diff --git a/yuthon_report/models/cum_arrears_report.py b/yuthon_report/models/cum_arrears_report.py
index 191de0764..0360f83b8 100644
--- a/yuthon_report/models/cum_arrears_report.py
+++ b/yuthon_report/models/cum_arrears_report.py
@@ -25,6 +25,7 @@ class CumArrearsReport(models.Model):
 
         date_start = params.get("date_start")
         date_end = params.get("date_end")
+        summary_only = params.get("summary_only", False)
         # 查询月范围：query_month_start = 查询日所在月的月初，query_month_end = 查询日所在月的月末
         # 注意：date_end 传的是用户选的某一天（如月初1号），不是月末
         # 所以 query_month_end 要用该月的最后一天，否则同月收款会被误判为欠收
@@ -101,6 +102,13 @@ class CumArrearsReport(models.Model):
 
         rows = []
         total_amount = 0.0
+        if summary_only:
+            total_amount = sum(round(data['amount'], 2) for data in rec_map.values())
+            stats = [
+                {'name': '记录总数', 'amount': len(rec_map)},
+                {'name': '累计欠收', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
         for idx, (rid, data) in enumerate(rec_map.items(), start=1):
             rec = data['rec']
             contract = rec.contract_id
diff --git a/yuthon_report/models/cum_income_report.py b/yuthon_report/models/cum_income_report.py
index 6bb5c6a4b..2c46d64fb 100644
--- a/yuthon_report/models/cum_income_report.py
+++ b/yuthon_report/models/cum_income_report.py
@@ -20,6 +20,7 @@ class CumIncomeReport(models.Model):
         today = datetime.date.today()
 
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         # 取查询日所在年份和月份
         if date_start:
             query_date = datetime.datetime.fromisoformat(date_start).date()
@@ -70,6 +71,13 @@ class CumIncomeReport(models.Model):
 
         rows = []
         total_amount = 0.0
+        if summary_only:
+            total_amount = sum(round(line.amount or 0.0, 2) for line in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '累计收入', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
         for idx, line in enumerate(lines, start=1):
             rec = line.receivable_id
             contract = rec.contract_id if rec else None
diff --git a/yuthon_report/models/current_month_received_report.py b/yuthon_report/models/current_month_received_report.py
index f5402c1ce..ae5246af2 100644
--- a/yuthon_report/models/current_month_received_report.py
+++ b/yuthon_report/models/current_month_received_report.py
@@ -9,6 +9,7 @@ class CurrentMonthReceivedReport(models.Model):
     @api.model
     def get_current_month_received_report(self, params):
         """归属本月实收报表：按收款行自身的 reconciliation_date（对账日期）筛选已收金额。"""
+        summary_only = params.get("summary_only", False)
         domain = []
 
         keyword = params.get("keyword")
@@ -89,6 +90,11 @@ class CurrentMonthReceivedReport(models.Model):
                 continue  # 这笔归到本月预收，不计入归属本月
             filtered_lines.append(line)
 
+        if summary_only:
+            total_amount = sum(line.amount or 0.0 for line in filtered_lines)
+            stats = [{"name": "实收总额", "amount": round(total_amount, 2)}]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
 
diff --git a/yuthon_report/models/deposit_cum_arrears_report.py b/yuthon_report/models/deposit_cum_arrears_report.py
index 516372a64..1f54dbcac 100644
--- a/yuthon_report/models/deposit_cum_arrears_report.py
+++ b/yuthon_report/models/deposit_cum_arrears_report.py
@@ -21,16 +21,23 @@ class DepositCumArrearsReport(models.Model):
                               payout_date <= 查询月末 → 查询时点时已收到，不计入欠收
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
         month_last = query_date.replace(day=last_day)
 
-        # 放宽 domain，只做基础筛选
+        # 优化：将内存过滤条件尽量推到 domain 层，减少加载记录数
+        # - unpaid/no_paid：due_date <= 查询月末（到期未收）
+        # - paid：payout_date > 查询月末（查询时点尚未收款）—— 把这个条件推到 domain
         domain = [
             ('management_type_id.name', '=', '押金'),
             ('is_invalid', '!=', True),
-            ('deposit_state', 'in', ['unpaid', 'no_paid', 'paid']),
+            '|',
+            ('deposit_state', 'in', ['unpaid', 'no_paid']),
+            '&',
+            ('deposit_state', '=', 'paid'),
+            ('payout_date', '>', month_last),
         ]
 
         keyword = params.get("keyword")
@@ -62,19 +69,25 @@ class DepositCumArrearsReport(models.Model):
 
         lines = self.sudo().search(domain, order="contract_id asc")
 
