feat(finance): add overview dashboard and platform fee rate

src/Infrastructure/TakeoutSaaS.Infrastructure/App/Extensions/AppServiceCollectionExtensions.cs

@@ -57,6 +57,7 @@ public static class AppServiceCollectionExtensions
         services.AddScoped<IStoredCardRepository, EfStoredCardRepository>();
         services.AddScoped<IOrderRepository, EfOrderRepository>();
         services.AddScoped<IFinanceCostRepository, EfFinanceCostRepository>();
+        services.AddScoped<IFinanceOverviewRepository, EfFinanceOverviewRepository>();
         services.AddScoped<IFinanceBusinessReportRepository, EfFinanceBusinessReportRepository>();
         services.AddScoped<IFinanceTransactionRepository, EfFinanceTransactionRepository>();
         services.AddScoped<IPaymentRepository, EfPaymentRepository>();

src/Infrastructure/TakeoutSaaS.Infrastructure/App/Persistence/TakeoutAppDbContext.cs

@@ -810,6 +810,7 @@ public sealed class TakeoutAppDbContext(
         builder.Property(x => x.StoreId).IsRequired();
         builder.Property(x => x.MinimumOrderAmount).HasPrecision(10, 2);
         builder.Property(x => x.BaseDeliveryFee).HasPrecision(10, 2);
+        builder.Property(x => x.PlatformServiceRate).HasPrecision(5, 2);
         builder.Property(x => x.PackagingFeeMode).HasConversion<int>();
         builder.Property(x => x.OrderPackagingFeeMode).HasConversion<int>();
         builder.Property(x => x.FixedPackagingFee).HasPrecision(10, 2);

src/Infrastructure/TakeoutSaaS.Infrastructure/App/Repositories/EfFinanceOverviewRepository.cs

