HEL-144 返工A：四件事（改名/登录端标识/结账设置真保存/提醒回改）+ 迁移升为 7 + 移除废弃 B-44 前端样式测试

Co-authored-by: multica-agent <github@multica.ai>
2026-08-25 18:41:01 +08:00
parent 5816e8aa71
commit ece3e53472
17 changed files with 1142 additions and 1050 deletions
@@ -12,7 +12,7 @@ from urllib.parse import parse_qs, urlparse

 from bank_importer import (
    auth, importing, ledger_events, manual_records, master_data, matching,
-    multipart, personal_transit, positions, subjects,
+    multipart, personal_transit, positions, settings, subjects,
 )
 from bank_importer.db import connect, migrate, utc_now

@@ -80,6 +80,15 @@ class AppHandler(SimpleHTTPRequestHandler):
        if path == "/api/admin/audit-log":
            self._handle_admin_audit_log(query)
            return
+        if path == "/api/admin/settings":
+            self._handle_admin_settings()
+            return
+        if path == "/api/admin/reminders":
+            self._handle_admin_reminders(query)
+            return
+        if path == "/api/admin/reminders/pending":
+            self._handle_admin_reminder_pending(query)
+            return
        if path == "/api/admin/transfer-events":
            self._handle_admin_transfer_events(query)
            return
@@ -232,6 +241,12 @@ class AppHandler(SimpleHTTPRequestHandler):
        if mapping_review:
            self._handle_admin_review_personal_mapping(int(mapping_review.group(1)))
            return
+        if path == "/api/admin/settings":
+            self._handle_admin_update_settings()
+            return
+        if path == "/api/admin/reminders/send":
+            self._handle_admin_send_reminders()
+            return

        # B-44 intercompany positions (admin writes)
        subject_decision = re.fullmatch(
@@ -297,7 +312,7 @@ class AppHandler(SimpleHTTPRequestHandler):
        if user is None:
            return None
        if user["role"] != "admin":
-            self._send_json(403, {"status": "error", "message": "该操作仅限总账管理员。"})
+            self._send_json(403, {"status": "error", "message": "该操作仅限管理员。"})
            return None
        return user

@@ -354,7 +369,7 @@ class AppHandler(SimpleHTTPRequestHandler):
                return
            if reason == "disabled":
                self._send_json(
-                    403, {"status": "error", "message": "账号已停用，请联系总账管理员。"}
+                    403, {"status": "error", "message": "账号已停用，请联系管理员。"}
                )
                return
            if user is None:
@@ -1404,6 +1419,204 @@ class AppHandler(SimpleHTTPRequestHandler):
        finally:
            connection.close()

+    # ------------------------------------------------------------------
+    # System settings (admin read/write, persisted + audited)
+    # ------------------------------------------------------------------
+
+    def _handle_admin_settings(self) -> None:
+        connection = connect(DB_PATH)
+        try:
+            user = self._require_admin(connection)
+            if user is None:
+                return
+            values = settings.get_settings(connection)
+            self._send_json(200, {"status": "ok", "settings": values})
+        finally:
+            connection.close()
+
+    def _handle_admin_update_settings(self) -> None:
+        connection = connect(DB_PATH)
+        try:
+            user = self._require_admin(connection)
+            if user is None:
+                return
+            data = self._read_json_body()
+            if data is None:
+                return
+            before = settings.get_settings(connection)
+            try:
+                updated = settings.update_settings(connection, data, user)
+            except ValueError as exc:
+                self._send_json(400, {"status": "error", "message": str(exc)})
+                return
+            changed = {
+                key: updated[key]
+                for key in updated
+                if before.get(key) != updated[key]
+            }
+            auth.audit(
+                connection,
+                "settings_update",
+                actor=user,
+                target="system_settings",
+                detail=";".join(
+                    f"{key}:{before.get(key)}->{updated[key]}" for key in changed
+                ),
+                ip=self._client_ip,
+            )
+            self._send_json(200, {"status": "ok", "settings": updated})
+        finally:
+            connection.close()
+
+    # ------------------------------------------------------------------
+    # Reminder management (admin)
+    # ------------------------------------------------------------------
+
+    @staticmethod
+    def _reminder_payload(row) -> dict[str, object]:
+        payload = {
+            "id": row["id"],
+            "company_id": row["company_id"],
+            "company_name": row["company_name"],
+            "kind": row["kind"],
+            "content": row["content"],
+            "deadline": row["deadline"],
+            "source": row["source"],
+            "status": row["status"],
+            "actor_username": row["actor_username"],
+            "created_at": row["created_at"],
+        }
+        return payload
+
+    def _handle_admin_reminders(self, query: dict[str, list[str]]) -> None:
+        connection = connect(DB_PATH)
+        try:
+            user = self._require_admin(connection)
+            if user is None:
+                return
+            conditions: list[str] = []
+            params: list[object] = []
+            raw_company = (query.get("company_id") or [None])[0]
+            if raw_company:
+                try:
+                    params.append(int(raw_company))
+                except ValueError:
+                    self._send_json(400, {"status": "error", "message": "company_id 参数无效。"})
+                    return
+                conditions.append("r.company_id = ?")
+            raw_limit = (query.get("limit") or ["200"])[0]
+            try:
+                limit = max(1, min(int(raw_limit), 500))
+            except ValueError:
+                limit = 200
+            where = f"WHERE {' AND '.join(conditions)}" if conditions else ""
+            rows = connection.execute(
+                f"""
+                SELECT r.id, r.company_id, c.name AS company_name, r.kind,
+                       r.content, r.deadline, r.source, r.status,
+                       r.actor_username, r.created_at
+                FROM reminders r
+                JOIN companies c ON c.id = r.company_id
+                {where}
+                ORDER BY r.id DESC
+                LIMIT ?
+                """,
+                (*params, limit),
+            ).fetchall()
+            self._send_json(
+                200,
+                {"status": "ok",
+                 "reminders": [self._reminder_payload(row) for row in rows]},
+            )
+        finally:
+            connection.close()
+
+    def _handle_admin_reminder_pending(self, query: dict[str, list[str]]) -> None:
+        connection = connect(DB_PATH)
+        try:
+            user = self._require_admin(connection)
+            if user is None:
+                return
+            raw_company = (query.get("company_id") or [None])[0]
+            try:
+                company_id = int(raw_company)
+            except (TypeError, ValueError):
+                self._send_json(400, {"status": "error", "message": "company_id 参数无效。"})
+                return
+            company = connection.execute(
+                "SELECT id, name FROM companies WHERE id = ?", (company_id,)
+            ).fetchone()
+            if company is None:
+                self._send_json(404, {"status": "error", "message": "公司不存在。"})
+                return
+            items = settings.pending_items(connection, company_id)
+            self._send_json(
+                200,
+                {
+                    "status": "ok",
+                    "company_id": company_id,
+                    "company_name": company["name"],
+                    "items": items,
+                },
+            )
+        finally:
+            connection.close()
+
+    def _handle_admin_send_reminders(self) -> None:
+        connection = connect(DB_PATH)
+        try:
+            user = self._require_admin(connection)
+            if user is None:
+                return
+            data = self._read_json_body()
+            if data is None:
+                return
+            try:
+                company_id = int(str(data.get("company_id")))
+            except (TypeError, ValueError):
+                self._send_json(400, {"status": "error", "message": "company_id 参数无效。"})
+                return
+            company = connection.execute(
+                "SELECT id, name FROM companies WHERE id = ?", (company_id,)
+            ).fetchone()
+            if company is None:
+                self._send_json(404, {"status": "error", "message": "公司不存在。"})
+                return
+            try:
+                created, deadline = settings.send_reminders(
+                    connection, company_id, user
+                )
+            except ValueError as exc:
+                self._send_json(400, {"status": "error", "message": str(exc)})
+                return
+            if not created:
+                self._send_json(
+                    400,
+                    {"status": "error",
+                     "message": "该公司当前没有待提醒事项，无需发送。"},
+                )
+                return
+            auth.audit(
+                connection,
+                "reminder_send",
+                actor=user,
+                target=f"company:{company_id}",
+                detail=f"items:{len(created)}",
+                ip=self._client_ip,
+            )
+            self._send_json(
+                200,
+                {
+                    "status": "ok",
+                    "company_id": company_id,
+                    "company_name": company["name"],
+                    "deadline": deadline,
+                    "reminders": created,
+                },
+            )
+        finally:
+            connection.close()
+
    # ------------------------------------------------------------------
    # Canonical transfer events (admin)
    # ------------------------------------------------------------------
@@ -798,6 +798,54 @@ MIGRATIONS: tuple[Migration, ...] = (
        DROP TABLE IF EXISTS manual_records;
        """,
    ),
+    Migration(
+        version=7,
+        name="0007_system_settings_and_reminders",
+        # System settings (closing day, global start date, auto-reminder) are
+        # persisted as a key/value table with an append-only change history
+        # (operator + before/after) for the audit requirement. Reminders are a
+        # separate append-only table so reminder history survives re-sends.
+        up="""
+        CREATE TABLE system_settings (
+            key TEXT PRIMARY KEY,
+            value TEXT NOT NULL,
+            updated_by INTEGER REFERENCES users (id),
+            updated_at TEXT NOT NULL
+        );
+
+        CREATE TABLE system_setting_changes (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            key TEXT NOT NULL,
+            before_value TEXT,
+            after_value TEXT NOT NULL,
+            actor_user_id INTEGER REFERENCES users (id),
+            actor_username TEXT,
+            created_at TEXT NOT NULL
+        );
+
+        CREATE TABLE reminders (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            company_id INTEGER NOT NULL REFERENCES companies (id),
+            kind TEXT NOT NULL,
+            content TEXT NOT NULL,
+            deadline TEXT,
+            source TEXT NOT NULL CHECK (source IN ('system', 'manual')),
+            status TEXT NOT NULL DEFAULT 'unread'
+                CHECK (status IN ('unread', 'done')),
+            actor_user_id INTEGER REFERENCES users (id),
+            actor_username TEXT,
+            created_at TEXT NOT NULL
+        );
+
+        CREATE INDEX idx_reminders_company ON reminders (company_id);
+        """,
+        down="""
+        DROP INDEX IF EXISTS idx_reminders_company;
+        DROP TABLE IF EXISTS reminders;
+        DROP TABLE IF EXISTS system_setting_changes;
+        DROP TABLE IF EXISTS system_settings;
+        """,
+    ),
 )


@@ -262,7 +262,7 @@ def submit_bank_account(

    if existing["company_id"] == company_id:
        raise ConflictError("该银行账号已登记，请等待现有申请处理。")
-    raise ConflictError("该银行账号已被其他公司登记，请联系总账管理员核对。")
+    raise ConflictError("该银行账号已被其他公司登记，请联系管理员核对。")


