优化

finance/src/main/java/com/baiyue/finance/dto/FinanceReadModels.java

@@ -70,8 +70,10 @@ public final class FinanceReadModels {
         String status,
         int version,
         long createdBy,
+        String createdByName,
         LocalDateTime createdAt,
         long updatedBy,
+        String updatedByName,
         LocalDateTime updatedAt) {}
 
     public record StatementDetail(Statement statement, List<StatementLine> lines) {}
@@ -168,6 +170,7 @@ public final class FinanceReadModels {
         String billSnapshot,
         String lineSnapshot,
         long createdBy,
+        String createdByName,
         LocalDateTime createdAt) {}
 
     public record CustomerTerms(long customerId, String customerName, int creditDays, String status) {}

finance/src/main/java/com/baiyue/finance/dto/FinanceSettlementDtos.java

@@ -35,10 +35,11 @@ public final class FinanceSettlementDtos {
                                  boolean statementGenerated) {}
     public record SettlementTransaction(long transactionId, String transactionType, LocalDate transactionDate,
                                         BigDecimal amount, String method, String referenceNo,
-                                        List<String> voucherFileIds, long createdBy, LocalDateTime createdAt,
+                                        List<String> voucherFileIds, long createdBy, String createdByName,
+                                        LocalDateTime createdAt,
                                         String remark) {}
     public record SettlementRevision(int revisionNo, String action, BigDecimal beforeAmount,
-                                     BigDecimal afterAmount, String reason, long operatorId,
+                                     BigDecimal afterAmount, String reason, long operatorId, String operatorName,
                                      LocalDateTime occurredAt) {}
     public record SettlementDetail(@JsonUnwrapped SettlementSummary summary, List<SettlementLine> lines,
                                    List<SettlementTransaction> transactions,

finance/src/main/java/com/baiyue/finance/dto/ReconciliationStatementDtos.java

@@ -23,8 +23,8 @@ public final class ReconciliationStatementDtos {
                                        int creditDays, String currency, BigDecimal totalReceivable,
                                        BigDecimal receivedAmount, BigDecimal outstandingAmount,
                                        boolean settled, String status, int version,
-                                       long createdBy, LocalDateTime createdAt,
-                                       long updatedBy, LocalDateTime updatedAt, String remark,
+                                       long createdBy, String createdByName, LocalDateTime createdAt,
+                                       long updatedBy, String updatedByName, LocalDateTime updatedAt, String remark,
                                        List<ReconciliationLine> lines, List<PaymentHistory> paymentHistory,
                                        List<ReconciliationRevision> revisions) {}
 
@@ -36,10 +36,10 @@ public final class ReconciliationStatementDtos {
 
     public record PaymentHistory(long transactionId, String transactionType,
                                  LocalDate transactionDate, BigDecimal amount,
-                                 String method, String referenceNo, long createdBy,
+                                 String method, String referenceNo, long createdBy, String createdByName,
                                  LocalDateTime createdAt, String remark) {}
 
     public record ReconciliationRevision(int revisionNo, String action, BigDecimal beforeAmount,
-                                         BigDecimal afterAmount, String reason, long operatorId,
+                                         BigDecimal afterAmount, String reason, long operatorId, String operatorName,
                                          LocalDateTime occurredAt) {}
 }

finance/src/main/java/com/baiyue/finance/service/FinanceOperatorSnapshot.java

@@ -0,0 +1,26 @@
+package com.baiyue.finance.service;
+
+import com.baiyue.common.security.AuthenticatedUser;
+import org.springframework.security.core.Authentication;
+import org.springframework.security.core.context.SecurityContextHolder;
+import org.springframework.util.StringUtils;
+
+final class FinanceOperatorSnapshot {
+    private FinanceOperatorSnapshot() { }
+
+    static String currentName(long operatorId) {
+        if (operatorId == 0) return "系统";
+        Authentication authentication = SecurityContextHolder.getContext().getAuthentication();
+        if (authentication != null && authentication.getPrincipal() instanceof AuthenticatedUser user
+                && user.userId() != null && user.userId() == operatorId
+                && StringUtils.hasText(user.username())) {
+            return user.username().trim();
+        }
+        return null;
+    }
+
+    static String requiredName(long operatorId) {
+        String name = currentName(operatorId);
+        return name == null ? "操作人 " + operatorId : name;
+    }
+}

finance/src/main/java/com/baiyue/finance/service/FinancePhase1OperationService.java

@@ -66,9 +66,9 @@ public class FinancePhase1OperationService {
         customer(customerId); page = page(page); pageSize = pageSize(pageSize);
         if (startDate != null && endDate != null && startDate.isAfter(endDate)) throw error("FIN-REQ-400", "开始日期不能晚于结束日期");
         List<RawLedger> rows = new ArrayList<>();
-        rows.addAll(jdbc.query("SELECT id,bill_no,created_at,total_amount,created_by,remark FROM fin_bill WHERE tenant_id=? AND status<>'VOIDED'", (rs, n) -> raw(rs, "SETTLEMENT_ISSUED", "BILL", "bill_no", "total_amount", null), customerId));
-        rows.addAll(jdbc.query("SELECT id,receipt_no,received_at received_time,received_amount,created_by,remark FROM fin_receipt WHERE tenant_id=? AND status='CONFIRMED'", (rs, n) -> raw(rs, "RECEIPT", "RECEIPT", "receipt_no", null, "received_amount"), customerId));
-        rows.addAll(jdbc.query("SELECT id,cost_no,created_at,cost_amount,created_by,remark FROM fin_cost WHERE tenant_id=? AND status<>'VOIDED'", (rs, n) -> raw(rs, "PAYMENT", "COST", "cost_no", null, null), customerId));
+        rows.addAll(jdbc.query("SELECT id,bill_no,created_at,total_amount,created_by,created_by_name,remark FROM fin_bill WHERE tenant_id=? AND status<>'VOIDED'", (rs, n) -> raw(rs, "SETTLEMENT_ISSUED", "BILL", "bill_no", "total_amount", null), customerId));
+        rows.addAll(jdbc.query("SELECT id,receipt_no,received_at received_time,received_amount,created_by,created_by_name,remark FROM fin_receipt WHERE tenant_id=? AND status='CONFIRMED'", (rs, n) -> raw(rs, "RECEIPT", "RECEIPT", "receipt_no", null, "received_amount"), customerId));
+        rows.addAll(jdbc.query("SELECT id,cost_no,created_at,cost_amount,created_by,created_by_name,remark FROM fin_cost WHERE tenant_id=? AND status<>'VOIDED'", (rs, n) -> raw(rs, "PAYMENT", "COST", "cost_no", null, null), customerId));
         rows.sort(Comparator.comparing(RawLedger::occurredAt).thenComparing(RawLedger::id));
         BigDecimal outstanding = BigDecimal.ZERO;
         List<LedgerEntry> projected = new ArrayList<>();
@@ -76,7 +76,7 @@ public class FinancePhase1OperationService {
             BigDecimal receivableChange = row.receivable();
             outstanding = outstanding.add(receivableChange);
             BigDecimal payable = "COST".equals(row.documentType()) ? row.amount() : BigDecimal.ZERO;
-            LedgerEntry entry = new LedgerEntry(row.id(), row.occurredAt(), row.businessType(), row.documentType(), row.id(), row.documentNo(), receivableChange, payable, outstanding, "operator-" + row.operatorId(), row.remark());
+            LedgerEntry entry = new LedgerEntry(row.id(), row.occurredAt(), row.businessType(), row.documentType(), row.id(), row.documentNo(), receivableChange, payable, outstanding, row.operatorName(), row.remark());
             if ((businessType == null || businessType.isBlank() || businessType.equals(entry.businessType())) && inRange(entry.occurredAt(), startDate, endDate)) projected.add(entry);
         }
         projected.sort(Comparator.comparing(LedgerEntry::occurredAt).reversed()
@@ -166,17 +166,20 @@ public class FinancePhase1OperationService {
 
     private void audit(long customerId, long id, String action, String reason, Object before, Object after, long operatorId) {
         jdbc.update("INSERT INTO fin_audit_log(tenant_id,resource_type,resource_id,action,reason,before_data,after_data,operator_id,operator_name_snapshot,request_id,trace_id) VALUES(?,?,?,?,?,?,?,?,?,?,?)",
-            customerId, "FIN_FEE_SOURCE", id, action, reason, json(before), json(after), operatorId, "operator-" + operatorId, MDC.get("requestId"), MDC.get("traceId"));
+            customerId, "FIN_FEE_SOURCE", id, action, reason, json(before), json(after), operatorId,
+            FinanceOperatorSnapshot.requiredName(operatorId), MDC.get("requestId"), MDC.get("traceId"));
     }
 
     private static RawLedger raw(ResultSet rs, String businessType, String documentType, String noColumn, String debitColumn, String creditColumn) throws SQLException {
         LocalDateTime occurred = time(rs, documentType.equals("RECEIPT") ? "received_time" : "created_at");
         BigDecimal amount = documentType.equals("COST") ? money(rs, "cost_amount") : debitColumn != null ? money(rs, debitColumn) : money(rs, creditColumn);
         BigDecimal receivable = debitColumn != null ? amount : creditColumn != null ? amount.negate() : BigDecimal.ZERO;
-        return new RawLedger(rs.getLong("id"), occurred, businessType, documentType, rs.getString(noColumn), amount, receivable, rs.getLong("created_by"), rs.getString("remark"));
+        return new RawLedger(rs.getLong("id"), occurred, businessType, documentType, rs.getString(noColumn), amount, receivable,
+            rs.getLong("created_by"), rs.getString("created_by_name"), rs.getString("remark"));
     }
     private record RawLedger(long id, LocalDateTime occurredAt, String businessType, String documentType,
-                             String documentNo, BigDecimal amount, BigDecimal receivable, long operatorId, String remark) {}
+                             String documentNo, BigDecimal amount, BigDecimal receivable, long operatorId,
+                             String operatorName, String remark) {}
 