-        # 内存过滤：按状态分别处理
-        # - 未收(unpaid)/收部分(no_paid)：due_date 存在且 <= 查询月末（到期未收）
-        # - 已收(paid)：payout_date > 查询月末（查询时点上尚未收款）
+        # 内存过滤：unpaid/no_paid 需要额外判断 due_date <= 查询月末
+        # paid 的 payout_date > month_last 已在 domain 中处理
         lines = lines.filtered(
             lambda l: (
                 l.deposit_state in ('unpaid', 'no_paid') and l.due_date and l.due_date <= month_last
             ) or (
-                l.deposit_state == 'paid' and l.payout_date and l.payout_date > month_last
+                l.deposit_state == 'paid'
             )
         )
 
         rows = []
         total_amount = 0.0
+        if summary_only:
+            total_amount = sum(round(rec.submitted or 0.0, 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计欠收', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
         for idx, rec in enumerate(lines, start=1):
             amount = round(rec.submitted or 0.0, 2)
             total_amount += amount
diff --git a/yuthon_report/models/deposit_month_receivable_report.py b/yuthon_report/models/deposit_month_receivable_report.py
index 861e32be9..d703226cd 100644
--- a/yuthon_report/models/deposit_month_receivable_report.py
+++ b/yuthon_report/models/deposit_month_receivable_report.py
@@ -17,6 +17,7 @@ class DepositMonthReceivableReport(models.Model):
         - 非作废记录
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
@@ -49,6 +50,14 @@ class DepositMonthReceivableReport(models.Model):
 
         lines = self.sudo().search(domain, order="contract_id asc")
 
+        if summary_only:
+            total_amount = sum(round(rec.original_amount or 0.0, 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计金额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, rec in enumerate(lines, start=1):
diff --git a/yuthon_report/models/deposit_month_received_report.py b/yuthon_report/models/deposit_month_received_report.py
index 53dfb3f82..41c5993db 100644
--- a/yuthon_report/models/deposit_month_received_report.py
+++ b/yuthon_report/models/deposit_month_received_report.py
@@ -22,6 +22,7 @@ class DepositMonthReceivedReport(models.Model):
                               本月实收取 payout_date 在查询月内，避免同一记录出现在两个报表
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
@@ -75,6 +76,14 @@ class DepositMonthReceivedReport(models.Model):
             )
         )
 
+        if summary_only:
+            total_amount = sum(round((rec.original_amount or 0.0) - (rec.discount_amount or 0.0), 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计金额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, rec in enumerate(lines, start=1):
diff --git a/yuthon_report/models/deposit_month_refund_report.py b/yuthon_report/models/deposit_month_refund_report.py
index 9586338e9..2fcd339c2 100644
--- a/yuthon_report/models/deposit_month_refund_report.py
+++ b/yuthon_report/models/deposit_month_refund_report.py
@@ -19,6 +19,7 @@ class DepositMonthRefundReport(models.Model):
         - 金额：original_amount - discount_amount
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
@@ -64,6 +65,14 @@ class DepositMonthRefundReport(models.Model):
 
         lines = self.sudo().search(domain, order="contract_id asc")
 
+        if summary_only:
+            total_amount = sum(round((rec.original_amount or 0.0) - (rec.discount_amount or 0.0), 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计退款', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, rec in enumerate(lines, start=1):
diff --git a/yuthon_report/models/deposit_pre_received_report.py b/yuthon_report/models/deposit_pre_received_report.py
index 48e72839f..97c6373ea 100644
--- a/yuthon_report/models/deposit_pre_received_report.py
+++ b/yuthon_report/models/deposit_pre_received_report.py
@@ -22,6 +22,7 @@ class DepositPreReceivedReport(models.Model):
                               （已退状态不受 payout_date 约束）
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         _, last_day = calendar.monthrange(query_date.year, query_date.month)
@@ -78,6 +79,14 @@ class DepositPreReceivedReport(models.Model):
             )
         )
 
