diff --git a/public/css/style.css b/public/css/style.css
index b258b9a..0624cc5 100644
--- a/public/css/style.css
+++ b/public/css/style.css
@@ -159,7 +159,7 @@ body {
   font-size: 15px;
   font-weight: 600;
   color: #333;
-  margin-bottom: 16px;
+  margin-bottom: 0;
 }
 .weekly-chart-bars {
   display: flex;
@@ -215,6 +215,21 @@ body {
 .daily-nav-date {
   font-size: 15px; font-weight: 600; color: #333;
 }
+.scope-toggle {
+  margin-left: auto;
+  padding: 4px 12px;
+  border-radius: 12px;
+  border: 1px solid #667eea;
+  background: #fff;
+  color: #667eea;
+  font-size: 13px;
+  cursor: pointer;
+  transition: all 0.2s;
+}
+.scope-toggle.active {
+  background: #667eea;
+  color: #fff;
+}
 .daily-summary {
   background: #fff;
   border-radius: 12px;
diff --git a/public/index.html b/public/index.html
index 5ee2b31..0b5846f 100644
--- a/public/index.html
+++ b/public/index.html
@@ -284,9 +284,16 @@
     <div class="page-header">
       <button class="back" onclick="bossDetailGoBack()">&larr;</button>
       <h2 id="bossDetailTitle">交易记录</h2>
+      <button class="scope-toggle" id="bossDetailAllBtn" onclick="toggleBossDetailAll()">全部</button>
+    </div>
+    <div class="daily-nav">
+      <button class="daily-nav-btn" onclick="switchBossDetailScope(-1)">&larr; 上月</button>
+      <span class="daily-nav-date" id="bossDetailScope">2026年3月</span>
+      <button class="daily-nav-btn" onclick="switchBossDetailScope(1)">下月 &rarr;</button>
     </div>
     <div class="daily-summary" id="bossDetailSummary"></div>
     <div id="bossDetailList" class="order-list"></div>
+    <div id="bossDetailMore" class="order-loading" style="display:none;text-align:center;padding:12px;color:#667eea">加载更多</div>
   </div>
 
   <!-- 陪玩交易详情页 -->
@@ -294,9 +301,16 @@
     <div class="page-header">
       <button class="back" onclick="partnerDetailGoBack()">&larr;</button>
       <h2 id="partnerDetailTitle">交易记录</h2>
+      <button class="scope-toggle" id="partnerDetailAllBtn" onclick="togglePartnerDetailAll()">全部</button>
+    </div>
+    <div class="daily-nav">
+      <button class="daily-nav-btn" onclick="switchPartnerDetailScope(-1)">&larr; 上月</button>
+      <span class="daily-nav-date" id="partnerDetailScope">2026年3月</span>
+      <button class="daily-nav-btn" onclick="switchPartnerDetailScope(1)">下月 &rarr;</button>
     </div>
     <div class="daily-summary" id="partnerDetailSummary"></div>
     <div id="partnerDetailList" class="order-list"></div>
+    <div id="partnerDetailMore" class="order-loading" style="display:none;text-align:center;padding:12px;color:#667eea">加载更多</div>
   </div>
 
   <!-- 红包及其他收入列表页 -->
diff --git a/public/js/stats.js b/public/js/stats.js
index 8dec6d5..85dfee9 100644
--- a/public/js/stats.js
+++ b/public/js/stats.js
@@ -56,13 +56,14 @@ function renderWeeklyChart(days) {
     return;
   }
   const max = Math.max(...days.map(d => d.income), 1);
+  const barMaxHeight = 110; // 柱状图最大可用像素高度
   container.innerHTML = days.map(d => {
-    const pct = Math.max((d.income / max) * 100, 3);
+    const height = Math.max((d.income / max) * barMaxHeight, 4);
     const label = d.date.slice(5).replace('-', '/');
     const amount = d.income > 0 ? '' + d.income.toFixed(0) : '0';
     return `<div class="weekly-bar-col" onclick="openDailyDetail('${d.date}')">
       <span class="weekly-bar-amount">${amount}</span>
-      <div class="weekly-bar" style="height:${pct}%"></div>
+      <div class="weekly-bar" style="height:${height}px"></div>
       <span class="weekly-bar-date">${label}</span>
     </div>`;
   }).join('');
@@ -284,46 +285,145 @@ function renderBossRankingPreview(rows) {
 