     private static int page(int value) { if (value < 1) throw error("FIN-REQ-400", "页码必须大于0"); return value; }
     private static int pageSize(int value) { if (value < 1 || value > 200) throw error("FIN-REQ-400", "每页数量必须在1到200之间"); return value; }

finance/src/main/java/com/baiyue/finance/service/FinanceQueryService.java

@@ -124,24 +124,26 @@ public class FinanceQueryService {
     public List<Statement> statements(Long customerId, boolean clientVisibleOnly) {
         validateOptionalCustomer(customerId);
         String visible = clientVisibleOnly ? " AND status IN ('ISSUED','PARTIALLY_PAID','PAID')" : "";
-        String sql = "SELECT id,tenant_id,bill_no,customer_name_snapshot,bill_date,due_date,total_amount,received_amount,outstanding_amount,currency_code,status,version,created_by,created_at,updated_by,updated_at FROM fin_bill WHERE 1=1";
+        String sql = "SELECT id,tenant_id,bill_no,customer_name_snapshot,bill_date,due_date,total_amount,received_amount,outstanding_amount,currency_code,status,version,created_by,created_by_name,created_at,updated_by,updated_by_name,updated_at FROM fin_bill WHERE 1=1";
         Object[] args = new Object[0];
         if (customerId != null) { sql += " AND tenant_id=?"; args = new Object[]{customerId}; }
         return jdbc.query(sql + visible + " ORDER BY bill_date DESC,id DESC",
             (rs, rowNum) -> new Statement(rs.getLong("id"), rs.getLong("tenant_id"), rs.getString("bill_no"), rs.getString("customer_name_snapshot"),
                 rs.getDate("bill_date").toLocalDate(), rs.getDate("due_date").toLocalDate(), rs.getBigDecimal("total_amount"), rs.getBigDecimal("received_amount"),
                 rs.getBigDecimal("outstanding_amount"), rs.getString("currency_code"), rs.getString("status"), rs.getInt("version"),
-                rs.getLong("created_by"), time(rs, "created_at"), rs.getLong("updated_by"), time(rs, "updated_at")), args);
+                rs.getLong("created_by"), rs.getString("created_by_name"), time(rs, "created_at"),
+                rs.getLong("updated_by"), rs.getString("updated_by_name"), time(rs, "updated_at")), args);
     }
 
     public StatementDetail statement(long customerId, long billId, boolean clientVisibleOnly) {
         requireCustomer(customerId);
         String visible = clientVisibleOnly ? " AND status IN ('ISSUED','PARTIALLY_PAID','PAID')" : "";
-        List<Statement> rows = jdbc.query("SELECT id,tenant_id,bill_no,customer_name_snapshot,bill_date,due_date,total_amount,received_amount,outstanding_amount,currency_code,status,version,created_by,created_at,updated_by,updated_at FROM fin_bill WHERE tenant_id=? AND id=?" + visible,
+        List<Statement> rows = jdbc.query("SELECT id,tenant_id,bill_no,customer_name_snapshot,bill_date,due_date,total_amount,received_amount,outstanding_amount,currency_code,status,version,created_by,created_by_name,created_at,updated_by,updated_by_name,updated_at FROM fin_bill WHERE tenant_id=? AND id=?" + visible,
             (rs, rowNum) -> new Statement(rs.getLong("id"), rs.getLong("tenant_id"), rs.getString("bill_no"), rs.getString("customer_name_snapshot"),
                 rs.getDate("bill_date").toLocalDate(), rs.getDate("due_date").toLocalDate(), rs.getBigDecimal("total_amount"), rs.getBigDecimal("received_amount"),
                 rs.getBigDecimal("outstanding_amount"), rs.getString("currency_code"), rs.getString("status"), rs.getInt("version"),
-                rs.getLong("created_by"), time(rs, "created_at"), rs.getLong("updated_by"), time(rs, "updated_at")), customerId, billId);
+                rs.getLong("created_by"), rs.getString("created_by_name"), time(rs, "created_at"),
+                rs.getLong("updated_by"), rs.getString("updated_by_name"), time(rs, "updated_at")), customerId, billId);
         if (rows.isEmpty()) throw new BizException(ResultCode.NOT_FOUND, "账单不存在或不属于客户");
         List<StatementLine> lines = jdbc.query("SELECT id,source_type,source_id,source_version,order_id,inbound_id,fee_item_code,fee_item_name,amount,currency_code FROM fin_bill_line WHERE tenant_id=? AND bill_id=? ORDER BY id",
             (rs, rowNum) -> new StatementLine(rs.getLong("id"), rs.getString("source_type"), rs.getLong("source_id"), rs.getInt("source_version"),
@@ -158,9 +160,10 @@ public class FinanceQueryService {
 
     public List<BillRevision> billRevisions(long customerId, long billId) {
         statement(customerId, billId, false);
-        return jdbc.query("SELECT id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_at FROM fin_bill_revision WHERE tenant_id=? AND bill_id=? ORDER BY version DESC,id DESC",
+        return jdbc.query("SELECT id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_by_name,created_at FROM fin_bill_revision WHERE tenant_id=? AND bill_id=? ORDER BY version DESC,id DESC",
             (rs, rowNum) -> new BillRevision(rs.getLong("id"), rs.getLong("bill_id"), rs.getInt("version"), rs.getString("reason"),
-                rs.getString("bill_snapshot"), rs.getString("line_snapshot"), rs.getLong("created_by"), time(rs, "created_at")), customerId, billId);
+                rs.getString("bill_snapshot"), rs.getString("line_snapshot"), rs.getLong("created_by"),
+                rs.getString("created_by_name"), time(rs, "created_at")), customerId, billId);
     }
 
     public List<ReceivableSettlement> receivableSettlements(Long customerId, boolean clientVisibleOnly) {

finance/src/main/java/com/baiyue/finance/service/FinanceService.java

@@ -79,7 +79,7 @@ public class FinanceService {
         requireCustomer(customerId);
         Number count = jdbc.queryForObject("SELECT COUNT(*) FROM fin_bill WHERE id=? AND tenant_id=?", Number.class, billId, customerId);
         if (count == null || count.intValue() != 1) throw bad("账单不存在或不属于客户");
-        return jdbc.queryForList("SELECT id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_at FROM fin_bill_revision WHERE tenant_id=? AND bill_id=? ORDER BY version DESC,id DESC", customerId, billId);
+        return jdbc.queryForList("SELECT id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_by_name,created_at FROM fin_bill_revision WHERE tenant_id=? AND bill_id=? ORDER BY version DESC,id DESC", customerId, billId);
     }
 
