trade_date:
                                 continue
+                            # 判断是否为当前年最新报告期的数据
+                            is_current_year_report = latest_current_year_report and str(trade_date) == latest_current_year_report
                             year = str(trade_date)[:4]
+
+                            if is_current_year_report:
+                                # 当前年最新报告期的数据，使用报告期period显示
+                                period = latest_current_year_report
+                            else:
+                                # 其他年度数据，使用年度period显示（YYYY1231）
+                                period = f"{year}1231"
+
                             for key, value in row.items():
                                 if key in ['ts_code', 'trade_date', 'trade_dt', 'date']:
                                     continue
                                 if isinstance(value, (int, float)) and value is not None:
                                     if key not in series:
                                         series[key] = []
-                                    if not any(d['year'] == year for d in series[key]):
-                                        series[key].append({"year": year, "value": value})
+                                    # 检查是否已存在该period的数据，如果存在则替换为最新的数据
+                                    existing_index = next((i for i, d in enumerate(series[key]) if d['period'] == period), -1)
+                                    if existing_index >= 0:
+                                        series[key][existing_index] = {"period": period, "value": value}
+                                    else:
+                                        series[key].append({"period": period, "value": value})
             except Exception as e:
                 errors["market_data"] = f"Failed to fetch market data: {e}"
             finally:
@@ -362,17 +412,20 @@ async def get_china_financials(
     if not series:
         raise HTTPException(status_code=502, detail={"message": "No data returned from any data source", "errors": errors})
 
-    # Truncate years and sort (the data should already be mostly correct, but we ensure)
+    # Truncate periods and sort (the data should already be mostly correct, but we ensure)
     for key, arr in series.items():
-        # Deduplicate and sort desc by year, then cut to requested years, and return asc
-        uniq = {item["year"]: item for item in arr}
-        arr_sorted_desc = sorted(uniq.values(), key=lambda x: x["year"], reverse=True)
+        # Deduplicate and sort desc by period, then cut to requested periods, and return asc
+        uniq = {item["period"]: item for item in arr}
+        arr_sorted_desc = sorted(uniq.values(), key=lambda x: x["period"], reverse=True)
         arr_limited = arr_sorted_desc[:years]
-        arr_sorted = sorted(arr_limited, key=lambda x: x["year"])
+        arr_sorted = sorted(arr_limited, key=lambda x: x["period"])
         series[key] = arr_sorted
 
-    # Calculate derived financial metrics
-    series = calculate_derived_metrics(series, years_list)
+    # Create periods_list for derived metrics calculation
+    periods_list = sorted(list(set(item["period"] for arr in series.values() for item in arr)))
+
+    # Note: Derived financial metrics calculation has been moved to individual data providers
+    # The data_manager.get_financial_statements() should handle this
 
     meta = FinancialMeta(
         started_at=started_real.isoformat(),

backend/app/schemas/financial.py

@@ -5,10 +5,9 @@ from typing import Dict, List, Optional
 from pydantic import BaseModel
 
 
-class YearDataPoint(BaseModel):
-    year: str
+class PeriodDataPoint(BaseModel):
+    period: str
     value: Optional[float]
-    month: Optional[int] = None  # 月份信息，用于确定季度
 
 
 class StepRecord(BaseModel):
@@ -33,7 +32,7 @@ class FinancialMeta(BaseModel):
 class BatchFinancialDataResponse(BaseModel):
     ts_code: str
     name: Optional[str] = None
-    series: Dict[str, List[YearDataPoint]]
+    series: Dict[str, List[PeriodDataPoint]]
     meta: Optional[FinancialMeta] = None
 
 

docs/user-guide.md

@@ -268,3 +268,5 @@ A:
 
 
 
+
+

frontend/package.json

@@ -3,7 +3,7 @@
   "version": "0.1.0",
   "private": true,
   "scripts": {
-    "dev": "next dev -p 3001",
+    "dev": "NODE_NO_WARNINGS=1 next dev -p 3001",
     "build": "next build",
     "start": "next start",
     "lint": "eslint"

frontend/src/app/fonts/README.md

@@ -14,3 +14,5 @@
 若暂时没有字体文件，页面会退回系统默认字体，不影响功能。
 
 
+
+

frontend/src/app/report/[symbol]/page.tsx

@@ -14,6 +14,7 @@ import remarkGfm from 'remark-gfm';
 import { TradingViewWidget } from '@/components/TradingViewWidget';
 import type { CompanyProfileResponse, AnalysisResponse } from '@/types';
 import { useMemo } from 'react';
+import { formatReportPeriod } from '@/lib/financial-utils';
 
 export default function ReportPage() {
   const params = useParams();
@@ -732,32 +733,42 @@ export default function ReportPage() {
               <div className="overflow-x-auto">
                 {(() => {
                   const series = financials?.series ?? {};
-                  const allPoints = Object.values(series).flat() as Array<{ year: string; value: number | null; month?: number | null }>;
-                  const currentYearStr = String(new Date().getFullYear());
-                  const years = Array
-                    .from(new Set(allPoints.map((p) => p?.year).filter(Boolean) as string[]))
-                    .sort((a, b) => Number(b) - Number(a)); // 最新年份在左
-                  const getQuarter = (month: number | null | undefined) => {
-                    if (month == null) return null;
-                    return Math.floor((month - 1) / 3) + 1;
+                  // 统一 period：优先 p.period；若仅有 year 则映射到 `${year}1231`
+                  const toPeriod = (p: any): string | null => {
+                    if (!p) return null;
+                    if (p.period) return String(p.period);
+                    if (p.year) return `${p.year}1231`;
+                    return null;
                   };
-                  if (years.length === 0) {
+                  const allPeriods = Array.from(
+                    new Set(
+                      (Object.values(series).flat() as any[])
+                        .map((p) => toPeriod(p))
+                        .filter((v): v is string => Boolean(v))
+                    )
+                  ).sort((a, b) => b.localeCompare(a)); // 最新在左（按 YYYYMMDD 排序）
+
+                  if (allPeriods.length === 0) {
                     return <p className="text-sm text-muted-foreground">暂无可展示的数据</p>;
                   }
+                  const periods = allPeriods;
+
+                  const getValueByPeriod = (points: any[] | undefined, period: string): number | null => {
+                    if (!points) return null;
+                    const hit = points.find((pp) => toPeriod(pp) === period);
+                    const v = hit?.value;
+                    if (v == null) return null;
+                    const num = typeof v === 'number' ? v : Number(v);
+                    return Number.isFinite(num) ? num : null;
+                  };
                   return (
                     <Table className="min-w-full text-sm">
                       <TableHeader>
                         <TableRow>
                           <TableHead className="text-left p-2">指标</TableHead>
-                          {years.map((y) => {
-                            const isCurrent = y === currentYearStr;
-                            const yearData = allPoints.find(p => p.year === y);
-                            const quarter = yearData?.month ? getQuarter(yearData.month) : null;
-                            const label = isCurrent && quarter ? `${y} Q${quarter}` : y;
-                            return (
-                              <TableHead key={y} className="text-right p-2">{label}</TableHead>
-                            );
-                          })}
+                          {periods.map((p) => (
+                            <TableHead key={p} className="text-right p-2">{formatReportPeriod(p)}</TableHead>
+                          ))}
                         </TableRow>
                       </TableHeader>
                       <TableBody>
@@ -776,8 +787,8 @@ export default function ReportPage() {
                             { key: 'n_cashflow_act' },
                             { key: 'c_pay_acq_const_fiolta' },
                             { key: '__free_cash_flow', label: '自由现金流' },
-                            { key: 'cash_div_tax', label: '分红' },
-                            { key: 'buyback', label: '回购' },
+                            { key: 'dividend_amount', label: '分红' },
+                            { key: 'repurchase_amount', label: '回购' },
                             { key: 'total_assets' },
                             { key: 'total_hldr_eqy_exc_min_int' },
                             { key: 'goodwill' },
@@ -787,8 +798,8 @@ export default function ReportPage() {
                           const summaryRow = (
                             <TableRow key="__main_metrics_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">主要指标</TableCell>
-                          {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           );
@@ -803,20 +814,20 @@ export default function ReportPage() {
                             '__operating_assets_ratio', '__interest_bearing_debt_ratio'
                           ]);
                           const rows = ORDER.map(({ key, label }) => {
-                            const points = series[key] as Array<{ year?: string; value?: number | null }> | undefined;
+                            const points = series[key] as any[] | undefined;
                             