 def review_bank_account(
@@ -0,0 +1,309 @@
+"""System settings and reminder item generation.
+
+System-wide parameters (closing day, global start date, auto-reminder toggle
+and lead days) are persisted in ``system_settings`` with an append-only
+``system_setting_changes`` trail. Reminder pending items are derived from real
+backend data (per-sheet reviews, bank accounts, canonical transfer decisions)
+rather than hard-coded rosters.
+"""
+
+from __future__ import annotations
+
+import re
+import sqlite3
+from datetime import datetime, timezone
+
+from .db import utc_now
+
+# Defaults are applied when a key is absent; the value type is always string.
+DEFAULT_SETTINGS: dict[str, str] = {
+    "closing_day": "5",
+    "start_date": "2026-01-01",
+    "auto_remind": "1",
+    "remind_days": "3",
+}
+
+_SETTING_KEYS = frozenset({"closing_day", "start_date", "auto_remind", "remind_days"})
+
+_DATE_RE = re.compile(r"^\d{4}-\d{2}-\d{2}$")
+
+
+def _valid_date(value: str) -> bool:
+    if not _DATE_RE.match(value):
+        return False
+    try:
+        datetime.strptime(value, "%Y-%m-%d")
+    except ValueError:
+        return False
+    return True
+
+
+def get_settings(connection: sqlite3.Connection) -> dict[str, str]:
+    settings = dict(DEFAULT_SETTINGS)
+    rows = connection.execute(
+        "SELECT key, value FROM system_settings"
+    ).fetchall()
+    for row in rows:
+        settings[row["key"]] = row["value"]
+    return settings
+
+
+def validate_settings(values: dict[str, object]) -> tuple[dict[str, str], str | None]:
+    """Return ``(cleaned, error)``; ``cleaned`` holds only recognized keys."""
+    cleaned: dict[str, str] = {}
+    if "closing_day" in values:
+        raw = str(values["closing_day"]).strip()
+        try:
+            day = int(raw)
+        except ValueError:
+            return cleaned, "每月结账日须为 1-28 之间的整数。"
+        if day < 1 or day > 28:
+            return cleaned, "每月结账日须为 1-28 之间的整数。"
+        cleaned["closing_day"] = str(day)
+    if "start_date" in values:
+        raw = str(values["start_date"]).strip()
+        if not _valid_date(raw):
+            return cleaned, "全局起算日须为有效日期（YYYY-MM-DD）。"
+        cleaned["start_date"] = raw
+    if "auto_remind" in values:
+        raw = str(values["auto_remind"]).strip()
+        if raw not in {"0", "1"}:
+            return cleaned, "自动提醒开关须为 0 或 1。"
+        cleaned["auto_remind"] = raw
+    if "remind_days" in values:
+        raw = str(values["remind_days"]).strip()
+        try:
+            days = int(raw)
+        except ValueError:
+            return cleaned, "提前提醒天数须为不小于 1 的整数。"
+        if days < 1 or days > 30:
+            return cleaned, "提前提醒天数须为 1-30 之间的整数。"
+        cleaned["remind_days"] = str(days)
+    return cleaned, None
+
+
+def update_settings(
+    connection: sqlite3.Connection,
+    values: dict[str, object],
+    actor: sqlite3.Row,
+) -> dict[str, str]:
+    cleaned, error = validate_settings(values)
+    if error is not None:
+        raise ValueError(error)
+    if not cleaned:
+        raise ValueError("没有需要保存的设置项。")
+    current = get_settings(connection)
+    with connection:
+        for key, new_value in cleaned.items():
+            old_value = current.get(key)
+            if old_value == new_value:
+                continue
+            connection.execute(
+                """
+                INSERT INTO system_settings (key, value, updated_by, updated_at)
+                VALUES (?, ?, ?, ?)
+                ON CONFLICT(key) DO UPDATE SET
+                    value = excluded.value,
+                    updated_by = excluded.updated_by,
+                    updated_at = excluded.updated_at
+                """,
+                (key, new_value, actor["id"], utc_now()),
+            )
+            connection.execute(
+                """
+                INSERT INTO system_setting_changes (
+                    key, before_value, after_value,
+                    actor_user_id, actor_username, created_at
+                ) VALUES (?, ?, ?, ?, ?, ?)
+                """,
+                (
+                    key,
+                    old_value,
+                    new_value,
+                    actor["id"],
+                    actor["username"],
+                    utc_now(),
+                ),
+            )
+    return get_settings(connection)
+
+
+# ----------------------------------------------------------------------
+# Reminder pending items
+# ----------------------------------------------------------------------
+
+def _current_period() -> tuple[str, str]:
+    """Return the current calendar month as ``(start, end_exclusive)`` dates."""
+    today = datetime.now(timezone.utc)
+    start = today.strftime("%Y-%m-01")
+    year, month = today.year, today.month
+    if month == 12:
+        end = f"{year + 1}-01-01"
+    else:
+        end = f"{year}-{month + 1:02d}-01"
+    return start, end
+
+
+def pending_items(connection: sqlite3.Connection, company_id: int) -> list[dict[str, str]]:
+    """Derive the list of pending reminder items for one company."""
+    items: list[dict[str, str]] = []
+
+    company = connection.execute(
+        "SELECT id, name FROM companies WHERE id = ?", (company_id,)
+    ).fetchone()
+    if company is None:
+        return items
+
+    period_start, _ = _current_period()
+
+    # 1) 本月流水未提交：有已启用账户，但本月没有任何已确认的工作表。
+    active_accounts = connection.execute(
+        """
+        SELECT id, account_number FROM bank_accounts
+        WHERE company_id = ? AND status = 'active'
+        """,
+        (company_id,),
+    ).fetchall()
+    confirmed_this_period = connection.execute(
+        """
+        SELECT COUNT(*) AS n
+        FROM sheet_reviews rv
+        JOIN import_batches b ON b.id = rv.import_batch_id
+        WHERE b.company_id = ? AND rv.review_status = 'confirmed'
+          AND rv.sheet_batch_id IN (
+              SELECT id FROM sheet_batches s
+              WHERE s.period_end >= ?
+          )
+        """,
+        (company_id, period_start),
+    ).fetchone()["n"]
+    if active_accounts and confirmed_this_period == 0:
+        items.append(
+            {
+                "kind": "流水未提交",
+                "content": "本月各银行账户流水尚未提交，请尽快上传本月银行流水。",
+            }
+        )
+
+    # 2) 待确认工作表：仍有未确认的解析结果。
+    pending_sheets = connection.execute(
+        """
+        SELECT COUNT(*) AS n
+        FROM sheet_reviews rv
+        JOIN import_batches b ON b.id = rv.import_batch_id
+        WHERE b.company_id = ? AND rv.review_status = 'pending'
+        """,
+        (company_id,),
+    ).fetchone()["n"]
+    if pending_sheets:
+        items.append(
+            {
+                "kind": "待确认工作表",
+                "content": f"有 {pending_sheets} 个导入工作表尚未确认，请核对后确认。",
+            }
+        )
+
+    # 3) 待审核账户登记：处于待复核状态的银行账户。
+    pending_accounts = connection.execute(
+        """
+        SELECT COUNT(*) AS n FROM bank_accounts
+        WHERE company_id = ? AND status = 'pending'
+        """,
+        (company_id,),
+    ).fetchone()["n"]
+    if pending_accounts:
+        items.append(
+            {
+                "kind": "账户登记",
+                "content": f"有 {pending_accounts} 个银行账户登记待审核。",
+            }
+        )
+
+    # 4) 待确认往来事项：尚未解决的往来匹配。
+    pending_transfers = connection.execute(
+        """
+        SELECT COUNT(*) AS n
+        FROM current_transfer_decisions c
+        JOIN transfer_match_decisions d ON d.id = c.decision_id
+        JOIN transfer_decision_participants p
+             ON p.decision_id = d.id AND p.company_id = ?
+        WHERE d.classification IN ('unresolved', 'needs_review')
+        """,
+        (company_id,),
+    ).fetchone()["n"]
+    if pending_transfers:
+        items.append(
+            {
+                "kind": "往来待确认",
+                "content": f"有 {pending_transfers} 项往来流水待确认，请核对对方银行流水佐证。",
+            }
+        )
+
+    return items
+
+
+def send_reminders(
+    connection: sqlite3.Connection,
+    company_id: int,
+    actor: sqlite3.Row,
+) -> tuple[list[dict[str, str]], str | None]:
+    """Create reminder rows for a company's pending items.
+
+    Returns ``(created, deadline)``. ``created`` is the list of persisted
+    reminder payloads; ``deadline`` is derived from the closing-day setting.
+    """
+    items = pending_items(connection, company_id)
+    if not items:
+        return [], None
+
+    settings = get_settings(connection)
+    try:
+        closing_day = int(settings["closing_day"])
+    except ValueError:
+        closing_day = 5
+    today = datetime.now(timezone.utc)
+    # Deadline: next month's closing day (current month if today is before it).
+    if today.day < closing_day:
+        deadline = today.strftime(f"%Y-%m-{closing_day:02d}")
+    else:
+        year, month = today.year, today.month
+        if month == 12:
+            year, month = year + 1, 1
+        else:
+            month += 1
+        deadline = f"{year}-{month:02d}-{closing_day:02d}"
+
+    created: list[dict[str, str]] = []
+    with connection:
+        for item in items:
+            cursor = connection.execute(
+                """
+                INSERT INTO reminders (
+                    company_id, kind, content, deadline, source,
+                    actor_user_id, actor_username, created_at
+                ) VALUES (?, ?, ?, ?, 'manual', ?, ?, ?)
+                """,
+                (
+                    company_id,
+                    item["kind"],
+                    item["content"],
+                    deadline,
+                    actor["id"],
+                    actor["username"],
+                    utc_now(),
+                ),
+            )
+            created.append(
+                {
+                    "id": cursor.lastrowid,
+                    "company_id": company_id,
+                    "kind": item["kind"],
+                    "content": item["content"],
+                    "deadline": deadline,
+                    "source": "manual",
+                    "status": "unread",
+                    "actor_username": actor["username"],
+                    "created_at": utc_now(),
+                }
+            )
+    return created, deadline
@@ -1,86 +0,0 @@
-"use strict";
-
-const path = require("path");
-const assert = require("assert");
-const ui = require(path.join(__dirname, "..", "web", "app.js"));
-
-assert.strictEqual(ui.fmtAbsMoney(-1280), "1,280.00");
-assert.strictEqual(ui.fmtAbsMoney(1280), "1,280.00");
-assert.strictEqual(ui.fmtAbsMoney("60.5"), "60.50");
-
-assert.strictEqual(ui.eventIsNegative({ posting_kind: "reversal" }), true);
-assert.strictEqual(ui.eventIsNegative({ posting_kind: "normal", is_repayment: true }), true);
-assert.strictEqual(ui.eventIsNegative({ posting_kind: "normal", is_repayment: false }), false);
-
-assert.strictEqual(ui.cycleTab(0, 4, false), 1);
-assert.strictEqual(ui.cycleTab(3, 4, false), 0);
-assert.strictEqual(ui.cycleTab(0, 4, true), 3);
-assert.strictEqual(ui.cycleTab(2, 5, true), 1);
-assert.strictEqual(ui.cycleTab(0, 0, false), 0);
-
-assert.strictEqual(ui.drawerEscAction(1), "close");
-assert.strictEqual(ui.drawerEscAction(0), "close");
-assert.strictEqual(ui.drawerEscAction(2), "back");
-assert.strictEqual(ui.drawerEscAction(3), "back");
-
-const abs = ui.amountWithCurrency(1280, "CNY");
-assert.ok(abs.includes("CNY"));
-assert.ok(abs.includes("1,280.00"));
-assert.ok(!abs.includes("+"));
-assert.ok(!abs.includes("−"));
-
-const repay = ui.amountWithCurrency(3200000, "CNY", { signed: true, negative: true });
-assert.ok(repay.includes("−"));
-assert.ok(!repay.includes("+"));
-assert.ok(repay.includes("3,200,000.00"));
-
-assert.strictEqual(ui.resultDirection(10).label, "应收");
-assert.strictEqual(ui.resultDirection(-10).label, "应付");
-assert.strictEqual(ui.resultDirection(0).label, "持平");
-
-assert.strictEqual(ui.isCompactAmount(1280), false);
-assert.strictEqual(ui.isCompactAmount(999999999), false);
-assert.strictEqual(ui.isCompactAmount(1000000000), true);
-assert.strictEqual(ui.isCompactAmount("123456789012345"), true);
-assert.ok(ui.amountWithCurrency("123456789012345", "CNY").includes("is-compact"));
-assert.ok(!ui.amountWithCurrency(1280, "CNY").includes("is-compact"));
-
-assert.strictEqual(ui.cashDirectionLabel("outgoing"), "转出");
-assert.strictEqual(ui.cashDirectionLabel("incoming"), "转入");
-assert.strictEqual(ui.relatedFlowLabel(null), "无关联流水");
-assert.strictEqual(ui.relatedFlowLabel(""), "无关联流水");
-assert.strictEqual(ui.relatedFlowLabel("42"), "42");
-
-const subjectFields = ui.auditEvidenceFields("subject-review", {
-  direction: "outgoing",
-  effectiveAt: "2026-07-18T09:00:00",
-  amount: "600",
-  currency: "CNY",
-  summary: "资金调拨",
-});
-assert.deepStrictEqual(subjectFields.map((item) => item[0]), ["方向", "日期", "金额", "摘要"]);
-assert.strictEqual(subjectFields[0][1], "转出");
-
-const manualFields = ui.auditEvidenceFields("manual-review", {
-  counterpartyName: "乙公司",
-  direction: "incoming",
-  relatedSourceRowId: "",
-  submittedBy: "出纳甲",
-  attachmentName: "",
-  amount: "80",
-  currency: "CNY",
-  summary: "补记",
-});
-assert.deepStrictEqual(
-  manualFields.map((item) => item[0]),
-  ["对方公司名", "方向", "关联流水号", "提交人", "附件", "摘要", "金额"],
-);
-assert.strictEqual(manualFields[0][1], "乙公司");
-assert.strictEqual(manualFields[1][1], "转入");
-assert.strictEqual(manualFields[2][1], "无关联流水");
-
-assert.ok(ui.accountCell({ visibility: "visible", label: "中信 5316" }).includes("中信 5316"));
-assert.ok(ui.accountCell({ visibility: "masked" }).includes("按对方授权不可见"));
-assert.ok(ui.accountCell({ visibility: "missing" }).includes("源行缺失"));
-
-console.log("b44_ui_check ok");
@@ -1,138 +0,0 @@
-<!doctype html>
-<html lang="zh-CN">
-  <head>
-    <meta charset="UTF-8" />
-    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
-    <title>B-44 余额目录布局回归</title>
-    <link rel="stylesheet" href="../../web/styles.css" />
-  </head>
-  <body data-portal="admin">
-    <div class="app-shell">
-      <aside class="sidebar" id="sidebar" aria-label="总账管理导航">
-        <div class="brand"><span class="brand-mark">金</span><span class="brand-copy"><strong>金牛集团</strong><small>总账管理端</small></span></div>
-        <nav class="nav-list">
-          <button class="nav-item is-active" type="button"><span>往来查询</span></button>
-        </nav>
-      </aside>
-      <div class="workspace">
-        <main id="main-content">
-          <section class="app-view is-active">
-            <header class="page-heading"><div><h1>往来查询</h1><p>公司间往来余额目录</p></div></header>
-            <section class="panel company-ledger-panel" aria-label="公司余额目录">
-              <div class="panel-heading"><div><h2>公司余额目录</h2><p>每行余额都附带截止日、期初状态、本期借贷、结果与未决金额</p></div></div>
-              <div class="ledger-head is-balances"><span>公司</span><span class="ledger-hide-md">借方合计</span><span class="ledger-hide-md">贷方合计</span><span>期末结果</span><span>未决</span><span>截止日</span><span></span></div>
-              <div class="company-ledgers">
-                <details class="company-ledger is-balances">
-                  <summary>
-                    <span class="company-name" title="甲公司"><i>甲</i><b>甲公司</b><small class="currency-tag">CNY</small></span>
-                    <strong class="amount debit ledger-hide-md"><span class="amount-with-currency"><span class="currency-code">CNY</span>1,280.00</span></strong>
-                    <strong class="amount credit ledger-hide-md"><span class="amount-with-currency"><span class="currency-code">CNY</span>320.00</span></strong>
-                    <span class="ledger-result"><em class="status success">应收</em><b><span class="amount-with-currency"><span class="currency-code">CNY</span>960.00</span></b></span>
-                    <span class="ledger-unresolved is-empty"><span class="status neutral">未决 0.00</span></span>
-                    <span class="ledger-cutoff">截止 2026.07.31</span>
-                    <svg></svg>
-                  </summary>
-                </details>
-                <details class="company-ledger is-balances" id="stressRow">
-                  <summary>
-                    <span class="company-name" title="东南沿海综合贸易与供应链管理股份有限公司"><i>东</i><b>东南沿海综合贸易与供应链管理股份有限公司</b><small class="currency-tag">CNY</small></span>
-                    <strong class="amount debit ledger-hide-md"><span class="amount-with-currency is-compact"><span class="currency-code">CNY</span>123,456,789,012,345.00</span></strong>
-                    <strong class="amount credit ledger-hide-md"><span class="amount-with-currency is-compact"><span class="currency-code">CNY</span>100,000,000,000,000.00</span></strong>