     @Transactional
@@ -130,10 +130,10 @@ public class FinanceService {
         LocalDate billDate = request.billDate() == null ? LocalDate.now() : request.billDate();
         KeyHolder holder = new GeneratedKeyHolder();
         jdbc.update(connection -> {
-            PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_bill(tenant_id,bill_no,subject_id,customer_name_snapshot,currency_code,bill_date,due_date,total_amount,outstanding_amount,remark,created_by,updated_by) VALUES(?,?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
+            PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_bill(tenant_id,bill_no,subject_id,customer_name_snapshot,currency_code,bill_date,due_date,total_amount,outstanding_amount,remark,created_by,created_by_name,updated_by,updated_by_name) VALUES(?,?,?,?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
             ps.setLong(1, tenantId); ps.setString(2, temporaryNo("BILL")); ps.setLong(3, request.subjectId()); ps.setString(4, customerName);
             ps.setString(5, "CNY"); ps.setObject(6, billDate); ps.setObject(7, billDate.plusDays(days)); ps.setBigDecimal(8, total); ps.setBigDecimal(9, total);
-            ps.setString(10, request.remark()); ps.setLong(11, operatorId); ps.setLong(12, operatorId); return ps;
+            ps.setString(10, request.remark()); ps.setLong(11, operatorId); ps.setString(12, FinanceOperatorSnapshot.currentName(operatorId)); ps.setLong(13, operatorId); ps.setString(14, FinanceOperatorSnapshot.currentName(operatorId)); return ps;
         }, holder);
         long billId = holder.getKey().longValue();
         jdbc.update("UPDATE fin_bill SET bill_no=? WHERE id=?", stableNo("BILL", billId), billId);
@@ -192,8 +192,8 @@ public class FinanceService {
     public Map<String, Object> issueBill(long tenantId, long operatorId, long billId, int expectedVersion, String idempotencyKey) {
         requireCustomer(tenantId); Long replay = reserve(tenantId, operatorId, "BILL_ISSUE", idempotencyKey, Map.of("billId",billId,"expectedVersion",expectedVersion));
         if (replay != null) return bill(tenantId, replay);
-        int updated = jdbc.update("UPDATE fin_bill SET status='ISSUED', issued_at=?, issued_by=?, updated_by=?, version=version+1 WHERE id=? AND tenant_id=? AND status='DRAFT' AND version=?",
-            LocalDateTime.now(), operatorId, operatorId, billId, tenantId, expectedVersion);
+        int updated = jdbc.update("UPDATE fin_bill SET status='ISSUED', issued_at=?, issued_by=?, updated_by=?, updated_by_name=?, version=version+1 WHERE id=? AND tenant_id=? AND status='DRAFT' AND version=?",
+            LocalDateTime.now(), operatorId, operatorId, FinanceOperatorSnapshot.currentName(operatorId), billId, tenantId, expectedVersion);
         if (updated != 1) throw bad("账单不存在或已出账");
         complete(tenantId, operatorId, "BILL_ISSUE", idempotencyKey, billId);
         return jdbc.queryForMap("SELECT * FROM fin_bill WHERE id=? AND tenant_id=?", billId, tenantId);
@@ -224,15 +224,15 @@ public class FinanceService {
         }
         KeyHolder holder = new GeneratedKeyHolder();
         jdbc.update(connection -> {
-            PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_receipt(tenant_id,receipt_no,subject_id,received_amount,received_at,payment_method,voucher_no,voucher_file_ids,remark,created_by,updated_by) VALUES(?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
-            ps.setLong(1, tenantId); ps.setString(2, temporaryNo("RCPT")); ps.setLong(3, request.subjectId()); ps.setBigDecimal(4, total); ps.setObject(5, request.receivedAt() == null ? LocalDateTime.now() : request.receivedAt()); ps.setString(6, request.paymentMethod()); ps.setString(7, request.voucherNo()); ps.setString(8, json(request.voucherFileIds())); ps.setString(9, request.remark()); ps.setLong(10, operatorId); ps.setLong(11, operatorId); return ps;
+            PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_receipt(tenant_id,receipt_no,subject_id,received_amount,received_at,payment_method,voucher_no,voucher_file_ids,remark,created_by,created_by_name,updated_by) VALUES(?,?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
+            ps.setLong(1, tenantId); ps.setString(2, temporaryNo("RCPT")); ps.setLong(3, request.subjectId()); ps.setBigDecimal(4, total); ps.setObject(5, request.receivedAt() == null ? LocalDateTime.now() : request.receivedAt()); ps.setString(6, request.paymentMethod()); ps.setString(7, request.voucherNo()); ps.setString(8, json(request.voucherFileIds())); ps.setString(9, request.remark()); ps.setLong(10, operatorId); ps.setString(11, FinanceOperatorSnapshot.currentName(operatorId)); ps.setLong(12, operatorId); return ps;
         }, holder);
         long receiptId = holder.getKey().longValue();
         jdbc.update("UPDATE fin_receipt SET receipt_no=? WHERE id=?", stableNo("RCPT", receiptId), receiptId);
         for (var entry : byBill.entrySet()) {
             BigDecimal applied = entry.getValue();
             jdbc.update("INSERT INTO fin_receipt_bill(tenant_id,receipt_id,bill_id,applied_amount,created_by) VALUES(?,?,?,?,?)", tenantId, receiptId, entry.getKey(), applied, operatorId);
-            jdbc.update("UPDATE fin_bill SET received_amount=received_amount+?, outstanding_amount=outstanding_amount-?, status=CASE WHEN outstanding_amount=0 THEN 'PAID' ELSE 'PARTIALLY_PAID' END, updated_by=?, version=version+1 WHERE id=? AND tenant_id=?", applied, applied, operatorId, entry.getKey(), tenantId);
+            jdbc.update("UPDATE fin_bill SET received_amount=received_amount+?, outstanding_amount=outstanding_amount-?, status=CASE WHEN outstanding_amount=0 THEN 'PAID' ELSE 'PARTIALLY_PAID' END, updated_by=?, updated_by_name=?, version=version+1 WHERE id=? AND tenant_id=?", applied, applied, operatorId, FinanceOperatorSnapshot.currentName(operatorId), entry.getKey(), tenantId);
             Integer settlementCount = jdbc.queryForObject(
                 "SELECT COUNT(*) FROM fin_settlement WHERE tenant_id=? AND direction='RECEIVABLE' AND reconciliation_statement_id=? AND status<>'VOIDED'",
                 Integer.class, tenantId, entry.getKey());
@@ -283,8 +283,8 @@ public class FinanceService {
         validateContainerOrders(tenantId, request.containerId(), containerOrders);
         String supplierNameSnapshot = supplierName;
         KeyHolder holder = new GeneratedKeyHolder();
-        jdbc.update(connection -> { PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_cost(tenant_id,cost_no,cost_type,order_id,inbound_id,container_id,supplier_id,supplier_name_snapshot,fee_item_code,fee_item_name,cost_amount,voucher_file_ids,remark,created_by,updated_by) VALUES(?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
-            ps.setLong(1, tenantId); ps.setString(2, temporaryNo("COST")); ps.setString(3, request.costType()); ps.setObject(4, request.orderId()); ps.setObject(5, request.inboundId()); ps.setObject(6, request.containerId()); ps.setObject(7, request.supplierId()); ps.setString(8, supplierNameSnapshot); ps.setString(9, request.feeItemCode()); ps.setString(10, request.feeItemName()); ps.setBigDecimal(11, request.amount()); ps.setString(12, json(request.voucherFileIds())); ps.setString(13, request.remark()); ps.setLong(14, operatorId); ps.setLong(15, operatorId); return ps; }, holder);
+        jdbc.update(connection -> { PreparedStatement ps = connection.prepareStatement("INSERT INTO fin_cost(tenant_id,cost_no,cost_type,order_id,inbound_id,container_id,supplier_id,supplier_name_snapshot,fee_item_code,fee_item_name,cost_amount,voucher_file_ids,remark,created_by,created_by_name,updated_by) VALUES(?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)", Statement.RETURN_GENERATED_KEYS);
+            ps.setLong(1, tenantId); ps.setString(2, temporaryNo("COST")); ps.setString(3, request.costType()); ps.setObject(4, request.orderId()); ps.setObject(5, request.inboundId()); ps.setObject(6, request.containerId()); ps.setObject(7, request.supplierId()); ps.setString(8, supplierNameSnapshot); ps.setString(9, request.feeItemCode()); ps.setString(10, request.feeItemName()); ps.setBigDecimal(11, request.amount()); ps.setString(12, json(request.voucherFileIds())); ps.setString(13, request.remark()); ps.setLong(14, operatorId); ps.setString(15, FinanceOperatorSnapshot.currentName(operatorId)); ps.setLong(16, operatorId); return ps; }, holder);
         long costId = holder.getKey().longValue();
         jdbc.update("UPDATE fin_cost SET cost_no=? WHERE id=?", stableNo("COST", costId), costId);
         if ("CONTAINER_SHARED".equals(request.costType())) {
@@ -323,7 +323,8 @@ public class FinanceService {
             if (allocation.roundingAdjustment()) {
                 jdbc.update("INSERT INTO fin_audit_log(tenant_id,resource_type,resource_id,action,reason,before_data,after_data,operator_id,operator_name_snapshot) VALUES(?,?,?,?,?,?,?,?,?)",
                     tenantId, "FIN_COST_ALLOCATION", costId, "ROUNDING_ADJUSTMENT", "尾差归集到最后一票", null,
-                    json(Map.of("orderId", row.orderId(), "allocatedAmount", allocation.amount(), "totalAmount", amount)), operatorId, "operator-" + operatorId);
+                    json(Map.of("orderId", row.orderId(), "allocatedAmount", allocation.amount(), "totalAmount", amount)),
+                    operatorId, FinanceOperatorSnapshot.requiredName(operatorId));
             }
         }
     }
@@ -417,20 +418,20 @@ public class FinanceService {
         Object credit = customerTerms(tenantId).get("credit_days");
         if (credit == null) credit = customerTerms(tenantId).get("creditDays");
         LocalDate dueDate = effectiveDate.plusDays(credit == null ? 30 : ((Number) credit).intValue());
-        int changed = jdbc.update("UPDATE fin_bill SET bill_date=?,due_date=?,version=version+1,updated_by=? WHERE id=? AND tenant_id=? AND status='DRAFT' AND version=?", effectiveDate,dueDate,operatorId,billId,tenantId,expectedVersion);
+        int changed = jdbc.update("UPDATE fin_bill SET bill_date=?,due_date=?,version=version+1,updated_by=?,updated_by_name=? WHERE id=? AND tenant_id=? AND status='DRAFT' AND version=?", effectiveDate,dueDate,operatorId,FinanceOperatorSnapshot.currentName(operatorId),billId,tenantId,expectedVersion);
         if (changed != 1) throw bad("仅草稿账单可修改且版本必须匹配");
         jdbc.update("UPDATE fin_bill SET total_amount=?, outstanding_amount=? WHERE id=? AND tenant_id=?", total, total, billId, tenantId);
         complete(tenantId, operatorId, "BILL_UPDATE", key, billId);
         return bill(tenantId,billId);
     }
     @Transactional
-    public Map<String,Object> adjustBill(long operatorId,long billId,List<com.baiyue.finance.controller.PlatformFinanceController.BillLineInput> lines,int expectedVersion,String reason,String key){ Long tenantId=billTenant(billId); Long replay=reserve(tenantId,operatorId,"BILL_ADJUST",key,Map.of("billId",billId,"expectedVersion",expectedVersion,"reason",reason,"lines",lines)); if(replay!=null) return bill(tenantId,replay); if (lines == null || lines.isEmpty()) throw bad("调整后至少需要一条费用明细"); Map<String,Object> current = bill(tenantId,billId); snapshot(tenantId,billId,expectedVersion,reason,current,operatorId); BigDecimal total = lineTotal(lines); BigDecimal received = new BigDecimal(current.get("received_amount").toString()); if (total.compareTo(received) < 0) throw bad("调整金额不能低于已收金额"); BigDecimal outstanding=total.subtract(received); String status=outstanding.signum()==0 ? "PAID" : (received.signum()==0 ? "ISSUED" : "PARTIALLY_PAID"); int c=jdbc.update("UPDATE fin_bill SET remark=?,total_amount=?,outstanding_amount=?,status=?,version=version+1,updated_by=? WHERE id=? AND tenant_id=? AND status IN ('ISSUED','PARTIALLY_PAID','PAID') AND version=?",reason,total,outstanding,status,operatorId,billId,tenantId,expectedVersion); if(c!=1) throw bad("账单状态或版本不允许调整"); jdbc.update("DELETE FROM fin_bill_line WHERE tenant_id=? AND bill_id=?",tenantId,billId); insertLines(tenantId,billId,lines); complete(tenantId,operatorId,"BILL_ADJUST",key,billId); return bill(tenantId,billId); }
+    public Map<String,Object> adjustBill(long operatorId,long billId,List<com.baiyue.finance.controller.PlatformFinanceController.BillLineInput> lines,int expectedVersion,String reason,String key){ Long tenantId=billTenant(billId); Long replay=reserve(tenantId,operatorId,"BILL_ADJUST",key,Map.of("billId",billId,"expectedVersion",expectedVersion,"reason",reason,"lines",lines)); if(replay!=null) return bill(tenantId,replay); if (lines == null || lines.isEmpty()) throw bad("调整后至少需要一条费用明细"); Map<String,Object> current = bill(tenantId,billId); snapshot(tenantId,billId,expectedVersion,reason,current,operatorId); BigDecimal total = lineTotal(lines); BigDecimal received = new BigDecimal(current.get("received_amount").toString()); if (total.compareTo(received) < 0) throw bad("调整金额不能低于已收金额"); BigDecimal outstanding=total.subtract(received); String status=outstanding.signum()==0 ? "PAID" : (received.signum()==0 ? "ISSUED" : "PARTIALLY_PAID"); int c=jdbc.update("UPDATE fin_bill SET remark=?,total_amount=?,outstanding_amount=?,status=?,version=version+1,updated_by=?,updated_by_name=? WHERE id=? AND tenant_id=? AND status IN ('ISSUED','PARTIALLY_PAID','PAID') AND version=?",reason,total,outstanding,status,operatorId,FinanceOperatorSnapshot.currentName(operatorId),billId,tenantId,expectedVersion); if(c!=1) throw bad("账单状态或版本不允许调整"); jdbc.update("DELETE FROM fin_bill_line WHERE tenant_id=? AND bill_id=?",tenantId,billId); insertLines(tenantId,billId,lines); complete(tenantId,operatorId,"BILL_ADJUST",key,billId); return bill(tenantId,billId); }
     @Transactional
-    public Map<String,Object> voidBill(long operatorId,long billId,int expectedVersion,String reason,String key){ Long tenantId=billTenant(billId); Long replay=reserve(tenantId,operatorId,"BILL_VOID",key,Map.of("billId",billId,"expectedVersion",expectedVersion,"reason",reason)); if(replay!=null) return bill(tenantId,replay); if (!StringUtils.hasText(reason)) throw bad("作废原因不能为空"); int c=jdbc.update("UPDATE fin_bill SET status='VOIDED',voided_at=?,voided_by=?,void_reason=?,updated_by=?,version=version+1 WHERE id=? AND tenant_id=? AND status IN ('DRAFT','ISSUED') AND received_amount=0 AND version=?",LocalDateTime.now(),operatorId,reason.trim(),operatorId,billId,tenantId,expectedVersion); if(c!=1) throw bad("已有收款、账单状态或版本不允许作废"); complete(tenantId,operatorId,"BILL_VOID",key,billId); return bill(tenantId,billId); }
+    public Map<String,Object> voidBill(long operatorId,long billId,int expectedVersion,String reason,String key){ Long tenantId=billTenant(billId); Long replay=reserve(tenantId,operatorId,"BILL_VOID",key,Map.of("billId",billId,"expectedVersion",expectedVersion,"reason",reason)); if(replay!=null) return bill(tenantId,replay); if (!StringUtils.hasText(reason)) throw bad("作废原因不能为空"); int c=jdbc.update("UPDATE fin_bill SET status='VOIDED',voided_at=?,voided_by=?,void_reason=?,updated_by=?,updated_by_name=?,version=version+1 WHERE id=? AND tenant_id=? AND status IN ('DRAFT','ISSUED') AND received_amount=0 AND version=?",LocalDateTime.now(),operatorId,reason.trim(),operatorId,FinanceOperatorSnapshot.currentName(operatorId),billId,tenantId,expectedVersion); if(c!=1) throw bad("已有收款、账单状态或版本不允许作废"); complete(tenantId,operatorId,"BILL_VOID",key,billId); return bill(tenantId,billId); }
     private long billTenant(long billId){ Long t=jdbc.queryForObject("SELECT tenant_id FROM fin_bill WHERE id=?",Long.class,billId); if(t==null) throw bad("账单不存在"); return t; }
     private void snapshot(long tenantId,long billId,int version,String reason,Map<String,Object> bill,long operatorId){
         var lines=jdbc.queryForList("SELECT * FROM fin_bill_line WHERE tenant_id=? AND bill_id=? ORDER BY id",tenantId,billId);
-        jdbc.update("INSERT INTO fin_bill_revision(tenant_id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by) VALUES(?,?,?,?,?,?,?)",tenantId,billId,version,reason,json(bill),json(lines),operatorId);
+        jdbc.update("INSERT INTO fin_bill_revision(tenant_id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_by_name) VALUES(?,?,?,?,?,?,?,?)",tenantId,billId,version,reason,json(bill),json(lines),operatorId,FinanceOperatorSnapshot.currentName(operatorId));
     }
     private BigDecimal lineTotal(List<com.baiyue.finance.controller.PlatformFinanceController.BillLineInput> lines) { if (lines == null || lines.isEmpty()) throw bad("账单至少需要一条费用明细"); java.util.Set<String> sources = new java.util.HashSet<>(); return lines.stream().map(l -> { if (l.sourceFeeId() <= 0 || l.sourceFeeVersion() <= 0) throw bad("费用来源版本无效"); if (!sources.add(l.sourceFeeId()+":"+l.sourceFeeVersion())) throw bad("重复费用来源不允许合并"); if (l.amount() == null || l.amount().signum() < 0) throw bad("费用金额不能为负数"); return l.amount(); }).reduce(BigDecimal.ZERO, BigDecimal::add); }
     private void replaceDraftLines(long tenantId, long billId, List<com.baiyue.finance.controller.PlatformFinanceController.BillLineInput> lines) { lineTotal(lines); Map<String,Object> current=bill(tenantId,billId); if (!"DRAFT".equals(current.get("status"))) throw bad("仅草稿账单可修改"); jdbc.update("DELETE FROM fin_bill_line WHERE tenant_id=? AND bill_id=?",tenantId,billId); insertLines(tenantId,billId,lines); }