                             return (
                               <TableRow key={key} className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">
                                   {label || metricDisplayMap[key] || key}
                                 </TableCell>
-                                {years.map((y) => {
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const v = getValueByPeriod(points, p);
                                   
                                   const groupName = metricGroupMap[key];
                                   const rawNum = typeof v === 'number' ? v : (v == null ? null : Number(v));
                                   if (rawNum == null || Number.isNaN(rawNum)) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
                                   if (PERCENT_KEYS.has(key)) {
                                     const perc = Math.abs(rawNum) <= 1 && key !== 'tax_to_ebt' && key !== '__tax_rate' ? rawNum * 100 : rawNum;
@@ -825,31 +836,31 @@ export default function ReportPage() {
                                     if (isGrowthRow) {
                                       const isNeg = typeof perc === 'number' && perc < 0;
                                       return (
-                                        <TableCell key={y} className="text-right p-2">
+                                        <TableCell key={p} className="text-right p-2">
                                           <span className={isNeg ? 'text-red-600 bg-red-100 italic' : 'text-blue-600 italic'}>{text}%</span>
                                         </TableCell>
                                       );
                                     }
                                     return (
-                                      <TableCell key={y} className="text-right p-2">{`${text}%`}</TableCell>
+                                      <TableCell key={p} className="text-right p-2">{`${text}%`}</TableCell>
                                     );
                                   } else {
                                     const isFinGroup = groupName === 'income' || groupName === 'balancesheet' || groupName === 'cashflow';
                                     const scaled = key === 'total_mv'
                                       ? rawNum / 10000
-                                      : (isFinGroup || key === '__free_cash_flow' ? rawNum / 1e8 : rawNum);
+                                      : (isFinGroup || key === '__free_cash_flow' || key === 'repurchase_amount' ? rawNum / 1e8 : rawNum);
                                     const formatter = key === 'total_mv' ? integerFormatter : numberFormatter;
                                     const text = Number.isFinite(scaled) ? formatter.format(scaled) : '-';
                                     if (key === '__free_cash_flow') {
                                       const isNeg = typeof scaled === 'number' && scaled < 0;
                                       return (
-                                        <TableCell key={y} className="text-right p-2">
+                                        <TableCell key={p} className="text-right p-2">
                                           {isNeg ? <span className="text-red-600 bg-red-100">{text}</span> : text}
                                         </TableCell>
                                       );
                                     }
                                     return (
-                                      <TableCell key={y} className="text-right p-2">{text}</TableCell>
+                                      <TableCell key={p} className="text-right p-2">{text}</TableCell>
                                     );
                                   }
                                 })}
@@ -863,8 +874,8 @@ export default function ReportPage() {
                           const feeHeaderRow = (
                             <TableRow key="__fee_metrics_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">费用指标</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           );
@@ -879,17 +890,17 @@ export default function ReportPage() {
                           ].map(({ key, label }) => (
                             <TableRow key={key} className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">{label}</TableCell>
-                              {years.map((y) => {
-                                const points = series[key] as Array<{ year?: string; value?: number | null }> | undefined;
-                                const v = points?.find(p => p?.year === y)?.value ?? null;
+                              {periods.map((p) => {
+                                const points = series[key] as any[] | undefined;
+                                const v = getValueByPeriod(points, p);
 
                                 if (v == null || !Number.isFinite(v)) {
-                                  return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                 }
                                 const rateText = numberFormatter.format(v);
                                 const isNegative = v < 0;
                                 return (
-                                  <TableCell key={y} className="text-right p-2">
+                                  <TableCell key={p} className="text-right p-2">
                                     {isNegative ? <span className="text-red-600 bg-red-100">{rateText}%</span> : `${rateText}%`}
                                   </TableCell>
                                 );
@@ -903,20 +914,20 @@ export default function ReportPage() {
                           const assetHeaderRow = (
                             <TableRow key="__asset_ratio_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">资产占比</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           );
 
-                          const ratioCell = (value: number | null, y: string) => {
+                          const ratioCell = (value: number | null, keyStr: string) => {
                             if (value == null || !Number.isFinite(value)) {
-                              return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                              return <TableCell key={keyStr} className="text-right p-2">-</TableCell>;
                             }
                             const text = numberFormatter.format(value);
                             const isNegative = value < 0;
                             return (
-                              <TableCell key={y} className="text-right p-2">
+                              <TableCell key={keyStr} className="text-right p-2">
                                 {isNegative ? <span className="text-red-600 bg-red-100">{text}%</span> : `${text}%`}
                               </TableCell>
                             );
@@ -940,10 +951,10 @@ export default function ReportPage() {
                           ].map(({ key, label }) => (
                             <TableRow key={key} className={`hover:bg-purple-100 ${key === '__other_assets_ratio' ? 'bg-yellow-50' : ''}`}>
                               <TableCell className="p-2 text-muted-foreground">{label}</TableCell>
-                              {years.map((y) => {
-                                const points = series[key] as Array<{ year?: string; value?: number | null }> | undefined;
-                                const v = points?.find(p => p?.year === y)?.value ?? null;
-                                return ratioCell(v, y);
+                              {periods.map((p) => {
+                                const points = series[key] as any[] | undefined;
+                                const v = getValueByPeriod(points, p);
+                                return ratioCell(v, p);
                               })}
                             </TableRow>
                           ));
@@ -954,8 +965,8 @@ export default function ReportPage() {
                           const turnoverHeaderRow = (
                             <TableRow key="__turnover_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">周转能力</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           );
@@ -971,21 +982,21 @@ export default function ReportPage() {
                           const turnoverRows = turnoverItems.map(({ key, label }) => (
                             <TableRow key={key} className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">{label}</TableCell>
-                              {years.map((y) => {
-                                const points = series[key] as Array<{ year?: string; value?: number | null }> | undefined;
-                                const v = points?.find(p => p?.year === y)?.value ?? null;
+                              {periods.map((p) => {
+                                const points = series[key] as any[] | undefined;
+                                const v = getValueByPeriod(points, p);
                                 const value = typeof v === 'number' ? v : (v == null ? null : Number(v));
 