 let currentBossName = '';
 let bossDetailFrom = 'homePage';
+let bossDetailYear = 0;
+let bossDetailMonth = 0;
+let bossDetailScopeAll = false;
+let bossDetailPage = 1;
+let bossDetailLimit = 20;
+let bossDetailTotalCount = 0;
+let bossDetailAllRecords = [];
+let bossDetailLoading = false;
+let bossDetailScrollHandler = null;
 
 function openBossDetail(boss, from) {
   currentBossName = boss;
   bossDetailFrom = from || 'homePage';
+  bossDetailYear = currentYear;
+  bossDetailMonth = currentMonth;
+  // 从排行榜进入时默认显示全部
+  bossDetailScopeAll = (from === 'rankingPage' || from === 'takeRankingPage');
+  bossDetailPage = 1;
+  bossDetailLimit = bossDetailScopeAll ? 500 : 20;
+  bossDetailTotalCount = 0;
+  bossDetailAllRecords = [];
+  updateBossDetailNav();
   loadBossDetail();
 }
 
 function bossDetailGoBack() {
+  if (bossDetailScrollHandler) {
+    window.removeEventListener('scroll', bossDetailScrollHandler);
+    bossDetailScrollHandler = null;
+  }
   showPage(bossDetailFrom);
 }
 
-async function loadBossDetail() {
-  document.getElementById('bossDetailTitle').textContent = currentBossName + ' 交易记录';
-  document.getElementById('bossDetailSummary').innerHTML = '<div class="ranking-empty">加载中...</div>';
-  document.getElementById('bossDetailList').innerHTML = '';
-  showPage('bossDetailPage');
+function updateBossDetailNav() {
+  const scopeEl = document.getElementById('bossDetailScope');
+  const allBtn = document.getElementById('bossDetailAllBtn');
+  if (bossDetailScopeAll) {
+    scopeEl.textContent = '全部';
+    allBtn.textContent = '当月';
+    allBtn.classList.add('active');
+  } else {
+    scopeEl.textContent = `${bossDetailYear}年${bossDetailMonth}月`;
+    allBtn.textContent = '全部';
+    allBtn.classList.remove('active');
+  }
+}
+
+function switchBossDetailScope(offset) {
+  if (bossDetailScopeAll) return;
+  bossDetailMonth += offset;
+  if (bossDetailMonth > 12) { bossDetailMonth = 1; bossDetailYear++; }
+  if (bossDetailMonth < 1) { bossDetailMonth = 12; bossDetailYear--; }
+  bossDetailPage = 1;
+  bossDetailAllRecords = [];
+  updateBossDetailNav();
+  loadBossDetail();
+}
+
+function toggleBossDetailAll() {
+  bossDetailScopeAll = !bossDetailScopeAll;
+  bossDetailPage = 1;
+  bossDetailAllRecords = [];
+  if (bossDetailScopeAll) {
+    bossDetailLimit = 500;
+  } else {
+    bossDetailLimit = 20;
+    bossDetailYear = currentYear;
+    bossDetailMonth = currentMonth;
+  }
+  updateBossDetailNav();
+  loadBossDetail();
+}
+
+function loadMoreBossDetail() {
+  bossDetailPage++;
+  loadBossDetail(true);
+}
+
+async function loadBossDetail(append) {
+  if (bossDetailLoading) return;
+  bossDetailLoading = true;
+
+  if (!append) {
+    document.getElementById('bossDetailTitle').textContent = currentBossName + ' 交易记录';
+    document.getElementById('bossDetailSummary').innerHTML = '<div class="ranking-empty">加载中...</div>';
+    document.getElementById('bossDetailList').innerHTML = '';
+    showPage('bossDetailPage');
+  }
+
+  let url = API + '/api/stats/boss-records?boss=' + encodeURIComponent(currentBossName) + '&page=' + bossDetailPage + '&limit=' + bossDetailLimit;
+  if (!bossDetailScopeAll) {
+    url += '&year=' + bossDetailYear + '&month=' + bossDetailMonth;
+  }
 