finance/src/main/java/com/baiyue/finance/service/FinanceSettlementService.java

@@ -176,18 +176,18 @@ public class FinanceSettlementService {
                 "WHERE sl.tenant_id=? AND sl.settlement_id=? ORDER BY sl.id", summary.customerId(), settlementId)
             .stream().map(source -> line(source, summary)).toList();
         List<SettlementTransaction> transactions = new ArrayList<>(jdbc.queryForList(
-            "SELECT id,transaction_type,transaction_date,amount,method,reference_no,voucher_file_ids,created_by,created_at,remark " +
+            "SELECT id,transaction_type,transaction_date,amount,method,reference_no,voucher_file_ids,created_by,created_by_name,created_at,remark " +
                 "FROM fin_settlement_payment WHERE tenant_id=? AND settlement_id=? ORDER BY created_at,id",
             summary.customerId(), settlementId).stream().map(this::transaction).toList());
         if ("RECEIVABLE".equals(summary.direction()) && summary.reconciliationStatementId() != null) {
             transactions.addAll(jdbc.queryForList(
-                "SELECT r.id,'RECEIPT' transaction_type,DATE(r.received_at) transaction_date,rb.applied_amount amount,r.payment_method method,r.voucher_no reference_no,r.voucher_file_ids,r.created_by,r.created_at,r.remark " +
+                "SELECT r.id,'RECEIPT' transaction_type,DATE(r.received_at) transaction_date,rb.applied_amount amount,r.payment_method method,r.voucher_no reference_no,r.voucher_file_ids,r.created_by,r.created_by_name,r.created_at,r.remark " +
                     "FROM fin_receipt_bill rb JOIN fin_receipt r ON r.id=rb.receipt_id AND r.tenant_id=rb.tenant_id " +
                     "WHERE rb.tenant_id=? AND rb.bill_id=? AND r.status='CONFIRMED' ORDER BY r.created_at,r.id",
                 summary.customerId(), summary.reconciliationStatementId()).stream().map(this::transaction).toList());
         }
         List<Map<String, Object>> audits = jdbc.queryForList(
-            "SELECT action,reason,before_data,after_data,operator_id,created_at FROM fin_audit_log " +
+            "SELECT action,reason,before_data,after_data,operator_id,operator_name_snapshot,created_at FROM fin_audit_log " +
                 "WHERE tenant_id=? AND resource_type='FIN_SETTLEMENT' AND resource_id=? ORDER BY created_at,id",
             summary.customerId(), settlementId);
         List<SettlementRevision> revisions = new ArrayList<>();
@@ -317,10 +317,11 @@ public class FinanceSettlementService {
     private void insertPayment(long customerId, long settlementId, CreateSettlementPaymentRequest request,
                                long operatorId) {
         jdbc.update("INSERT INTO fin_settlement_payment(tenant_id,settlement_id,transaction_type,transaction_no," +
-                "transaction_date,amount,currency_code,method,reference_no,voucher_file_ids,remark,created_by,created_at) " +
-                "VALUES(?,?,'PAYMENT',?,?,?,?,?,?,?,?,?,CURRENT_TIMESTAMP(3))",
+                "transaction_date,amount,currency_code,method,reference_no,voucher_file_ids,remark,created_by,created_by_name,created_at) " +
+                "VALUES(?,?,'PAYMENT',?,?,?,?,?,?,?,?,?,?,CURRENT_TIMESTAMP(3))",
             customerId, settlementId, documentNo("PAY"), request.transactionDate(), request.amount(), CNY,
-            request.method(), blank(request.referenceNo()), json(request.voucherFileIds()), blank(request.remark()), operatorId);
+            request.method(), blank(request.referenceNo()), json(request.voucherFileIds()), blank(request.remark()),
+            operatorId, FinanceOperatorSnapshot.currentName(operatorId));
     }
 