                                 if (value == null || !Number.isFinite(value)) {
-                                  return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                 }
                                 const text = numberFormatter.format(value);
                                 if (key === 'arturn_days' && value > 90) {
                                   return (
-                                    <TableCell key={y} className="text-right p-2 bg-red-100 text-red-600">{text}</TableCell>
+                                    <TableCell key={p} className="text-right p-2 bg-red-100 text-red-600">{text}</TableCell>
                                   );
                                 }
-                                return <TableCell key={y} className="text-right p-2">{text}</TableCell>;
+                                return <TableCell key={p} className="text-right p-2">{text}</TableCell>;
                               })}
                             </TableRow>
                           ));
@@ -1005,8 +1016,8 @@ export default function ReportPage() {
                             (
                               <TableRow key="__per_capita_row" className="bg-muted hover:bg-purple-100">
                                 <TableCell className="p-2 font-medium ">人均效率</TableCell>
-                                {years.map((y) => (
-                                  <TableCell key={y} className="p-2"></TableCell>
+                                {periods.map((p) => (
+                                  <TableCell key={p} className="p-2"></TableCell>
                                 ))}
                               </TableRow>
                             ),
@@ -1014,13 +1025,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__employees_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">员工人数</TableCell>
-                                {years.map((y) => {
-                                  const points = series['employees'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['employees'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{integerFormatter.format(Math.round(v))}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{integerFormatter.format(Math.round(v))}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1028,13 +1039,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__rev_per_emp_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">人均创收（万元）</TableCell>
-                                {years.map((y) => {
-                                  const points = series['__rev_per_emp'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const val = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['__rev_per_emp'] as any[] | undefined;
+                                  const val = getValueByPeriod(points, p);
                                   if (val == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1042,13 +1053,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__profit_per_emp_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">人均创利（万元）</TableCell>
-                                {years.map((y) => {
-                                  const points = series['__profit_per_emp'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const val = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['__profit_per_emp'] as any[] | undefined;
+                                  const val = getValueByPeriod(points, p);
                                   if (val == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1056,13 +1067,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__salary_per_emp_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">人均工资（万元）</TableCell>
-                                {years.map((y) => {
-                                  const points = series['__salary_per_emp'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const val = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['__salary_per_emp'] as any[] | undefined;
+                                  const val = getValueByPeriod(points, p);
                                   if (val == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(val)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1072,8 +1083,8 @@ export default function ReportPage() {
                             (
                               <TableRow key="__market_perf_row" className="bg-muted hover:bg-purple-100">
                                 <TableCell className="p-2 font-medium ">市场表现</TableCell>
-                                {years.map((y) => (
-                                  <TableCell key={y} className="p-2"></TableCell>
+                                {periods.map((p) => (
+                                  <TableCell key={p} className="p-2"></TableCell>
                                 ))}
                               </TableRow>
                             ),
@@ -1081,13 +1092,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__price_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">股价</TableCell>
-                                {years.map((y) => {
-                                  const points = series['close'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['close'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1095,14 +1106,14 @@ export default function ReportPage() {
                             (
                               <TableRow key="__market_cap_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">市值（亿元）</TableCell>
-                                {years.map((y) => {
-                                  const points = series['total_mv'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['total_mv'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
                                   const scaled = v / 10000; // 转为亿元
-                                  return <TableCell key={y} className="text-right p-2">{integerFormatter.format(Math.round(scaled))}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{integerFormatter.format(Math.round(scaled))}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1110,13 +1121,13 @@ export default function ReportPage() {
                             (
                               <TableRow key="__pe_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">PE</TableCell>
-                                {years.map((y) => {
-                                  const points = series['pe'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['pe'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
@@ -1124,27 +1135,27 @@ export default function ReportPage() {
                             (
                               <TableRow key="__pb_row" className="hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">PB</TableCell>
-                                {years.map((y) => {
-                                  const points = series['pb'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['pb'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{numberFormatter.format(v)}</TableCell>;
                                 })}
                               </TableRow>
                             ),
                             // 股东户数
                             (
-                              <TableRow key="__holder_num_row" className="hover:bg-purple-100">
+                              <TableRow key="__holder_num_row" className="hover:bg紫-100 hover:bg-purple-100">
                                 <TableCell className="p-2 text-muted-foreground">股东户数</TableCell>
-                                {years.map((y) => {
-                                  const points = series['holder_num'] as Array<{ year?: string; value?: number | null }> | undefined;
-                                  const v = points?.find(p => p?.year === y)?.value ?? null;
+                                {periods.map((p) => {
+                                  const points = series['holder_num'] as any[] | undefined;
+                                  const v = getValueByPeriod(points, p);
                                   if (v == null) {
-                                    return <TableCell key={y} className="text-right p-2">-</TableCell>;
+                                    return <TableCell key={p} className="text-right p-2">-</TableCell>;
                                   }
-                                  return <TableCell key={y} className="text-right p-2">{integerFormatter.format(Math.round(v))}</TableCell>;
+                                  return <TableCell key={p} className="text-right p-2">{integerFormatter.format(Math.round(v))}</TableCell>;
                                 })}
                               </TableRow>
                             ),

frontend/src/app/reports/[id]/page.tsx

@@ -4,6 +4,7 @@ import remarkGfm from 'remark-gfm'
 import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs'
 import { Card, CardHeader, CardTitle, CardContent } from '@/components/ui/card'
 import { Table, TableHeader, TableBody, TableHead, TableRow, TableCell } from '@/components/ui/table'
+import { formatReportPeriod } from '@/lib/financial-utils'
 
 type Report = {
   id: string
@@ -120,13 +121,13 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                 const fin = (content?.financials ?? null) as null | {
                   ts_code?: string
                   name?: string
-                  series?: Record<string, Array<{ year: string; value: number | null; month?: number | null }>>
+                  series?: Record<string, Array<{ period: string; value: number | null }>>
                   meta?: any
                 }
 
                 const series = fin?.series || {}
-                const allPoints = Object.values(series).flat() as Array<{ year: string; value: number | null; month?: number | null }>
-                const years = Array.from(new Set(allPoints.map(p => p?.year).filter(Boolean) as string[])).sort((a, b) => Number(b) - Number(a))
+                const allPoints = Object.values(series).flat() as Array<{ period: string; value: number | null }>
+                const periods = Array.from(new Set(allPoints.map(p => p?.period).filter(Boolean) as string[])).sort((a, b) => b.localeCompare(a))
 
                 const numberFormatter = new Intl.NumberFormat('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
                 const integerFormatter = new Intl.NumberFormat('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 0 })
@@ -203,13 +204,9 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                       <TableHeader>
                         <TableRow>
                           <TableHead className="text-left p-2">指标</TableHead>
-                          {years.map((y) => {
-                            const yearData = allPoints.find(p => p.year === y)
-                            const isCurrent = y === currentYearStr
-                            const quarter = yearData?.month ? getQuarter(yearData.month) : null
-                            const label = isCurrent && quarter ? `${y} Q${quarter}` : y
-                            return <TableHead key={y} className="text-right p-2">{label}</TableHead>
-                          })}
+                          {periods.map((p) => (
+                            <TableHead key={p} className="text-right p-2">{formatReportPeriod(p)}</TableHead>
+                          ))}
                         </TableRow>
                       </TableHeader>
                       <TableBody>
@@ -217,34 +214,34 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const summaryRow = (
                             <TableRow key="__main_metrics_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">主要指标</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
 
                           const rows = ORDER.map(({ key, label, kind }) => {
                           const isComputed = kind === 'computed' && key === '__free_cash_flow'
-                          const points = series[key] as Array<{ year?: string; value?: number | null }>|undefined
-                          const operating = series['n_cashflow_act'] as Array<{ year?: string; value?: number | null }>|undefined
-                          const capex = series['c_pay_acq_const_fiolta'] as Array<{ year?: string; value?: number | null }>|undefined
+                          const points = series[key] as Array<{ period?: string; value?: number | null }>|undefined
+                          const operating = series['n_cashflow_act'] as Array<{ period?: string; value?: number | null }>|undefined
+                          const capex = series['c_pay_acq_const_fiolta'] as Array<{ period?: string; value?: number | null }>|undefined
                           return (
                             <TableRow key={key} className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">{label || metricDisplayMap[key] || key}</TableCell>
-                              {years.map((y) => {
+                              {periods.map((p) => {
                                 let v: number | null | undefined = undefined
                                 if (isComputed) {
-                                  const op = operating?.find(p => p?.year === y)?.value ?? null
-                                  const cp = capex?.find(p => p?.year === y)?.value ?? null
+                                  const op = operating?.find(pt => pt?.period === p)?.value ?? null
+                                  const cp = capex?.find(pt => pt?.period === p)?.value ?? null
                                   v = (op == null || cp == null) ? null : (Number(op) - Number(cp))
                                 } else {
-                                  v = points?.find(p => p?.year === y)?.value ?? null
+                                  v = points?.find(pt => pt?.period === p)?.value ?? null
                                 }
 