@@ -0,0 +1,615 @@
+using Microsoft.EntityFrameworkCore;
+using TakeoutSaaS.Domain.Finance.Enums;
+using TakeoutSaaS.Domain.Finance.Models;
+using TakeoutSaaS.Domain.Finance.Repositories;
+using TakeoutSaaS.Domain.Orders.Enums;
+using TakeoutSaaS.Domain.Payments.Enums;
+using TakeoutSaaS.Infrastructure.App.Persistence;
+
+namespace TakeoutSaaS.Infrastructure.App.Repositories;
+
+/// <summary>
+/// 财务概览 EF Core 仓储实现。
+/// </summary>
+public sealed class EfFinanceOverviewRepository(TakeoutAppDbContext context) : IFinanceOverviewRepository
+{
+    private const int TrendDays = 30;
+    private const int TopProductDays = 30;
+
+    /// <inheritdoc />
+    public async Task<FinanceOverviewDashboardSnapshot> GetDashboardSnapshotAsync(
+        long tenantId,
+        FinanceCostDimension dimension,
+        long? storeId,
+        DateTime currentUtc,
+        CancellationToken cancellationToken = default)
+    {
+        var utcNow = NormalizeUtc(currentUtc);
+        var todayStart = NormalizeDate(utcNow);
+        var tomorrowStart = todayStart.AddDays(1);
+        var yesterdayStart = todayStart.AddDays(-1);
+        var trendStart = todayStart.AddDays(0 - TrendDays + 1);
+        var weekStart = todayStart.AddDays(-7);
+
+        // 1. 查询支付与退款基础数据。
+        var paidQuery = BuildPaidRecordQuery(tenantId, dimension, storeId);
+        var refundQuery = BuildRefundRecordQuery(tenantId, dimension, storeId);
+
+        // 2. 读取近 30 天按日按门店支付与退款汇总。
+        var paidDailyRows = await paidQuery
+            .Where(item => item.OccurredAt >= trendStart && item.OccurredAt < tomorrowStart)
+            .GroupBy(item => new { Date = item.OccurredAt.Date, item.StoreId })
+            .Select(group => new DailyStoreAmountRow
+            {
+                BusinessDate = group.Key.Date,
+                StoreId = group.Key.StoreId,
+                Amount = group.Sum(item => item.Amount)
+            })
+            .ToListAsync(cancellationToken);
+
+        var refundDailyRows = await refundQuery
+            .Where(item => item.OccurredAt >= trendStart && item.OccurredAt < tomorrowStart)
+            .GroupBy(item => new { Date = item.OccurredAt.Date, item.StoreId })
+            .Select(group => new DailyStoreAmountRow
+            {
+                BusinessDate = group.Key.Date,
+                StoreId = group.Key.StoreId,
+                Amount = group.Sum(item => item.Amount)
+            })
+            .ToListAsync(cancellationToken);
+
+        // 3. 读取今日收入构成（渠道维度）。
+        var paidTodayByChannel = await paidQuery
+            .Where(item => item.OccurredAt >= todayStart && item.OccurredAt < tomorrowStart)
+            .GroupBy(item => item.DeliveryType)
+            .Select(group => new DailyChannelAmountRow
+            {
+                Channel = group.Key,
+                Amount = group.Sum(item => item.Amount)
+            })
+            .ToListAsync(cancellationToken);
+
+        var refundTodayByChannel = await refundQuery
+            .Where(item => item.OccurredAt >= todayStart && item.OccurredAt < tomorrowStart)
+            .GroupBy(item => item.DeliveryType)
+            .Select(group => new DailyChannelAmountRow
+            {
+                Channel = group.Key,
+                Amount = group.Sum(item => item.Amount)
+            })
+            .ToListAsync(cancellationToken);
+
+        // 4. 读取作用域门店平台费率。
+        var scopedStoreIds = paidDailyRows
+            .Select(item => item.StoreId)
+            .Concat(refundDailyRows.Select(item => item.StoreId))
+            .Distinct()
+            .ToList();
+        if (dimension == FinanceCostDimension.Store && storeId.HasValue && !scopedStoreIds.Contains(storeId.Value))
+        {
+            scopedStoreIds.Add(storeId.Value);
+        }
+
+        var platformRateMap = scopedStoreIds.Count == 0
+            ? new Dictionary<long, decimal>()
+            : await context.StoreFees
+                .AsNoTracking()
+                .Where(item => item.TenantId == tenantId && scopedStoreIds.Contains(item.StoreId))
+                .Select(item => new { item.StoreId, item.PlatformServiceRate })
+                .ToDictionaryAsync(item => item.StoreId, item => item.PlatformServiceRate, cancellationToken);
+
+        // 5. 近 30 天按日收入/退款/平台成本汇总。
+        var grossByDate = new Dictionary<DateTime, decimal>();
+        var refundByDate = new Dictionary<DateTime, decimal>();
+        var platformCostByDate = new Dictionary<DateTime, decimal>();
+
+        foreach (var row in paidDailyRows)
+        {
+            var businessDate = NormalizeDate(row.BusinessDate);
+            AddAmount(grossByDate, businessDate, row.Amount);
+            var platformRate = ResolvePlatformRate(platformRateMap, row.StoreId);
+            AddAmount(platformCostByDate, businessDate, row.Amount * platformRate / 100m);
+        }
+
+        foreach (var row in refundDailyRows)
+        {
+            var businessDate = NormalizeDate(row.BusinessDate);
+            AddAmount(refundByDate, businessDate, row.Amount);
+            var platformRate = ResolvePlatformRate(platformRateMap, row.StoreId);
+            AddAmount(platformCostByDate, businessDate, 0m - row.Amount * platformRate / 100m);
+        }
+
+        // 6. 读取近 30 天覆盖月份的月度成本录入，并折算为日成本。
+        var monthStarts = BuildMonthStartRange(trendStart, todayStart);
+        var monthlyCostRows = await BuildMonthlyCostQuery(tenantId, dimension, storeId, monthStarts)
+            .Select(item => new MonthlyCostRow
+            {
+                CostMonth = item.CostMonth,
+                Category = item.Category,
+                Amount = item.TotalAmount
+            })
+            .ToListAsync(cancellationToken);
+        var monthlyCostMap = BuildMonthlyCostMap(monthlyCostRows);
+
+        // 7. 组装趋势数据与今日/昨日成本构成。
+        var incomeTrend = new List<FinanceOverviewIncomeTrendPointSnapshot>(TrendDays);
+        var profitTrend = new List<FinanceOverviewProfitTrendPointSnapshot>(TrendDays);
+        var todayCostComposition = CreateEmptyCostComposition();