   try {
-    const res = await fetch(API + '/api/stats/boss-records?boss=' + encodeURIComponent(currentBossName), { headers: headers() });
-    if (!res.ok) return;
+    const res = await fetch(url, { headers: headers() });
+    if (!res.ok) { bossDetailLoading = false; return; }
     const data = await res.json();
-    document.getElementById('bossDetailSummary').innerHTML = `
-      <div style="display:flex;justify-content:space-around;flex-wrap:wrap;gap:8px">
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px;color:#e74c3c">${data.boss_total_expense.toFixed(2)}</div>
-          <div class="daily-summary-label">老板总支出</div>
+
+    if (!append) {
+      document.getElementById('bossDetailSummary').innerHTML = `
+        <div style="display:flex;justify-content:space-around;flex-wrap:wrap;gap:8px">
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#e74c3c">${data.boss_total_expense.toFixed(2)}</div>
+            <div class="daily-summary-label">老板总支出</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#27ae60">${data.my_income.toFixed(2)}</div>
+            <div class="daily-summary-label">我的总收入</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#3498db">${data.take_count || 0}</div>
+            <div class="daily-summary-label">接单数</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#9b59b6">${data.dispatch_count || 0}</div>
+            <div class="daily-summary-label">派单数</div>
+          </div>
         </div>
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px;color:#27ae60">${data.my_income.toFixed(2)}</div>
-          <div class="daily-summary-label">我的总收入</div>
-        </div>
-      </div>
-    `;
+      `;
+      bossDetailAllRecords = data.records || [];
+      setupBossDetailScroll();
+    } else {
+      bossDetailAllRecords = bossDetailAllRecords.concat(data.records || []);
+    }
+    bossDetailTotalCount = data.totalCount || 0;
+
     const container = document.getElementById('bossDetailList');
-    if (data.records.length === 0) {
+    const moreBtn = document.getElementById('bossDetailMore');
+
+    if (bossDetailAllRecords.length === 0) {
       container.innerHTML = '<div class="ranking-empty">暂无交易记录</div>';
+      if (moreBtn) moreBtn.style.display = 'none';
+      bossDetailLoading = false;
       return;
     }
+
     const grouped = {};
-    data.records.forEach(r => {
+    bossDetailAllRecords.forEach(r => {
       const d = new Date(r.created_at);
       const key = d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0');
       if (!grouped[key]) grouped[key] = { records: [], total: 0 };
@@ -350,7 +450,42 @@ async function loadBossDetail() {
       html += '</div>';
     }
     container.innerHTML = html;
-  } catch (e) { console.error(e); }
+
+    // Show/hide load more indicator
+    if (moreBtn) {
+      if (bossDetailAllRecords.length < bossDetailTotalCount) {
+        moreBtn.style.display = 'block';
+        moreBtn.textContent = '加载中... (' + bossDetailAllRecords.length + '/' + bossDetailTotalCount + ')';
+      } else {
+        moreBtn.style.display = 'none';
+      }
+    }
+    bossDetailLoading = false;
+  } catch (e) {
+    bossDetailLoading = false;
+    console.error(e);
+  }
+}
+
+function setupBossDetailScroll() {
+  if (bossDetailScrollHandler) {
+    window.removeEventListener('scroll', bossDetailScrollHandler);
+  }
+  bossDetailScrollHandler = function() {
+    if (bossDetailLoading) return;
+    if (bossDetailScopeAll && bossDetailAllRecords.length >= bossDetailTotalCount) {
+      window.removeEventListener('scroll', bossDetailScrollHandler);
+      return;
+    }
+    const scrollY = window.scrollY;
+    const windowHeight = window.innerHeight;
+    const docHeight = document.documentElement.scrollHeight;
+    if (scrollY + windowHeight >= docHeight - 200) {
+      bossDetailPage++;
+      loadBossDetail(true);
+    }
+  };
+  window.addEventListener('scroll', bossDetailScrollHandler);
 }
 