                                 const groupName = metricGroupMap[key]
                                 const rawNum = typeof v === 'number' ? v : (v == null ? null : Number(v))
                                 if (rawNum == null || Number.isNaN(rawNum)) {
-                                  return <TableCell key={y} className="text-right p-2">-</TableCell>
+                                  return <TableCell key={p} className="text-right p-2">-</TableCell>
                                 }
                                 if (PERCENT_KEYS.has(key)) {
                                   const perc = Math.abs(rawNum) <= 1 ? rawNum * 100 : rawNum
@@ -283,8 +280,8 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           )
                           })
 
-                          const getVal = (arr: Array<{ year?: string; value?: number | null }> | undefined, y: string) => {
-                            const v = arr?.find(p => p?.year === y)?.value
+                          const getVal = (arr: Array<{ period?: string; value?: number | null }> | undefined, p: string) => {
+                            const v = arr?.find(pt => pt?.period === p)?.value
                             return typeof v === 'number' ? v : (v == null ? null : Number(v))
                           }
 
@@ -292,8 +289,8 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const feeHeaderRow = (
                             <TableRow key="__fee_metrics_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">费用指标</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
@@ -307,10 +304,10 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           ].map(({ key, label, num, den }) => (
                             <TableRow key={key} className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">{label}</TableCell>
-                              {years.map((y) => {
+                              {periods.map((p) => {
                                 let rate: number | null = null
                                 if (key === '__tax_rate') {
-                                  const numerator = getVal(num, y)
+                                  const numerator = getVal(num, p)
                                   if (numerator == null || Number.isNaN(numerator)) {
                                     rate = null
                                   } else if (Math.abs(numerator) <= 1) {
@@ -319,12 +316,12 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                                     rate = numerator
                                   }
                                 } else if (key === '__other_fee_rate') {
-                                  const gpRaw = getVal(series['grossprofit_margin'] as any, y)
-                                  const npRaw = getVal(series['netprofit_margin'] as any, y)
-                                  const rev = getVal(series['revenue'] as any, y)
-                                  const sell = getVal(series['sell_exp'] as any, y)
-                                  const admin = getVal(series['admin_exp'] as any, y)
-                                  const rd = getVal(series['rd_exp'] as any, y)
+                                  const gpRaw = getVal(series['grossprofit_margin'] as any, p)
+                                  const npRaw = getVal(series['netprofit_margin'] as any, p)
+                                  const rev = getVal(series['revenue'] as any, p)
+                                  const sell = getVal(series['sell_exp'] as any, p)
+                                  const admin = getVal(series['admin_exp'] as any, p)
+                                  const rd = getVal(series['rd_exp'] as any, p)
                                   if (gpRaw == null || npRaw == null || rev == null || rev === 0 || sell == null || admin == null || rd == null) {
                                     rate = null
                                   } else {
@@ -362,19 +359,19 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const assetHeaderRow = (
                             <TableRow key="__asset_ratio_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">资产占比</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
-                          const ratioCell = (value: number | null, y: string) => {
+                          const ratioCell = (value: number | null, p: string) => {
                             if (value == null || !Number.isFinite(value)) {
-                              return <TableCell key={y} className="text-right p-2">-</TableCell>
+                              return <TableCell key={p} className="text-right p-2">-</TableCell>
                             }
                             const text = numberFormatter.format(value)
                             const isNegative = value < 0
                             return (
-                              <TableCell key={y} className="text-right p-2">
+                              <TableCell key={p} className="text-right p-2">
                                 {isNegative ? <span className="text-red-600 bg-red-100">{text}%</span> : `${text}%`}
                               </TableCell>
                             )
@@ -482,8 +479,8 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const turnoverHeaderRow = (
                             <TableRow key="__turnover_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">周转能力</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
@@ -491,14 +488,15 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                             const n = Number(ys)
                             return Number.isFinite(n) ? n : null
                           }
-                          const getPoint = (arr: Array<{ year?: string; value?: number | null }> | undefined, year: string) => {
-                            return arr?.find(p => p?.year === year)?.value ?? null
+                          const getPoint = (arr: Array<{ period?: string; value?: number | null }> | undefined, period: string) => {
+                            return arr?.find(p => p?.period === period)?.value ?? null
                           }
-                          const getAvg = (arr: Array<{ year?: string; value?: number | null }> | undefined, year: string) => {
-                            const curr = getPoint(arr, year)
-                            const yNum = getYearNumber(year)
+                          const getAvg = (arr: Array<{ period?: string; value?: number | null }> | undefined, period: string) => {
+                            const curr = getPoint(arr, period)
+                            const yNum = period.length >= 4 ? Number(period.substring(0, 4)) : null
                             const prevYear = yNum != null ? String(yNum - 1) : null
-                            const prev = prevYear ? getPoint(arr, prevYear) : null
+                            const prevPeriod = prevYear ? prevYear + period.substring(4) : null
+                            const prev = prevPeriod ? getPoint(arr, prevPeriod) : null
                             const c = typeof curr === 'number' ? curr : (curr == null ? null : Number(curr))
                             const p = typeof prev === 'number' ? prev : (prev == null ? null : Number(prev))
                             if (c == null) return null
@@ -534,28 +532,28 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const turnoverRows = turnoverItems.map(({ key, label }) => (
                             <TableRow key={key} className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">{label}</TableCell>
-                              {years.map((y) => {
+                              {periods.map((p) => {
                                 let value: number | null = null
                                 if (key === 'payturn_days') {
-                                  const avgAP = getAvg(series['accounts_pay'] as any, y)
-                                  const cogs = getCOGS(y)
+                                  const avgAP = getAvg(series['accounts_pay'] as any, p)
+                                  const cogs = getCOGS(p)
                                   value = avgAP == null || cogs == null || cogs === 0 ? null : (365 * avgAP) / cogs
                                 } else {
-                                  const arr = series[key] as Array<{ year?: string; value?: number | null }> | undefined
-                                  const v = arr?.find(p => p?.year === y)?.value ?? null
+                                  const arr = series[key] as Array<{ period?: string; value?: number | null }> | undefined
+                                  const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                   const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
                                   value = num == null || Number.isNaN(num) ? null : num
                                 }
                                 if (value == null || !Number.isFinite(value)) {
-                                  return <TableCell key={y} className="text-right p-2">-</TableCell>
+                                  return <TableCell key={p} className="text-right p-2">-</TableCell>
                                 }
                                 const text = numberFormatter.format(value)
                                 if (key === 'arturn_days' && value > 90) {
                                   return (
-                                    <TableCell key={y} className="text-right p-2 bg-red-100 text-red-600">{text}</TableCell>
+                                    <TableCell key={p} className="text-right p-2 bg-red-100 text-red-600">{text}</TableCell>
                                   )
                                 }
-                                return <TableCell key={y} className="text-right p-2">{text}</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{text}</TableCell>
                               })}
                             </TableRow>
                           ))
@@ -564,8 +562,8 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const perCapitaHeaderRow = (
                             <TableRow key="__per_capita_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">人均效率</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
@@ -628,69 +626,69 @@ export default async function ReportDetailPage({ params }: { params: Promise<{ i
                           const marketHeaderRow = (
                             <TableRow key="__market_perf_row" className="bg-muted hover:bg-purple-100">
                               <TableCell className="p-2 font-medium ">市场表现</TableCell>
-                              {years.map((y) => (
-                                <TableCell key={y} className="p-2"></TableCell>
+                              {periods.map((p) => (
+                                <TableCell key={p} className="p-2"></TableCell>
                               ))}
                             </TableRow>
                           )
                           const priceRow = (
                             <TableRow key="__price_row" className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">股价</TableCell>
-                              {years.map((y) => {
-                                const arr = series['close'] as Array<{ year?: string; value?: number | null }> | undefined
-                                const v = arr?.find(p => p?.year === y)?.value ?? null
+                              {periods.map((p) => {
+                                const arr = series['close'] as Array<{ period?: string; value?: number | null }> | undefined
+                                const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                 const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
-                                if (num == null || !Number.isFinite(num)) return <TableCell key={y} className="text-right p-2">-</TableCell>
-                                return <TableCell key={y} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
+                                if (num == null || !Number.isFinite(num)) return <TableCell key={p} className="text-right p-2">-</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
                               })}
                             </TableRow>
                           )
                           const marketCapRow = (
                             <TableRow key="__market_cap_row" className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">市值（亿元）</TableCell>
-                              {years.map((y) => {
-                                const arr = series['total_mv'] as Array<{ year?: string; value?: number | null }> | undefined
-                                const v = arr?.find(p => p?.year === y)?.value ?? null
+                              {periods.map((p) => {
+                                const arr = series['total_mv'] as Array<{ period?: string; value?: number | null }> | undefined
+                                const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                 const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
-                                if (num == null || !Number.isFinite(num)) return <TableCell key={y} className="text-right p-2">-</TableCell>
+                                if (num == null || !Number.isFinite(num)) return <TableCell key={p} className="text-right p-2">-</TableCell>
                                 const scaled = num / 10000
-                                return <TableCell key={y} className="text-right p-2">{integerFormatter.format(Math.round(scaled))}</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{integerFormatter.format(Math.round(scaled))}</TableCell>
                               })}
                             </TableRow>
                           )
                           const peRow = (
                             <TableRow key="__pe_row" className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">PE</TableCell>
-                              {years.map((y) => {
-                                const arr = series['pe'] as Array<{ year?: string; value?: number | null }> | undefined
-                                const v = arr?.find(p => p?.year === y)?.value ?? null
+                              {periods.map((p) => {
+                                const arr = series['pe'] as Array<{ period?: string; value?: number | null }> | undefined
+                                const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                 const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
-                                if (num == null || !Number.isFinite(num)) return <TableCell key={y} className="text-right p-2">-</TableCell>
-                                return <TableCell key={y} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
+                                if (num == null || !Number.isFinite(num)) return <TableCell key={p} className="text-right p-2">-</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
                               })}
                             </TableRow>
                           )
                           const pbRow = (
                             <TableRow key="__pb_row" className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">PB</TableCell>
-                              {years.map((y) => {
-                                const arr = series['pb'] as Array<{ year?: string; value?: number | null }> | undefined
-                                const v = arr?.find(p => p?.year === y)?.value ?? null
+                              {periods.map((p) => {
+                                const arr = series['pb'] as Array<{ period?: string; value?: number | null }> | undefined
+                                const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                 const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
-                                if (num == null || !Number.isFinite(num)) return <TableCell key={y} className="text-right p-2">-</TableCell>
-                                return <TableCell key={y} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
+                                if (num == null || !Number.isFinite(num)) return <TableCell key={p} className="text-right p-2">-</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{numberFormatter.format(num)}</TableCell>
                               })}
                             </TableRow>
                           )
                           const holderNumRow = (
                             <TableRow key="__holder_num_row" className="hover:bg-purple-100">
                               <TableCell className="p-2 text-muted-foreground">股东户数</TableCell>
-                              {years.map((y) => {
-                                const arr = series['holder_num'] as Array<{ year?: string; value?: number | null }> | undefined
-                                const v = arr?.find(p => p?.year === y)?.value ?? null
+                              {periods.map((p) => {
+                                const arr = series['holder_num'] as Array<{ period?: string; value?: number | null }> | undefined
+                                const v = arr?.find(pt => pt?.period === p)?.value ?? null
                                 const num = typeof v === 'number' ? v : (v == null ? null : Number(v))
-                                if (num == null || !Number.isFinite(num)) return <TableCell key={y} className="text-right p-2">-</TableCell>
-                                return <TableCell key={y} className="text-right p-2">{integerFormatter.format(Math.round(num))}</TableCell>
+                                if (num == null || !Number.isFinite(num)) return <TableCell key={p} className="text-right p-2">-</TableCell>
+                                return <TableCell key={p} className="text-right p-2">{integerFormatter.format(Math.round(num))}</TableCell>
                               })}
                             </TableRow>
                           )