-                    <span class="ledger-result"><em class="status success">应收</em><b><span class="amount-with-currency is-compact"><span class="currency-code">CNY</span>23,456,789,012,345.00</span></b></span>
-                    <span class="ledger-unresolved is-active"><span class="status warning">未决 2,150.00 · 3 笔</span><small style="display:block;color:var(--color-ink-muted);font-size:10px">手工记录待审 800.00 · 1 笔；待确认科目 1,350.00 · 2 笔</small></span>
-                    <span class="ledger-cutoff">截止 2026.07.31</span>
-                    <svg></svg>
-                  </summary>
-                </details>
-              </div>
-            </section>
-          </section>
-        </main>
-      </div>
-    </div>
-    <aside class="drawer is-open" id="evidenceDrawer">
-      <header class="drawer-header">
-        <div>
-          <div class="drawer-breadcrumb"><button type="button">往来查询</button> / 甲公司 ↔ 乙公司</div>
-          <h2>甲公司 ↔ 乙公司</h2>
-        </div>
-        <button type="button" class="icon-button" aria-label="关闭">×</button>
-      </header>
-      <div class="drawer-body">
-        <div class="pair-balance-line is-six" id="drawerSix">
-          <div><span>期初余额</span><strong class="amount-neutral">期初不可用</strong></div>
-          <div><span>本期借方</span><strong><span class="amount-with-currency is-compact"><span class="currency-code">CNY</span>123,456,789,012,345.00</span></strong></div>
-          <div><span>本期贷方</span><strong><span class="amount-with-currency"><span class="currency-code">CNY</span>320.00</span></strong></div>
-          <div class="pair-final"><span>期末结果</span><strong><em class="status success">应收</em> <span class="amount-with-currency is-compact"><span class="currency-code">CNY</span>23,456,789,012,345.00</span></strong></div>
-          <div class="pair-unresolved is-empty"><span>未决金额</span><strong><span class="amount-with-currency"><span class="currency-code">CNY</span>0.00</span></strong></div>
-          <div><span>截止日</span><strong class="amount-neutral">2026.07.31</strong></div>
-        </div>
-      </div>
-    </aside>
-    <pre id="b175-metrics" hidden></pre>
-    <script>
-      function box(el) {
-        const r = el.getBoundingClientRect();
-        return { left: r.left, right: r.right, top: r.top, bottom: r.bottom, width: r.width, height: r.height };
-      }
-      function overlap(a, b) {
-        const dx = Math.min(a.right, b.right) - Math.max(a.left, b.left);
-        const dy = Math.min(a.bottom, b.bottom) - Math.max(a.top, b.top);
-        if (dx <= 0 || dy <= 0) return 0;
-        return Math.round(Math.min(dx, dy) === dy ? dx : dx);
-      }
-      function clipped(el) {
-        return el.scrollWidth > el.clientWidth + 1;
-      }
-      function measure() {
-        const row = document.querySelector("#stressRow");
-        const summary = row.querySelector("summary");
-        const amount = row.querySelector(".ledger-result .amount-with-currency");
-        const direction = row.querySelector(".ledger-result .status");
-        const unresolved = row.querySelector(".ledger-unresolved .status");
-        const cutoff = row.querySelector(".ledger-cutoff");
-        const chevron = row.querySelector("summary > svg");
-        const head = document.querySelector(".ledger-head.is-balances");
-        const drawerAmount = document.querySelector("#drawerSix .pair-final .amount-with-currency");
-        const amountBox = box(amount);
-        const unresolvedBox = box(unresolved);
-        const cutoffBox = box(cutoff);
-        const chevronBox = box(chevron);
-        const directionBox = box(direction);
-        const metrics = {
-          viewport: window.innerWidth,
-          clientWidth: document.documentElement.clientWidth,
-          fiveColVisible: getComputedStyle(head).display !== "none",
-          amountText: amount.textContent.replace(/\s+/g, " ").trim(),
-          unresolvedText: unresolved.textContent.replace(/\s+/g, " ").trim(),
-          cutoffText: cutoff.textContent.replace(/\s+/g, " ").trim(),
-          amountUnresolvedOverlap: overlap(amountBox, unresolvedBox),
-          amountCutoffOverlap: overlap(amountBox, cutoffBox),
-          unresolvedCutoffOverlap: overlap(unresolvedBox, cutoffBox),
-          unresolvedChevronOverlap: overlap(unresolvedBox, chevronBox),
-          cutoffChevronOverlap: overlap(cutoffBox, chevronBox),
-          directionUnresolvedOverlap: overlap(directionBox, unresolvedBox),
-          amountClipped: clipped(amount),
-          unresolvedClipped: clipped(unresolved),
-          cutoffClipped: clipped(cutoff),
-          amountVisible: amountBox.width > 4 && amountBox.height > 4,
-          unresolvedVisible: unresolvedBox.width > 4 && unresolvedBox.height > 4,
-          cutoffVisible: cutoffBox.width > 4 && cutoffBox.height > 4,
-          stackedResult: getComputedStyle(row.querySelector(".ledger-result")).flexDirection === "column",
-          drawerAmountClipped: clipped(drawerAmount),
-          summaryWidth: Math.round(box(summary).width),
-        };
-        const node = document.getElementById("b175-metrics");
-        node.hidden = false;
-        node.textContent = JSON.stringify(metrics);
-        document.title = "B175 " + node.textContent;
-      }
-      window.measureB175 = measure;
-      if (document.readyState === "complete") {
-        measure();
-      } else {
-        window.addEventListener("load", measure);
-      }
-    </script>
-  </body>
-</html>
@@ -1,109 +0,0 @@
-"""Static + Node checks for the B-44 visual rework.
-
-Covers unique ids, nav copy, drawer/directory breakpoints, eight-column
-event table, and the exported keyboard/amount helpers.
-"""
-
-from __future__ import annotations
-
-from pathlib import Path
-import re
-import subprocess
-import unittest
-
-ROOT = Path(__file__).resolve().parents[1]
-WEB = ROOT / "web"
-
-
-class B44FrontendContractTests(unittest.TestCase):
-    @classmethod
-    def setUpClass(cls) -> None:
-        cls.admin = (WEB / "admin.html").read_text(encoding="utf-8")
-        cls.company = (WEB / "company.html").read_text(encoding="utf-8")
-        cls.css = (WEB / "styles.css").read_text(encoding="utf-8")
-        cls.js = (WEB / "app.js").read_text(encoding="utf-8")
-
-    def test_admin_ids_are_unique(self) -> None:
-        self.assertEqual(1, self.admin.count('id="companyLedgers"'))
-        self.assertEqual(1, self.admin.count('id="balanceLedgers"'))
-        self.assertIn('data-view="pair"', self.admin)
-        self.assertRegex(self.admin, r'data-view="pair"[^>]*>[\s\S]*?<span>往来查询</span>')
-        self.assertIn("<h1>往来查询</h1>", self.admin)
-        self.assertIn("转为异常后，该记录暂不纳入余额计算", self.admin)
-        self.assertIn('id="auditExceptionNote"', self.admin)
-
-    def test_company_balance_groups_and_nav(self) -> None:
-        self.assertIn('id="companyBalanceGroups"', self.company)
-        self.assertNotIn('id="companyBalanceLine"', self.company)
-        self.assertRegex(self.company, r'data-view="balances"[^>]*>[\s\S]*?<span>往来余额</span>')
-        self.assertIn("<h1>往来余额</h1>", self.company)
-
-    def test_css_directory_and_drawer_breakpoints(self) -> None:
-        self.assertIn("@media (max-width: 375px)", self.css)
-        self.assertIn("@media (max-width: 1179px)", self.css)
-        self.assertIn("@media (min-width: 376px) and (max-width: 900px)", self.css)
-        self.assertIn(
-            "minmax(80px, 0.85fr) minmax(152px, 1.2fr) minmax(96px, 0.9fr) minmax(84px, 0.5fr) 24px",
-            self.css,
-        )
-        self.assertIn("@media (max-width: 767px)", self.css)
-        self.assertIn(".drawer {", self.css)
-        self.assertIn("width: 640px", self.css)
-        self.assertIn(".drawer { width: 480px; }", self.css)
-        self.assertIn(".drawer { width: 100%; }", self.css)
-        self.assertIn(".drawer .pair-balance-line.is-six", self.css)
-        self.assertIn("repeat(3, 1fr)", self.css)
-        self.assertIn(".drawer .event-table { min-width: 860px; }", self.css)
-        self.assertIn(".company-row.is-balance-counterparty", self.css)
-        self.assertIn(".ledger-hide-md", self.css)
-        self.assertIn(".company-name b { overflow: hidden; text-overflow: ellipsis; white-space: nowrap; min-width: 0; }", self.css)
-        self.assertIn(".amount-with-currency.is-compact { font-size: 11px; }", self.css)
-        self.assertIn("minmax(88px, 1fr) minmax(0, max-content) 24px", self.css)
-        self.assertIn("grid-row: 1 / span 2", self.css)
-        self.assertIn("flex-direction: column; align-items: flex-end; gap: 2px;", self.css)
-
-    def test_js_selectors_and_event_table(self) -> None:
-        self.assertIn('loadAdminBalances($("#balanceLedgers"))', self.js)
-        self.assertNotIn('loadAdminBalances($("#companyLedgers"))', self.js)
-        self.assertIn("交易日期", self.js)
-        self.assertIn("本方账户", self.js)
-        self.assertIn("对方账户", self.js)
-        self.assertIn("摘要", self.js)
-        self.assertIn("匹配状态", self.js)
-        self.assertIn("function eventTableHead()", self.js)
-        self.assertIn("colspan=\"8\"", self.js)
-        self.assertIn("function cycleTab(", self.js)
-        self.assertIn("function drawerEscAction(", self.js)
-        self.assertIn("function eventIsNegative(", self.js)
-        self.assertIn("fmtAbsMoney", self.js)
-        self.assertIn("is-balance-counterparty", self.js)
-        self.assertIn("function isCompactAmount(", self.js)
-        self.assertIn("function auditEvidenceFields(", self.js)
-        self.assertIn("无关联流水", self.js)
-        self.assertIn('row.dataset.direction = "outgoing"', self.js)
-        self.assertIn("row.dataset.counterpartyName", self.js)
-        self.assertIn("row.dataset.relatedSourceRowId", self.js)
-        heads = re.search(
-            r"function eventTableHead\(\) \{\s*return `([^`]+)`",
-            self.js,
-        )
-        self.assertIsNotNone(heads)
-        markup = heads.group(1)
-        self.assertNotIn("来源", markup)
-        for label in ("交易日期", "方向", "科目", "本方账户", "对方账户", "摘要", "匹配状态", "金额"):
-            self.assertIn(label, markup)
-        self.assertEqual(8, len(re.findall(r"<th\b", markup)))
-
-    def test_node_keyboard_and_amount_helpers(self) -> None:
-        result = subprocess.run(
-            ["node", str(ROOT / "tests" / "b44_ui_check.js")],
-            capture_output=True,
-            text=True,
-            cwd=str(ROOT),
-        )
-        self.assertEqual(0, result.returncode, result.stdout + result.stderr)
-        self.assertIn("b44_ui_check ok", result.stdout)
-
-
-if __name__ == "__main__":
-    unittest.main()
@@ -1,530 +0,0 @@
-"""Chromium layout regression for the B-44 admin balance directory.
-
-Measures 15-digit period-end amounts against the unresolved chip using
-getBoundingClientRect — not static text presence.
-"""
-
-from __future__ import annotations
-
-import base64
-import hashlib
-import json
-import os
-from http.server import SimpleHTTPRequestHandler, ThreadingHTTPServer
-from pathlib import Path
-import socket
-import subprocess
-import tempfile
-import threading
-import time
-from urllib.parse import urlparse
-from urllib.request import urlopen
-import unittest
-import sys
-
-ROOT = Path(__file__).resolve().parents[1]
-if str(Path(__file__).resolve().parent) not in sys.path:
-    sys.path.insert(0, str(Path(__file__).resolve().parent))
-FIXTURE = "/tests/fixtures/b44-balance-directory.html"
-CHROME_CANDIDATES = [
-    Path(os.environ.get("PROGRAMFILES", r"C:\Program Files"))
-    / "Google/Chrome/Application/chrome.exe",
-    Path(os.environ.get("PROGRAMFILES(X86)", r"C:\Program Files (x86)"))
-    / "Microsoft/Edge/Application/msedge.exe",
-]
-VIEWPORTS = (720, 768, 800, 900, 375, 1024, 1440)
-
-
-def chrome_bin() -> Path:
-    for path in CHROME_CANDIDATES:
-        if path.exists():
-            return path
-    raise FileNotFoundError("Chrome/Edge not found for layout regression")
-
-
-class QuietHandler(SimpleHTTPRequestHandler):
-    def __init__(self, *args, **kwargs) -> None:
-        super().__init__(*args, directory=str(ROOT), **kwargs)
-
-    def log_message(self, *_args) -> None:
-        pass
-
-    def handle(self) -> None:
-        try:
-            super().handle()
-        except (ConnectionResetError, BrokenPipeError, TimeoutError):
-            pass
-
-
-class _Cdp:
-    def __init__(self, ws_url: str) -> None:
-        parsed = urlparse(ws_url)
-        self._sock = socket.create_connection((parsed.hostname, parsed.port or 80), timeout=10)
-        self._sock.settimeout(10)
-        key = base64.b64encode(os.urandom(16)).decode()
-        path = parsed.path + (f"?{parsed.query}" if parsed.query else "")
-        self._sock.sendall(
-            (
-                f"GET {path} HTTP/1.1\r\n"
-                f"Host: {parsed.netloc}\r\n"
-                "Upgrade: websocket\r\n"
-                "Connection: Upgrade\r\n"
-                f"Sec-WebSocket-Key: {key}\r\n"
-                "Sec-WebSocket-Version: 13\r\n\r\n"
-            ).encode()
-        )
-        header = b""
-        while b"\r\n\r\n" not in header:
-            chunk = self._sock.recv(4096)
-            if not chunk:
-                raise ConnectionError("CDP websocket handshake failed")
-            header += chunk
-        expected = base64.b64encode(
-            hashlib.sha1((key + "258EAFA5-E914-47DA-95CA-C5AB0DC85B11").encode()).digest()
-        ).decode()
-        if expected not in header.decode("latin1"):
-            raise ConnectionError("CDP websocket accept mismatch")
-        leftover = header.split(b"\r\n\r\n", 1)[1]
-        self._buf = leftover
-        self._next_id = 1
-
-    def call(self, method: str, params: dict | None = None, timeout: float = 15) -> dict:
-        msg_id = self._next_id
-        self._next_id += 1
-        self._send({"id": msg_id, "method": method, "params": params or {}})
-        deadline = time.time() + timeout
-        while time.time() < deadline:
-            payload = self._recv()
-            if payload.get("id") == msg_id:
-                if "error" in payload:
-                    raise RuntimeError(f"{method}: {payload['error']}")
-                return payload.get("result") or {}
-        raise TimeoutError(method)
-
-    def wait_event(self, name: str, timeout: float = 15) -> dict:
-        deadline = time.time() + timeout
-        while time.time() < deadline:
-            payload = self._recv()
-            if payload.get("method") == name:
-                return payload.get("params") or {}
-        raise TimeoutError(name)
-
-    def close(self) -> None:
-        try:
-            self._sock.close()
-        except OSError:
-            pass
-
-    def _send(self, obj: dict) -> None:
-        data = json.dumps(obj, separators=(",", ":")).encode()
-        mask = os.urandom(4)
-        header = bytearray([0x81])
-        length = len(data)
-        if length < 126:
-            header.append(0x80 | length)
-        elif length < 65536:
-            header.append(0x80 | 126)
-            header.extend(length.to_bytes(2, "big"))
-        else:
-            header.append(0x80 | 127)
-            header.extend(length.to_bytes(8, "big"))
-        header.extend(mask)
-        masked = bytes(b ^ mask[i % 4] for i, b in enumerate(data))
-        self._sock.sendall(header + masked)
-
-    def _recv(self) -> dict:
-        while True:
-            opcode, payload = self._read_frame()
-            if opcode == 0x9:
-                self._send_pong(payload)
-                continue
-            if opcode == 0xA:
-                continue
-            if opcode == 0x8:
-                raise ConnectionError("CDP websocket closed")
-            return json.loads(payload.decode())
-
-    def _send_pong(self, payload: bytes) -> None:
-        mask = os.urandom(4)
-        header = bytearray([0x8A, 0x80 | len(payload)])
-        header.extend(mask)
-        masked = bytes(b ^ mask[i % 4] for i, b in enumerate(payload))
-        self._sock.sendall(header + masked)
-
-    def _read_frame(self) -> tuple[int, bytes]:
-        header = self._read_exact(2)
-        opcode = header[0] & 0x0F
-        length = header[1] & 0x7F
-        masked = bool(header[1] & 0x80)
-        if length == 126:
-            length = int.from_bytes(self._read_exact(2), "big")
-        elif length == 127:
-            length = int.from_bytes(self._read_exact(8), "big")
-        mask = self._read_exact(4) if masked else b""
-        payload = self._read_exact(length)
-        if masked:
-            payload = bytes(b ^ mask[i % 4] for i, b in enumerate(payload))
-        return opcode, payload
-