+        if summary_only:
+            total_amount = sum(round((rec.original_amount or 0.0) - (rec.discount_amount or 0.0), 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计金额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, rec in enumerate(lines, start=1):
diff --git a/yuthon_report/models/deposit_total_report.py b/yuthon_report/models/deposit_total_report.py
index 574e2cefc..71180e047 100644
--- a/yuthon_report/models/deposit_total_report.py
+++ b/yuthon_report/models/deposit_total_report.py
@@ -23,6 +23,7 @@ class DepositTotalReport(models.Model):
                               （已退状态不受 payout_date 约束）
         """
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else datetime.date.today()
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
@@ -100,6 +101,14 @@ class DepositTotalReport(models.Model):
             )
         )
 
+        if summary_only:
+            total_amount = sum(round((rec.original_amount or 0.0) - (rec.discount_amount or 0.0), 2) for rec in lines)
+            stats = [
+                {'name': '记录总数', 'amount': len(lines)},
+                {'name': '合计已收', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, rec in enumerate(lines, start=1):
diff --git a/yuthon_report/models/leased_area_report.py b/yuthon_report/models/leased_area_report.py
index 2159a66ab..62eab111a 100644
--- a/yuthon_report/models/leased_area_report.py
+++ b/yuthon_report/models/leased_area_report.py
@@ -47,6 +47,7 @@ class LeasedAreaReport(models.Model):
         property_id = params.get('property_id')
         lessee_id = params.get('lessee_id')
         contract_id = params.get('contract_id')
+        summary_only = params.get("summary_only", False)
 
         # ========== 二、查询日期解析 ==========
         query_date = None
@@ -244,6 +245,7 @@ class LeasedAreaReport(models.Model):
 
         # ========== 八、第二轮遍历：构建报表行 + 计算合计 ==========
         rows = []
+        row_count = 0
         total_property_area = 0.0  # 物业已租面积合计
         total_contract_area = 0.0   # 合同已租面积合计
         counted_pids = set()       # 已参与合计计算的物业id
@@ -351,30 +353,32 @@ class LeasedAreaReport(models.Model):
             else:
                 actual_end_str = ""
 
-            rows.append({
-                "序号": idx,
-                "物业id": display_property_ids,
-                "物业名称": property_name_value,
-                "合同编号": {
-                    'model': 'property.lease.contract',
-                    'id': contract_record_id,
-                    'display_name': contract_code,
-                } if contract_record_id else contract_code or "",
-                "承租方": {
-                    'model': 'property.tenant.information',
-                    'id': lessee_record_id,
-                    'display_name': lessee_name,
-                } if lessee_record_id else lessee_name or "",
-                "实际开始时间": actual_start_str,
-                "实际结束日期": actual_end_str,
-                "物业已租面积": round(property_area, 4),
-                "合同已租面积": round(contract_area, 4),
-                "片区管理员": admin_display,
-            })
+            if not summary_only:
+                rows.append({
+                    "序号": idx,
+                    "物业id": display_property_ids,
+                    "物业名称": property_name_value,
+                    "合同编号": {
+                        'model': 'property.lease.contract',
+                        'id': contract_record_id,
+                        'display_name': contract_code,
+                    } if contract_record_id else contract_code or "",
+                    "承租方": {
+                        'model': 'property.tenant.information',
+                        'id': lessee_record_id,
+                        'display_name': lessee_name,
+                    } if lessee_record_id else lessee_name or "",
+                    "实际开始时间": actual_start_str,
+                    "实际结束日期": actual_end_str,
+                    "物业已租面积": round(property_area, 4),
+                    "合同已租面积": round(contract_area, 4),
+                    "片区管理员": admin_display,
+                })
+            row_count += 1
 