frontend/src/lib/financial-utils.ts

@@ -323,4 +323,25 @@ export function safeSetToStorage(key: string, value: unknown): boolean {
   } catch {
     return false;
   }
-}
+}
+
+export const formatReportPeriod = (period: string): string => {
+  if (!period || period.length !== 8) {
+    return period;
+  }
+  const year = period.substring(0, 4);
+  const monthDay = period.substring(4);
+
+  switch (monthDay) {
+    case '1231':
+      return `${year}A`;
+    case '0930':
+      return `${year}Q3`;
+    case '0630':
+      return `${year}Q2`;
+    case '0331':
+      return `${year}Q1`;
+    default:
+      return period;
+  }
+};

frontend/src/lib/prisma.ts

@@ -36,3 +36,5 @@ export const prisma =
 if (process.env.NODE_ENV !== 'production') globalForPrisma.prisma = prisma
 
 
+
+

frontend/src/types/index.ts

@@ -42,15 +42,13 @@ export interface CompanySuggestion {
 // ============================================================================
 
 /**
- * 年度数据点接口
+ * 报告期数据点接口
  */
-export interface YearDataPoint {
-  /** 年份 */
-  year: string;
+export interface PeriodDataPoint {
+  /** 报告期 (YYYYMMDD格式，如 20241231, 20250930) */
+  period: string;
   /** 数值 (可为null表示无数据) */
   value: number | null;
-  /** 月份信息，用于确定季度 */
-  month?: number | null;
 }
 
 /**
@@ -81,7 +79,7 @@ export interface FinancialMetricConfig {
  * 财务数据系列接口
  */
 export interface FinancialDataSeries {
-  [metricKey: string]: YearDataPoint[];
+  [metricKey: string]: PeriodDataPoint[];
 }
 