+        var yesterdayCostComposition = CreateEmptyCostComposition();
+
+        for (var currentDate = trendStart; currentDate <= todayStart; currentDate = currentDate.AddDays(1))
+        {
+            var grossAmount = RoundAmount(GetAmount(grossByDate, currentDate));
+            var refundAmount = RoundAmount(GetAmount(refundByDate, currentDate));
+            var netReceived = RoundAmount(grossAmount - refundAmount);
+            var platformCost = RoundAmount(GetAmount(platformCostByDate, currentDate));
+
+            var baseCost = GetDailyBaseCost(currentDate, monthlyCostMap);
+            var totalCost = RoundAmount(baseCost.TotalCost + platformCost);
+            var netProfit = RoundAmount(netReceived - totalCost);
+
+            incomeTrend.Add(new FinanceOverviewIncomeTrendPointSnapshot
+            {
+                BusinessDate = currentDate,
+                NetReceivedAmount = netReceived
+            });
+            profitTrend.Add(new FinanceOverviewProfitTrendPointSnapshot
+            {
+                BusinessDate = currentDate,
+                RevenueAmount = grossAmount,
+                CostAmount = totalCost,
+                NetProfitAmount = netProfit
+            });
+
+            if (currentDate == todayStart)
+            {
+                todayCostComposition = new DailyCostAmounts
+                {
+                    Food = baseCost.Food,
+                    Labor = baseCost.Labor,
+                    Fixed = baseCost.Fixed,
+                    Packaging = baseCost.Packaging,
+                    Platform = platformCost
+                };
+            }
+
+            if (currentDate == yesterdayStart)
+            {
+                yesterdayCostComposition = new DailyCostAmounts
+                {
+                    Food = baseCost.Food,
+                    Labor = baseCost.Labor,
+                    Fixed = baseCost.Fixed,
+                    Packaging = baseCost.Packaging,
+                    Platform = platformCost
+                };
+            }
+        }
+
+        // 8. 汇总核心指标。
+        var todayGrossRevenue = RoundAmount(GetAmount(grossByDate, todayStart));
+        var yesterdayGrossRevenue = RoundAmount(GetAmount(grossByDate, yesterdayStart));
+        var todayRefundAmount = RoundAmount(GetAmount(refundByDate, todayStart));
+        var yesterdayRefundAmount = RoundAmount(GetAmount(refundByDate, yesterdayStart));
+        var todayNetReceived = RoundAmount(todayGrossRevenue - todayRefundAmount);
+        var yesterdayNetReceived = RoundAmount(yesterdayGrossRevenue - yesterdayRefundAmount);
+        var todayTotalCost = RoundAmount(todayCostComposition.TotalCost);
+        var yesterdayTotalCost = RoundAmount(yesterdayCostComposition.TotalCost);
+
+        var paidTotalAmount = await paidQuery
+            .Where(item => item.OccurredAt < tomorrowStart)
+            .Select(item => item.Amount)
+            .DefaultIfEmpty(0m)
+            .SumAsync(cancellationToken);
+        var refundTotalAmount = await refundQuery
+            .Where(item => item.OccurredAt < tomorrowStart)
+            .Select(item => item.Amount)
+            .DefaultIfEmpty(0m)
+            .SumAsync(cancellationToken);
+        var paidBeforeWeekAmount = await paidQuery
+            .Where(item => item.OccurredAt < weekStart)
+            .Select(item => item.Amount)
+            .DefaultIfEmpty(0m)
+            .SumAsync(cancellationToken);
+        var refundBeforeWeekAmount = await refundQuery
+            .Where(item => item.OccurredAt < weekStart)
+            .Select(item => item.Amount)
+            .DefaultIfEmpty(0m)
+            .SumAsync(cancellationToken);
+
+        var withdrawableBalance = RoundAmount(paidTotalAmount - refundTotalAmount);
+        var withdrawableBalanceLastWeek = RoundAmount(paidBeforeWeekAmount - refundBeforeWeekAmount);
+
+        // 9. 收入构成映射（今日）。
+        var paidChannelMap = paidTodayByChannel.ToDictionary(item => item.Channel, item => item.Amount);
+        var refundChannelMap = refundTodayByChannel.ToDictionary(item => item.Channel, item => item.Amount);
+        var incomeComposition = new List<FinanceOverviewIncomeCompositionSnapshot>(3);
+        foreach (var channel in new[] { DeliveryType.Delivery, DeliveryType.Pickup, DeliveryType.DineIn })
+        {
+            paidChannelMap.TryGetValue(channel, out var paidAmount);
+            refundChannelMap.TryGetValue(channel, out var refundAmount);
+            incomeComposition.Add(new FinanceOverviewIncomeCompositionSnapshot
+            {
+                Channel = channel,
+                Amount = RoundAmount(Math.Max(0m, paidAmount - refundAmount))
+            });
+        }
+
+        // 10. 成本构成映射（今日）。
+        var costComposition = new List<FinanceOverviewCostCompositionSnapshot>
+        {
+            new() { CategoryCode = "food", Amount = RoundAmount(todayCostComposition.Food) },
+            new() { CategoryCode = "labor", Amount = RoundAmount(todayCostComposition.Labor) },
+            new() { CategoryCode = "fixed", Amount = RoundAmount(todayCostComposition.Fixed) },
+            new() { CategoryCode = "packaging", Amount = RoundAmount(todayCostComposition.Packaging) },
+            new() { CategoryCode = "platform", Amount = RoundAmount(todayCostComposition.Platform) }
+        };
+
+        // 11. 查询 TOP10 商品营收排行（固定近 30 天）。
+        var topRangeStart = todayStart.AddDays(0 - TopProductDays + 1);
+        var paidOrderIdsQuery = BuildPaidOrderIdsQuery(
+            tenantId,
+            dimension,
+            storeId,
+            topRangeStart,
+            tomorrowStart);
+
+        var topProductQuery = context.OrderItems
+            .AsNoTracking()
+            .Where(item => item.TenantId == tenantId && paidOrderIdsQuery.Contains(item.OrderId))
+            .GroupBy(item => new { item.ProductId, item.ProductName })
+            .Select(group => new FinanceOverviewTopProductSnapshot
+            {
+                ProductId = group.Key.ProductId,