         # ========== 九、构建统计汇总数据 ==========
         stats = [
-            {'name': '记录总数', 'amount': len(rows)},
+            {'name': '记录总数', 'amount': row_count},
             {'name': '物业已租面积合计', 'amount': round(total_property_area, 4), 'display_amount': f"{round(total_property_area, 4):.4f}"},
             {'name': '合同已租面积合计', 'amount': round(total_contract_area, 4), 'display_amount': f"{round(total_contract_area, 4):.4f}"},
         ]
diff --git a/yuthon_report/models/management_area_report.py b/yuthon_report/models/management_area_report.py
index 4fa51b899..c1b53645d 100644
--- a/yuthon_report/models/management_area_report.py
+++ b/yuthon_report/models/management_area_report.py
@@ -39,6 +39,7 @@ class ManagementAreaReport(models.Model):
         property_id = params.get('property_id')
         lessee_id = params.get('lessee_id')
         contract_id = params.get('contract_id')
+        summary_only = params.get("summary_only", False)
 
         # ========== 二、查询日期解析 ==========
         query_date = None
@@ -126,6 +127,7 @@ class ManagementAreaReport(models.Model):
 
         # ========== 六、构建报表行 ==========
         rows = []
+        row_count = 0
         total_management_area = 0.0
         seen_property_ids = set()  # 已计入合计的物业id集合
 
@@ -219,33 +221,35 @@ class ManagementAreaReport(models.Model):
                 seen_property_ids.add(property_rec.id)
 
             # --- 6.6 构建行数据（物业名称、合同编号、承租方支持穿透） ---
-            rows.append({
-                "序号": idx,
-                "物业id": property_rec.id,
-                "物业名称": {
-                    'model': 'yuthon.property',
-                    'id': property_rec.id,
-                    'display_name': property_rec.name or "",
-                } if property_rec.name else "",
-                "合同编号": {
-                    'model': 'property.lease.contract',
-                    'id': contract_record_id,
-                    'display_name': contract_code,
-                } if contract_record_id and "、" not in contract_code else contract_code or "",
-                "承租方": {
-                    'model': 'property.tenant.information',
-                    'id': lessee_record_id,
-                    'display_name': lessee_name,
-                } if lessee_record_id and "、" not in lessee_name else lessee_name or "",
-                "产权证号": title_certificate,
-                "产权地址": property_address,
-                "管理面积": round(management_area, 4),
-                "片区管理员": admin_display,
-            })
+            if not summary_only:
+                rows.append({
+                    "序号": idx,
+                    "物业id": property_rec.id,
+                    "物业名称": {
+                        'model': 'yuthon.property',
+                        'id': property_rec.id,
+                        'display_name': property_rec.name or "",
+                    } if property_rec.name else "",
+                    "合同编号": {
+                        'model': 'property.lease.contract',
+                        'id': contract_record_id,
+                        'display_name': contract_code,
+                    } if contract_record_id and "、" not in contract_code else contract_code or "",
+                    "承租方": {
+                        'model': 'property.tenant.information',
+                        'id': lessee_record_id,
+                        'display_name': lessee_name,
+                    } if lessee_record_id and "、" not in lessee_name else lessee_name or "",
+                    "产权证号": title_certificate,
+                    "产权地址": property_address,
+                    "管理面积": round(management_area, 4),
+                    "片区管理员": admin_display,
+                })
+            row_count += 1
 
         # ========== 七、构建统计汇总数据 ==========
         stats = [
-            {'name': '记录总数', 'amount': len(rows)},
+            {'name': '记录总数', 'amount': row_count},
             {'name': '管理面积合计', 'amount': round(total_management_area, 4), 'display_amount': f"{round(total_management_area, 4):.4f}"},
         ]
 
diff --git a/yuthon_report/models/month_receivable_report.py b/yuthon_report/models/month_receivable_report.py
index d6ab5cd37..5c8455ea5 100644
--- a/yuthon_report/models/month_receivable_report.py
+++ b/yuthon_report/models/month_receivable_report.py
@@ -18,6 +18,7 @@ class MonthReceivableReport(models.Model):
         """
         # 解析查询月
         query_date = datetime.datetime.fromisoformat(params['date_start']).date() if params.get('date_start') else datetime.date.today().replace(day=1)
+        summary_only = params.get("summary_only", False)
         month_first = query_date.replace(day=1)
         last_day = calendar.monthrange(query_date.year, query_date.month)[1]
         month_last = query_date.replace(day=last_day)
@@ -81,6 +82,11 @@ class MonthReceivableReport(models.Model):
                 rec_map[rid] = {'rec': line.receivable_id, 'amount': 0.0}
             rec_map[rid]['amount'] += line.amount or 0.0
 