 /**

scripts/test-api-tax-to-ebt.py

@@ -1,56 +0,0 @@
-"""
-测试脚本：通过后端 API 检查是否能获取 300750.SZ 的 tax_to_ebt 数据
-"""
-import requests
-import json
-
-def test_api():
-    # 假设后端运行在默认端口
-    url = "http://localhost:8000/api/financials/china/300750.SZ?years=5"
-    
-    try:
-        print(f"正在请求 API: {url}")
-        response = requests.get(url, timeout=30)
-        
-        if response.status_code == 200:
-            data = response.json()
-            
-            print(f"\n✅ API 请求成功")
-            print(f"股票代码: {data.get('ts_code')}")
-            print(f"公司名称: {data.get('name')}")
-            
-            # 检查 series 中是否有 tax_to_ebt
-            series = data.get('series', {})
-            if 'tax_to_ebt' in series:
-                print(f"\n✅ 找到 tax_to_ebt 数据!")
-                tax_data = series['tax_to_ebt']
-                print(f"数据条数: {len(tax_data)}")
-                print(f"\n最近几年的 tax_to_ebt 值:")
-                for item in tax_data[-5:]:  # 显示最近5年
-                    year = item.get('year')
-                    value = item.get('value')
-                    month = item.get('month')
-                    month_str = f"Q{((month or 12) - 1) // 3 + 1}" if month else ""
-                    print(f"  {year}{month_str}: {value}")
-            else:
-                print(f"\n❌ 未找到 tax_to_ebt 数据")
-                print(f"可用字段: {list(series.keys())[:20]}...")
-                
-                # 检查是否有其他税率相关字段
-                tax_keys = [k for k in series.keys() if 'tax' in k.lower()]
-                if tax_keys:
-                    print(f"\n包含 'tax' 的字段: {tax_keys}")
-        else:
-            print(f"❌ API 请求失败: {response.status_code}")
-            print(f"响应内容: {response.text}")
-            
-    except requests.exceptions.ConnectionError:
-        print("❌ 无法连接到后端服务，请确保后端正在运行（例如运行 python dev.py）")
-    except Exception as e:
-        print(f"❌ 请求出错: {e}")
-        import traceback
-        traceback.print_exc()
-
-if __name__ == "__main__":
-    test_api()
-

scripts/test-config.py

@@ -1,122 +0,0 @@
-#!/usr/bin/env python3
-"""
-配置页面功能测试脚本
-"""
-import asyncio
-import json
-import sys
-import os
-
-# 添加项目根目录到Python路径
-sys.path.append(os.path.join(os.path.dirname(__file__), '..', 'backend'))
-
-from app.services.config_manager import ConfigManager
-from app.schemas.config import ConfigUpdateRequest, DatabaseConfig, GeminiConfig, DataSourceConfig
-
-async def test_config_manager():
-    """测试配置管理器功能"""
-    print("🧪 开始测试配置管理器...")
-    
-    # 这里需要实际的数据库会话，暂时跳过
-    print("⚠️  需要数据库连接，跳过实际测试")
-    print("✅ 配置管理器代码结构正确")
-
-def test_config_validation():
-    """测试配置验证功能"""
-    print("\n🔍 测试配置验证...")
-    
-    # 测试数据库URL验证
-    valid_urls = [
-        "postgresql://user:pass@host:port/db",
-        "postgresql+asyncpg://user:pass@host:port/db"
-    ]
-    
-    invalid_urls = [
-        "mysql://user:pass@host:port/db",
-        "invalid-url",
-        ""
-    ]
-    
-    for url in valid_urls:
-        if url.startswith(("postgresql://", "postgresql+asyncpg://")):
-            print(f"✅ 有效URL: {url}")
-        else:
-            print(f"❌ 应该有效但被拒绝: {url}")
-    
-    for url in invalid_urls:
-        if not url.startswith(("postgresql://", "postgresql+asyncpg://")):
-            print(f"✅ 无效URL正确被拒绝: {url}")
-        else:
-            print(f"❌ 应该无效但被接受: {url}")
-
-def test_api_key_validation():
-    """测试API Key验证"""
-    print("\n🔑 测试API Key验证...")
-    
-    valid_keys = ["1234567890", "abcdefghijklmnop"]
-    invalid_keys = ["123", "short", ""]
-    
-    for key in valid_keys:
-        if len(key) >= 10:
-            print(f"✅ 有效API Key: {key[:10]}...")
-        else:
-            print(f"❌ 应该有效但被拒绝: {key}")
-    
-    for key in invalid_keys:
-        if len(key) < 10:
-            print(f"✅ 无效API Key正确被拒绝: {key}")
-        else:
-            print(f"❌ 应该无效但被接受: {key}")
-
-def test_config_export_import():
-    """测试配置导入导出功能"""
-    print("\n📤 测试配置导入导出...")
-    
-    # 模拟配置数据
-    config_data = {
-        "database": {"url": "postgresql://test:test@localhost:5432/test"},
-        "gemini_api": {"api_key": "test_key_1234567890", "base_url": "https://api.example.com"},
-        "data_sources": {
-            "tushare": {"api_key": "tushare_key_1234567890"},
-            "finnhub": {"api_key": "finnhub_key_1234567890"}
-        }
-    }
-    
-    # 测试JSON序列化
-    try:
-        json_str = json.dumps(config_data, indent=2)
-        parsed = json.loads(json_str)
-        print("✅ 配置JSON序列化/反序列化正常")
-        
-        # 验证必需字段
-        required_fields = ["database", "gemini_api", "data_sources"]
-        for field in required_fields:
-            if field in parsed:
-                print(f"✅ 包含必需字段: {field}")
-            else:
-                print(f"❌ 缺少必需字段: {field}")
-                
-    except Exception as e:
-        print(f"❌ JSON处理失败: {e}")
-
-def main():
-    """主测试函数"""
-    print("🚀 配置页面功能测试")
-    print("=" * 50)
-    
-    test_config_validation()
-    test_api_key_validation()
-    test_config_export_import()
-    
-    print("\n" + "=" * 50)
-    print("✅ 所有测试完成！")
-    print("\n📋 测试总结:")
-    print("• 配置验证逻辑正确")
-    print("• API Key验证工作正常")
-    print("• 配置导入导出功能正常")
-    print("• 前端UI组件已创建")
-    print("• 后端API接口已实现")
-    print("• 错误处理机制已添加")
-
-if __name__ == "__main__":
-    main()

scripts/test-employees.py

@@ -1,82 +0,0 @@
-#!/usr/bin/env python3
-"""
-测试员工数数据获取功能
-"""
-import asyncio
-import sys
-import os
-import json
-
-# 添加项目根目录到Python路径
-sys.path.append(os.path.join(os.path.dirname(__file__), '..', 'backend'))
-
-from tushare_legacy_client import TushareLegacyClient as TushareClient
-
-
-async def test_employees_data():
-    """测试获取员工数数据"""
-    print("🧪 测试员工数数据获取...")
-    print("=" * 50)
-    
-    # 从环境变量或配置文件读取 token
-    base_dir = os.path.abspath(os.path.join(os.path.dirname(__file__), '..'))
-    config_path = os.path.join(base_dir, 'config', 'config.json')
-    
-    token = os.environ.get('TUSHARE_TOKEN')
-    if not token and os.path.exists(config_path):
-        with open(config_path, 'r', encoding='utf-8') as f:
-            config = json.load(f)
-            token = config.get('data_sources', {}).get('tushare', {}).get('api_key')
-    
-    if not token:
-        print("❌ 未找到 Tushare token")
-        print("请设置环境变量 TUSHARE_TOKEN 或在 config/config.json 中配置")
-        return
-    
-    print(f"✅ Token 已加载: {token[:10]}...")
-    
-    # 测试股票代码
-    test_ts_code = "000001.SZ"  # 平安银行
-    
-    async with TushareClient(token=token) as client:
-        try:
-            print(f"\n📊 查询股票: {test_ts_code}")
-            print("调用 stock_company API...")
-            
-            # 调用 stock_company API
-            data = await client.query(
-                api_name="stock_company",
-                params={"ts_code": test_ts_code, "limit": 10}
-            )
-            
-            if data:
-                print(f"✅ 成功获取 {len(data)} 条记录")
-                print("\n返回的数据字段:")
-                if data:
-                    for key in data[0].keys():
-                        print(f"  - {key}")
-                
-                print("\n员工数相关字段:")
-                for row in data:
-                    if 'employees' in row:
-                        print(f"  ✅ employees: {row.get('employees')}")
-                    if 'employee' in row:
-                        print(f"  ✅ employee: {row.get('employee')}")
-                
-                print("\n完整数据示例:")
-                print(json.dumps(data[0], indent=2, ensure_ascii=False))
-            else:
-                print("⚠️  未返回数据")
-                
-        except Exception as e:
-            print(f"❌ 错误: {e}")
-            import traceback
-            traceback.print_exc()
-
-
-if __name__ == "__main__":
-    print("🚀 开始测试员工数数据获取功能\n")
-    asyncio.run(test_employees_data())
-    print("\n" + "=" * 50)
-    print("✅ 测试完成")
-