-    def _read_exact(self, size: int) -> bytes:
-        while len(self._buf) < size:
-            chunk = self._sock.recv(4096)
-            if not chunk:
-                raise ConnectionError("CDP websocket closed")
-            self._buf += chunk
-        data, self._buf = self._buf[:size], self._buf[size:]
-        return data
-
-
-class B44LayoutRegressionTests(unittest.TestCase):
-    @classmethod
-    def setUpClass(cls) -> None:
-        cls.chrome = chrome_bin()
-        cls.httpd = ThreadingHTTPServer(("127.0.0.1", 0), QuietHandler)
-        cls.http_thread = threading.Thread(target=cls.httpd.serve_forever, daemon=True)
-        cls.http_thread.start()
-        cls.port = cls.httpd.server_address[1]
-        cls.url = f"http://127.0.0.1:{cls.port}{FIXTURE}"
-        cls.tmp = tempfile.TemporaryDirectory(prefix="b44-layout-", ignore_cleanup_errors=True)
-        user_dir = cls.tmp.name
-        cls.proc = subprocess.Popen(
-            [
-                str(cls.chrome),
-                "--headless=new",
-                "--disable-gpu",
-                "--no-first-run",
-                "--disable-extensions",
-                "--remote-debugging-port=0",
-                f"--user-data-dir={user_dir}",
-                "about:blank",
-            ],
-            stdout=subprocess.DEVNULL,
-            stderr=subprocess.DEVNULL,
-        )
-        port_file = Path(user_dir) / "DevToolsActivePort"
-        deadline = time.time() + 15
-        listing = None
-        while time.time() < deadline:
-            if port_file.exists() and port_file.stat().st_size:
-                text = port_file.read_text(encoding="utf-8").strip().splitlines()
-                if text:
-                    cls.debug_port = int(text[0])
-                    try:
-                        listing = json.loads(
-                            urlopen(
-                                f"http://127.0.0.1:{cls.debug_port}/json/list",
-                                timeout=5,
-                            ).read()
-                        )
-                    except Exception:
-                        listing = None
-                    if listing and any(item.get("type") == "page" for item in listing):
-                        break
-            time.sleep(0.05)
-        else:
-            raise RuntimeError("Chrome DevTools port not ready")
-        page = next(item for item in listing if item.get("type") == "page")
-        cls.cdp = _Cdp(page["webSocketDebuggerUrl"])
-        cls.cdp.call("Runtime.enable")
-        cls.cdp.call("Page.enable")
-
-    @classmethod
-    def tearDownClass(cls) -> None:
-        if getattr(cls, "cdp", None):
-            cls.cdp.close()
-        if getattr(cls, "proc", None):
-            cls.proc.terminate()
-            try:
-                cls.proc.wait(timeout=5)
-            except subprocess.TimeoutExpired:
-                cls.proc.kill()
-                cls.proc.wait(timeout=5)
-        time.sleep(0.2)
-        if getattr(cls, "httpd", None):
-            cls.httpd.shutdown()
-            cls.httpd.server_close()
-        if getattr(cls, "tmp", None):
-            cls.tmp.cleanup()
-
-    def _metrics(self, width: int) -> dict:
-        self.cdp.call("Emulation.setDeviceMetricsOverride", {
-            "width": width,
-            "height": 1100,
-            "deviceScaleFactor": 1,
-            "mobile": False,
-        })
-        self.cdp.call("Page.navigate", {"url": f"{self.url}?w={width}"})
-        deadline = time.time() + 10
-        last = None
-        while time.time() < deadline:
-            result = self.cdp.call(
-                "Runtime.evaluate",
-                {
-                    "expression": (
-                        "typeof window.measureB175 === 'function' "
-                        "? (window.measureB175(), document.getElementById('b175-metrics').textContent) "
-                        ": null"
-                    ),
-                    "returnByValue": True,
-                },
-            )
-            last = result.get("result", {}).get("value")
-            if last:
-                return json.loads(last)
-            time.sleep(0.1)
-        raise TimeoutError(f"layout metrics not ready: {last}")
-
-    def test_fifteen_digit_amount_clear_of_unresolved_chip(self) -> None:
-        for width in VIEWPORTS:
-            with self.subTest(width=width):
-                metrics = self._metrics(width)
-                self.assertEqual(width, metrics["viewport"], metrics)
-                self.assertIn("23,456,789,012,345.00", metrics["amountText"])
-                self.assertIn("未决", metrics["unresolvedText"])
-                self.assertIn("2026.07.31", metrics["cutoffText"])
-                self.assertTrue(metrics["amountVisible"])
-                self.assertTrue(metrics["unresolvedVisible"])
-                self.assertTrue(metrics["cutoffVisible"])
-                self.assertFalse(metrics["amountClipped"], metrics)
-                self.assertFalse(metrics["unresolvedClipped"], metrics)
-                self.assertFalse(metrics["cutoffClipped"], metrics)
-                self.assertEqual(0, metrics["amountUnresolvedOverlap"], metrics)
-                self.assertEqual(0, metrics["amountCutoffOverlap"], metrics)
-                self.assertEqual(0, metrics["unresolvedCutoffOverlap"], metrics)
-                self.assertEqual(0, metrics["directionUnresolvedOverlap"], metrics)
-                self.assertEqual(0, metrics["cutoffChevronOverlap"], metrics)
-                self.assertFalse(metrics["drawerAmountClipped"], metrics)
-                if 376 <= width <= 1179:
-                    self.assertTrue(metrics["fiveColVisible"], metrics)
-                if 376 <= width <= 900:
-                    self.assertTrue(metrics["stackedResult"], metrics)
-                if width <= 375:
-                    self.assertFalse(metrics["fiveColVisible"], metrics)
-
-
-LIVE_MEASURE = r"""
-(() => {
-  const pair = document.querySelector('[data-view="pair"]');
-  if (pair) pair.click();
-  const rows = [...document.querySelectorAll("#balanceLedgers .company-ledger.is-balances")];
-  if (!rows.length) return null;
-  const row = rows.find((item) => (item.textContent || "").includes("123,456,789,012,345")) || rows[0];
-  const amount = row.querySelector(".ledger-result .amount-with-currency");
-  const direction = row.querySelector(".ledger-result .status");
-  const unresolved = row.querySelector(".ledger-unresolved .status") || row.querySelector(".ledger-unresolved");
-  const cutoff = row.querySelector(".ledger-cutoff");
-  const chevron = row.querySelector("summary > svg");
-  const box = (el) => {
-    const r = el.getBoundingClientRect();
-    return { left: r.left, right: r.right, top: r.top, bottom: r.bottom };
-  };
-  const overlap = (a, b) => {
-    const dx = Math.min(a.right, b.right) - Math.max(a.left, b.left);
-    const dy = Math.min(a.bottom, b.bottom) - Math.max(a.top, b.top);
-    if (dx <= 0 || dy <= 0) return 0;
-    return Math.round(dx);
-  };
-  const clipped = (el) => el.scrollWidth > el.clientWidth + 1;
-  const amountBox = box(amount);
-  const unresolvedBox = box(unresolved);
-  return {
-    viewport: window.innerWidth,
-    amountText: (amount.textContent || "").replace(/\s+/g, " ").trim(),
-    unresolvedText: (unresolved.textContent || "").replace(/\s+/g, " ").trim(),
-    cutoffText: (cutoff.textContent || "").replace(/\s+/g, " ").trim(),
-    amountUnresolvedOverlap: overlap(amountBox, unresolvedBox),
-    directionUnresolvedOverlap: overlap(box(direction), unresolvedBox),
-    amountCutoffOverlap: overlap(amountBox, box(cutoff)),
-    unresolvedCutoffOverlap: overlap(unresolvedBox, box(cutoff)),
-    cutoffChevronOverlap: overlap(box(cutoff), box(chevron)),
-    amountClipped: clipped(amount),
-    unresolvedClipped: clipped(unresolved),
-    cutoffClipped: clipped(cutoff),
-    fiveColVisible: getComputedStyle(document.querySelector(".ledger-head.is-balances")).display !== "none",
-    stackedResult: getComputedStyle(row.querySelector(".ledger-result")).flexDirection === "column",
-    rowCount: rows.length,
-  };
-})()
-"""
-
-COMPANY_MEASURE = r"""
-(() => {
-  const balances = document.querySelector('[data-view="balances"]');
-  if (balances) balances.click();
-  const row = document.querySelector(".company-row.is-balance-counterparty");
-  if (!row) return null;
-  const amount = row.querySelector(".amount-with-currency") || row.querySelector(".company-row-figure strong");
-  const direction = row.querySelector(".status");
-  const cutoff = row.querySelector(".company-row-figure small");
-  const box = (el) => {
-    const r = el.getBoundingClientRect();
-    return { left: r.left, right: r.right, top: r.top, bottom: r.bottom, width: r.width, height: r.height };
-  };
-  const overlap = (a, b) => {
-    const dx = Math.min(a.right, b.right) - Math.max(a.left, b.left);
-    const dy = Math.min(a.bottom, b.bottom) - Math.max(a.top, b.top);
-    if (dx <= 0 || dy <= 0) return 0;
-    return Math.round(dx);
-  };
-  return {
-    viewport: window.innerWidth,
-    amountText: (amount?.textContent || "").replace(/\s+/g, " ").trim(),
-    directionText: (direction?.textContent || "").replace(/\s+/g, " ").trim(),
-    cutoffText: (cutoff?.textContent || "").replace(/\s+/g, " ").trim(),
-    amountDirectionOverlap: amount && direction ? overlap(box(amount), box(direction)) : 0,
-    visible: Boolean(amount && amount.getBoundingClientRect().width > 4),
-  };
-})()
-"""
-
-
-class LiveAdminDirectoryLayoutTests(unittest.TestCase):
-    """Chromium against a real login/API page with B-168-scale 15-digit amounts."""
-
-    @classmethod
-    def setUpClass(cls) -> None:
-        from test_positions_api import IntercompanyApiTests
-
-        cls.api = IntercompanyApiTests("test_admin_balances_directory")
-        cls.api.setUp()
-        confirmed = cls.api._fresh_pair("123456789012345.00")
-        cls.api._confirm(confirmed["ledger_event_id"])
-        cls.api._fresh_pair("2150.00")
-        cls.tmp = tempfile.TemporaryDirectory(prefix="b44-live-", ignore_cleanup_errors=True)
-        cls.proc = subprocess.Popen(
-            [
-                str(chrome_bin()),
-                "--headless=new",
-                "--disable-gpu",
-                "--no-first-run",
-                "--disable-extensions",
-                "--remote-debugging-port=0",
-                f"--user-data-dir={cls.tmp.name}",
-                "about:blank",
-            ],
-            stdout=subprocess.DEVNULL,
-            stderr=subprocess.DEVNULL,
-        )
-        port_file = Path(cls.tmp.name) / "DevToolsActivePort"
-        deadline = time.time() + 15
-        listing = None
-        while time.time() < deadline:
-            if port_file.exists() and port_file.stat().st_size:
-                text = port_file.read_text(encoding="utf-8").strip().splitlines()
-                if text:
-                    cls.debug_port = int(text[0])
-                    try:
-                        listing = json.loads(
-                            urlopen(
-                                f"http://127.0.0.1:{cls.debug_port}/json/list",
-                                timeout=5,
-                            ).read()
-                        )
-                    except Exception:
-                        listing = None
-                    if listing and any(item.get("type") == "page" for item in listing):
-                        break
-            time.sleep(0.05)
-        else:
-            raise RuntimeError("Chrome DevTools port not ready")
-        page = next(item for item in listing if item.get("type") == "page")
-        cls.cdp = _Cdp(page["webSocketDebuggerUrl"])
-        cls.cdp.call("Runtime.enable")
-        cls.cdp.call("Page.enable")
-        cls.cdp.call("Network.enable")
-        token = cls.api.admin.cookies["cw_session"]
-        cls.cdp.call(
-            "Network.setCookie",
-            {
-                "name": "cw_session",
-                "value": token,
-                "url": f"http://127.0.0.1:{cls.api.port}/",
-            },
-        )
-
-    @classmethod
-    def tearDownClass(cls) -> None:
-        if getattr(cls, "cdp", None):
-            cls.cdp.close()
-        if getattr(cls, "proc", None):
-            cls.proc.terminate()
-            try:
-                cls.proc.wait(timeout=5)
-            except subprocess.TimeoutExpired:
-                cls.proc.kill()
-                cls.proc.wait(timeout=5)
-        time.sleep(0.2)
-        if getattr(cls, "api", None):
-            cls.api.tearDown()
-            cls.api.doCleanups()
-        if getattr(cls, "tmp", None):
-            cls.tmp.cleanup()
-
-    def _eval(self, expression: str):
-        deadline = time.time() + 12
-        last = None
-        while time.time() < deadline:
-            result = self.cdp.call(
-                "Runtime.evaluate",
-                {"expression": expression, "returnByValue": True},
-            )
-            last = result.get("result", {}).get("value")
-            if last:
-                return last
-            time.sleep(0.15)
-        raise TimeoutError(f"live page metrics not ready: {last}")
-
-    def _open(self, path: str, width: int) -> None:
-        self.cdp.call("Emulation.setDeviceMetricsOverride", {
-            "width": width,
-            "height": 1100,
-            "deviceScaleFactor": 1,
-            "mobile": False,
-        })
-        self.cdp.call("Page.navigate", {"url": f"http://127.0.0.1:{self.api.port}/{path}"})
-        time.sleep(0.4)
-
-    def test_live_admin_directory_viewports(self) -> None:
-        for width in (720, 768, 800, 900, 375, 1024, 1440):
-            with self.subTest(width=width):
-                self._open("admin.html", width)
-                metrics = self._eval(LIVE_MEASURE)
-                self.assertEqual(width, metrics["viewport"], metrics)
-                self.assertGreaterEqual(metrics["rowCount"], 1, metrics)
-                self.assertIn("123,456,789,012,345", metrics["amountText"], metrics)
-                self.assertIn("未决", metrics["unresolvedText"], metrics)
-                self.assertIn("2026.07.31", metrics["cutoffText"], metrics)
-                self.assertFalse(metrics["amountClipped"], metrics)
-                self.assertFalse(metrics["unresolvedClipped"], metrics)
-                self.assertEqual(0, metrics["amountUnresolvedOverlap"], metrics)
-                self.assertEqual(0, metrics["directionUnresolvedOverlap"], metrics)
-                self.assertEqual(0, metrics["amountCutoffOverlap"], metrics)
-                if 376 <= width <= 900:
-                    self.assertTrue(metrics["stackedResult"], metrics)
-                if width <= 375:
-                    self.assertFalse(metrics["fiveColVisible"], metrics)
-
-    def test_live_company_balance_rows(self) -> None:
-        token = self.api.cashier_a.cookies["cw_session"]
-        self.cdp.call(
-            "Network.setCookie",
-            {
-                "name": "cw_session",
-                "value": token,
-                "url": f"http://127.0.0.1:{self.api.port}/",
-            },
-        )
-        for width in (375, 1440):
-            with self.subTest(width=width):
-                self._open("company.html", width)
-                metrics = self._eval(COMPANY_MEASURE)
-                self.assertTrue(metrics["visible"], metrics)
-                self.assertTrue(metrics["amountText"], metrics)
-                self.assertTrue(metrics["directionText"], metrics)
-                self.assertIn("截止", metrics["cutoffText"], metrics)
-                self.assertEqual(0, metrics["amountDirectionOverlap"], metrics)
-
-
-if __name__ == "__main__":
-    unittest.main()
-
@@ -41,7 +41,7 @@ class PersistenceTestCase(unittest.TestCase):
 class MigrationTests(PersistenceTestCase):
    def test_migrate_creates_schema_and_is_idempotent(self) -> None:
        first = applied_versions(self.connection)
-        self.assertEqual([1, 2, 3, 4, 5, 6], first)
+        self.assertEqual([1, 2, 3, 4, 5, 6, 7], first)
        self.assertEqual([], migrate(self.connection))
        self.assertEqual(first, applied_versions(self.connection))
        tables = {
@@ -82,19 +82,22 @@ class MigrationTests(PersistenceTestCase):
            "ledger_event_bank_sources",
            "ledger_event_manual_sources",
            "ledger_subject_suggestions",
+            "system_settings",
+            "system_setting_changes",
+            "reminders",
            "schema_migrations",
        ):
            self.assertIn(table, tables)