 async function loadPartnerRankingPreview() {
@@ -443,54 +578,140 @@ async function loadPartnerRankingDetail() {
 
 let currentPartnerName = '';
 let partnerDetailFrom = 'homePage';
+let partnerDetailYear = 0;
+let partnerDetailMonth = 0;
+let partnerDetailScopeAll = false;
+let partnerDetailPage = 1;
+let partnerDetailLimit = 20;
+let partnerDetailTotalCount = 0;
+let partnerDetailAllRecords = [];
+let partnerDetailLoading = false;
+let partnerDetailScrollHandler = null;
 
 function openPartnerDetail(partner, from) {
   currentPartnerName = partner;
   partnerDetailFrom = from || 'homePage';
+  partnerDetailYear = currentYear;
+  partnerDetailMonth = currentMonth;
+  // 从排行榜进入时默认显示全部
+  partnerDetailScopeAll = (from === 'dispatchRankingPage' || from === 'partnerRankingPage');
+  partnerDetailPage = 1;
+  partnerDetailLimit = partnerDetailScopeAll ? 500 : 20;
+  partnerDetailTotalCount = 0;
+  partnerDetailAllRecords = [];
+  updatePartnerDetailNav();
   loadPartnerDetail();
 }
 
 function partnerDetailGoBack() {
+  if (partnerDetailScrollHandler) {
+    window.removeEventListener('scroll', partnerDetailScrollHandler);
+    partnerDetailScrollHandler = null;
+  }
   showPage(partnerDetailFrom);
 }
 
-async function loadPartnerDetail() {
-  document.getElementById('partnerDetailTitle').textContent = currentPartnerName + ' 交易记录';
-  document.getElementById('partnerDetailSummary').innerHTML = '<div class="ranking-empty">加载中...</div>';
-  document.getElementById('partnerDetailList').innerHTML = '';
-  showPage('partnerDetailPage');
+function updatePartnerDetailNav() {
+  const scopeEl = document.getElementById('partnerDetailScope');
+  const allBtn = document.getElementById('partnerDetailAllBtn');
+  if (partnerDetailScopeAll) {
+    scopeEl.textContent = '全部';
+    allBtn.textContent = '当月';
+    allBtn.classList.add('active');
+  } else {
+    scopeEl.textContent = `${partnerDetailYear}年${partnerDetailMonth}月`;
+    allBtn.textContent = '全部';
+    allBtn.classList.remove('active');
+  }
+}
+
+function switchPartnerDetailScope(offset) {
+  if (partnerDetailScopeAll) return;
+  partnerDetailMonth += offset;
+  if (partnerDetailMonth > 12) { partnerDetailMonth = 1; partnerDetailYear++; }
+  if (partnerDetailMonth < 1) { partnerDetailMonth = 12; partnerDetailYear--; }
+  partnerDetailPage = 1;
+  partnerDetailAllRecords = [];
+  updatePartnerDetailNav();
+  loadPartnerDetail();
+}
+
+function togglePartnerDetailAll() {
+  partnerDetailScopeAll = !partnerDetailScopeAll;
+  partnerDetailPage = 1;
+  partnerDetailAllRecords = [];
+  if (partnerDetailScopeAll) {
+    partnerDetailLimit = 500;
+  } else {
+    partnerDetailLimit = 20;
+    partnerDetailYear = currentYear;
+    partnerDetailMonth = currentMonth;
+  }
+  updatePartnerDetailNav();
+  loadPartnerDetail();
+}
+
+async function loadPartnerDetail(append) {
+  if (partnerDetailLoading) return;
+  partnerDetailLoading = true;
+
+  if (!append) {
+    document.getElementById('partnerDetailTitle').textContent = currentPartnerName + ' 交易记录';
+    document.getElementById('partnerDetailSummary').innerHTML = '<div class="ranking-empty">加载中...</div>';
+    document.getElementById('partnerDetailList').innerHTML = '';
+    showPage('partnerDetailPage');
+  }
+
+  let url = API + '/api/stats/partner-records?partner=' + encodeURIComponent(currentPartnerName) + '&page=' + partnerDetailPage + '&limit=' + partnerDetailLimit;
+  if (!partnerDetailScopeAll) {
+    url += '&year=' + partnerDetailYear + '&month=' + partnerDetailMonth;
+  }
 