+        if summary_only:
+            total_amount = sum(round(data['amount'], 2) for data in rec_map.values())
+            stats = [{'name': '合计', 'amount': round(total_amount, 2)}]
+            return {'rows': [], 'stats': stats}
+
         rows = []
         total_amount = 0.0
         for idx, (rid, data) in enumerate(rec_map.items(), start=1):
diff --git a/yuthon_report/models/monthly_precollection_report.py b/yuthon_report/models/monthly_precollection_report.py
index c95bc1fee..d02ec33b4 100644
--- a/yuthon_report/models/monthly_precollection_report.py
+++ b/yuthon_report/models/monthly_precollection_report.py
@@ -19,6 +19,7 @@ class MonthlyPrecollectionReport(models.Model):
         today = datetime.date.today()
 
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         query_date = datetime.datetime.fromisoformat(date_start).date() if date_start else today
 
         # 查询月月初和月末
@@ -102,6 +103,14 @@ class MonthlyPrecollectionReport(models.Model):
                 rec_map[rid] = {'rec': line.receivable_id, 'amount': 0.0}
             rec_map[rid]['amount'] += line.amount or 0.0
 
+        if summary_only:
+            total_amount = sum(round(data['amount'], 2) for data in rec_map.values())
+            stats = [
+                {'name': '记录总数', 'amount': len(rec_map)},
+                {'name': '预收总额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, (rid, data) in enumerate(rec_map.items(), start=1):
diff --git a/yuthon_report/models/parking_fee_current_month_receivable.py b/yuthon_report/models/parking_fee_current_month_receivable.py
index 9a834e387..fb737e261 100644
--- a/yuthon_report/models/parking_fee_current_month_receivable.py
+++ b/yuthon_report/models/parking_fee_current_month_receivable.py
@@ -18,6 +18,8 @@ class ParkingFeeCurrentMonthReceivable(models.Model):
 
         # 关键词
         keyword = params.get("keyword")
+        # summary_only：看板只取 stats 不构建 rows
+        summary_only = params.get("summary_only", False)
         if keyword:
             domain += [
                 '|', '|',
@@ -71,6 +73,10 @@ class ParkingFeeCurrentMonthReceivable(models.Model):
 
         rows = []
         total_amount = 0.0
+        # summary_only：跳过 rows 构建，直接算 stats
+        if summary_only:
+            total_amount = sum(rec.original_amount or 0.0 for rec in receivables)
+            return {"rows": [], "stats": [{"name": "合计", "amount": round(total_amount, 2)}]}
         for idx, rec in enumerate(receivables, start=1):
             amount = rec.original_amount or 0.0
             total_amount += amount
diff --git a/yuthon_report/models/parking_fee_current_month_report.py b/yuthon_report/models/parking_fee_current_month_report.py
index 78e4bd052..e4a82d17c 100644
--- a/yuthon_report/models/parking_fee_current_month_report.py
+++ b/yuthon_report/models/parking_fee_current_month_report.py
@@ -17,6 +17,8 @@ class ParkingFeeCurrentMonthReport(models.Model):
         domain = []
 
         keyword = params.get("keyword")
+        # summary_only：看板只取 stats 不构建 rows
+        summary_only = params.get("summary_only", False)
         if keyword:
             domain += [
                 '|', '|',
@@ -77,6 +79,10 @@ class ParkingFeeCurrentMonthReport(models.Model):
 
         rows = []
         total_amount = 0.0
+        # summary_only：跳过 rows 构建，直接算 stats
+        if summary_only:
+            total_amount = sum(rec.delivered1 or 0.0 for rec in receivables)
+            return {"rows": [], "stats": [{"name": "合计", "amount": round(total_amount, 2)}]}
         for idx, rec in enumerate(receivables, start=1):
             amount = rec.delivered1 or 0.0
             total_amount += amount
diff --git a/yuthon_report/models/parking_fee_yearly_report.py b/yuthon_report/models/parking_fee_yearly_report.py
index 638b86f5f..da3389de1 100644
--- a/yuthon_report/models/parking_fee_yearly_report.py
+++ b/yuthon_report/models/parking_fee_yearly_report.py
@@ -18,6 +18,8 @@ class ParkingFeeYearlyReport(models.Model):
 