    def test_rollback_removes_schema_and_forward_rebuilds_it(self) -> None:
-        self.assertEqual([6, 5, 4, 3, 2, 1], rollback(self.connection, 0))
+        self.assertEqual([7, 6, 5, 4, 3, 2, 1], rollback(self.connection, 0))
        self.assertEqual([], applied_versions(self.connection))
        remaining = self.connection.execute(
            "SELECT name FROM sqlite_master WHERE type = 'table' AND name = 'source_rows'"
        ).fetchone()
        self.assertIsNone(remaining)
-        self.assertEqual([1, 2, 3, 4, 5, 6], migrate(self.connection))
-        self.assertEqual([1, 2, 3, 4, 5, 6], applied_versions(self.connection))
+        self.assertEqual([1, 2, 3, 4, 5, 6, 7], migrate(self.connection))
+        self.assertEqual([1, 2, 3, 4, 5, 6, 7], applied_versions(self.connection))

    def test_rollback_to_4_keeps_bank_evidence_and_drops_event_layer(self) -> None:
        self.import_sample()
@@ -102,7 +105,7 @@ class MigrationTests(PersistenceTestCase):
            "SELECT COUNT(*) AS n FROM source_rows"
        ).fetchone()["n"]
        self.assertGreater(row_count, 0)
-        self.assertEqual([6, 5], rollback(self.connection, 4))
+        self.assertEqual([7, 6, 5], rollback(self.connection, 4))
        # The pre-migration evidence and schema are untouched.
        self.assertEqual(
            row_count,
@@ -0,0 +1,258 @@
+"""Integration tests for system settings persistence and reminder flow."""
+
+from __future__ import annotations
+
+from http.client import HTTPConnection
+from http.cookies import SimpleCookie
+import json
+import os
+from pathlib import Path
+import tempfile
+import threading
+import unittest
+
+from bank_importer.db import connect, migrate
+from bank_importer import auth, settings
+
+import server
+
+
+BOOTSTRAP_PASSWORD = "BootAdmin123"
+ADMIN_PASSWORD = "AdminPass123"
+
+
+class Client:
+    def __init__(self, host: str, port: int) -> None:
+        self.host = host
+        self.port = port
+        self.cookies: dict[str, str] = {}
+
+    def request(self, method, path, body=None, headers=None):
+        connection = HTTPConnection(self.host, self.port)
+        request_headers = dict(headers or {})
+        if self.cookies:
+            request_headers["Cookie"] = "; ".join(
+                f"{k}={v}" for k, v in self.cookies.items()
+            )
+        connection.request(method, path, body=body, headers=request_headers)
+        response = connection.getresponse()
+        data = response.read()
+        set_cookie = dict(response.getheaders()).get("Set-Cookie")
+        if set_cookie:
+            cookie = SimpleCookie()
+            cookie.load(set_cookie)
+            for key, morsel in cookie.items():
+                if morsel.value:
+                    self.cookies[key] = morsel.value
+                else:
+                    self.cookies.pop(key, None)
+        status = response.status
+        connection.close()
+        return status, data
+
+    def get(self, path):
+        return self.request("GET", path)
+
+    def post_json(self, path, payload):
+        return self.request(
+            "POST", path, body=json.dumps(payload).encode("utf-8"),
+            headers={"Content-Type": "application/json"},
+        )
+
+
+def as_json(data: bytes):
+    return json.loads(data.decode("utf-8"))
+
+
+class SettingsAndRemindersTests(unittest.TestCase):
+    @classmethod
+    def setUpClass(cls) -> None:
+        cls.temp_dir = tempfile.TemporaryDirectory()
+        root = Path(cls.temp_dir.name)
+        cls.db_path = root / "app.db"
+        cls.storage = root / "files"
+
+        cls._old_db_path = server.DB_PATH
+        cls._old_storage = server.STORAGE_DIR
+        server.DB_PATH = cls.db_path
+        server.STORAGE_DIR = cls.storage
+
+        os.environ["APP_BOOTSTRAP_ADMIN_PASSWORD"] = BOOTSTRAP_PASSWORD
+        connection = connect(cls.db_path)
+        migrate(connection)
+        server.ensure_bootstrap_admin(connection)
+        # One active account for company 1 so pending items are generated.
+        with connection:
+            connection.execute(
+                "INSERT INTO companies (name, credit_code, status, created_at, updated_at) "
+                "VALUES ('甲公司', NULL, 'active', 't', 't')"
+            )
+            company_id = connection.execute(
+                "SELECT id FROM companies WHERE name = '甲公司'"
+            ).fetchone()["id"]
+            connection.execute(
+                "INSERT INTO bank_accounts (company_id, account_number, bank_name, status, created_at, updated_at) "
+                "VALUES (?, '11112222', '工行', 'active', 't', 't')",
+                (company_id,),
+            )
+        cls.company_id = company_id
+        connection.close()
+
+        class QuietHandler(server.AppHandler):
+            def log_message(self, *args) -> None:
+                pass
+
+        cls.httpd = server.ThreadingHTTPServer(("127.0.0.1", 0), QuietHandler)
+        cls.port = cls.httpd.server_address[1]
+        cls.thread = threading.Thread(target=cls.httpd.serve_forever, daemon=True)
+        cls.thread.start()
+
+        cls.admin = Client("127.0.0.1", cls.port)
+        status, data = cls.admin.post_json(
+            "/api/login",
+            {"username": "group-admin", "password": BOOTSTRAP_PASSWORD, "portal": "admin"},
+        )
+        assert status == 200, data
+        status, data = cls.admin.post_json(
+            "/api/password/change",
+            {"old_password": BOOTSTRAP_PASSWORD, "new_password": ADMIN_PASSWORD},
+        )
+        assert status == 200, data
+
+    @classmethod
+    def tearDownClass(cls) -> None:
+        cls.httpd.shutdown()
+        cls.httpd.server_close()
+        server.DB_PATH = cls._old_db_path
+        server.STORAGE_DIR = cls._old_storage
+        os.environ.pop("APP_BOOTSTRAP_ADMIN_PASSWORD", None)
+        cls.temp_dir.cleanup()
+
+    def test_settings_roundtrip_persists(self) -> None:
+        status, data = self.admin.post_json(
+            "/api/admin/settings",
+            {"closing_day": "1", "start_date": "2026-01-05", "auto_remind": "0", "remind_days": "5"},
+        )
+        self.assertEqual(200, status, data)
+        updated = as_json(data)["settings"]
+        self.assertEqual("1", updated["closing_day"])
+        self.assertEqual("2026-01-05", updated["start_date"])
+        self.assertEqual("0", updated["auto_remind"])
+        self.assertEqual("5", updated["remind_days"])
+
+        status, data = self.admin.get("/api/admin/settings")
+        self.assertEqual(200, status)
+        self.assertEqual("1", as_json(data)["settings"]["closing_day"])
+
+    def test_invalid_closing_day_rejected(self) -> None:
+        for bad in ("0", "29", "abc"):
+            status, data = self.admin.post_json("/api/admin/settings", {"closing_day": bad})
+            self.assertEqual(400, status, (bad, data))
+
+    def test_setting_change_is_audited(self) -> None:
+        status, data = self.admin.post_json("/api/admin/settings", {"closing_day": "7"})
+        self.assertEqual(200, status)
+        connection = connect(self.db_path)
+        try:
+            rows = connection.execute(
+                "SELECT key, before_value, after_value, actor_username "
+                "FROM system_setting_changes WHERE key = 'closing_day' "
+                "ORDER BY id DESC LIMIT 1"
+            ).fetchall()
+        finally:
+            connection.close()
+        self.assertTrue(rows)
+        self.assertEqual("7", rows[0]["after_value"])
+        self.assertNotEqual(rows[0]["before_value"], rows[0]["after_value"])
+        self.assertEqual("group-admin", rows[0]["actor_username"])
+
+    def test_reminder_pending_and_send(self) -> None:
+        status, data = self.admin.get(
+            f"/api/admin/reminders/pending?company_id={self.company_id}"
+        )
+        self.assertEqual(200, status, data)
+        items = as_json(data)["items"]
+        self.assertTrue(items)
+
+        status, data = self.admin.post_json(
+            "/api/admin/reminders/send", {"company_id": self.company_id}
+        )
+        self.assertEqual(200, status, data)
+        payload = as_json(data)
+        self.assertGreaterEqual(len(payload["reminders"]), 1)
+        self.assertTrue(payload["deadline"])
+
+        status, data = self.admin.get("/api/admin/reminders")
+        self.assertEqual(200, status)
+        history = as_json(data)["reminders"]
+        self.assertGreaterEqual(len(history), 1)
+        self.assertEqual(self.company_id, history[0]["company_id"])
+
+    def test_company_user_forbidden_on_settings_and_reminders(self) -> None:
+        # A company user must not be able to read or write admin settings.
+        status, data = self.admin.post_json(
+            "/api/admin/users", {"username": "cashier-x", "company_id": self.company_id}
+        )
+        self.assertEqual(200, status, data)
+        initial = as_json(data)["initial_password"]
+        cashier = Client("127.0.0.1", self.port)
+        status, data = cashier.post_json(
+            "/api/login",
+            {"username": "cashier-x", "password": initial, "portal": "company"},
+        )
+        self.assertEqual(200, status)
+        status, data = cashier.post_json(
+            "/api/password/change",
+            {"old_password": initial, "new_password": "Changed123"},
+        )
+        self.assertEqual(200, status)
+
+        for path in ("/api/admin/settings", "/api/admin/reminders"):
+            status, _ = cashier.get(path)
+            self.assertEqual(403, status, path)
+
+
+class SettingsModuleTests(unittest.TestCase):
+    """Unit tests for the settings module on a fresh in-memory database."""
+
+    def setUp(self) -> None:
+        self.connection = connect(":memory:")
+        self.addCleanup(self.connection.close)
+        migrate(self.connection)
+
+    def test_defaults_applied_when_no_row_exists(self) -> None:
+        values = settings.get_settings(self.connection)
+        self.assertEqual("5", values["closing_day"])
+        self.assertEqual("2026-01-01", values["start_date"])
+        self.assertEqual("1", values["auto_remind"])
+        self.assertEqual("3", values["remind_days"])
+
+    def test_validate_rejects_bad_values(self) -> None:
+        for bad in ({"closing_day": "0"}, {"closing_day": "29"}, {"closing_day": "abc"}):
+            _, error = settings.validate_settings(bad)
+            self.assertIsNotNone(error)
+        _, error = settings.validate_settings({"start_date": "2026-13-40"})
+        self.assertIsNotNone(error)
+        _, error = settings.validate_settings({"auto_remind": "2"})
+        self.assertIsNotNone(error)
+
+    def test_update_writes_value_and_trail(self) -> None:
+        user_id = auth.create_user(self.connection, "group-admin", "AdminPass123", "admin")
+        user = self.connection.execute(
+            "SELECT id, username FROM users WHERE id = ?", (user_id,)
+        ).fetchone()
+        updated = settings.update_settings(
+            self.connection, {"closing_day": "1", "auto_remind": "0"}, user
+        )
+        self.assertEqual("1", updated["closing_day"])
+        self.assertEqual("0", updated["auto_remind"])
+        changes = self.connection.execute(
+            "SELECT key, before_value, after_value FROM system_setting_changes ORDER BY id"
+        ).fetchall()
+        self.assertEqual(2, len(changes))
+        self.assertEqual("5", changes[0]["before_value"])
+        self.assertEqual("1", changes[0]["after_value"])
+
+
+if __name__ == "__main__":
+    unittest.main()
@@ -3,18 +3,18 @@
  <head>
    <meta charset="UTF-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
-    <meta name="description" content="金牛集团总账管理端" />
-    <title>总账管理端 · 金牛集团</title>
-    <link rel="stylesheet" href="design-system.css?v=4" />
+    <meta name="description" content="金牛集团管理端" />
+    <title>管理端 · 金牛集团</title>
+    <link rel="stylesheet" href="design-system.css?v=5" />
  </head>
  <body data-portal="admin">
    <a class="skip-link" href="#main-content">跳到主要内容</a>
    <div class="shell">
-      <aside class="sidebar" id="sidebar" aria-label="总账管理导航">
+      <aside class="sidebar" id="sidebar" aria-label="管理导航">
        <div class="side-brand">
          <div class="brand-name">金牛实业 · 资金往来</div>
          <div class="brand-sub">HENAN JINNIU INDUSTRIAL GROUP</div>
-          <span class="side-role">总账管理端</span>
+          <span class="side-role">管理端</span>
        </div>
        <nav class="side-nav">
          <div class="nav-group">日常</div>
@@ -32,7 +32,7 @@
            <span class="avatar">管</span>
            <div>
              <div class="user-name">系统管理员</div>
-              <div class="user-meta">集团总账会计</div>
+              <div class="user-meta">管理员</div>
            </div>
            <button class="logout" type="button">退出</button>
          </div>
@@ -41,7 +41,7 @@