scripts/test-holder-number.py

@@ -1,104 +0,0 @@
-#!/usr/bin/env python3
-"""
-测试股东数数据获取功能
-"""
-import asyncio
-import sys
-import os
-import json
-from datetime import datetime, timedelta
-
-# 添加项目根目录到Python路径
-sys.path.append(os.path.join(os.path.dirname(__file__), '..', 'backend'))
-
-from tushare_legacy_client import TushareLegacyClient as TushareClient
-
-
-async def test_holder_number_data():
-    """测试获取股东数数据"""
-    print("🧪 测试股东数数据获取...")
-    print("=" * 50)
-    
-    # 从环境变量或配置文件读取 token
-    base_dir = os.path.abspath(os.path.join(os.path.dirname(__file__), '..'))
-    config_path = os.path.join(base_dir, 'config', 'config.json')
-    
-    token = os.environ.get('TUSHARE_TOKEN')
-    if not token and os.path.exists(config_path):
-        with open(config_path, 'r', encoding='utf-8') as f:
-            config = json.load(f)
-            token = config.get('data_sources', {}).get('tushare', {}).get('api_key')
-    
-    if not token:
-        print("❌ 未找到 Tushare token")
-        print("请设置环境变量 TUSHARE_TOKEN 或在 config/config.json 中配置")
-        return
-    
-    print(f"✅ Token 已加载: {token[:10]}...")
-    
-    # 测试股票代码
-    test_ts_code = "000001.SZ"  # 平安银行
-    years = 5  # 查询最近5年的数据
-    
-    # 计算日期范围
-    end_date = datetime.now().strftime("%Y%m%d")
-    start_date = (datetime.now() - timedelta(days=years * 365)).strftime("%Y%m%d")
-    
-    async with TushareClient(token=token) as client:
-        try:
-            print(f"\n📊 查询股票: {test_ts_code}")
-            print(f"📅 日期范围: {start_date} 到 {end_date}")
-            print("调用 stk_holdernumber API...")
-            
-            # 调用 stk_holdernumber API
-            data = await client.query(
-                api_name="stk_holdernumber",
-                params={
-                    "ts_code": test_ts_code,
-                    "start_date": start_date,
-                    "end_date": end_date,
-                    "limit": 5000
-                }
-            )
-            
-            if data:
-                print(f"✅ 成功获取 {len(data)} 条记录")
-                print("\n返回的数据字段:")
-                if data:
-                    for key in data[0].keys():
-                        print(f"  - {key}")
-                
-                print("\n股东数数据:")
-                print("-" * 60)
-                for row in data[:10]:  # 只显示前10条
-                    end_date_val = row.get('end_date', 'N/A')
-                    holder_num = row.get('holder_num', 'N/A')
-                    print(f"  日期: {end_date_val}, 股东数: {holder_num}")
-                
-                if len(data) > 10:
-                    print(f"  ... 还有 {len(data) - 10} 条记录")
-                
-                print("\n完整数据示例（第一条）:")
-                print(json.dumps(data[0], indent=2, ensure_ascii=False))
-                
-                # 检查是否有 holder_num 字段
-                if data and 'holder_num' in data[0]:
-                    print("\n✅ 成功获取 holder_num 字段数据")
-                else:
-                    print("\n⚠️  未找到 holder_num 字段")
-                    
-            else:
-                print("⚠️  未返回数据")
-                
-        except Exception as e:
-            print(f"❌ 错误: {e}")
-            import traceback
-            traceback.print_exc()
-
-
-if __name__ == "__main__":
-    print("🚀 开始测试股东数数据获取功能\n")
-    asyncio.run(test_holder_number_data())
-    print("\n" + "=" * 50)
-    print("✅ 测试完成")
-

scripts/test-holder-processing.py

@@ -1,115 +0,0 @@
-#!/usr/bin/env python3
-"""
-测试股东数数据处理逻辑
-"""
-import asyncio
-import sys
-import os
-import json
-from datetime import datetime, timedelta
-
-# 添加项目根目录到Python路径
-sys.path.append(os.path.join(os.path.dirname(__file__), '..', 'backend'))
-
-from tushare_legacy_client import TushareLegacyClient as TushareClient
-
-
-async def test_holder_num_processing():
-    """测试股东数数据处理逻辑"""
-    print("🧪 测试股东数数据处理逻辑...")
-    print("=" * 50)
-    
-    # 从环境变量或配置文件读取 token
-    base_dir = os.path.abspath(os.path.join(os.path.dirname(__file__), '..'))
-    config_path = os.path.join(base_dir, 'config', 'config.json')
-    
-    token = os.environ.get('TUSHARE_TOKEN')
-    if not token and os.path.exists(config_path):
-        with open(config_path, 'r', encoding='utf-8') as f:
-            config = json.load(f)
-            token = config.get('data_sources', {}).get('tushare', {}).get('api_key')
-    
-    if not token:
-        print("❌ 未找到 Tushare token")
-        return
-    
-    ts_code = '000001.SZ'
-    years = 5
-    
-    async with TushareClient(token=token) as client:
-        # 模拟后端处理逻辑
-        end_date = datetime.now().strftime('%Y%m%d')
-        start_date = (datetime.now() - timedelta(days=years * 365)).strftime('%Y%m%d')
-        
-        print(f"📊 查询股票: {ts_code}")
-        print(f"📅 日期范围: {start_date} 到 {end_date}")
-        
-        data_rows = await client.query(
-            api_name='stk_holdernumber',
-            params={'ts_code': ts_code, 'start_date': start_date, 'end_date': end_date, 'limit': 5000}
-        )
-        
-        print(f'\n✅ 获取到 {len(data_rows)} 条原始数据')
-        
-        if data_rows:
-            print('\n原始数据示例（前3条）:')
-            for i, row in enumerate(data_rows[:3]):
-                print(f"  第{i+1}条: {json.dumps(row, indent=4, ensure_ascii=False)}")
-        
-        # 模拟后端处理逻辑
-        series = {}
-        tmp = {}
-        date_field = 'end_date'
-        
-        print('\n📝 开始处理数据...')
-        
-        for row in data_rows:
-            date_val = row.get(date_field)
-            if not date_val:
-                print(f"  ⚠️  跳过无日期字段的行: {row}")
-                continue
-            year = str(date_val)[:4]
-            month = int(str(date_val)[4:6]) if len(str(date_val)) >= 6 else None
-            existing = tmp.get(year)
-            if existing is None or str(row.get(date_field)) > str(existing.get(date_field)):
-                tmp[year] = row
-                tmp[year]['_month'] = month
-        
-        print(f'\n✅ 处理后共有 {len(tmp)} 个年份的数据')
-        print('按年份分组的数据:')
-        for year, row in sorted(tmp.items(), key=lambda x: x[0], reverse=True):
-            print(f"  {year}: holder_num={row.get('holder_num')}, end_date={row.get('end_date')}")
-        
-        # 提取 holder_num 字段
-        key = 'holder_num'
-        for year, row in tmp.items():
-            month = row.get('_month')
-            value = row.get(key)
-            
-            arr = series.setdefault(key, [])
-            arr.append({'year': year, 'value': value, 'month': month})
-        
-        print('\n📊 提取后的 series 数据:')
-        print(json.dumps(series, indent=2, ensure_ascii=False))
-        
-        # 排序（模拟后端逻辑）
-        for key, arr in series.items():
-            uniq = {item['year']: item for item in arr}
-            arr_sorted_desc = sorted(uniq.values(), key=lambda x: x['year'], reverse=True)
-            arr_limited = arr_sorted_desc[:years]
-            arr_sorted = sorted(arr_limited, key=lambda x: x['year'])  # ascending
-            series[key] = arr_sorted
-        
-        print('\n✅ 最终排序后的数据（按年份升序）:')
-        print(json.dumps(series, indent=2, ensure_ascii=False))
-        
-        # 验证年份格式
-        print('\n🔍 验证年份格式:')
-        for item in series.get('holder_num', []):
-            year_str = item.get('year')
-            print(f"  年份: '{year_str}' (类型: {type(year_str).__name__}, 长度: {len(str(year_str))})")
-
-
-if __name__ == "__main__":
-    asyncio.run(test_holder_num_processing())
-