         # 关键词
         keyword = params.get("keyword")
+        # summary_only：看板只取 stats 不构建 rows
+        summary_only = params.get("summary_only", False)
         if keyword:
             domain += [
                 '|', '|',
@@ -82,6 +84,10 @@ class ParkingFeeYearlyReport(models.Model):
 
         rows = []
         total_amount = 0.0
+        # summary_only：跳过 rows 构建，直接算 stats
+        if summary_only:
+            total_amount = sum(rec.original_amount or 0.0 for rec in receivables)
+            return {"rows": [], "stats": [{"name": "合计", "amount": round(total_amount, 2)}]}
         for idx, rec in enumerate(receivables, start=1):
             amount = rec.original_amount or 0.0
             total_amount += amount
diff --git a/yuthon_report/models/penalty_arrears_report.py b/yuthon_report/models/penalty_arrears_report.py
index 982d143e5..43b2f5a4c 100644
--- a/yuthon_report/models/penalty_arrears_report.py
+++ b/yuthon_report/models/penalty_arrears_report.py
@@ -34,6 +34,7 @@ class PenaltyArrearsReport(models.Model):
 
         # ========== 一、参数解析 ==========
         date_end = params.get("date_end")  # 查询截止日期（如 "2026-01-01 23:59:59"）
+        summary_only = params.get("summary_only", False)
         query_date = None  # 查询日期 date 对象，初始化为空
         if date_end:  # 如果有截止日期参数
             query_date = datetime.datetime.fromisoformat(date_end).date()  # 将字符串转为 date 对象
@@ -169,7 +170,8 @@ class PenaltyArrearsReport(models.Model):
             total_uncollected += penalty_uncollected_amt
 
             contract = penalty_rec.contract_id
-            rows.append({
+            if not summary_only:
+                rows.append({
                 "来源": "A",
                 "租金ID": rent_rec.id if rent_rec else "",
                 "租金应收日": rent_due_date_str,
@@ -230,6 +232,21 @@ class PenaltyArrearsReport(models.Model):
         # 对这些租金记录，动态计算违约金总额，判断是否有未收
         # 先查出涉及的租金记录
         rent_ids_b = list(rent_penalty_collected.keys())
+        # ========== 优化：批量查询所有租金对应的非违约金收款行，消除N+1 ==========
+        all_modify_lines = self.env['receivable.modify.line'].sudo().search([
+            ('receivable_id', 'in', rent_ids_b),
+            ('reconciliation_date', '!=', False),
+            ('is_penalty', '=', False),
+        ], order='receivable_id, reconciliation_date asc')
+        # 按 receivable_id 分组
+        modify_lines_by_rent = {}
+        for ml in all_modify_lines:
+            rid = ml.receivable_id.id
+            if rid not in modify_lines_by_rent:
+                modify_lines_by_rent[rid] = []
+            modify_lines_by_rent[rid].append(ml)
+        # ======================================================================
+
         rent_recs_b = self.sudo().browse(rent_ids_b) if rent_ids_b else self.sudo().browse([])
 
         for rent_rec in rent_recs_b:
@@ -264,11 +281,8 @@ class PenaltyArrearsReport(models.Model):
             penalty_rate = _get_penalty_rate(rent_rec.contract_id)
 
             # --- 获取该租金的支付历史（非违约金的 modify lines） ---
-            modify_lines = self.env['receivable.modify.line'].sudo().search([
-                ('receivable_id', '=', rent_rec.id),
-                ('reconciliation_date', '!=', False),
-                ('is_penalty', '=', False),  # 非违约金收款行
-            ], order='reconciliation_date asc')
+            # 从批量预分组字典中取，消除N+1（第233-245行已批量查询并分组）
+            modify_lines = modify_lines_by_rent.get(rent_rec.id, [])
 