     private void validatePayableRequest(CreatePayableSettlementRequest request) {
@@ -418,7 +419,8 @@ public class FinanceSettlementService {
         jdbc.update("INSERT INTO fin_audit_log(tenant_id,resource_type,resource_id,action,reason,before_data,after_data," +
                 "operator_id,operator_name_snapshot,request_id,trace_id) VALUES(?,?,?,?,?,?,?,?,?,?,?)",
             customerId, "FIN_SETTLEMENT", resourceId, action, reason, before == null ? null : json(before),
-            json(after), operatorId, "operator-" + operatorId, MDC.get("requestId"), MDC.get("traceId"));
+            json(after), operatorId, FinanceOperatorSnapshot.requiredName(operatorId),
+            MDC.get("requestId"), MDC.get("traceId"));
     }
 
     private SettlementSummary summary(Map<String, Object> row) {
@@ -454,6 +456,7 @@ public class FinanceSettlementService {
         return new SettlementTransaction(number(row, "id").longValue(), text(row, "transaction_type"),
             date(row, "transaction_date"), decimal(row, "amount"), text(row, "method"), text(row, "reference_no"),
             stringList(text(row, "voucher_file_ids")), number(row, "created_by").longValue(),
+            text(row, "created_by_name"),
             time(row, "created_at"), text(row, "remark"));
     }
 
@@ -462,6 +465,7 @@ public class FinanceSettlementService {
         JsonNode after = parseTree(text(row, "after_data"));
         return new SettlementRevision(revisionNo, text(row, "action"), jsonDecimal(before, "totalAmount"),
             jsonDecimal(after, "totalAmount"), text(row, "reason"), number(row, "operator_id").longValue(),
+            text(row, "operator_name_snapshot"),
             time(row, "created_at"));
     }
 

finance/src/main/java/com/baiyue/finance/service/ReconciliationStatementService.java

@@ -65,7 +65,7 @@ public class ReconciliationStatementService {
         KeyHolder holder = new GeneratedKeyHolder();
         jdbc.update(connection -> {
             PreparedStatement statement = connection.prepareStatement(
-                "INSERT INTO fin_bill(tenant_id,bill_no,subject_id,customer_name_snapshot,currency_code,bill_date,due_date,status,total_amount,received_amount,outstanding_amount,remark,created_by,updated_by) VALUES(?,?,?,?,? ,?,?,'DRAFT',?,0,?,?,?,?)",
+                "INSERT INTO fin_bill(tenant_id,bill_no,subject_id,customer_name_snapshot,currency_code,bill_date,due_date,status,total_amount,received_amount,outstanding_amount,remark,created_by,created_by_name,updated_by,updated_by_name) VALUES(?,?,?,?,? ,?,?,'DRAFT',?,0,?,?,?,?,?,?)",
                 Statement.RETURN_GENERATED_KEYS);
             statement.setLong(1, request.customerId());
             statement.setString(2, "REC-PENDING-" + UUID.randomUUID());
@@ -78,7 +78,9 @@ public class ReconciliationStatementService {
             statement.setBigDecimal(9, total);
             statement.setString(10, request.remark());
             statement.setLong(11, operatorId);
-            statement.setLong(12, operatorId);
+            statement.setString(12, FinanceOperatorSnapshot.currentName(operatorId));
+            statement.setLong(13, operatorId);
+            statement.setString(14, FinanceOperatorSnapshot.currentName(operatorId));
             return statement;
         }, holder);
         if (holder.getKey() == null) throw error("FIN_001", "对账单主键生成失败");
@@ -115,9 +117,10 @@ public class ReconciliationStatementService {
         if ("VOID".equals(action)) requireVoidable(before.customerId(), statementId);
         if ("REOPEN".equals(action) && "VOIDED".equals(before.status())) reacquireSources(before.customerId(), statementId);
         snapshot(before, request.reason(), operatorId);
-        int changed = jdbc.update("UPDATE fin_bill SET status=?,issued_at=CASE WHEN ?='ISSUED' THEN CURRENT_TIMESTAMP(3) ELSE issued_at END,issued_by=CASE WHEN ?='ISSUED' THEN ? ELSE issued_by END,voided_at=CASE WHEN ?='VOIDED' THEN CURRENT_TIMESTAMP(3) ELSE voided_at END,voided_by=CASE WHEN ?='VOIDED' THEN ? ELSE voided_by END,void_reason=CASE WHEN ?='VOIDED' THEN ? ELSE void_reason END,updated_by=?,version=version+1 WHERE id=? AND tenant_id=? AND status=? AND version=?",
+        int changed = jdbc.update("UPDATE fin_bill SET status=?,issued_at=CASE WHEN ?='ISSUED' THEN CURRENT_TIMESTAMP(3) ELSE issued_at END,issued_by=CASE WHEN ?='ISSUED' THEN ? ELSE issued_by END,voided_at=CASE WHEN ?='VOIDED' THEN CURRENT_TIMESTAMP(3) ELSE voided_at END,voided_by=CASE WHEN ?='VOIDED' THEN ? ELSE voided_by END,void_reason=CASE WHEN ?='VOIDED' THEN ? ELSE void_reason END,updated_by=?,updated_by_name=?,version=version+1 WHERE id=? AND tenant_id=? AND status=? AND version=?",
             transition.to(), transition.to(), transition.to(), operatorId, transition.to(), transition.to(), operatorId,
-            transition.to(), request.reason(), operatorId, statementId, before.customerId(), transition.from(), request.expectedVersion());
+            transition.to(), request.reason(), operatorId, FinanceOperatorSnapshot.currentName(operatorId),
+            statementId, before.customerId(), transition.from(), request.expectedVersion());
         if (changed != 1) throw error("FIN_409", "对账单状态或版本已变化");
         if ("ISSUE".equals(action)) {
             jdbc.update("UPDATE fin_fee_source f JOIN fin_bill_line l ON l.source_id=f.id SET f.status='BILLED' WHERE l.tenant_id=? AND l.bill_id=? AND f.customer_id=? AND f.status='LOCKED'",
@@ -146,8 +149,9 @@ public class ReconciliationStatementService {
             BigDecimal.class, before.customerId(), statementId);
         if (total == null) total = BigDecimal.ZERO;
         if (total.compareTo(before.received()) < 0) throw error("FIN_409", "调整后金额不得低于已收金额");
-        int changed = jdbc.update("UPDATE fin_bill SET total_amount=?,outstanding_amount=?-received_amount,updated_by=?,version=version+1 WHERE id=? AND tenant_id=? AND status='ISSUED' AND version=?",
-            total, total, operatorId, statementId, before.customerId(), request.expectedVersion());
+        int changed = jdbc.update("UPDATE fin_bill SET total_amount=?,outstanding_amount=?-received_amount,updated_by=?,updated_by_name=?,version=version+1 WHERE id=? AND tenant_id=? AND status='ISSUED' AND version=?",
+            total, total, operatorId, FinanceOperatorSnapshot.currentName(operatorId), statementId,
+            before.customerId(), request.expectedVersion());
         if (changed != 1) throw error("FIN_409", "对账单状态或版本已变化");
         ReconciliationDetail after = detail(before.customerId(), statementId);
         audit(before.customerId(), statementId, "RECONCILIATION_ADJUST", request.reason(), before, after, operatorId);
@@ -162,15 +166,16 @@ public class ReconciliationStatementService {
             "SELECT f.id,l.id statement_line_id,f.source_type,f.source_fee_id,f.source_fee_version,f.source_hash,f.direction,f.customer_id,f.order_id,f.inbound_id,f.container_id,f.fee_item_code,f.fee_item_name,f.amount source_amount,l.amount statement_amount,l.adjustment_reason,f.currency_code,f.status FROM fin_bill_line l JOIN fin_fee_source f ON f.id=l.source_id AND f.customer_id=l.tenant_id WHERE l.tenant_id=? AND l.bill_id=? ORDER BY l.id",
             (rs, row) -> line(rs), customerId, statementId);
         List<PaymentHistory> payments = jdbc.query(
-            "SELECT r.id,r.received_at,rb.applied_amount,r.payment_method,r.voucher_no,r.created_by,r.created_at,r.remark FROM fin_receipt_bill rb JOIN fin_receipt r ON r.id=rb.receipt_id AND r.tenant_id=rb.tenant_id WHERE rb.tenant_id=? AND rb.bill_id=? AND r.status='CONFIRMED' ORDER BY r.received_at,r.id",
+            "SELECT r.id,r.received_at,rb.applied_amount,r.payment_method,r.voucher_no,r.created_by,r.created_by_name,r.created_at,r.remark FROM fin_receipt_bill rb JOIN fin_receipt r ON r.id=rb.receipt_id AND r.tenant_id=rb.tenant_id WHERE rb.tenant_id=? AND rb.bill_id=? AND r.status='CONFIRMED' ORDER BY r.received_at,r.id",
             (rs, row) -> payment(rs), customerId, statementId);
         List<ReconciliationRevision> revisions = jdbc.query(
-            "SELECT action,reason,before_data,after_data,operator_id,created_at FROM fin_audit_log WHERE tenant_id=? AND resource_type='RECONCILIATION_STATEMENT' AND resource_id=? AND before_data IS NOT NULL ORDER BY created_at,id",
+            "SELECT action,reason,before_data,after_data,operator_id,operator_name_snapshot,created_at FROM fin_audit_log WHERE tenant_id=? AND resource_type='RECONCILIATION_STATEMENT' AND resource_id=? AND before_data IS NOT NULL ORDER BY created_at,id",
             (rs, row) -> revision(rs, row + 1), customerId, statementId);
         return new ReconciliationDetail(bill.id(), bill.number(), bill.customerId(), bill.customerName(),
             metadata.periodStart(), metadata.periodEnd(), bill.creditDays(), "CNY", bill.total(), bill.received(),
             bill.outstanding(), bill.outstanding().signum() == 0, reconciliationStatus(bill.status()), bill.version(),
-            bill.createdBy(), bill.createdAt(), bill.updatedBy(), bill.updatedAt(), bill.remark(), lines, payments, revisions);
+            bill.createdBy(), bill.createdByName(), bill.createdAt(), bill.updatedBy(), bill.updatedByName(),
+            bill.updatedAt(), bill.remark(), lines, payments, revisions);
     }
 