+                ProductName = group.Key.ProductName,
+                SalesQuantity = group.Sum(item => item.Quantity),
+                RevenueAmount = group.Sum(item => item.SubTotal)
+            });
+
+        var topProductTotalRevenue = await topProductQuery
+            .Select(item => item.RevenueAmount)
+            .DefaultIfEmpty(0m)
+            .SumAsync(cancellationToken);
+        var topProducts = await topProductQuery
+            .OrderByDescending(item => item.RevenueAmount)
+            .ThenByDescending(item => item.SalesQuantity)
+            .Take(10)
+            .ToListAsync(cancellationToken);
+
+        return new FinanceOverviewDashboardSnapshot
+        {
+            Dimension = dimension,
+            StoreId = dimension == FinanceCostDimension.Store ? storeId : null,
+            Summary = new FinanceOverviewSummarySnapshot
+            {
+                TodayGrossRevenue = todayGrossRevenue,
+                YesterdayGrossRevenue = yesterdayGrossRevenue,
+                TodayNetReceived = todayNetReceived,
+                YesterdayNetReceived = yesterdayNetReceived,
+                TodayRefundAmount = todayRefundAmount,
+                YesterdayRefundAmount = yesterdayRefundAmount,
+                TodayTotalCost = todayTotalCost,
+                YesterdayTotalCost = yesterdayTotalCost,
+                WithdrawableBalance = withdrawableBalance,
+                WithdrawableBalanceLastWeek = withdrawableBalanceLastWeek
+            },
+            IncomeTrend = incomeTrend,
+            ProfitTrend = profitTrend,
+            IncomeComposition = incomeComposition,
+            CostComposition = costComposition,
+            TopProducts = topProducts,
+            TopProductTotalRevenue = RoundAmount(topProductTotalRevenue)
+        };
+    }
+
+    private IQueryable<PaidRecordProjection> BuildPaidRecordQuery(
+        long tenantId,
+        FinanceCostDimension dimension,
+        long? storeId)
+    {
+        var query =
+            from payment in context.PaymentRecords.AsNoTracking()
+            join order in context.Orders.AsNoTracking()
+                on payment.OrderId equals order.Id
+            where payment.TenantId == tenantId
+                  && order.TenantId == tenantId
+                  && payment.Status == PaymentStatus.Paid
+                  && payment.PaidAt.HasValue
+            select new PaidRecordProjection
+            {
+                StoreId = order.StoreId,
+                DeliveryType = order.DeliveryType,
+                Amount = payment.Amount,
+                OccurredAt = payment.PaidAt!.Value
+            };
+
+        if (dimension == FinanceCostDimension.Store && storeId.HasValue)
+        {
+            query = query.Where(item => item.StoreId == storeId.Value);
+        }
+
+        return query;
+    }
+
+    private IQueryable<RefundRecordProjection> BuildRefundRecordQuery(
+        long tenantId,
+        FinanceCostDimension dimension,
+        long? storeId)
+    {
+        var query =
+            from refund in context.PaymentRefundRecords.AsNoTracking()
+            join order in context.Orders.AsNoTracking()
+                on refund.OrderId equals order.Id
+            where refund.TenantId == tenantId
+                  && order.TenantId == tenantId
+                  && refund.Status == PaymentRefundStatus.Succeeded
+            select new RefundRecordProjection
+            {
+                StoreId = order.StoreId,
+                DeliveryType = order.DeliveryType,
+                Amount = refund.Amount,
+                OccurredAt = refund.CompletedAt ?? refund.RequestedAt
+            };
+
+        if (dimension == FinanceCostDimension.Store && storeId.HasValue)
+        {
+            query = query.Where(item => item.StoreId == storeId.Value);
+        }
+
+        return query;
+    }
+
+    private IQueryable<long> BuildPaidOrderIdsQuery(
+        long tenantId,
+        FinanceCostDimension dimension,
+        long? storeId,
+        DateTime startAt,
+        DateTime endAt)
+    {
+        var query =
+            from payment in context.PaymentRecords.AsNoTracking()
+            join order in context.Orders.AsNoTracking()
+                on payment.OrderId equals order.Id
+            where payment.TenantId == tenantId
+                  && order.TenantId == tenantId
+                  && payment.Status == PaymentStatus.Paid
+                  && payment.PaidAt.HasValue
+                  && payment.PaidAt.Value >= startAt
+                  && payment.PaidAt.Value < endAt
+            select new
+            {
+                order.Id,
+                order.StoreId
+            };
+
+        if (dimension == FinanceCostDimension.Store && storeId.HasValue)
+        {
+            query = query.Where(item => item.StoreId == storeId.Value);
+        }
+
+        return query.Select(item => item.Id).Distinct();
+    }
+
+    private IQueryable<TakeoutSaaS.Domain.Finance.Entities.FinanceCostEntry> BuildMonthlyCostQuery(
+        long tenantId,
+        FinanceCostDimension dimension,
+        long? storeId,
+        IReadOnlyCollection<DateTime> monthStarts)
+    {
+        var query = context.FinanceCostEntries
+            .AsNoTracking()
+            .Where(item => item.TenantId == tenantId && monthStarts.Contains(item.CostMonth));
+
+        if (dimension == FinanceCostDimension.Store && storeId.HasValue)
+        {
+            return query.Where(item =>
+                item.Dimension == FinanceCostDimension.Store &&
+                item.StoreId == storeId.Value);
+        }
+
+        return query.Where(item =>
+            item.Dimension == FinanceCostDimension.Tenant &&
+            item.StoreId == null);
+    }
+
+    private static Dictionary<DateTime, Dictionary<FinanceCostCategory, decimal>> BuildMonthlyCostMap(
+        IReadOnlyCollection<MonthlyCostRow> rows)
+    {
+        var result = new Dictionary<DateTime, Dictionary<FinanceCostCategory, decimal>>();