             # --- 分段计算违约金总额 ---
             rent_amount = (rent_rec.original_amount or 0.0) - (rent_rec.discount_amount or 0.0)
@@ -343,8 +357,9 @@ class PenaltyArrearsReport(models.Model):
             total_uncollected += penalty_uncollected_amt
 
             contract = rent_rec.contract_id
-            rows.append({
-                "来源": "B",
+            if not summary_only:
+                rows.append({
+                    "来源": "B",
                 "租金ID": rent_rec.id,
                 "租金应收日": due_date.strftime("%Y-%m-%d"),
                 "租金收款日期": rent_rec.payout_date.strftime("%Y-%m-%d") if rent_rec.payout_date else "",
@@ -475,8 +490,9 @@ class PenaltyArrearsReport(models.Model):
             total_uncollected += penalty_uncollected_amt
 
             contract = rent_rec.contract_id
-            rows.append({
-                "来源": "C",
+            if not summary_only:
+                rows.append({
+                    "来源": "C",
                 "租金ID": rent_rec.id,
                 "租金应收日": due_date.strftime("%Y-%m-%d"),
                 "租金收款日期": rent_rec.payout_date.strftime("%Y-%m-%d") if rent_rec.payout_date else "",
diff --git a/yuthon_report/models/penalty_month_received_report.py b/yuthon_report/models/penalty_month_received_report.py
index c1e1acc13..5e9915009 100644
--- a/yuthon_report/models/penalty_month_received_report.py
+++ b/yuthon_report/models/penalty_month_received_report.py
@@ -29,6 +29,7 @@ class PenaltyMonthReceivedReport(models.Model):
         # ========== 一、参数解析 ==========
         date_start = params.get("date_start")  # 查询月开始日期
         date_end = params.get("date_end")  # 查询月结束日期
+        summary_only = params.get("summary_only", False)
 
         # 没有时间范围则无数据
         if not date_start or not date_end:
@@ -205,38 +206,39 @@ class PenaltyMonthReceivedReport(models.Model):
                 total_collected += pay_amount
 
                 contract = penalty_rec.contract_id
-                rows.append({
-                    "来源": "A",
-                    "租金ID": rent_rec.id if rent_rec else "",
-                    "租金应收日": rent_due_date_str,
-                    "租金收款日期": rent_payout_date_str,
-                    "租金金额": rent_amount_val,
-                    "租金已收": rent_collected_amt,
-                    "租金未收": rent_uncollected_amt,
-                    "租金状态": rent_status,
-                    "违约金金额": penalty_amount,
-                    "违约金已收": penalty_collected_amt,
-                    "违约金未收": penalty_uncollected_amt,
-                    "违约金状态": penalty_status,
-                    "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
-                    "实收金额": round(pay_amount, 2),
-                    "收款日期": ml.reconciliation_date.strftime("%Y-%m-%d") if ml.reconciliation_date else "",
-                    "收款备注": ml.remake1 or "",
-                    "收费区间": penalty_rec.charging_range or "",
-                    "备注": penalty_rec.remark or "",
-                    "合同编号": {
-                        'model': 'property.lease.contract',
-                        'id': contract.id,
-                        'display_name': contract.contract_code,
-                    } if contract else "",
-                    "物业名称": _build_property_display(contract, prop_name),
-                    "承租方名称": {
-                        'model': 'property.tenant.information',
-                        'id': penalty_rec.lessee_id.id,
-                        'display_name': penalty_rec.lessee_id.name,
-                    } if penalty_rec.lessee_id else "",
-                    "所属公司": penalty_rec.company_id.name if penalty_rec.company_id else "",
-                })
+                if not summary_only:
+                    rows.append({
+                        "来源": "A",
+                        "租金ID": rent_rec.id if rent_rec else "",
+                        "租金应收日": rent_due_date_str,
+                        "租金收款日期": rent_payout_date_str,
+                        "租金金额": rent_amount_val,
+                        "租金已收": rent_collected_amt,
+                        "租金未收": rent_uncollected_amt,
+                        "租金状态": rent_status,
+                        "违约金金额": penalty_amount,
+                        "违约金已收": penalty_collected_amt,
+                        "违约金未收": penalty_uncollected_amt,
+                        "违约金状态": penalty_status,
+                        "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
+                        "实收金额": round(pay_amount, 2),
+                        "收款日期": ml.reconciliation_date.strftime("%Y-%m-%d") if ml.reconciliation_date else "",
+                        "收款备注": ml.remake1 or "",
+                        "收费区间": penalty_rec.charging_range or "",
+                        "备注": penalty_rec.remark or "",
+                        "合同编号": {
+                            'model': 'property.lease.contract',
+                            'id': contract.id,
+                            'display_name': contract.contract_code,
+                        } if contract else "",
+                        "物业名称": _build_property_display(contract, prop_name),
+                        "承租方名称": {
+                            'model': 'property.tenant.information',
+                            'id': penalty_rec.lessee_id.id,
+                            'display_name': penalty_rec.lessee_id.name,
+                        } if penalty_rec.lessee_id else "",
+                        "所属公司": penalty_rec.company_id.name if penalty_rec.company_id else "",
+                    })
 