     public ReconciliationDetail detailForPlatform(long statementId) {
@@ -248,8 +253,9 @@ public class ReconciliationStatementService {
 
     private void snapshot(Bill bill, String reason, long operatorId) {
         List<Map<String, Object>> lines = jdbc.queryForList("SELECT * FROM fin_bill_line WHERE tenant_id=? AND bill_id=? ORDER BY id", bill.customerId(), bill.id());
-        jdbc.update("INSERT INTO fin_bill_revision(tenant_id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by) VALUES(?,?,?,?,?,?,?)",
-            bill.customerId(), bill.id(), bill.version(), reason, json(bill), json(lines), operatorId);
+        jdbc.update("INSERT INTO fin_bill_revision(tenant_id,bill_id,version,reason,bill_snapshot,line_snapshot,created_by,created_by_name) VALUES(?,?,?,?,?,?,?,?)",
+            bill.customerId(), bill.id(), bill.version(), reason, json(bill), json(lines), operatorId,
+            FinanceOperatorSnapshot.currentName(operatorId));
     }
 
     private void requireVoidable(long customerId, long statementId) {
@@ -301,7 +307,8 @@ public class ReconciliationStatementService {
                        Object before, Object after, long operatorId) {
         jdbc.update("INSERT INTO fin_audit_log(tenant_id,resource_type,resource_id,action,reason,before_data,after_data,operator_id,operator_name_snapshot,request_id,trace_id) VALUES(?,?,?,?,?,?,?,?,?,?,?)",
             customerId, "RECONCILIATION_STATEMENT", statementId, action, reason, before == null ? null : json(before),
-            after == null ? null : json(after), operatorId, "operator-" + operatorId, MDC.get("requestId"), MDC.get("traceId"));
+            after == null ? null : json(after), operatorId, FinanceOperatorSnapshot.requiredName(operatorId),
+            MDC.get("requestId"), MDC.get("traceId"));
     }
 
     private static void validateCreate(CreateReconciliationRequest request) {
@@ -396,12 +403,14 @@ public class ReconciliationStatementService {
         Timestamp received = rs.getTimestamp("received_at");
         return new PaymentHistory(rs.getLong("id"), "RECEIPT", received.toLocalDateTime().toLocalDate(),
             rs.getBigDecimal("applied_amount"), rs.getString("payment_method"), rs.getString("voucher_no"),
-            rs.getLong("created_by"), rs.getTimestamp("created_at").toLocalDateTime(), rs.getString("remark"));
+            rs.getLong("created_by"), rs.getString("created_by_name"),
+            rs.getTimestamp("created_at").toLocalDateTime(), rs.getString("remark"));
     }
 
     private ReconciliationRevision revision(ResultSet rs, int revisionNo) throws SQLException {
         return new ReconciliationRevision(revisionNo, rs.getString("action"), amountFromJson(rs.getString("before_data")),
             amountFromJson(rs.getString("after_data")), rs.getString("reason"), rs.getLong("operator_id"),
+            rs.getString("operator_name_snapshot"),
             rs.getTimestamp("created_at").toLocalDateTime());
     }
 
@@ -421,7 +430,8 @@ public class ReconciliationStatementService {
             rs.getString("customer_name_snapshot"), rs.getString("status"), rs.getBigDecimal("total_amount"),
             rs.getBigDecimal("received_amount"), rs.getBigDecimal("outstanding_amount"), rs.getInt("version"),
             rs.getInt("credit_days"), rs.getString("remark"), rs.getLong("created_by"),
-            rs.getTimestamp("created_at").toLocalDateTime(), rs.getLong("updated_by"),
+            rs.getString("created_by_name"), rs.getTimestamp("created_at").toLocalDateTime(), rs.getLong("updated_by"),
+            rs.getString("updated_by_name"),
             rs.getTimestamp("updated_at").toLocalDateTime());
     }
 
@@ -462,6 +472,6 @@ public class ReconciliationStatementService {
                           String feeItemName, BigDecimal amount) {}
     private record Bill(long id, long customerId, String number, String customerName, String status,
                         BigDecimal total, BigDecimal received, BigDecimal outstanding, int version,
-                        int creditDays, String remark, long createdBy, LocalDateTime createdAt,
-                        long updatedBy, LocalDateTime updatedAt) {}
+                        int creditDays, String remark, long createdBy, String createdByName,
+                        LocalDateTime createdAt, long updatedBy, String updatedByName, LocalDateTime updatedAt) {}
 }

finance/src/main/resources/db/finance.sql

@@ -110,7 +110,9 @@ CREATE TABLE IF NOT EXISTS fin_bill (
   void_reason VARCHAR(500) NULL COMMENT '账单作废原因',
   version INT UNSIGNED NOT NULL DEFAULT 0 COMMENT '乐观锁版本号',
   created_by BIGINT UNSIGNED NOT NULL COMMENT '创建操作人ID',
+  created_by_name VARCHAR(128) NULL COMMENT '创建操作人名称快照',
   updated_by BIGINT UNSIGNED NOT NULL COMMENT '最后修改操作人ID',
+  updated_by_name VARCHAR(128) NULL COMMENT '最后修改操作人名称快照',
   created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) COMMENT '记录创建时间',
   updated_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) ON UPDATE CURRENT_TIMESTAMP(3) COMMENT '最后更新时间，数据修改时自动刷新',
   PRIMARY KEY (id),
@@ -163,6 +165,7 @@ CREATE TABLE IF NOT EXISTS fin_receipt (
   void_reason VARCHAR(500) NULL COMMENT '收款作废原因',
   version INT UNSIGNED NOT NULL DEFAULT 0 COMMENT '乐观锁版本号',
   created_by BIGINT UNSIGNED NOT NULL COMMENT '创建操作人ID',
+  created_by_name VARCHAR(128) NULL COMMENT '创建操作人名称快照',
   updated_by BIGINT UNSIGNED NOT NULL COMMENT '最后修改操作人ID',
   created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) COMMENT '记录创建时间',
   updated_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) ON UPDATE CURRENT_TIMESTAMP(3) COMMENT '最后更新时间，数据修改时自动刷新',
@@ -213,6 +216,7 @@ CREATE TABLE IF NOT EXISTS fin_cost (
   void_reason VARCHAR(500) NULL COMMENT '成本作废原因',
   version INT UNSIGNED NOT NULL DEFAULT 0 COMMENT '乐观锁版本号',
   created_by BIGINT UNSIGNED NOT NULL COMMENT '创建操作人ID',
+  created_by_name VARCHAR(128) NULL COMMENT '创建操作人名称快照',
   updated_by BIGINT UNSIGNED NOT NULL COMMENT '最后修改操作人ID',
   created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) COMMENT '记录创建时间',
   updated_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) ON UPDATE CURRENT_TIMESTAMP(3) COMMENT '最后更新时间，数据修改时自动刷新',
@@ -257,6 +261,7 @@ CREATE TABLE IF NOT EXISTS fin_bill_revision (
   bill_snapshot JSON NOT NULL COMMENT '调整前账单主记录不可变JSON快照',
   line_snapshot JSON NOT NULL COMMENT '调整前全部账单明细不可变JSON数组快照',
   created_by BIGINT UNSIGNED NOT NULL COMMENT '执行调整的操作人ID',
+  created_by_name VARCHAR(128) NULL COMMENT '执行调整的操作人名称快照',
   created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) COMMENT '修订快照创建时间',
   PRIMARY KEY (id),
   UNIQUE KEY uk_fin_bill_revision (bill_id, version),
@@ -363,6 +368,7 @@ CREATE TABLE IF NOT EXISTS fin_settlement_payment (
   voucher_file_ids JSON NOT NULL COMMENT 'File服务财务凭证文件ID字符串数组',
   remark VARCHAR(500) NULL COMMENT '收付款内部备注',
   created_by BIGINT UNSIGNED NOT NULL COMMENT '登记操作人ID',
+  created_by_name VARCHAR(128) NULL COMMENT '登记操作人名称快照',
   created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3) COMMENT '登记时间',
   PRIMARY KEY (id),
   UNIQUE KEY uk_fin_settlement_payment_no (tenant_id, transaction_no),

finance/src/test/java/com/baiyue/finance/FinancePhase1OperationBehaviorTest.java

@@ -18,6 +18,7 @@ import org.springframework.jdbc.core.RowMapper;
 
 import java.math.BigDecimal;
 import java.sql.ResultSet;
+import java.sql.Timestamp;
 import java.time.LocalDate;
 import java.time.LocalDateTime;
 import java.util.ArrayList;
@@ -111,6 +112,37 @@ class FinancePhase1OperationBehaviorTest {
         assertThat(jdbc.ledgerCustomerIds).containsExactly(9L, 9L, 9L);
     }
 