+        foreach (var row in rows)
+        {
+            var monthStart = NormalizeMonthStart(row.CostMonth);
+            if (!result.TryGetValue(monthStart, out var categoryMap))
+            {
+                categoryMap = new Dictionary<FinanceCostCategory, decimal>();
+                result[monthStart] = categoryMap;
+            }
+
+            if (!categoryMap.ContainsKey(row.Category))
+            {
+                categoryMap[row.Category] = 0m;
+            }
+            categoryMap[row.Category] += row.Amount;
+        }
+
+        return result;
+    }
+
+    private static DailyCostAmounts GetDailyBaseCost(
+        DateTime businessDate,
+        IReadOnlyDictionary<DateTime, Dictionary<FinanceCostCategory, decimal>> monthlyCostMap)
+    {
+        var monthStart = NormalizeMonthStart(businessDate);
+        var daysInMonth = DateTime.DaysInMonth(monthStart.Year, monthStart.Month);
+
+        monthlyCostMap.TryGetValue(monthStart, out var categoryMap);
+        categoryMap ??= new Dictionary<FinanceCostCategory, decimal>();
+
+        var food = ResolveDailyCategoryAmount(categoryMap, FinanceCostCategory.FoodMaterial, daysInMonth);
+        var labor = ResolveDailyCategoryAmount(categoryMap, FinanceCostCategory.Labor, daysInMonth);
+        var fixedCost = ResolveDailyCategoryAmount(categoryMap, FinanceCostCategory.FixedExpense, daysInMonth);
+        var packaging = ResolveDailyCategoryAmount(categoryMap, FinanceCostCategory.PackagingConsumable, daysInMonth);
+
+        return new DailyCostAmounts
+        {
+            Food = food,
+            Labor = labor,
+            Fixed = fixedCost,
+            Packaging = packaging,
+            Platform = 0m
+        };
+    }
+
+    private static decimal ResolveDailyCategoryAmount(
+        IReadOnlyDictionary<FinanceCostCategory, decimal> categoryMap,
+        FinanceCostCategory category,
+        int daysInMonth)
+    {
+        categoryMap.TryGetValue(category, out var monthTotal);
+        if (daysInMonth <= 0)
+        {
+            return 0m;
+        }
+
+        return RoundAmount(monthTotal / daysInMonth);
+    }
+
+    private static List<DateTime> BuildMonthStartRange(DateTime startDate, DateTime endDate)
+    {
+        var result = new List<DateTime>();
+        var monthStart = NormalizeMonthStart(startDate);
+        var endMonth = NormalizeMonthStart(endDate);
+        while (monthStart <= endMonth)
+        {
+            result.Add(monthStart);
+            monthStart = monthStart.AddMonths(1);
+        }
+
+        return result;
+    }
+
+    private static DailyCostAmounts CreateEmptyCostComposition()
+    {
+        return new DailyCostAmounts
+        {
+            Food = 0m,
+            Labor = 0m,
+            Fixed = 0m,
+            Packaging = 0m,
+            Platform = 0m
+        };
+    }
+
+    private static void AddAmount(IDictionary<DateTime, decimal> map, DateTime key, decimal amount)
+    {
+        if (!map.ContainsKey(key))
+        {
+            map[key] = 0m;
+        }
+        map[key] += amount;
+    }
+
+    private static decimal GetAmount(IReadOnlyDictionary<DateTime, decimal> map, DateTime key)
+    {
+        return map.TryGetValue(key, out var value) ? value : 0m;
+    }
+
+    private static decimal ResolvePlatformRate(IReadOnlyDictionary<long, decimal> map, long storeId)
+    {
+        if (!map.TryGetValue(storeId, out var rate))
+        {
+            return 0m;
+        }
+
+        return Math.Clamp(rate, 0m, 100m);
+    }
+
+    private static DateTime NormalizeUtc(DateTime value)
+    {
+        return value.Kind switch
+        {
+            DateTimeKind.Utc => value,
+            DateTimeKind.Local => value.ToUniversalTime(),
+            _ => DateTime.SpecifyKind(value, DateTimeKind.Utc)
+        };
+    }
+
+    private static DateTime NormalizeDate(DateTime value)
+    {
+        var utc = NormalizeUtc(value);
+        return new DateTime(utc.Year, utc.Month, utc.Day, 0, 0, 0, DateTimeKind.Utc);
+    }
+
+    private static DateTime NormalizeMonthStart(DateTime value)
+    {
+        var utc = NormalizeUtc(value);
+        return new DateTime(utc.Year, utc.Month, 1, 0, 0, 0, DateTimeKind.Utc);
+    }
+
+    private static decimal RoundAmount(decimal value)
+    {
+        return decimal.Round(value, 2, MidpointRounding.AwayFromZero);
+    }
+
+    private sealed class PaidRecordProjection
+    {
+        public required long StoreId { get; init; }
+
+        public required DeliveryType DeliveryType { get; init; }
+
+        public required decimal Amount { get; init; }
+
+        public required DateTime OccurredAt { get; init; }
+    }
+
+    private sealed class RefundRecordProjection
+    {
+        public required long StoreId { get; init; }
+
+        public required DeliveryType DeliveryType { get; init; }
+
+        public required decimal Amount { get; init; }
+
+        public required DateTime OccurredAt { get; init; }
+    }
+
+    private sealed class DailyStoreAmountRow
+    {
+        public required DateTime BusinessDate { get; init; }
+
+        public required long StoreId { get; init; }
+
+        public required decimal Amount { get; init; }
+    }
+
+    private sealed class DailyChannelAmountRow
+    {
+        public required DeliveryType Channel { get; init; }
+
+        public required decimal Amount { get; init; }
+    }
+
+    private sealed class MonthlyCostRow
+    {
+        public required DateTime CostMonth { get; init; }
+
+        public required FinanceCostCategory Category { get; init; }
+
+        public required decimal Amount { get; init; }
+    }
+
+    private sealed class DailyCostAmounts
+    {
+        public decimal Food { get; init; }
+
+        public decimal Labor { get; init; }
+
+        public decimal Fixed { get; init; }
+
+        public decimal Packaging { get; init; }
+
+        public decimal Platform { get; init; }
+
+        public decimal TotalCost => RoundAmount(Food + Labor + Fixed + Packaging + Platform);
+    }
+}