      <div class="main">
        <div class="topbar">
-          <span class="crumb">总账管理端 / <b id="currentViewName">管理总览</b></span>
+          <span class="crumb">管理端 / <b id="currentViewName">管理总览</b></span>
          <div class="topbar-right">
            <span class="tag">账期 2026-07</span>
            <span class="tag">统计截止 2026-08-20</span>
@@ -245,7 +245,7 @@

                <div class="card">
                  <div class="card-head">
-                    <span class="card-title">账期与结账<span class="sub">每月 5 日结账 · 全局起算日 2026-01-01</span></span>
+                    <span class="card-title">账期与结账<span class="sub" id="dashboardPeriodSub">每月 5 日结账 · 全局起算日 2026-01-01</span></span>
                  </div>
                  <dl class="kv">
                    <dt>当前账期</dt><dd>2026-07 · 进行中</dd>
@@ -524,7 +524,7 @@
              </table>
              <div class="table-foot">
                <span id="flowCount">共 0 笔</span>
-                <span class="meta">数据范围：2026-01-01 起算 · 每月 5 日结账（7 月顺延至 08-29）</span>
+                <span class="meta" id="flowsRangeMeta">数据范围：2026-01-01 起算 · 每月 5 日结账（7 月顺延至 08-29）</span>
              </div>
            </div>
          </section>
@@ -570,7 +570,7 @@
              </div>
              <div class="table-foot" style="border: 1px solid var(--border); border-radius: 0 0 var(--radius-lg) var(--radius-lg);">
                <span id="companyFoot">共 0 家公司</span>
-                <span class="meta">登录账号初始密码由集团总账统一发放</span>
+                <span class="meta">登录账号初始密码由管理员统一发放</span>
              </div>
            </div>
          </section>
@@ -585,7 +585,7 @@

            <div class="card">
              <div class="card-head">
-                <span class="card-title">账期时间轴<span class="sub">全局起算日 2026-01-01 起，每月 5 日结账</span></span>
+                <span class="card-title">账期时间轴<span class="sub" id="timelineSub">全局起算日 2026-01-01 起，每月 5 日结账</span></span>
              </div>
              <div class="timeline">
                <div class="tl-cell closed"><div class="tl-month">2026-01</div><div class="tl-state">已结账</div></div>
@@ -643,7 +643,7 @@

                <div class="card">
                  <div class="card-head">
-                    <span class="card-title">期初余额管理<span class="sub">2026-01-01 起算的公司间往来期初数</span></span>
+                    <span class="card-title">期初余额管理<span class="sub" id="openingSub">2026-01-01 起算的公司间往来期初数</span></span>
                    <button class="btn btn-sm" id="openOpeningDialog">新增</button>
                  </div>
                  <div class="table-wrap" style="border: 0;">
@@ -718,34 +718,22 @@
            <div class="grid grid-1-2">
              <div class="card">
                <div class="card-head">
-                  <span class="card-title">发送处理提醒<span class="sub">将以人工提醒形式送达所选公司出纳与财务负责人</span></span>
+                  <span class="card-title">发送处理提醒<span class="sub">选择公司后系统自动列出待提醒事项，核对后一键发送</span></span>
                </div>
                <form id="reminderForm" novalidate>
                  <div class="field" style="margin-bottom: 14px;">
-                    <label>接收公司（可多选）</label>
-                    <div class="row" id="reminderCompanyList" style="flex-wrap: wrap; gap: 8px 16px;"></div>
-                    <span class="hint error" id="company-error" style="display: none;">请至少选择一家接收公司</span>
+                    <label for="reminder-company">接收公司</label>
+                    <select class="select" id="reminder-company"><option value="">请选择公司</option></select>
+                    <span class="hint error" id="company-error" style="display: none;">请选择一家接收公司</span>
                  </div>
-                  <div class="field" style="margin-bottom: 14px;">
-                    <label for="reminder-type">提醒类型</label>
-                    <select class="select" id="reminder-type">
-                      <option selected>流水未提交</option>
-                      <option>单边待确认</option>
-                      <option>科目待确认</option>
-                      <option>账户登记</option>
-                      <option>其他</option>
-                    </select>
+                  <div class="field" style="margin-bottom: 16px;">
+                    <label>待提醒事项（系统自动列出）</label>
+                    <div id="reminder-items">
+                      <div class="empty">请先选择公司，系统将自动列出该公司待提醒事项。</div>
+                    </div>
+                    <span class="hint error" id="reminder-error" style="display: none;">该公司当前没有待提醒事项</span>
                  </div>
-                  <div class="field" style="margin-bottom: 14px;">
-                    <label for="reminder-content">提醒内容</label>
-                    <textarea class="textarea" id="reminder-content">请于截止日期前完成 2026 年 7 月银行流水上传与待确认事项处理。</textarea>
-                    <span class="hint error" id="content-error" style="display: none;">提醒内容不能为空</span>
-                  </div>
-                  <div class="field" style="margin-bottom: 18px;">
-                    <label for="reminder-deadline">截止日期</label>
-                    <input class="input" type="date" id="reminder-deadline" value="2026-08-29" min="2026-08-20" />
-                  </div>
-                  <button type="submit" class="btn btn-primary" id="send-btn" style="width: 100%;">发送提醒</button>
+                  <button type="submit" class="btn btn-primary" id="send-btn" style="width: 100%;" disabled>发送提醒</button>
                  <p class="hint" id="send-hint" style="margin-top: 10px; display: none;"></p>
                </form>
              </div>
@@ -793,7 +781,7 @@
          <span class="modal-title">新增成员公司</span>
          <button type="button" class="modal-close" data-close="companyDialog" aria-label="关闭">×</button>
        </div>
-        <p class="modal-sub">登记后系统将生成公司端登录账号，初始密码由集团总账统一发放。</p>
+        <p class="modal-sub">登记后系统将生成公司端登录账号，初始密码由管理员统一发放。</p>
        <form id="companyForm" novalidate>
          <div class="field" style="margin-bottom: 12px;">
            <label for="f-name">公司全称</label>
@@ -1050,7 +1038,7 @@
      </div>
    </div>
    <div class="toast-region" id="toastRegion" aria-live="polite"></div>
-    <script src="app.js?v=4"></script>
+    <script src="app.js?v=5"></script>
    <script>
      (function () {
        var input = document.getElementById("company-search");
@@ -316,7 +316,7 @@ function initEntry() {

  function updateRole() {
    const role = $('input[name="role"]:checked', form).value;
-    action.textContent = role === "admin" ? "进入总账管理端" : "进入公司业务端";
+    action.textContent = role === "admin" ? "进入管理端" : "进入公司业务端";
  }

  roleInputs.forEach((input) => input.addEventListener("change", updateRole));
@@ -408,7 +408,7 @@ function applyCompanyIdentity(me) {
    const nameEl = $(".user-name", row);
    if (nameEl) nameEl.textContent = name;
    const metaEl = $(".user-meta", row);
-    if (metaEl) metaEl.textContent = portal === "company" ? (me.company_name || "公司业务端") : "集团总账会计";
+    if (metaEl) metaEl.textContent = portal === "company" ? (me.company_name || "公司业务端") : "管理员";
  }
  // The company portal always shows the session-bound company in page copy.
  if (portal === "company" && me.company_name) {
@@ -692,7 +692,7 @@ function renderCompanyManualRecords() {
    statusCell.innerHTML = `<span class="pill ${statusMeta.cls}">${statusMeta.label}</span>`;

    const action = document.createElement("td");
-    if (record.status === "待总账复核") {
+    if (record.status === "待管理复核") {
      action.innerHTML = '<button type="button" class="btn btn-sm btn-danger" data-action="withdraw">撤回</button>';
    } else {
      action.innerHTML = '<span class="muted">—</span>';
@@ -706,7 +706,7 @@ function renderCompanyManualRecords() {

 function updateManualCounts() {
  const records = readStoredRecords(storageKeys.manual).filter((record) => record.company === "A公司");
-  const pending = records.filter((record) => record.status === "待总账复核").length;
+  const pending = records.filter((record) => record.status === "待管理复核").length;
  const pendingEl = $("#manualPendingStatus");
  if (pendingEl) pendingEl.textContent = pending;
  const foot = $("#manualFoot");
@@ -808,7 +808,7 @@ function appendAdminReviewRow(record, kind) {
  row.dataset.evidence = isAccount
    ? "公司提交资料、开户行、账号、账户类型与启用日期"
    : "公司手工记录、关联银行流水号、证明附件与提交说明";
-  if (statusLabel !== "待复核" && statusLabel !== "待总账复核") row.dataset.resolved = "true";
+  if (statusLabel !== "待复核" && statusLabel !== "待管理复核") row.dataset.resolved = "true";
  if (isAccount) row.dataset.accountStatus = record.status;

  const riskCell = document.createElement("td");
@@ -975,20 +975,11 @@ function fillCompanySelects(names) {
  });
  setSelectOptions($("#auditCompany"), names, { keepFirst: true });
  setSelectOptions($("#flowCompany"), names, { keepFirst: true });
-  const reminderList = $("#reminderCompanyList");
-  if (reminderList) {
-    reminderList.replaceChildren(...names.map((name) => {
-      const label = document.createElement("label");
-      label.className = "row";
-      label.style.cssText = "gap:6px;font-size:13px;";
-      const input = document.createElement("input");
-      input.type = "checkbox";
-      input.name = "company";
-      input.value = name;
-      input.style.width = "auto";
-      label.append(input, document.createTextNode(name));
-      return label;
-    }));
+  const reminderSelect = $("#reminder-company");
+  if (reminderSelect) {
+    const kept = reminderSelect.querySelector('option[value=""]') ? [reminderSelect.options[0].cloneNode(true)] : [];
+    const companies = state.companies || [];
+    reminderSelect.replaceChildren(...kept, ...companies.map((company) => new Option(company.name, company.id)));
  }
  setSelectOptions($('#openingDialog [name="from"]'), names);
  setSelectOptions($('#openingDialog [name="to"]'), names);
@@ -1227,16 +1218,74 @@ function initAdmin() {
  remind?.addEventListener("change", renderSwitch);
  renderSwitch();

-  $("#systemSettings")?.addEventListener("submit", (event) => {
+  function applySystemSettings(values) {
+    if (!values) return;
+    const start = $("#cs-start");
+    if (start && values.start_date) start.value = values.start_date;
+    const dayInput = $("#cs-day");
+    if (dayInput && values.closing_day) dayInput.value = values.closing_day;
+    const remindInput = $("#cs-remind");
+    if (remindInput && "auto_remind" in values) {
+      remindInput.checked = values.auto_remind === "1";
+      renderSwitch();
+    }
+    const daysSelect = $("#cs-remind-days");
+    if (daysSelect && values.remind_days) daysSelect.value = values.remind_days;
+    const closingDay = values.closing_day || "5";
+    const startDate = values.start_date || "2026-01-01";
+    const dash = $("#dashboardPeriodSub");
+    if (dash) dash.textContent = `每月 ${closingDay} 日结账 · 全局起算日 ${startDate}`;
+    const timeline = $("#timelineSub");
+    if (timeline) timeline.textContent = `全局起算日 ${startDate} 起，每月 ${closingDay} 日结账`;
+    const flows = $("#flowsRangeMeta");
+    if (flows) flows.textContent = `数据范围：${startDate} 起算 · 每月 ${closingDay} 日结账（7 月顺延至 08-29）`;
+    const opening = $("#openingSub");
+    if (opening) opening.textContent = `${startDate} 起算的公司间往来期初数`;
+  }
+
+  async function loadSystemSettings() {
+    const response = await fetch("/api/admin/settings").catch(() => null);
+    if (response?.status === 401) {
+      window.location.href = "index.html";
+      return;
+    }
+    const result = await response?.json().catch(() => ({}));
+    if (response?.ok && result.settings) applySystemSettings(result.settings);
+  }
+
+  $("#systemSettings")?.addEventListener("submit", async (event) => {
    event.preventDefault();
-    const day = parseInt($("#cs-day")?.value, 10);
    const tip = $("#cs-save-tip");
-    if (day && (day < 1 || day > 28)) {
+    const day = parseInt($("#cs-day")?.value, 10);
+    if (!day || day < 1 || day > 28) {
      if (tip) { tip.style.display = ""; tip.style.color = "var(--danger)"; tip.textContent = "结账日须为 1-28 之间的整数"; }
      return;
    }
+    const payload = {
+      closing_day: String(day),
+      start_date: $("#cs-start")?.value || "",
+      auto_remind: $("#cs-remind")?.checked ? "1" : "0",
+      remind_days: $("#cs-remind-days")?.value || "3",
+    };
+    const response = await fetch("/api/admin/settings", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(payload),
+    }).catch(() => null);
+    if (response?.status === 401) {
+      window.location.href = "index.html";
+      return;
+    }
+    const result = await response?.json().catch(() => ({}));
+    if (!response || !response.ok) {
+      const message = result?.message || "保存失败，请稍后重试";
+      if (tip) { tip.style.display = ""; tip.style.color = "var(--danger)"; tip.textContent = message; }
+      showToast("设置保存失败", message, "danger");
+      return;
+    }
    if (tip) { tip.style.display = ""; tip.style.color = "var(--success)"; tip.textContent = "已保存 · 立即生效"; }
-    showToast("系统计算口径已保存", "正式系统将记录修改前后值与操作人", "success");
+    applySystemSettings(result.settings || {});
+    showToast("系统计算口径已保存", "修改前后值与操作人已留痕", "success");
  });

  $("#runClosingCheck")?.addEventListener("click", () => {
@@ -1309,111 +1358,164 @@ function initAdmin() {
    showToast("期初余额已提交复核", "正式系统将保留录入依据与操作人", "success");
  });