+    @Test
+    void ledgerReturnsStableBusinessTypeDocumentAndOperatorNameSnapshot() throws Exception {
+        JdbcTemplate jdbc = mock(JdbcTemplate.class);
+        when(jdbc.query(startsWith("SELECT id,bill_no"), any(RowMapper.class), eq(9L))).thenAnswer(invocation -> {
+            @SuppressWarnings("unchecked") RowMapper<Object> mapper = invocation.getArgument(1);
+            ResultSet rs = mock(ResultSet.class);
+            when(rs.getLong("id")).thenReturn(81L);
+            when(rs.getLong("created_by")).thenReturn(71L);
+            when(rs.getString("bill_no")).thenReturn("REC-81");
+            when(rs.getString("created_by_name")).thenReturn("platform_admin");
+            when(rs.getString("remark")).thenReturn("八月账单");
+            when(rs.getBigDecimal("total_amount")).thenReturn(new BigDecimal("5200.00"));
+            when(rs.getTimestamp("created_at")).thenReturn(Timestamp.valueOf("2026-08-17 13:00:00"));
+            return List.of(mapper.mapRow(rs, 0));
+        });
+        when(jdbc.query(startsWith("SELECT id,receipt_no"), any(RowMapper.class), eq(9L))).thenReturn(List.of());
+        when(jdbc.query(startsWith("SELECT id,cost_no"), any(RowMapper.class), eq(9L))).thenReturn(List.of());
+        FinancePhase1OperationService service = new FinancePhase1OperationService(jdbc, objectMapper());
+
+        PageEnvelope<FinancePhase1Dtos.LedgerEntry> result =
+            service.listDerivedCustomerAccountLedger(9L, 1, 20, null, null, null);
+
+        assertThat(result.data()).singleElement().satisfies(entry -> {
+            assertThat(entry.businessType()).isEqualTo("SETTLEMENT_ISSUED");
+            assertThat(entry.documentType()).isEqualTo("BILL");
+            assertThat(entry.documentNo()).isEqualTo("REC-81");
+            assertThat(entry.occurredAt()).isEqualTo(LocalDateTime.of(2026, 8, 17, 13, 0));
+            assertThat(entry.operatorName()).isEqualTo("platform_admin");
+        });
+    }
+
     @Test
     void rejectedFeeCannotBeIncludedInSettlement() throws Exception {
         JdbcTemplate jdbc = feeSourceJdbc("REJECTED", false, 2);
@@ -182,7 +214,7 @@ class FinancePhase1OperationBehaviorTest {
             eq("APPROVED"), eq("核对无误"), eq(88L), eq(0))).thenReturn(1);
         when(jdbc.update(startsWith("INSERT INTO fin_audit_log"), eq(9L), eq("FIN_FEE_SOURCE"),
             eq(88L), eq("FEE_SOURCE_REVIEW_APPROVE"), eq("核对无误"), anyString(), anyString(),
-            eq(71L), eq("operator-71"), any(), any())).thenReturn(1);
+            eq(71L), eq("操作人 71"), any(), any())).thenReturn(1);
         when(jdbc.update(startsWith("UPDATE fin_idempotency_record SET status='SUCCEEDED'"),
             eq(88L), eq(9L), eq(71L), eq("FEE_SOURCE_REVIEW"), eq("review-key"))).thenReturn(1);
         FinancePhase1OperationService service = new FinancePhase1OperationService(jdbc, objectMapper());

finance/src/test/java/com/baiyue/finance/FinancePlatformListContractTest.java

@@ -71,6 +71,29 @@ class FinancePlatformListContractTest {
             .contains("customerId");
     }
 
+    @Test
+    void financeDetailsKeepOperatorIdsAndExposeNameSnapshots() {
+        assertRecordFields(com.baiyue.finance.dto.FinanceReadModels.Statement.class,
+            "createdBy", "createdByName", "updatedBy", "updatedByName");
+        assertRecordFields(com.baiyue.finance.dto.FinanceReadModels.BillRevision.class,
+            "createdBy", "createdByName");
+        assertRecordFields(com.baiyue.finance.dto.ReconciliationStatementDtos.ReconciliationDetail.class,
+            "createdBy", "createdByName", "updatedBy", "updatedByName");
+        assertRecordFields(com.baiyue.finance.dto.ReconciliationStatementDtos.PaymentHistory.class,
+            "createdBy", "createdByName");
+        assertRecordFields(com.baiyue.finance.dto.ReconciliationStatementDtos.ReconciliationRevision.class,
+            "operatorId", "operatorName");
+        assertRecordFields(com.baiyue.finance.dto.FinanceSettlementDtos.SettlementTransaction.class,
+            "createdBy", "createdByName");
+        assertRecordFields(com.baiyue.finance.dto.FinanceSettlementDtos.SettlementRevision.class,
+            "operatorId", "operatorName");
+    }
+
+    private static void assertRecordFields(Class<?> type, String... names) {
+        assertThat(Arrays.stream(type.getRecordComponents()).map(java.lang.reflect.RecordComponent::getName))
+            .contains(names);
+    }
+
     private static Method find(String name) throws Exception {
         return switch (name) {
             case "feePool" -> PlatformFinanceController.class.getMethod(name, Long.class, String.class);

finance/src/test/java/com/baiyue/finance/FinanceServiceValidationTest.java

@@ -171,7 +171,7 @@ class FinanceServiceValidationTest {
             eq(new BigDecimal("40.00")), eq(new BigDecimal("40.00")),
             eq(2L), eq(9L), eq(50L), eq(new BigDecimal("40.00")));
         verify(jdbc).update(contains("status=CASE WHEN outstanding_amount=0"),
-            eq(new BigDecimal("40.00")), eq(new BigDecimal("40.00")), eq(2L), eq(50L), eq(9L));
+            eq(new BigDecimal("40.00")), eq(new BigDecimal("40.00")), eq(2L), isNull(), eq(50L), eq(9L));
     }
 
     @Test

finance/src/test/java/com/baiyue/finance/FinanceSettlementBehaviorTest.java

@@ -234,11 +234,14 @@ class FinanceSettlementBehaviorTest {
             eq("SETTLEMENT_PAYMENT_CREATE"), eq("pay-key"))).thenReturn(List.of());
         when(jdbc.queryForList(startsWith("SELECT id,tenant_id,settlement_no"), eq(88L))).thenReturn(List.of(after));
         when(jdbc.queryForList(startsWith("SELECT f.id fee_source_id"), eq(10L), eq(88L))).thenReturn(List.of());
-        when(jdbc.queryForList(startsWith("SELECT id,transaction_type"), eq(10L), eq(88L))).thenReturn(List.of(Map.of(
-            "id", 501L, "transaction_type", "PAYMENT", "transaction_date", Date.valueOf(LocalDate.of(2026, 8, 11)),
-            "amount", new BigDecimal("40.00"), "method", "BANK_TRANSFER", "reference_no", "BANK-1",
-            "voucher_file_ids", "[\"91\"]", "created_by", 7L,
-            "created_at", Timestamp.valueOf(LocalDateTime.of(2026, 8, 11, 10, 0)), "remark", "首笔付款")));
+        when(jdbc.queryForList(startsWith("SELECT id,transaction_type"), eq(10L), eq(88L))).thenReturn(List.of(Map.ofEntries(
+            Map.entry("id", 501L), Map.entry("transaction_type", "PAYMENT"),
+            Map.entry("transaction_date", Date.valueOf(LocalDate.of(2026, 8, 11))),
+            Map.entry("amount", new BigDecimal("40.00")), Map.entry("method", "BANK_TRANSFER"),
+            Map.entry("reference_no", "BANK-1"), Map.entry("voucher_file_ids", "[\"91\"]"),
+            Map.entry("created_by", 7L), Map.entry("created_by_name", "platform_admin"),
+            Map.entry("created_at", Timestamp.valueOf(LocalDateTime.of(2026, 8, 11, 10, 0))),
+            Map.entry("remark", "首笔付款"))));
         when(jdbc.queryForList(startsWith("SELECT action,reason"), eq(10L), eq(88L))).thenReturn(List.of());
         when(fileClient.metadata("internal-token", 10L, 10L, 91L)).thenReturn(ApiResponse.success(
             new FinanceFileClient.Metadata(91L, 10L, "FINANCE_VOUCHER", "10", "pay.png", "abc", "image/png", 10L)));
@@ -252,6 +255,7 @@ class FinanceSettlementBehaviorTest {
         assertThat(result.summary().outstandingAmount()).isEqualByComparingTo("60.00");
         assertThat(result.transactions()).singleElement().extracting(transaction -> transaction.transactionType())
             .isEqualTo("PAYMENT");
+        assertThat(result.transactions().get(0).createdByName()).isEqualTo("platform_admin");
         verify(jdbc).update(startsWith("UPDATE fin_settlement SET paid_amount"),
             any(), any(), any(), any(), any(), any(), any(), any());
     }
@@ -431,6 +435,7 @@ class FinanceSettlementBehaviorTest {
             Map.entry("transaction_date", Date.valueOf("2026-08-11")), Map.entry("amount", new BigDecimal("40.00")),
             Map.entry("method", "BANK_TRANSFER"), Map.entry("reference_no", "RCPT-701"),
             Map.entry("voucher_file_ids", "[\"91\"]"), Map.entry("created_by", 7L),
+            Map.entry("created_by_name", "platform_admin"),
             Map.entry("created_at", Timestamp.valueOf("2026-08-11 10:00:00")), Map.entry("remark", "首笔收款"))));
         FinanceSettlementService service = service(jdbc, org.mockito.Mockito.mock(FinanceFileClient.class));
 