   try {
-    const res = await fetch(API + '/api/stats/partner-records?partner=' + encodeURIComponent(currentPartnerName), { headers: headers() });
-    if (!res.ok) return;
+    const res = await fetch(url, { headers: headers() });
+    if (!res.ok) { partnerDetailLoading = false; return; }
     const data = await res.json();
-    document.getElementById('partnerDetailSummary').innerHTML = `
-      <div style="display:flex;justify-content:space-around;flex-wrap:wrap;gap:8px">
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px">${data.dispatch_count}</div>
-          <div class="daily-summary-label">总派单数</div>
+
+    if (!append) {
+      document.getElementById('partnerDetailSummary').innerHTML = `
+        <div style="display:flex;justify-content:space-around;flex-wrap:wrap;gap:8px">
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px">${data.dispatch_count}</div>
+            <div class="daily-summary-label">总派单数</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#e67e22">${data.spread_income.toFixed(2)}</div>
+            <div class="daily-summary-label">陪玩总收入</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#27ae60">${data.rebate_income.toFixed(2)}</div>
+            <div class="daily-summary-label">总返点收入</div>
+          </div>
+          <div style="text-align:center">
+            <div class="daily-summary-amount" style="font-size:24px;color:#3498db">${data.other_income.toFixed(2)}</div>
+            <div class="daily-summary-label">红包及其他</div>
+          </div>
         </div>
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px;color:#e67e22">${data.spread_income.toFixed(2)}</div>
-          <div class="daily-summary-label">陪玩总收入</div>
-        </div>
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px;color:#27ae60">${data.rebate_income.toFixed(2)}</div>
-          <div class="daily-summary-label">总返点收入</div>
-        </div>
-        <div style="text-align:center">
-          <div class="daily-summary-amount" style="font-size:24px;color:#3498db">${data.other_income.toFixed(2)}</div>
-          <div class="daily-summary-label">红包及其他</div>
-        </div>
-      </div>
-    `;
+      `;
+      partnerDetailAllRecords = data.records || [];
+      setupPartnerDetailScroll();
+    } else {
+      partnerDetailAllRecords = partnerDetailAllRecords.concat(data.records || []);
+    }
+    partnerDetailTotalCount = data.totalCount || 0;
+
     const container = document.getElementById('partnerDetailList');
-    if (data.records.length === 0) {
+    const moreBtn = document.getElementById('partnerDetailMore');
+
+    if (partnerDetailAllRecords.length === 0) {
       container.innerHTML = '<div class="ranking-empty">暂无交易记录</div>';
+      if (moreBtn) moreBtn.style.display = 'none';
+      partnerDetailLoading = false;
       return;
     }
+
     const grouped = {};
-    data.records.forEach(r => {
+    partnerDetailAllRecords.forEach(r => {
       const d = new Date(r.created_at);
       const key = d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0');
       if (!grouped[key]) grouped[key] = { records: [], total: 0 };
@@ -517,5 +738,39 @@ async function loadPartnerDetail() {
       html += '</div>';
     }
     container.innerHTML = html;
-  } catch (e) { console.error(e); }
+
+    if (moreBtn) {
+      if (partnerDetailAllRecords.length < partnerDetailTotalCount) {
+        moreBtn.style.display = 'block';
+        moreBtn.textContent = '加载中... (' + partnerDetailAllRecords.length + '/' + partnerDetailTotalCount + ')';
+      } else {
+        moreBtn.style.display = 'none';
+      }
+    }
+    partnerDetailLoading = false;
+  } catch (e) {
+    partnerDetailLoading = false;
+    console.error(e);
+  }
+}
+
+function setupPartnerDetailScroll() {
+  if (partnerDetailScrollHandler) {
+    window.removeEventListener('scroll', partnerDetailScrollHandler);
+  }
+  partnerDetailScrollHandler = function() {
+    if (partnerDetailLoading) return;
+    if (partnerDetailScopeAll && partnerDetailAllRecords.length >= partnerDetailTotalCount) {
+      window.removeEventListener('scroll', partnerDetailScrollHandler);
+      return;
+    }
+    const scrollY = window.scrollY;
+    const windowHeight = window.innerHeight;
+    const docHeight = document.documentElement.scrollHeight;
+    if (scrollY + windowHeight >= docHeight - 200) {
+      partnerDetailPage++;
+      loadPartnerDetail(true);
+    }
+  };
+  window.addEventListener('scroll', partnerDetailScrollHandler);
 }
diff --git a/server/routes/stats.js b/server/routes/stats.js
index da02d33..96ce653 100644
--- a/server/routes/stats.js
+++ b/server/routes/stats.js
@@ -242,39 +242,50 @@ router.get('/total', (req, res) => {
 // 老板交易记录
 router.get('/boss-records', (req, res) => {
   const boss = req.query.boss;
-  const { page = 1, limit = 20 } = req.query;
+  const { page = 1, limit = 20, year, month } = req.query;
   if (!boss) return res.status(400).json({ error: '缺少老板参数' });
   const offset = (Number(page) - 1) * Number(limit);
 