src/Infrastructure/TakeoutSaaS.Infrastructure/Migrations/20260305015955_AddStoreFeePlatformServiceRate.cs

@@ -0,0 +1,32 @@
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace TakeoutSaaS.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddStoreFeePlatformServiceRate : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<decimal>(
+                name: "PlatformServiceRate",
+                table: "store_fees",
+                type: "numeric(5,2)",
+                precision: 5,
+                scale: 2,
+                nullable: false,
+                defaultValue: 0m,
+                comment: "平台服务费率（%）。");
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "PlatformServiceRate",
+                table: "store_fees");
+        }
+    }
+}

src/Infrastructure/TakeoutSaaS.Infrastructure/Migrations/20260305103000_AddFinanceInvoiceModule.cs

@@ -1,131 +0,0 @@
-using System;
-using Microsoft.EntityFrameworkCore.Infrastructure;
-using Microsoft.EntityFrameworkCore.Migrations;
-using Npgsql.EntityFrameworkCore.PostgreSQL.Metadata;
-using TakeoutSaaS.Infrastructure.App.Persistence;
-
-#nullable disable
-
-namespace TakeoutSaaS.Infrastructure.Migrations;
-
-/// <summary>
-/// 新增财务中心发票管理表结构。
-/// </summary>
-[DbContext(typeof(TakeoutAppDbContext))]
-[Migration("20260305103000_AddFinanceInvoiceModule")]
-public sealed class AddFinanceInvoiceModule : Migration
-{
-    /// <inheritdoc />
-    protected override void Up(MigrationBuilder migrationBuilder)
-    {
-        migrationBuilder.CreateTable(
-            name: "finance_invoice_records",
-            columns: table => new
-            {
-                Id = table.Column<long>(type: "bigint", nullable: false, comment: "实体唯一标识。")
-                    .Annotation("Npgsql:ValueGenerationStrategy", NpgsqlValueGenerationStrategy.IdentityByDefaultColumn),
-                InvoiceNo = table.Column<string>(type: "character varying(32)", maxLength: 32, nullable: false, comment: "发票号码。"),
-                ApplicantName = table.Column<string>(type: "character varying(64)", maxLength: 64, nullable: false, comment: "申请人。"),
-                CompanyName = table.Column<string>(type: "character varying(128)", maxLength: 128, nullable: false, comment: "开票抬头（公司名）。"),
-                TaxpayerNumber = table.Column<string>(type: "character varying(64)", maxLength: 64, nullable: true, comment: "纳税人识别号快照。"),
-                InvoiceType = table.Column<int>(type: "integer", nullable: false, comment: "发票类型。"),
-                Amount = table.Column<decimal>(type: "numeric(18,2)", precision: 18, scale: 2, nullable: false, comment: "开票金额。"),
-                OrderNo = table.Column<string>(type: "character varying(32)", maxLength: 32, nullable: false, comment: "关联订单号。"),
-                ContactEmail = table.Column<string>(type: "character varying(128)", maxLength: 128, nullable: true, comment: "接收邮箱。"),
-                ContactPhone = table.Column<string>(type: "character varying(32)", maxLength: 32, nullable: true, comment: "联系电话。"),
-                ApplyRemark = table.Column<string>(type: "character varying(256)", maxLength: 256, nullable: true, comment: "申请备注。"),
-                Status = table.Column<int>(type: "integer", nullable: false, comment: "发票状态。"),
-                AppliedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false, comment: "申请时间（UTC）。"),
-                IssuedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "开票时间（UTC）。"),
-                IssuedByUserId = table.Column<long>(type: "bigint", nullable: true, comment: "开票人 ID。"),
-                IssueRemark = table.Column<string>(type: "character varying(256)", maxLength: 256, nullable: true, comment: "开票备注。"),
-                VoidedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "作废时间（UTC）。"),
-                VoidedByUserId = table.Column<long>(type: "bigint", nullable: true, comment: "作废人 ID。"),
-                VoidReason = table.Column<string>(type: "character varying(256)", maxLength: 256, nullable: true, comment: "作废原因。"),
-                CreatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false, comment: "创建时间（UTC）。"),
-                UpdatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "最近一次更新时间（UTC），从未更新时为 null。"),
-                DeletedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "软删除时间（UTC），未删除时为 null。"),
-                CreatedBy = table.Column<long>(type: "bigint", nullable: true, comment: "创建人用户标识，匿名或系统操作时为 null。"),
-                UpdatedBy = table.Column<long>(type: "bigint", nullable: true, comment: "最后更新人用户标识，匿名或系统操作时为 null。"),
-                DeletedBy = table.Column<long>(type: "bigint", nullable: true, comment: "删除人用户标识（软删除），未删除时为 null。"),
-                TenantId = table.Column<long>(type: "bigint", nullable: false, comment: "所属租户 ID。")
-            },
-            constraints: table =>
-            {
-                table.PrimaryKey("PK_finance_invoice_records", x => x.Id);
-            },
-            comment: "租户发票记录。");
-
-        migrationBuilder.CreateTable(
-            name: "finance_invoice_settings",
-            columns: table => new
-            {
-                Id = table.Column<long>(type: "bigint", nullable: false, comment: "实体唯一标识。")
-                    .Annotation("Npgsql:ValueGenerationStrategy", NpgsqlValueGenerationStrategy.IdentityByDefaultColumn),
-                CompanyName = table.Column<string>(type: "character varying(128)", maxLength: 128, nullable: false, comment: "企业名称。"),
-                TaxpayerNumber = table.Column<string>(type: "character varying(64)", maxLength: 64, nullable: false, comment: "纳税人识别号。"),
-                RegisteredAddress = table.Column<string>(type: "character varying(256)", maxLength: 256, nullable: true, comment: "注册地址。"),
-                RegisteredPhone = table.Column<string>(type: "character varying(32)", maxLength: 32, nullable: true, comment: "注册电话。"),
-                BankName = table.Column<string>(type: "character varying(128)", maxLength: 128, nullable: true, comment: "开户银行。"),
-                BankAccount = table.Column<string>(type: "character varying(64)", maxLength: 64, nullable: true, comment: "银行账号。"),
-                EnableElectronicNormalInvoice = table.Column<bool>(type: "boolean", nullable: false, comment: "是否启用电子普通发票。"),
-                EnableElectronicSpecialInvoice = table.Column<bool>(type: "boolean", nullable: false, comment: "是否启用电子专用发票。"),
-                EnableAutoIssue = table.Column<bool>(type: "boolean", nullable: false, comment: "是否启用自动开票。"),
-                AutoIssueMaxAmount = table.Column<decimal>(type: "numeric(18,2)", precision: 18, scale: 2, nullable: false, comment: "自动开票单张最大金额。"),
-                CreatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false, comment: "创建时间（UTC）。"),
-                UpdatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "最近一次更新时间（UTC），从未更新时为 null。"),
-                DeletedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: true, comment: "软删除时间（UTC），未删除时为 null。"),
-                CreatedBy = table.Column<long>(type: "bigint", nullable: true, comment: "创建人用户标识，匿名或系统操作时为 null。"),
-                UpdatedBy = table.Column<long>(type: "bigint", nullable: true, comment: "最后更新人用户标识，匿名或系统操作时为 null。"),
-                DeletedBy = table.Column<long>(type: "bigint", nullable: true, comment: "删除人用户标识（软删除），未删除时为 null。"),
-                TenantId = table.Column<long>(type: "bigint", nullable: false, comment: "所属租户 ID。")
-            },
-            constraints: table =>
-            {
-                table.PrimaryKey("PK_finance_invoice_settings", x => x.Id);
-            },
-            comment: "租户发票开票基础设置。");
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_records_TenantId_InvoiceNo",
-            table: "finance_invoice_records",
-            columns: new[] { "TenantId", "InvoiceNo" },
-            unique: true);
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_records_TenantId_InvoiceType_AppliedAt",
-            table: "finance_invoice_records",
-            columns: new[] { "TenantId", "InvoiceType", "AppliedAt" });
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_records_TenantId_OrderNo",
-            table: "finance_invoice_records",
-            columns: new[] { "TenantId", "OrderNo" });
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_records_TenantId_Status_AppliedAt",
-            table: "finance_invoice_records",
-            columns: new[] { "TenantId", "Status", "AppliedAt" });
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_records_TenantId_Status_IssuedAt",
-            table: "finance_invoice_records",
-            columns: new[] { "TenantId", "Status", "IssuedAt" });
-
-        migrationBuilder.CreateIndex(
-            name: "IX_finance_invoice_settings_TenantId",
-            table: "finance_invoice_settings",
-            column: "TenantId",
-            unique: true);
-    }
-
-    /// <inheritdoc />
-    protected override void Down(MigrationBuilder migrationBuilder)
-    {
-        migrationBuilder.DropTable(
-            name: "finance_invoice_records");
-
-        migrationBuilder.DropTable(
-            name: "finance_invoice_settings");
-    }
-}

src/Infrastructure/TakeoutSaaS.Infrastructure/Migrations/IdentityDb/20260305110000_SeedFinanceOverviewMenuAndPermissions.cs