@@ -439,6 +444,7 @@ class FinanceSettlementBehaviorTest {
         assertThat(result.transactions()).singleElement().extracting(transaction -> transaction.transactionType())
             .isEqualTo("RECEIPT");
         assertThat(result.transactions().get(0).amount()).isEqualByComparingTo("40.00");
+        assertThat(result.transactions().get(0).createdByName()).isEqualTo("platform_admin");
     }
 
     @Test

finance/src/test/java/com/baiyue/finance/FinanceSqlCommentContractTest.java

@@ -44,7 +44,7 @@ class FinanceSqlCommentContractTest {
             }
         }
         assertThat(tableCount).isEqualTo(16);
-        assertThat(columnCount).isEqualTo(233);
+        assertThat(columnCount).isEqualTo(239);
         assertThat(missing).as("缺少中文业务注释的Finance字段").isEmpty();
     }
 
@@ -70,4 +70,25 @@ class FinanceSqlCommentContractTest {
                 .contains("ALTER TABLE baiyue_finance.fin_bill_line ADD COLUMN adjustment_reason")
                 .contains("queue_column_comment('baiyue_finance', 'fin_bill_line', 'adjustment_reason'");
     }
+
+    @Test
+    void financeLedgerSourcesPersistOperatorNameSnapshotsInBaselineAndUnifiedSql() throws Exception {
+        String baseline = Files.readString(Path.of("src/main/resources/db/finance.sql"), StandardCharsets.UTF_8);
+        Path direct = Path.of("deploy", "sql", "头程数据库统一增量-MySQL8.sql");
+        Path unifiedPath = Files.exists(direct) ? direct : Path.of("..", "deploy", "sql", "头程数据库统一增量-MySQL8.sql");
+        String unified = Files.readString(unifiedPath, StandardCharsets.UTF_8);
+
+        assertThat(baseline.split("created_by_name VARCHAR\\(128\\) NULL COMMENT '创建操作人名称快照'", -1))
+            .hasSize(4);
+        assertThat(baseline)
+            .contains("updated_by_name VARCHAR(128) NULL COMMENT '最后修改操作人名称快照'")
+            .contains("created_by_name VARCHAR(128) NULL COMMENT '登记操作人名称快照'");
+        assertThat(unified)
+            .contains("CALL finance_add_operator_snapshot_column('fin_bill', 'created_by_name', 'created_by')")
+            .contains("CALL finance_add_operator_snapshot_column('fin_bill', 'updated_by_name', 'updated_by')")
+            .contains("CALL finance_add_operator_snapshot_column('fin_receipt', 'created_by_name', 'created_by')")
+            .contains("CALL finance_add_operator_snapshot_column('fin_cost', 'created_by_name', 'created_by')")
+            .contains("CALL finance_add_operator_snapshot_column('fin_settlement_payment', 'created_by_name', 'created_by')")
+            .contains("CALL finance_add_operator_snapshot_column('fin_bill_revision', 'created_by_name', 'created_by')");
+    }
 }

finance/src/test/java/com/baiyue/finance/ReconciliationStatementBehaviorTest.java

@@ -33,6 +33,7 @@ import static org.assertj.core.api.Assertions.assertThatThrownBy;
 import static org.mockito.ArgumentMatchers.any;
 import static org.mockito.ArgumentMatchers.anyString;
 import static org.mockito.ArgumentMatchers.eq;
+import static org.mockito.ArgumentMatchers.isNull;
 import static org.mockito.Mockito.mock;
 import static org.mockito.Mockito.RETURNS_DEFAULTS;
 import static org.mockito.Mockito.never;
@@ -103,6 +104,8 @@ class ReconciliationStatementBehaviorTest {
         assertThat(result.statementId()).isEqualTo(501L);
         assertThat(result.statementNo()).isEqualTo("REC-00000000000000000501");
         assertThat(result.currency()).isEqualTo("CNY");
+        assertThat(result.createdByName()).isEqualTo("platform_admin");
+        assertThat(result.updatedByName()).isEqualTo("platform_admin");
         assertThat(result.totalReceivable()).isEqualByComparingTo("100.00");
         assertThat(result.lines()).hasSize(1);
         verify(jdbc).update(org.mockito.ArgumentMatchers.startsWith("UPDATE fin_fee_source SET status='LOCKED'"), eq(88L), eq(9L));
@@ -147,11 +150,11 @@ class ReconciliationStatementBehaviorTest {
         assertThat(result.status()).isEqualTo("PENDING_REVIEW");
         assertThat(result.version()).isEqualTo(1);
         assertThat(result.periodStart()).isEqualTo(LocalDate.of(2026, 8, 1));
-        verify(jdbc).update(anyString(), eq(9L), eq(501L), eq(0), eq("提交审核"), anyString(), anyString(), eq(71L));
+        verify(jdbc).update(anyString(), eq(9L), eq(501L), eq(0), eq("提交审核"), anyString(), anyString(), eq(71L), isNull());
         verify(jdbc).update(org.mockito.ArgumentMatchers.startsWith("UPDATE fin_bill SET status="),
             eq("PENDING_REVIEW"), eq("PENDING_REVIEW"), eq("PENDING_REVIEW"), eq(71L),
             eq("PENDING_REVIEW"), eq("PENDING_REVIEW"), eq(71L), eq("PENDING_REVIEW"),
-            eq("提交审核"), eq(71L), eq(501L), eq(9L), eq("DRAFT"), eq(0));
+            eq("提交审核"), eq(71L), isNull(), eq(501L), eq(9L), eq("DRAFT"), eq(0));
         verify(jdbc, never()).update(org.mockito.ArgumentMatchers.startsWith("UPDATE fin_fee_source f JOIN"), (Object[]) any());
     }
 
@@ -230,7 +233,7 @@ class ReconciliationStatementBehaviorTest {
         verify(jdbc).update(org.mockito.ArgumentMatchers.startsWith("UPDATE fin_bill_line SET amount="),
             eq(new BigDecimal("280.00")), eq("运费更正"), eq(601L), eq(501L), eq(9L));
         verify(jdbc).update(org.mockito.ArgumentMatchers.startsWith("UPDATE fin_bill SET total_amount="),
-            eq(new BigDecimal("280.00")), eq(new BigDecimal("280.00")), eq(71L), eq(501L), eq(9L), eq(3));
+            eq(new BigDecimal("280.00")), eq(new BigDecimal("280.00")), eq(71L), isNull(), eq(501L), eq(9L), eq(3));
     }
 
     @Test
@@ -465,6 +468,8 @@ class ReconciliationStatementBehaviorTest {
         when(rs.getInt("version")).thenReturn(version);
         when(rs.getInt("credit_days")).thenReturn(30);
         when(rs.getString("remark")).thenReturn("八月对账");
+        when(rs.getString("created_by_name")).thenReturn("platform_admin");
+        when(rs.getString("updated_by_name")).thenReturn("platform_admin");
         Timestamp timestamp = Timestamp.valueOf("2026-08-11 10:00:00");
         when(rs.getTimestamp("created_at")).thenReturn(timestamp);
         when(rs.getTimestamp("updated_at")).thenReturn(timestamp);

finance/src/test/java/com/baiyue/finance/service/FinanceOperatorSnapshotTest.java

@@ -0,0 +1,37 @@
+package com.baiyue.finance.service;
+
+import com.baiyue.common.security.AuthenticatedUser;
+import org.junit.jupiter.api.AfterEach;
+import org.junit.jupiter.api.Test;
+import org.springframework.security.authentication.UsernamePasswordAuthenticationToken;
+import org.springframework.security.core.context.SecurityContextHolder;
+
+import java.util.Set;
+
+import static org.assertj.core.api.Assertions.assertThat;
+
+class FinanceOperatorSnapshotTest {
+    @AfterEach
+    void clearSecurityContext() {
+        SecurityContextHolder.clearContext();
+    }
+
+    @Test
+    void capturesAuthenticatedUsernameForMatchingOperator() {
+        AuthenticatedUser user = new AuthenticatedUser(71L, null, null, null,
+            "platform_admin", "ADMIN", "WEB", Set.of());
+        SecurityContextHolder.getContext().setAuthentication(
+            new UsernamePasswordAuthenticationToken(user, null));
+
+        assertThat(FinanceOperatorSnapshot.currentName(71L)).isEqualTo("platform_admin");
+        assertThat(FinanceOperatorSnapshot.requiredName(71L)).isEqualTo("platform_admin");
+        assertThat(FinanceOperatorSnapshot.currentName(72L)).isNull();
+    }
+
+    @Test
+    void labelsSystemGeneratedEntriesWithoutInventingAnOperator() {
+        assertThat(FinanceOperatorSnapshot.currentName(0L)).isEqualTo("系统");
+        assertThat(FinanceOperatorSnapshot.currentName(71L)).isNull();
+        assertThat(FinanceOperatorSnapshot.requiredName(71L)).isEqualTo("操作人 71");
+    }
+}