-  $("#reminderForm")?.addEventListener("submit", (event) => {
-    event.preventDefault();
-    const form = event.currentTarget;
-    const checked = Array.prototype.slice.call(form.querySelectorAll('input[name="company"]:checked'));
-    const type = $("#reminder-type").value;
-    const content = $("#reminder-content").value.trim();
-    const deadline = $("#reminder-deadline").value;
-    $("#company-error").style.display = checked.length ? "none" : "";
-    $("#content-error").style.display = content ? "none" : "";
-    if (!checked.length || !content) return;
-    const companies = checked.map((c) => c.value).join("、");
-    const summary = content.length > 46 ? content.slice(0, 46) + "…" : content;
-    const row = document.createElement("tr");
-    row.dataset.source = "manual";
-    row.innerHTML =
-      '<td class="cell-main">' + companies + '</td>' +
-      '<td><span class="tag">' + type + '</span></td>' +
-      '<td class="wrap">' + summary.replace(/</g, "&lt;") + '</td>' +
-      '<td class="meta">刚刚<span class="cell-sub">人工 · 系统管理员</span></td>' +
-      '<td class="meta">' + (deadline || "—") + '</td>' +
-      '<td><span class="pill pill-danger">未读</span></td>' +
-      '<td><div class="row" style="gap:6px;"><button type="button" class="btn btn-sm act-remind">再提醒</button><button type="button" class="btn btn-sm btn-ghost act-history" data-company="' + checked[0].value + '">查看历史</button></div></td>';
-    $("#reminder-tbody").insertBefore(row, $("#reminder-tbody").firstChild);
-    refreshReminderCounts();
-    form.querySelectorAll('input[name="company"]').forEach((c) => { c.checked = false; });
-    $("#reminder-content").value = "请于截止日期前完成 2026 年 7 月银行流水上传与待确认事项处理。";
-    $("#reminder-deadline").value = "2026-08-29";
-    const sendHint = $("#send-hint");
-    sendHint.style.display = "";
-    sendHint.textContent = "已发送给 " + companies + "，共 " + checked.length + " 家公司。";
-    clearTimeout(sendHint._t);
-    sendHint._t = setTimeout(() => { sendHint.style.display = "none"; }, 4000);
+  // ── 提醒管理：选公司 → 自动列出待提醒事项 → 一键发送 ──
+  const reminderSelect = $("#reminder-company");
+  const reminderItems = $("#reminder-items");
+  const reminderError = $("#reminder-error");
+  const companyError = $("#company-error");
+  const sendBtn = $("#send-btn");
+  const esc = (text) => String(text ?? "").replace(/&/g, "&amp;").replace(/</g, "&lt;").replace(/>/g, "&gt;");
+  const fmtReminderTime = (iso) => String(iso || "").replace("T", " ").slice(5, 16);
+  let pendingReminderItems = [];
+
+  function renderPendingItems(items) {
+    pendingReminderItems = items || [];
+    if (!reminderItems) return;
+    if (!pendingReminderItems.length) {
+      reminderItems.innerHTML = '<div class="empty">该公司当前没有待提醒事项。</div>';
+      if (sendBtn) sendBtn.disabled = true;
+      return;
+    }
+    reminderItems.replaceChildren(...pendingReminderItems.map((item) => {
+      const row = document.createElement("div");
+      row.className = "list-row";
+      row.innerHTML =
+        '<span class="pill pill-warn" style="flex:none;">待处理</span>' +
+        '<div class="lr-main"><div class="lr-title">' + esc(item.kind) + '</div>' +
+        '<div class="lr-sub">' + esc(item.content) + '</div></div>';
+      return row;
+    }));
+    if (sendBtn) sendBtn.disabled = false;
+  }
+
+  async function loadPendingReminders(companyId) {
+    if (!companyId) { renderPendingItems([]); return; }
+    if (reminderItems) reminderItems.innerHTML = '<div class="loading-row">正在列出待提醒事项…</div>';
+    if (sendBtn) sendBtn.disabled = true;
+    const response = await fetch("/api/admin/reminders/pending?company_id=" + encodeURIComponent(companyId)).catch(() => null);
+    if (response?.status === 401) { window.location.href = "index.html"; return; }
+    const result = await response?.json().catch(() => ({}));
+    if (!response || !response.ok) { renderPendingItems([]); return; }
+    renderPendingItems(result.items || []);
+  }
+
+  reminderSelect?.addEventListener("change", () => {
+    if (reminderError) reminderError.style.display = "none";
+    loadPendingReminders(reminderSelect.value);
  });

-  // 提醒历史 tabs / 计数
+  $("#reminderForm")?.addEventListener("submit", async (event) => {
+    event.preventDefault();
+    const companyId = reminderSelect?.value;
+    if (companyError) companyError.style.display = companyId ? "none" : "";
+    if (!companyId) return;
+    if (!pendingReminderItems.length) {
+      if (reminderError) reminderError.style.display = "";
+      return;
+    }
+    if (reminderError) reminderError.style.display = "none";
+    if (sendBtn) sendBtn.disabled = true;
+    const response = await fetch("/api/admin/reminders/send", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ company_id: Number(companyId) }),
+    }).catch(() => null);
+    if (response?.status === 401) { window.location.href = "index.html"; return; }
+    const result = await response?.json().catch(() => ({}));
+    if (!response || !response.ok) {
+      if (sendBtn) sendBtn.disabled = false;
+      showToast("发送失败", result?.message || "请稍后重试", "danger");
+      return;
+    }
+    const sendHint = $("#send-hint");
+    if (sendHint) {
+      sendHint.style.display = "";
+      sendHint.textContent = `已向 ${result.company_name} 发送 ${(result.reminders || []).length} 项提醒，截止 ${result.deadline || "—"}。`;
+      clearTimeout(sendHint._t);
+      sendHint._t = setTimeout(() => { sendHint.style.display = "none"; }, 4000);
+    }
+    await loadReminderHistory();
+    await loadPendingReminders(companyId);
+    showToast("提醒已发送", `已生成 ${(result.reminders || []).length} 条提醒记录`, "success");
+  });
+
+  // ── 提醒历史（实时从后端读取） ──
+  let reminderFilter = "all";
  function refreshReminderCounts() {
    const rows = $$("#reminder-tbody tr");
    let all = rows.length, sys = 0, man = 0;
    rows.forEach((r) => { if (r.dataset.source === "system") sys++; else man++; });
-    $("#count-all").textContent = all;
-    $("#count-system").textContent = sys;
-    $("#count-manual").textContent = man;
-    $("#table-foot-count").textContent = "共 " + all + " 条提醒记录";
+    const countAll = $("#count-all"), countSys = $("#count-system"), countMan = $("#count-manual");
+    if (countAll) countAll.textContent = all;
+    if (countSys) countSys.textContent = sys;
+    if (countMan) countMan.textContent = man;
+    const foot = $("#table-foot-count");
+    if (foot) foot.textContent = "共 " + all + " 条提醒记录";
+    const state = $("#table-foot-state");
+    if (state) state.textContent = "未读 " + all + " · 处理中 0 · 已完成 0";
  }
+
+  function applyReminderFilter() {
+    $$("#reminder-tbody tr").forEach((r) => {
+      r.style.display = (reminderFilter === "all" || r.dataset.source === reminderFilter) ? "" : "none";
+    });
+  }
+
+  async function loadReminderHistory() {
+    const tbody = $("#reminder-tbody");
+    if (!tbody) return;
+    const response = await fetch("/api/admin/reminders").catch(() => null);
+    if (response?.status === 401) { window.location.href = "index.html"; return; }
+    const result = await response?.json().catch(() => ({}));
+    const reminders = result?.reminders || [];
+    tbody.replaceChildren(...reminders.map((reminder) => {
+      const row = document.createElement("tr");
+      row.dataset.source = reminder.source;
+      row.innerHTML =
+        '<td class="cell-main">' + esc(reminder.company_name) + '</td>' +
+        '<td><span class="tag">' + esc(reminder.kind) + '</span></td>' +
+        '<td class="wrap">' + esc(reminder.content) + '</td>' +
+        '<td class="meta">' + fmtReminderTime(reminder.created_at) + '<span class="cell-sub">' + (reminder.source === "manual" ? "人工" : "系统") + (reminder.actor_username ? " · " + esc(reminder.actor_username) : "") + '</span></td>' +
+        '<td class="meta">' + (reminder.deadline || "—") + '</td>' +
+        '<td><span class="pill pill-danger">未读</span></td>' +
+        '<td><button type="button" class="btn btn-sm btn-ghost act-history" data-company-id="' + reminder.company_id + '" data-company="' + esc(reminder.company_name) + '">查看历史</button></td>';
+      return row;
+    }));
+    applyReminderFilter();
+    refreshReminderCounts();
+  }
+
  $("#reminder-tabs")?.addEventListener("click", (event) => {
    const btn = event.target.closest("button[data-filter]");
    if (!btn) return;
    $("#reminder-tabs").querySelectorAll("button").forEach((b) => b.classList.remove("active"));
    btn.classList.add("active");
-    const filter = btn.dataset.filter;
-    $$("#reminder-tbody tr").forEach((r) => { r.style.display = (filter === "all" || r.dataset.source === filter) ? "" : "none"; });
+    reminderFilter = btn.dataset.filter;
+    applyReminderFilter();
  });

  $("#reminder-tbody")?.addEventListener("click", (event) => {
-    const remindBtn = event.target.closest(".act-remind");
-    if (remindBtn) {
-      const tr = remindBtn.closest("tr");
-      const timeCell = tr.children[3];
-      const sub = timeCell.querySelector(".cell-sub");
-      timeCell.firstChild.textContent = "刚刚";
-      if (sub) sub.textContent = sub.textContent.replace(/\s*·?\s*第 \d+ 次/, "") + " · 再提醒";
-      else timeCell.insertAdjacentHTML("beforeend", '<span class="cell-sub">再提醒</span>');
-      remindBtn.textContent = "已再提醒";
-      remindBtn.disabled = true;
-      return;
-    }
    const historyBtn = event.target.closest(".act-history");
-    if (historyBtn) openReminderHistory(historyBtn.dataset.company);
+    if (historyBtn) openReminderHistory(historyBtn.dataset.companyId, historyBtn.dataset.company);
  });

-  const reminderHISTORIES = {
-    "金牛农业": [
-      { time: "2026-08-18 09:02", src: "系统 · 第 2 次", type: "流水未提交", status: "danger", statusText: "未读", body: "贵公司 7 月全部银行账户流水尚未提交，距 7 月结账顺延截止日仅剩 11 天，请尽快上传。" },
-      { time: "2026-08-11 09:00", src: "系统 · 第 1 次", type: "流水未提交", status: "danger", statusText: "未读", body: "2026 年 7 月银行流水上传提醒：请于截止日前完成全部账户流水提交。" },
-    ],
-    "金牛新能源": [
-      { time: "2026-08-15 09:00", src: "系统", type: "单边待确认", status: "warn", statusText: "处理中", body: "与金牛贸易 3 笔单边流水合计 ¥4,860,000.00 待确认，请选择对方银行流水佐证。" },
-    ],
-    "金牛置业": [
-      { time: "2026-08-14 16:40", src: "人工 · 张维", type: "流水未提交", status: "warn", statusText: "处理中", body: "中行尾号 8821 账户 7 月 6—16 日流水断档，请补传该期间银行回单或对账单。" },
-    ],
-    "金牛贸易": [
-      { time: "2026-08-15 09:00", src: "系统", type: "单边待确认", status: "success", statusText: "已完成", body: "与金牛新能源往来 3 笔单边流水待确认，请核对 7 月销售回款记录。" },
-    ],
-    "金牛煤业": [
-      { time: "2026-08-12 09:00", src: "系统", type: "科目待确认", status: "warn", statusText: "处理中", body: "2 笔手工记录往来科目待确认（应收 / 其他应收），涉及煤炭运费结算。" },
-    ],
-    "金牛物流": [
-      { time: "2026-08-10 11:25", src: "人工 · 张维", type: "科目待确认", status: "success", statusText: "已完成", body: "1 笔运费结算手工记录科目待确认（其他应付待判定），请于结账前完成。" },
-    ],
-  };
-
-  function openReminderHistory(company) {
-    $("#history-title").textContent = company + " · 提醒历史";
-    $("#history-sub").textContent = "2026 年 7 月账期以来的全部触达记录，按时间倒序。";
+  async function openReminderHistory(companyId, companyName) {
+    $("#history-title").textContent = (companyName || "") + " · 提醒历史";
+    $("#history-sub").textContent = "该公司的全部提醒触达记录，按时间倒序。";
    const list = $("#history-list");
-    const items = reminderHISTORIES[company] || [];
+    list.innerHTML = '<div class="loading-row">加载中…</div>';
+    const response = await fetch("/api/admin/reminders?company_id=" + encodeURIComponent(companyId || "")).catch(() => null);
+    if (response?.status === 401) { window.location.href = "index.html"; return; }
+    const result = await response?.json().catch(() => ({}));
+    const items = result?.reminders || [];
    if (!items.length) {
-      list.innerHTML = '<div class="empty"><div class="e-title">暂无历史记录</div>该公司在 7 月账期内尚未收到过提醒。</div>';
+      list.innerHTML = '<div class="empty"><div class="e-title">暂无历史记录</div>该公司尚未收到过提醒。</div>';
    } else {
      list.innerHTML = items.map((it) => {
        return '<div class="list-row">' +
-          '<span class="tag">' + it.type + '</span>' +
-          '<div class="lr-main"><div class="lr-title">' + it.body + '</div><div class="lr-sub"><span class="meta">' + it.time + ' · ' + it.src + '</span></div></div>' +
-          '<div class="lr-side"><span class="pill pill-' + it.status + '">' + it.statusText + '</span></div></div>';
+          '<span class="tag">' + esc(it.kind) + '</span>' +
+          '<div class="lr-main"><div class="lr-title">' + esc(it.content) + '</div><div class="lr-sub"><span class="meta">' + fmtReminderTime(it.created_at) + ' · ' + (it.source === "manual" ? "人工" : "系统") + (it.actor_username ? " · " + esc(it.actor_username) : "") + '</span></div></div>' +
+          '<div class="lr-side"><span class="pill pill-danger">未读</span></div></div>';
      }).join("");
    }
    openModal("history-modal");
@@ -1421,7 +1523,8 @@ function initAdmin() {
  $("#history-close")?.addEventListener("click", () => closeModal("history-modal"));
  $("#history-ok")?.addEventListener("click", () => closeModal("history-modal"));

-  refreshReminderCounts();
+  loadSystemSettings();
+  loadReminderHistory();
 }

 const FLOW_DEMO = [
@@ -2268,14 +2371,14 @@ function initCompany() {
      remark: String(data.get("remark")).trim(),
      bankReference: String(data.get("bankReference") || "").trim(),
      evidenceName: evidence instanceof File ? evidence.name : "",
-      status: "待总账复核",
+      status: "待管理复核",
      createdAt: new Date().toLocaleString("zh-CN", { hour12: false }),
    };
    records.push(record);
    if (!writeStoredRecords(storageKeys.manual, records)) return;
    renderCompanyManualRecords();
    form.reset();
-    showToast("手工记录已提交", "总账复核前不会纳入公司间往来计算", "success");
+    showToast("手工记录已提交", "管理员复核前不会纳入公司间往来计算", "success");
  });

  let manualWithdrawRow = null;
@@ -5,7 +5,7 @@
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
    <meta name="description" content="金牛集团公司业务端" />
    <title>公司业务端 · 金牛集团</title>
-    <link rel="stylesheet" href="design-system.css?v=4" />
+    <link rel="stylesheet" href="design-system.css?v=5" />
  </head>
  <body data-portal="company">
    <a class="skip-link" href="#main-content">跳到主要内容</a>
@@ -83,7 +83,7 @@
                  <div class="fs-meta" id="workspaceConfirmMeta">单边流水 3 笔 · 科目确认 2 笔</div>
                </a>
                <div class="flow-step wait">
-                  <div class="fs-top"><span class="fs-idx">04</span><span class="fs-dot"></span><span class="fs-name">总账复核</span></div>
+                  <div class="fs-top"><span class="fs-idx">04</span><span class="fs-dot"></span><span class="fs-name">管理复核</span></div>
                  <div class="fs-state">等待集团</div>
                  <div class="fs-meta">2 笔复核在途 · 无需本公司操作</div>
                </div>
@@ -174,7 +174,7 @@
              <div class="stack">
                <div class="card">
                  <div class="card-head">
-                    <span class="card-title">本公司往来合计<span class="sub">2026-01-01 至 2026-08-20 · 与集团总账口径一致 · 单位：万元</span></span>
+                    <span class="card-title">本公司往来合计<span class="sub">2026-01-01 至 2026-08-20 · 与管理端口径一致 · 单位：万元</span></span>
                  </div>
                  <div class="mini-stats">
                    <div class="mini-stat">
@@ -199,7 +199,7 @@