scripts/test-tax-to-ebt.py

@@ -1,110 +0,0 @@
-"""
-测试脚本：检查是否能获取 300750.SZ 的 tax_to_ebt 数据
-"""
-import asyncio
-import sys
-import os
-import json
-
-# 添加 backend 目录到 Python 路径
-sys.path.insert(0, os.path.join(os.path.dirname(__file__), "..", "backend"))
-
-from tushare_legacy_client import TushareLegacyClient as TushareClient
-
-async def test_tax_to_ebt():
-    # 读取配置获取 token
-    config_path = os.path.join(os.path.dirname(__file__), "..", "config", "config.json")
-    with open(config_path, "r", encoding="utf-8") as f:
-        config = json.load(f)
-    
-    token = config.get("data_sources", {}).get("tushare", {}).get("api_key")
-    if not token:
-        print("错误：未找到 Tushare token")
-        return
-    
-    client = TushareClient(token=token)
-    ts_code = "300750.SZ"
-    
-    try:
-        print(f"正在查询 {ts_code} 的财务指标数据...")
-        
-        # 先尝试不指定 fields，获取所有字段
-        print("\n=== 测试1: 不指定 fields 参数 ===")
-        data = await client.query(
-            api_name="fina_indicator",
-            params={"ts_code": ts_code, "limit": 10}
-        )
-        
-        # 再尝试明确指定 fields，包含 tax_to_ebt
-        print("\n=== 测试2: 明确指定 fields 参数（包含 tax_to_ebt） ===")
-        data_with_fields = await client.query(
-            api_name="fina_indicator",
-            params={"ts_code": ts_code, "limit": 10},
-            fields="ts_code,ann_date,end_date,tax_to_ebt,roe,roa"
-        )
-        
-        print(f"\n获取到 {len(data)} 条记录")
-        
-        if data:
-            # 检查第一条记录的字段
-            first_record = data[0]
-            print(f"\n第一条记录的字段:")
-            print(f"  ts_code: {first_record.get('ts_code')}")
-            print(f"  end_date: {first_record.get('end_date')}")
-            print(f"  ann_date: {first_record.get('ann_date')}")
-            
-            # 检查是否有 tax_to_ebt 字段
-            if 'tax_to_ebt' in first_record:
-                tax_value = first_record.get('tax_to_ebt')
-                print(f"\n✅ 找到 tax_to_ebt 字段!")
-                print(f"  tax_to_ebt 值: {tax_value}")
-                print(f"  tax_to_ebt 类型: {type(tax_value)}")
-            else:
-                print(f"\n❌ 未找到 tax_to_ebt 字段")
-                print(f"可用字段列表: {list(first_record.keys())[:20]}...")  # 只显示前20个字段
-            
-            # 打印所有包含 tax 的字段
-            tax_fields = [k for k in first_record.keys() if 'tax' in k.lower()]
-            if tax_fields:
-                print(f"\n包含 'tax' 的字段:")
-                for field in tax_fields:
-                    print(f"  {field}: {first_record.get(field)}")
-            
-            # 显示最近几条记录的 tax_to_ebt 值
-            print(f"\n最近几条记录的 tax_to_ebt 值（测试1）:")
-            for i, record in enumerate(data[:5]):
-                end_date = record.get('end_date', 'N/A')
-                tax_value = record.get('tax_to_ebt', 'N/A')
-                print(f"  {i+1}. {end_date}: tax_to_ebt = {tax_value}")
-        else:
-            print("❌ 未获取到任何数据（测试1）")
-        
-        # 测试2：检查明确指定 fields 的结果
-        if data_with_fields:
-            print(f"\n测试2获取到 {len(data_with_fields)} 条记录")
-            first_record2 = data_with_fields[0]
-            if 'tax_to_ebt' in first_record2:
-                print(f"✅ 测试2找到 tax_to_ebt 字段!")
-                print(f"  tax_to_ebt 值: {first_record2.get('tax_to_ebt')}")
-            else:
-                print(f"❌ 测试2也未找到 tax_to_ebt 字段")
-                print(f"可用字段: {list(first_record2.keys())}")
-            
-            print(f"\n最近几条记录的 tax_to_ebt 值（测试2）:")
-            for i, record in enumerate(data_with_fields[:5]):
-                end_date = record.get('end_date', 'N/A')
-                tax_value = record.get('tax_to_ebt', 'N/A')
-                print(f"  {i+1}. {end_date}: tax_to_ebt = {tax_value}")
-        else:
-            print("❌ 未获取到任何数据（测试2）")
-            
-    except Exception as e:
-        print(f"❌ 查询出错: {e}")
-        import traceback
-        traceback.print_exc()
-    finally:
-        await client.aclose()
-
-if __name__ == "__main__":
-    asyncio.run(test_tax_to_ebt())
-

scripts/tushare_legacy_client.py

@@ -1,41 +0,0 @@
-import sys
-import os
-import asyncio
-from typing import Any, Dict, List, Optional
-
-# Add backend to path to import TushareProvider
-sys.path.insert(0, os.path.join(os.path.dirname(__file__), "..", "backend"))
-from app.data_providers.tushare import TushareProvider
-
-class TushareLegacyClient:
-    """
-    An adapter to mimic the old TushareClient for legacy scripts,
-    but uses the new TushareProvider under the hood.
-    """
-    def __init__(self, token: str):
-        if not token:
-            raise ValueError("Token must be provided.")
-        self.provider = TushareProvider(token=token)
-
-    async def query(
-        self,
-        api_name: str,
-        params: Optional[Dict[str, Any]] = None,
-        fields: Optional[str] = None, # Note: fields are not used in the new provider's _query
-    ) -> List[Dict[str, Any]]:
-        """
-        Mimics the .query() method by calling the provider's internal _query method.
-        """
-        # The new _query method is protected, but we call it here for the script's sake.
-        return await self.provider._query(api_name=api_name, params=params, fields=fields)
-
-    async def aclose(self):
-        """Mimic aclose to allow 'async with' syntax."""
-        if hasattr(self.provider, '_client') and self.provider._client:
-            await self.provider._client.aclose()
-
-    async def __aenter__(self):
-        return self
-
-    async def __aexit__(self, exc_type, exc, tb):
-        await self.aclose()