-  // 我的收入：只统计 type='income' 的记录（接单、派单返点、红包收入等）
-  // 使用 COALESCE(boss, source) 兼容旧数据（之前的红包收入只有 source 字段）
+  // 日期过滤条件
+  let dateFilter = '';
+  let dateParams = [];
+  if (year && month) {
+    const startDate = `${year}-${String(month).padStart(2, '0')}-01`;
+    const endDate = `${year}-${String(month).padStart(2, '0')}-31`;
+    dateFilter = ` AND DATE(created_at, 'localtime') >= ? AND DATE(created_at, 'localtime') <= ?`;
+    dateParams = [startDate, endDate];
+  }
+
   const myIncomeSummary = db.prepare(`
     SELECT COALESCE(SUM(amount), 0) as total
-    FROM records WHERE user_id = ? AND COALESCE(boss, source) = ? AND type = 'income'
-  `).get(req.user.id, boss);
+    FROM records WHERE user_id = ? AND COALESCE(boss, source) = ? AND type = 'income'${dateFilter}
+  `).get(req.user.id, boss, ...dateParams);
 
-  // 老板支出：派单支出 + 接单支出 + 红包收入（老板发的红包也算老板支出）
   const expenseSummary = db.prepare(`
     SELECT
       COALESCE(SUM(CASE WHEN category = '派单' THEN quantity * COALESCE(unit_price, 0) ELSE 0 END), 0) as dispatch_expense,
       COALESCE(SUM(CASE WHEN category = '接单' THEN quantity * COALESCE(unit_price, 0) ELSE 0 END), 0) as order_expense,
-      COALESCE(SUM(CASE WHEN category = '红包收入' THEN amount ELSE 0 END), 0) as redEnvelope_expense
-    FROM records WHERE user_id = ? AND COALESCE(boss, source) = ?
-  `).get(req.user.id, boss);
+      COALESCE(SUM(CASE WHEN category = '红包收入' THEN amount ELSE 0 END), 0) as redEnvelope_expense,
+      COALESCE(SUM(CASE WHEN category = '派单' THEN quantity ELSE 0 END), 0) as dispatch_count,
+      COALESCE(SUM(CASE WHEN category = '接单' THEN quantity ELSE 0 END), 0) as take_count
+    FROM records WHERE user_id = ? AND COALESCE(boss, source) = ?${dateFilter}
+  `).get(req.user.id, boss, ...dateParams);
 
   const boss_total_expense = expenseSummary.dispatch_expense + expenseSummary.order_expense + expenseSummary.redEnvelope_expense;
 
   const total = db.prepare(`
-    SELECT COUNT(*) as count FROM records WHERE user_id = ? AND COALESCE(boss, source) = ?
-  `).get(req.user.id, boss).count;
+    SELECT COUNT(*) as count FROM records WHERE user_id = ? AND COALESCE(boss, source) = ?${dateFilter}
+  `).get(req.user.id, boss, ...dateParams).count;
 