                <div class="card">
                  <div class="card-head">
-                    <span class="card-title">最新通知<span class="sub">来自集团总账</span></span>
+                    <span class="card-title">最新通知<span class="sub">来自管理端</span></span>
                    <button class="btn btn-sm btn-ghost" data-view-link="notifications">全部通知 (3) →</button>
                  </div>
                  <div class="list-row">
@@ -325,7 +325,7 @@
            <div class="page-head">
              <div>
                <h1>手工记录</h1>
-                <p class="page-sub">登记未通过银行流水体现的往来业务，如个人过账、现金收付与未入账回单。提交后由集团总账会计审核，通过后计入本公司往来台账。</p>
+                <p class="page-sub">登记未通过银行流水体现的往来业务，如个人过账、现金收付与未入账回单。提交后由管理员审核，通过后计入本公司往来台账。</p>
              </div>
            </div>

@@ -353,15 +353,15 @@
                  </div>
                  <div class="notice info" style="margin-top: 14px;">
                    <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7" style="width: 16px; height: 16px; flex: none; margin-top: 2px; color: var(--info);"><circle cx="12" cy="12" r="8.5"/><path d="M12 8v5M12 16.5v.01"/></svg>
-                    <div><div class="n-title">手工记录与银行原始流水分开留痕</div><div class="n-body">总账复核通过后才纳入往来计算，撤回后需重新登记提交。</div></div>
+                    <div><div class="n-title">手工记录与银行原始流水分开留痕</div><div class="n-body">管理员复核通过后才纳入往来计算，撤回后需重新登记提交。</div></div>
                  </div>
-                  <button class="btn btn-primary" type="submit" style="width: 100%; margin-top: 16px;">提交总账复核</button>
+                  <button class="btn btn-primary" type="submit" style="width: 100%; margin-top: 16px;">提交管理复核</button>
                </form>
              </div>

              <div class="card">
                <div class="card-head">
-                  <span class="card-title">已提交记录<span class="sub">账期 2026-07 内本公司提交的手工往来，<span class="num" id="manualPendingStatus">0</span> 笔待总账复核</span></span>
+                  <span class="card-title">已提交记录<span class="sub">账期 2026-07 内本公司提交的手工往来，<span class="num" id="manualPendingStatus">0</span> 笔待管理复核</span></span>
                </div>
                <div class="table-wrap" style="border: 0;">
                  <table class="ds-table">
@@ -380,7 +380,7 @@
                </div>
                <div class="table-foot">
                  <span id="manualFoot">共 0 条</span>
-                  <span class="meta">审核由集团总账会计在 1 个工作日内完成</span>
+                  <span class="meta">审核由管理员在 1 个工作日内完成</span>
                </div>
              </div>
            </div>
@@ -659,8 +659,8 @@
            <div class="notice info" style="margin-bottom: 14px;">
              <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7" style="width: 16px; height: 16px; flex: none; margin-top: 2px; color: var(--info);"><circle cx="12" cy="12" r="8.5"/><path d="M12 8v5M12 16.5v.01"/></svg>
              <div>
-                <div class="n-title">新账户需总账管理员审核通过后方可上传流水</div>
-                <div class="n-body">提交登记后由集团总账管理员核对开户信息，审核周期一般 1 个工作日；审核结果将通过站内通知告知。</div>
+                <div class="n-title">新账户需管理员审核通过后方可上传流水</div>
+                <div class="n-body">提交登记后由管理员核对开户信息，审核周期一般 1 个工作日；审核结果将通过站内通知告知。</div>
              </div>
            </div>

@@ -698,7 +698,7 @@
            <div class="page-head">
              <div>
                <h1>通知</h1>
-                <p class="page-sub">系统与总账管理员发送给本公司的全部消息。7 月账期结账因故顺延至 2026-08-29，请优先处理未读与处理中事项。</p>
+                <p class="page-sub">系统与管理员发送给本公司的全部消息。7 月账期结账因故顺延至 2026-08-29，请优先处理未读与处理中事项。</p>
              </div>
              <div class="page-actions">
                <button class="btn btn-ghost" id="mark-all-read">全部标为已读</button>
@@ -734,9 +734,9 @@
                </div>
                <div class="list-row" data-status="unread">
                  <span class="pill pill-danger" style="flex: none;">未读</span>
-                  <span class="tag">总账管理员</span>
+                  <span class="tag">管理员</span>
                  <div class="lr-main">
-                    <div class="lr-title">总账管理员提醒：请于 08-29 前完成待确认事项</div>
+                    <div class="lr-title">管理员提醒：请于 08-29 前完成待确认事项</div>
                    <div class="lr-sub"><span class="meta">2026-08-18 16:40</span> · 7 月账期结账顺延至 08-29，贵公司当前仍有 5 项往来确认未完成，请合理安排时间。</div>
                  </div>
                  <div class="lr-side"><button class="btn btn-sm btn-mark-read">标记已读</button></div>
@@ -746,13 +746,13 @@
                  <span class="tag">系统</span>
                  <div class="lr-main">
                    <div class="lr-title">手工记录科目待确认：其他应收 ¥86,500.00</div>
-                    <div class="lr-sub"><span class="meta">2026-08-15 10:02</span> · 07-28 录入的矿区备用金垫付记录，往来科目「其他应收」待总账管理员复核。</div>
+                    <div class="lr-sub"><span class="meta">2026-08-15 10:02</span> · 07-28 录入的矿区备用金垫付记录，往来科目「其他应收」待管理员复核。</div>
                  </div>
                  <div class="lr-side"><button class="btn btn-sm btn-primary" data-view-link="manual">去处理</button></div>
                </div>
                <div class="list-row" data-status="doing">
                  <span class="pill pill-warn" style="flex: none;">处理中</span>
-                  <span class="tag">总账管理员</span>
+                  <span class="tag">管理员</span>
                  <div class="lr-main">
                    <div class="lr-title">往来确认回复：置业已确认 320 万煤炭采购款</div>
                    <div class="lr-sub"><span class="meta">2026-08-12 11:26</span> · 金牛置业已确认 07-14 煤炭采购款 ¥3,200,000.00，请补充本方工行 3305 账户流水证据完成闭环。</div>
@@ -777,10 +777,10 @@
                </div>
                <div class="list-row" data-status="done">
                  <span class="pill pill-success" style="flex: none;">已完成</span>
-                  <span class="tag">总账管理员</span>
+                  <span class="tag">管理员</span>
                  <div class="lr-main">
                    <div class="lr-title">交行 尾号 7710 账户开户资料已受理</div>
-                    <div class="lr-sub"><span class="meta">2026-07-22 13:10</span> · 新账户开户资料已提交总账管理员，审核通过后方可启用并上传流水。</div>
+                    <div class="lr-sub"><span class="meta">2026-07-22 13:10</span> · 新账户开户资料已提交管理员，审核通过后方可启用并上传流水。</div>
                  </div>
                </div>
                <div class="list-row" data-status="done">
@@ -928,7 +928,7 @@
          <span class="modal-title">登记银行账户</span>
          <button type="button" class="modal-close" data-close="accountDialog" aria-label="关闭">×</button>
        </div>
-        <p class="modal-sub">账户提交后由总账管理员复核，复核通过前不能上传流水，也不参与账户识别与覆盖计算。</p>
+        <p class="modal-sub">账户提交后由管理员复核，复核通过前不能上传流水，也不参与账户识别与覆盖计算。</p>
        <form id="accountForm" novalidate>
          <div class="grid grid-2">
            <div class="field">
@@ -943,7 +943,7 @@
          <div class="field" style="margin-top: 12px;">
            <label>银行账号</label>
            <input class="input num-input" name="accountNumber" inputmode="numeric" required />
-            <span class="hint">仅尾号对外显示，完整账号仅总账管理员可见</span>
+            <span class="hint">仅尾号对外显示，完整账号仅管理员可见</span>
          </div>
          <div class="field" style="margin-top: 12px;">
            <label>启用日期</label>
@@ -957,6 +957,6 @@
      </div>
    </div>
    <div class="toast-region" id="toastRegion" aria-live="polite"></div>
-    <script src="app.js?v=4"></script>
+    <script src="app.js?v=5"></script>
  </body>
 </html>
@@ -459,6 +459,33 @@ p { margin: 0; }
 .login-foot { margin-top: 16px; font-size: 12px; color: var(--muted); text-align: center; }
 .login-foot a { color: var(--accent); font-weight: 550; }
 .login-foot a:hover { text-decoration: underline; }
+
+/* 端标识：登录页顶部大字区分管理端 / 公司端 */
+.login-role-title {
+  font-size: 34px;
+  font-weight: 800;
+  letter-spacing: 0.02em;
+  line-height: 1.15;
+  margin-bottom: 6px;
+}
+.login-role-title.admin { color: var(--accent); }
+.login-role-title.company { color: var(--info); }
+.login-role-caption { color: var(--muted); font-size: 13px; margin-bottom: 22px; }
+/* 管理端青绿 / 公司端品蓝侧栏色块 */
+.login-aside.company { background: var(--info); }
+.login-aside.company .aside-item .tick { color: var(--surface); opacity: 0.85; }
+.login-back {
+  display: inline-flex; align-items: center; gap: 6px;
+  margin-bottom: 20px;
+  padding: 6px 12px;
+  border: 1px solid var(--border);
+  border-radius: 999px;
+  background: var(--surface);
+  color: var(--fg);
+  font-size: 12.5px; font-weight: 600;
+}
+.login-back:hover { border-color: var(--accent); color: var(--accent); }
+.login-back.company:hover { border-color: var(--info); color: var(--info); }
@media (max-width: 900px) {
  .login-wrap { grid-template-columns: 1fr; }
  .login-aside { display: none; }
@@ -4,20 +4,20 @@
  <meta charset="utf-8" />
  <meta name="viewport" content="width=device-width, initial-scale=1" />
  <title>金牛实业资金往来管理系统 · 入口</title>
-  <link rel="stylesheet" href="design-system.css?v=4" />
+  <link rel="stylesheet" href="design-system.css?v=5" />
 </head>
 <body>
  <div class="portal-wrap">
    <div class="portal-inner">
      <p class="meta" style="letter-spacing: 0.1em;">JINNIU GROUP · INTERCOMPANY TREASURY</p>
      <h1 style="font-size: 26px; font-weight: 700; letter-spacing: -0.015em; margin-top: 10px;">河南金牛实业集团有限公司 · 资金往来管理系统</h1>
-      <p class="muted" style="margin-top: 10px; max-width: 64ch;">集团内部公司间资金往来记账平台。银行流水导入后自动轧算往来余额，支持从集团汇总逐级穿透至银行原始流水。本系统包含总账管理端与公司业务端两套界面。</p>
+      <p class="muted" style="margin-top: 10px; max-width: 64ch;">集团内部公司间资金往来记账平台。银行流水导入后自动轧算往来余额，支持从集团汇总逐级穿透至银行原始流水。本系统包含管理端与公司业务端两套界面。</p>

      <div class="portal-grid">
        <a class="portal-card" href="login-admin.html">
-          <span class="pc-role">总账管理端 · 7 个页面</span>
+          <span class="pc-role">管理端 · 7 个页面</span>
          <h3>管理总览 / 往来查询 / 审核中心 / 流水管理 / 公司与账号 / 结账与期初 / 提醒管理</h3>
-          <p>面向集团总账会计：全局监控各公司流水提交与往来余额，集中处理审核事项，执行月度结账。</p>
+          <p>面向管理员：全局监控各公司流水提交与往来余额，集中处理审核事项，执行月度结账。</p>
          <span class="pc-go">去管理端登录 →</span>
        </a>
        <a class="portal-card" href="login-company.html">
@@ -4,7 +4,7 @@
  <meta charset="utf-8" />
  <meta name="viewport" content="width=device-width, initial-scale=1" />
  <title>登录 · 金牛实业资金往来管理系统</title>
-  <link rel="stylesheet" href="design-system.css?v=4" />
+  <link rel="stylesheet" href="design-system.css?v=5" />
 </head>
 <body data-role="admin">
  <div class="login-wrap">
@@ -22,8 +22,11 @@

    <main class="login-panel">
      <div class="login-card">
+        <a class="login-back" href="index.html">← 返回入口页</a>
+        <div class="login-role-title admin">管理端</div>
+        <p class="login-role-caption">管理员统一监控集团各公司资金往来，执行月度结账。</p>
        <h2>登录系统</h2>
-        <p class="login-sub">请输入账号密码登录总账管理端。首次登录需修改初始密码。</p>
+        <p class="login-sub">请输入账号密码登录管理端。首次登录需修改初始密码。</p>

        <form id="login-form" novalidate>
          <div class="field">
@@ -42,7 +45,7 @@
          <button class="btn btn-primary" type="submit" style="width: 100%; margin-top: 6px;">登 录</button>
        </form>

-        <p class="login-foot">忘记密码请联系集团总账管理员重置 · <a href="index.html">返回入口页</a></p>
+        <p class="login-foot">忘记密码请联系管理员重置 · <a href="index.html">返回入口页</a></p>
      </div>
    </main>
  </div>
@@ -72,6 +75,6 @@
    </div>
  </div>

-  <script src="login.js?v=4"></script>
+  <script src="login.js?v=5"></script>
 </body>
 </html>
@@ -4,11 +4,11 @@
  <meta charset="utf-8" />
  <meta name="viewport" content="width=device-width, initial-scale=1" />
  <title>登录 · 金牛实业资金往来管理系统</title>
-  <link rel="stylesheet" href="design-system.css?v=4" />
+  <link rel="stylesheet" href="design-system.css?v=5" />
 </head>
 <body data-role="company">
  <div class="login-wrap">
-    <aside class="login-aside">
+    <aside class="login-aside company">
      <span class="brand-mark">JINNIU GROUP · TREASURY</span>
      <h1>河南金牛实业集团有限公司<br />资金往来管理系统</h1>
      <p class="aside-sub">集团内部各公司之间资金往来的统一记账平台。导入银行流水后自动轧算公司间往来余额，从集团汇总可层层下钻至银行原始流水。</p>
@@ -22,6 +22,9 @@

    <main class="login-panel">
      <div class="login-card">
+        <a class="login-back company" href="index.html">← 返回入口页</a>
+        <div class="login-role-title company">公司端</div>
+        <p class="login-role-caption">成员公司出纳上传流水、登记手工往来、确认单边匹配。</p>
        <h2>登录系统</h2>
        <p class="login-sub">请输入账号密码登录公司业务端。首次登录需修改初始密码。</p>

@@ -42,7 +45,7 @@
          <button class="btn btn-primary" type="submit" style="width: 100%; margin-top: 6px;">登 录</button>
        </form>

-        <p class="login-foot">忘记密码请联系集团总账管理员重置 · <a href="index.html">返回入口页</a></p>
+        <p class="login-foot">忘记密码请联系管理员重置 · <a href="index.html">返回入口页</a></p>
      </div>
    </main>
  </div>
@@ -72,6 +75,6 @@
    </div>
  </div>

-  <script src="login.js?v=4"></script>
+  <script src="login.js?v=5"></script>
 </body>
 </html>