@@ -0,0 +1,215 @@
+using Microsoft.EntityFrameworkCore.Infrastructure;
+using Microsoft.EntityFrameworkCore.Migrations;
+using TakeoutSaaS.Infrastructure.Identity.Persistence;
+
+#nullable disable
+
+namespace TakeoutSaaS.Infrastructure.Migrations.IdentityDb;
+
+/// <summary>
+/// 写入财务概览菜单与权限定义。
+/// </summary>
+[DbContext(typeof(IdentityDbContext))]
+[Migration("20260305110000_SeedFinanceOverviewMenuAndPermissions")]
+public sealed class SeedFinanceOverviewMenuAndPermissions : Migration
+{
+    /// <inheritdoc />
+    protected override void Up(MigrationBuilder migrationBuilder)
+    {
+        migrationBuilder.Sql(
+            """
+            DO $$
+            DECLARE
+                v_parent_permission_id bigint;
+                v_view_permission_id bigint;
+                v_parent_menu_id bigint;
+                v_overview_menu_id bigint;
+                v_permission_seed_base bigint := 840300000000000000;
+                v_menu_seed_base bigint := 850300000000000000;
+            BEGIN
+                -- 1. 确保财务权限分组存在。
+                SELECT "Id"
+                INTO v_parent_permission_id
+                FROM public.permissions
+                WHERE "Code" = 'group:tenant:finance'
+                ORDER BY "Id"
+                LIMIT 1;
+
+                IF v_parent_permission_id IS NULL THEN
+                    v_parent_permission_id := v_permission_seed_base + 1;
+                    INSERT INTO public.permissions (
+                        "Id", "Name", "Code", "Description",
+                        "CreatedAt", "UpdatedAt", "DeletedAt",
+                        "CreatedBy", "UpdatedBy", "DeletedBy",
+                        "ParentId", "SortOrder", "Type", "Portal")
+                    VALUES (
+                        v_parent_permission_id, '财务中心', 'group:tenant:finance', '财务中心权限分组',
+                        NOW(), NULL, NULL,
+                        NULL, NULL, NULL,
+                        0, 5000, 'group', 1)
+                    ON CONFLICT ("Code") DO NOTHING;
+                END IF;
+
+                -- 2. Upsert 财务概览查看权限。
+                INSERT INTO public.permissions (
+                    "Id", "Name", "Code", "Description",
+                    "CreatedAt", "UpdatedAt", "DeletedAt",
+                    "CreatedBy", "UpdatedBy", "DeletedBy",
+                    "ParentId", "SortOrder", "Type", "Portal")
+                VALUES (
+                    v_permission_seed_base + 11, '财务概览查看', 'tenant:finance:overview:view', '查看财务概览驾驶舱',
+                    NOW(), NULL, NULL,
+                    NULL, NULL, NULL,
+                    v_parent_permission_id, 5050, 'leaf', 1)
+                ON CONFLICT ("Code") DO UPDATE
+                SET "Name" = EXCLUDED."Name",
+                    "Description" = EXCLUDED."Description",
+                    "ParentId" = EXCLUDED."ParentId",
+                    "SortOrder" = EXCLUDED."SortOrder",
+                    "Type" = EXCLUDED."Type",
+                    "Portal" = EXCLUDED."Portal",
+                    "DeletedAt" = NULL,
+                    "DeletedBy" = NULL,
+                    "UpdatedAt" = NOW();
+
+                SELECT "Id" INTO v_view_permission_id
+                FROM public.permissions
+                WHERE "Code" = 'tenant:finance:overview:view'
+                LIMIT 1;
+
+                -- 3. 确保租户端财务父菜单存在。
+                SELECT "Id"
+                INTO v_parent_menu_id
+                FROM public.menu_definitions
+                WHERE "Portal" = 1 AND "Path" = '/finance' AND "DeletedAt" IS NULL
+                ORDER BY "Id"
+                LIMIT 1;
+
+                IF v_parent_menu_id IS NULL THEN
+                    v_parent_menu_id := v_menu_seed_base + 1;
+                    INSERT INTO public.menu_definitions (
+                        "Id", "ParentId", "Name", "Path", "Component", "Title", "Icon",
+                        "IsIframe", "Link", "KeepAlive", "SortOrder",
+                        "RequiredPermissions", "MetaPermissions", "MetaRoles", "AuthListJson",
+                        "CreatedAt", "UpdatedAt", "DeletedAt", "CreatedBy", "UpdatedBy", "DeletedBy", "Portal")
+                    VALUES (
+                        v_parent_menu_id, 0, 'Finance', '/finance', 'BasicLayout', '财务中心', 'lucide:wallet',
+                        FALSE, NULL, FALSE, 500,
+                        '', '', '', NULL,
+                        NOW(), NULL, NULL, NULL, NULL, NULL, 1)
+                    ON CONFLICT ("Id") DO NOTHING;
+                END IF;
+
+                -- 4. Upsert 财务概览菜单。
+                SELECT "Id"
+                INTO v_overview_menu_id
+                FROM public.menu_definitions
+                WHERE "Portal" = 1
+                  AND ("Path" = '/finance/overview' OR ("Path" = 'overview' AND "Component" = '/finance/overview/index'))
+                ORDER BY "DeletedAt" NULLS FIRST, "Id"
+                LIMIT 1;
+
+                IF v_overview_menu_id IS NULL THEN
+                    v_overview_menu_id := v_menu_seed_base + 11;
+                    INSERT INTO public.menu_definitions (
+                        "Id", "ParentId", "Name", "Path", "Component", "Title", "Icon",
+                        "IsIframe", "Link", "KeepAlive", "SortOrder",