   const records = db.prepare(`
-    SELECT * FROM records WHERE user_id = ? AND COALESCE(boss, source) = ? ORDER BY created_at DESC LIMIT ? OFFSET ?
-  `).all(req.user.id, boss, Number(limit), offset);
+    SELECT * FROM records WHERE user_id = ? AND COALESCE(boss, source) = ?${dateFilter} ORDER BY created_at DESC LIMIT ? OFFSET ?
+  `).all(req.user.id, boss, ...dateParams, Number(limit), offset);
 
   res.json({
     my_income: myIncomeSummary.total,
     boss_total_expense: boss_total_expense,
+    take_count: expenseSummary.take_count,
+    dispatch_count: expenseSummary.dispatch_count,
     records,
     page: Number(page),
     limit: Number(limit),
@@ -285,38 +296,48 @@ router.get('/boss-records', (req, res) => {
 // 陪玩交易记录
 router.get('/partner-records', (req, res) => {
   const partner = req.query.partner;
-  const { page = 1, limit = 20 } = req.query;
+  const { page = 1, limit = 20, year, month } = req.query;
   if (!partner) return res.status(400).json({ error: '缺少陪玩参数' });
   const offset = (Number(page) - 1) * Number(limit);
 
+  // 日期过滤条件
+  let dateFilter = '';
+  let dateParams = [];
+  if (year && month) {
+    const startDate = `${year}-${String(month).padStart(2, '0')}-01`;
+    const endDate = `${year}-${String(month).padStart(2, '0')}-31`;
+    dateFilter = ` AND DATE(created_at, 'localtime') >= ? AND DATE(created_at, 'localtime') <= ?`;
+    dateParams = [startDate, endDate];
+  }
+
   const dispatchStats = db.prepare(`
     SELECT
       COALESCE(SUM(quantity), 0) as dispatch_count,
       COALESCE(SUM(quantity * (COALESCE(unit_price, 0) - COALESCE(rebate, amount * 1.0 / CASE WHEN quantity > 0 THEN quantity ELSE 1 END))), 0) as spread_income,
       COALESCE(SUM(amount), 0) as rebate_income
-    FROM records WHERE user_id = ? AND category = '派单' AND partner = ?
-  `).get(req.user.id, partner);
+    FROM records WHERE user_id = ? AND category = '派单' AND partner = ?${dateFilter}
+  `).get(req.user.id, partner, ...dateParams);
 
   const otherIncome = db.prepare(`
     SELECT COALESCE(SUM(amount), 0) as total
-    FROM records WHERE user_id = ? AND type = 'income' AND category != '派单' AND category != '接单' AND source = ?
-  `).get(req.user.id, partner);
+    FROM records WHERE user_id = ? AND type = 'income' AND category != '派单' AND category != '接单' AND source = ?${dateFilter}
+  `).get(req.user.id, partner, ...dateParams);
 
   const total = db.prepare(`
     SELECT COUNT(*) as count FROM records
     WHERE user_id = ? AND (
       (category = '派单' AND partner = ?) OR
       (type = 'income' AND category != '派单' AND category != '接单' AND source = ?)
-    )
-  `).get(req.user.id, partner, partner).count;
+    )${dateFilter}
+  `).get(req.user.id, partner, partner, ...dateParams).count;
 
   const records = db.prepare(`
     SELECT * FROM records
     WHERE user_id = ? AND (
       (category = '派单' AND partner = ?) OR
       (type = 'income' AND category != '派单' AND category != '接单' AND source = ?)
-    ) ORDER BY created_at DESC LIMIT ? OFFSET ?
-  `).all(req.user.id, partner, partner, Number(limit), offset);
+    )${dateFilter} ORDER BY created_at DESC LIMIT ? OFFSET ?
+  `).all(req.user.id, partner, partner, ...dateParams, Number(limit), offset);
 
   res.json({
     dispatch_count: dispatchStats.dispatch_count,