auth/src/main/java/com/baiyue/auth/service/AuthService.java

@@ -114,6 +114,7 @@ public class AuthService {
             .subject(account.getId().toString())
             .claim("user_id", account.getId())
             .claim("username", account.getUsername())
+            .claim("display_name", account.getDisplayName() == null ? "" : account.getDisplayName())
             .claim("tenant_id", account.getDefaultTenantId())
             .claim("operator_tenant_id", account.getOperatorTenantId())
             .claim("membership_id", account.getDefaultMembershipId())
@@ -176,7 +177,7 @@ public class AuthService {
         JwtClaimsSet claims = JwtClaimsSet.builder().issuer(properties.issuer())
                 .audience(List.of(properties.audience())).id(jwtId)
                 .issuedAt(issuedAt).expiresAt(expiresAt).subject(account.getId().toString())
-                .claim("user_id", account.getId()).claim("username", account.getUsername())
+                .claim("user_id", account.getId()).claim("username", account.getUsername()).claim("display_name", account.getDisplayName() == null ? "" : account.getDisplayName())
                 .claim("tenant_id", account.getDefaultTenantId()).claim("operator_tenant_id", account.getOperatorTenantId())
                 .claim("membership_id", account.getDefaultMembershipId()).claim("app_code", "MERCHANT")
                 .claim("client_type", authorization.getClientType()).claim("token_version", account.getTokenVersion())

common-security/src/main/java/com/baiyue/common/security/AuthenticatedUser.java

@@ -7,12 +7,12 @@ import java.util.Set;
  * 统一认证用户主体，携带用户、租户、成员身份、应用端、客户端类型及权限信息。
  */
 public record AuthenticatedUser(Long userId, Long tenantId, Long operatorTenantId, Long membershipId,
-                                String username, String appCode, String clientType,
+                                String username, String displayName, String appCode, String clientType,
                                 Set<String> permissions, boolean impersonated, Long actorUserId,
                                 Long actorMembershipId, boolean passwordChangeRequired) implements Principal {
     public AuthenticatedUser(Long userId, Long tenantId, Long operatorTenantId, Long membershipId,
                              String username, String appCode, String clientType, Set<String> permissions) {
-        this(userId, tenantId, operatorTenantId, membershipId, username, appCode, clientType,
+        this(userId, tenantId, operatorTenantId, membershipId, username, null, appCode, clientType,
                 permissions, false, null, null, false);
     }
     public AuthenticatedUser {

common-security/src/main/java/com/baiyue/common/security/JwtClaimsMapper.java

@@ -37,6 +37,7 @@ public class JwtClaimsMapper {
                 longClaim(jwt, "operator_tenant_id"),
                 longClaim(jwt, "membership_id"),
                 username,
+                firstNonBlankNullable(jwt.getClaimAsString("displayName"), jwt.getClaimAsString("display_name")),
                 appCode,
                 jwt.getClaimAsString("client_type"),
                 permissions,
@@ -86,4 +87,9 @@ public class JwtClaimsMapper {
         for (String value : values) if (value != null && !value.isBlank()) return value;
         return "unknown";
     }
+
+    private String firstNonBlankNullable(String... values) {
+        for (String value : values) if (value != null && !value.isBlank()) return value.trim();
+        return null;
+    }
 }

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

@@ -13,8 +13,8 @@ final class FinanceOperatorSnapshot {
         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();
+                && (StringUtils.hasText(user.displayName()) || StringUtils.hasText(user.username()))) {
+            return StringUtils.hasText(user.displayName()) ? user.displayName().trim() : user.username().trim();
         }
         return null;
     }

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

@@ -41,23 +41,26 @@ public class ReceivableStatisticsService {
         LocalDate from = month.atDay(1);
         LocalDate to = month.plusMonths(1).atDay(1);
         StringBuilder sql = new StringBuilder("""
-            SELECT tenant_id, customer_name_snapshot,
-                   SUM(total_amount) total_receivable,
-                   SUM(paid_amount) total_received,
-                   SUM(outstanding_amount) total_outstanding
-              FROM fin_settlement
-             WHERE direction='RECEIVABLE'
-               AND status<>'VOIDED'
-               AND currency_code='CNY'
-               AND generated_date>=?
-               AND generated_date<?
+            SELECT s.tenant_id,
+                   COALESCE(p.customer_name_snapshot, MAX(s.customer_name_snapshot)) customer_name_snapshot,
+                   SUM(s.total_amount) total_receivable,
+                   SUM(s.paid_amount) total_received,
+                   SUM(s.outstanding_amount) total_outstanding
+              FROM fin_settlement s
+              LEFT JOIN fin_customer_settlement_profile p
+                ON p.tenant_id=s.tenant_id AND p.status='ACTIVE'
+             WHERE s.direction='RECEIVABLE'
+               AND s.status<>'VOIDED'
+               AND s.currency_code='CNY'
+               AND s.generated_date>=?
+               AND s.generated_date<?
             """);
         List<Object> args = new ArrayList<>(List.of(from, to));
         if (customerId != null) {
-            sql.append(" AND tenant_id=?");
+            sql.append(" AND s.tenant_id=?");
             args.add(customerId);
         }
-        sql.append(" GROUP BY tenant_id,customer_name_snapshot ORDER BY customer_name_snapshot,tenant_id");
+        sql.append(" GROUP BY s.tenant_id,p.customer_name_snapshot ORDER BY customer_name_snapshot,s.tenant_id");
         return jdbc.query(sql.toString(), (rs, rowNum) -> checked(new ReceivableStatisticsRow(
             rs.getLong("tenant_id"), rs.getString("customer_name_snapshot"), CURRENCY,
             rs.getBigDecimal("total_receivable"), rs.getBigDecimal("total_received"),

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

@@ -40,8 +40,8 @@ class ReceivableStatisticsServiceTest {
         assertThat(result.records()).containsExactly(rows.get(0));
         var sql = org.mockito.ArgumentCaptor.forClass(String.class);
         verify(jdbc).query(sql.capture(), any(RowMapper.class), any(Object[].class));
-        assertThat(sql.getValue()).contains("direction='RECEIVABLE'", "status<>'VOIDED'", "currency_code='CNY'",
-            "generated_date>=?", "generated_date<?", "GROUP BY tenant_id,customer_name_snapshot");
+        assertThat(sql.getValue()).contains("s.direction='RECEIVABLE'", "s.status<>'VOIDED'", "s.currency_code='CNY'",
+            "s.generated_date>=?", "s.generated_date<?", "fin_customer_settlement_profile", "GROUP BY s.tenant_id,p.customer_name_snapshot");
     }
 
     @Test

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

@@ -28,6 +28,16 @@ class FinanceOperatorSnapshotTest {
         assertThat(FinanceOperatorSnapshot.currentName(72L)).isNull();
     }
 
+    @Test
+    void prefersAuthenticatedDisplayNameOverLoginUsername() {
+        AuthenticatedUser user = new AuthenticatedUser(71L, null, null, null,
+            "12555214478", "廖万昌", "MERCHANT", "WEB", Set.of(), false, null, null, false);
+        SecurityContextHolder.getContext().setAuthentication(
+            new UsernamePasswordAuthenticationToken(user, null));
+
+        assertThat(FinanceOperatorSnapshot.currentName(71L)).isEqualTo("廖万昌");
+    }
+
     @Test
     void labelsSystemGeneratedEntriesWithoutInventingAnOperator() {
         assertThat(FinanceOperatorSnapshot.currentName(0L)).isEqualTo("系统");