+                        "RequiredPermissions", "MetaPermissions", "MetaRoles", "AuthListJson",
+                        "CreatedAt", "UpdatedAt", "DeletedAt", "CreatedBy", "UpdatedBy", "DeletedBy", "Portal")
+                    VALUES (
+                        v_overview_menu_id, v_parent_menu_id, 'FinanceOverview', '/finance/overview', '/finance/overview/index', '财务概览', 'lucide:layout-dashboard',
+                        FALSE, NULL, TRUE, 505,
+                        'tenant:finance:overview:view', 'tenant:finance:overview:view', '', NULL,
+                        NOW(), NULL, NULL, NULL, NULL, NULL, 1)
+                    ON CONFLICT ("Id") DO NOTHING;
+                ELSE
+                    UPDATE public.menu_definitions
+                    SET "ParentId" = v_parent_menu_id,
+                        "Name" = 'FinanceOverview',
+                        "Path" = '/finance/overview',
+                        "Component" = '/finance/overview/index',
+                        "Title" = '财务概览',
+                        "Icon" = 'lucide:layout-dashboard',
+                        "IsIframe" = FALSE,
+                        "Link" = NULL,
+                        "KeepAlive" = TRUE,
+                        "SortOrder" = 505,
+                        "RequiredPermissions" = 'tenant:finance:overview:view',
+                        "MetaPermissions" = 'tenant:finance:overview:view',
+                        "MetaRoles" = '',
+                        "DeletedAt" = NULL,
+                        "DeletedBy" = NULL,
+                        "UpdatedAt" = NOW(),
+                        "Portal" = 1
+                    WHERE "Id" = v_overview_menu_id;
+                END IF;
+
+                -- 5. 为 tenant-admin 角色授予权限。
+                INSERT INTO public.role_permissions (
+                    "Id", "RoleId", "PermissionId", "CreatedAt", "UpdatedAt", "DeletedAt",
+                    "CreatedBy", "UpdatedBy", "DeletedBy", "TenantId", "Portal")
+                SELECT
+                    ABS(HASHTEXTEXTENDED('tenant-admin:overview:' || role."Id"::text || ':' || v_view_permission_id::text, 0)),
+                    role."Id",
+                    v_view_permission_id,
+                    NOW(), NULL, NULL,
+                    NULL, NULL, NULL,
+                    role."TenantId",
+                    1
+                FROM public.roles role
+                WHERE role."Code" = 'tenant-admin'
+                  AND role."DeletedAt" IS NULL
+                  AND v_view_permission_id IS NOT NULL
+                ON CONFLICT ("RoleId", "PermissionId") DO UPDATE
+                SET "DeletedAt" = NULL,
+                    "DeletedBy" = NULL,
+                    "UpdatedAt" = NOW(),
+                    "Portal" = 1;
+
+                -- 6. 为 tenant-admin 角色模板授予权限。
+                INSERT INTO public.role_template_permissions (
+                    "Id", "RoleTemplateId", "PermissionCode",
+                    "CreatedAt", "UpdatedAt", "DeletedAt",
+                    "CreatedBy", "UpdatedBy", "DeletedBy")
+                SELECT
+                    ABS(HASHTEXTEXTENDED('template-overview:' || template."Id"::text || ':tenant:finance:overview:view', 0)),
+                    template."Id",
+                    'tenant:finance:overview:view',
+                    NOW(), NULL, NULL,
+                    NULL, NULL, NULL
+                FROM public.role_templates template
+                WHERE template."TemplateCode" = 'tenant-admin'
+                  AND template."DeletedAt" IS NULL
+                ON CONFLICT ("RoleTemplateId", "PermissionCode") DO UPDATE
+                SET "DeletedAt" = NULL,
+                    "DeletedBy" = NULL,
+                    "UpdatedAt" = NOW();
+            END $$;
+            """);
+    }
+
+    /// <inheritdoc />
+    protected override void Down(MigrationBuilder migrationBuilder)
+    {
+        migrationBuilder.Sql(
+            """
+            DO $$
+            BEGIN
+                DELETE FROM public.role_permissions
+                WHERE "PermissionId" IN (
+                    SELECT "Id"
+                    FROM public.permissions
+                    WHERE "Code" = 'tenant:finance:overview:view');
+
+                DELETE FROM public.role_template_permissions
+                WHERE "PermissionCode" = 'tenant:finance:overview:view';
+
+                DELETE FROM public.menu_definitions
+                WHERE "Portal" = 1 AND "Path" = '/finance/overview';
+
+                DELETE FROM public.permissions
+                WHERE "Code" = 'tenant:finance:overview:view';
+            END $$;
+            """);
+    }
+}

src/Infrastructure/TakeoutSaaS.Infrastructure/Migrations/TakeoutAppDbContextModelSnapshot.cs

@@ -7666,6 +7666,11 @@ namespace TakeoutSaaS.Infrastructure.Migrations
                         .HasColumnType("numeric(10,2)")
                         .HasComment("基础配送费（元）。");
 
+                    b.Property<decimal>("PlatformServiceRate")
+                        .HasPrecision(5, 2)
+                        .HasColumnType("numeric(5,2)")
+                        .HasComment("平台服务费率（%）。");
+
                     b.Property<DateTime>("CreatedAt")
                         .HasColumnType("timestamp with time zone")
                         .HasComment("创建时间（UTC）。");