         # ========== 三、来源B：receivable.modify.line 中 is_penalty=True 的记录 ==========
         # 核心关系：违约金的 due_date（应收开始）= 关联租金的 payout_date（收款日期）
@@ -252,6 +254,36 @@ class PenaltyMonthReceivedReport(models.Model):
         ]
         penalty_modify_lines = self.env['receivable.modify.line'].sudo().search(source_b_domain)
 
+        # ========== 优化：批量查询所有潜在匹配的租金，消除N+1 ==========
+        # 收集所有需要的 penalty_due 日期
+        penalty_due_set = set()
+        for pml in penalty_modify_lines:
+            penalty_rec = pml.receivable_id
+            if not penalty_rec or not penalty_rec.due_date:
+                continue
+            penalty_due = penalty_rec.due_date.date() if hasattr(penalty_rec.due_date, 'date') else penalty_rec.due_date
+            penalty_due_set.add(penalty_due)
+
+        # 批量查询所有潜在匹配的租金
+        if penalty_due_set:
+            batch_rent_domain = [('payout_date', 'in', list(penalty_due_set))]
+            batch_rent_recs = self.sudo().search(batch_rent_domain)
+
+            # 按 (payout_date, lessee_id.id, contract_id.id) 分组
+            rent_by_key = {}
+            for rent in batch_rent_recs:
+                key = (
+                    rent.payout_date.date() if hasattr(rent.payout_date, 'date') else rent.payout_date,
+                    rent.lessee_id.id if rent.lessee_id else None,
+                    rent.contract_id.id if rent.contract_id else None,
+                )
+                if key not in rent_by_key:
+                    rent_by_key[key] = []
+                rent_by_key[key].append(rent)
+        else:
+            rent_by_key = {}
+        # =====================================================================
+
         for pml in penalty_modify_lines:
             # 取违约金金额（delivered1 字段）
             pay_amount = round(pml.delivered1 or 0.0, 2)
@@ -273,17 +305,13 @@ class PenaltyMonthReceivedReport(models.Model):
             # 统一转为 date 对象用于搜索
             penalty_due = penalty_due_date.date() if hasattr(penalty_due_date, 'date') else penalty_due_date
 
-            # 在 property.accounts.receivable 中查找关联租金
-            # 条件：payout_date = 违约金的 due_date + 同承租方 + 同合同
-            rent_domain = [
-                ('payout_date', '=', penalty_due),  # 租金收款日期 = 违约金应收开始日期
-            ]
-            if pml.lessee_id:
-                rent_domain.append(('lessee_id', '=', pml.lessee_id.id))  # 同一承租方
-            if pml.contract_id:
-                rent_domain.append(('contract_id', '=', pml.contract_id.id))  # 同一合同
-
-            rent_recs = self.sudo().search(rent_domain)
+            # 从批量预分组字典中查找匹配租金，消除N+1（第262-289行已批量查询并分组）
+            key = (
+                penalty_due,
+                pml.lessee_id.id if pml.lessee_id else None,
+                pml.contract_id.id if pml.contract_id else None,
+            )
+            rent_recs = rent_by_key.get(key, [])
 
             if not rent_recs:
                 continue
@@ -373,38 +401,39 @@ class PenaltyMonthReceivedReport(models.Model):
             lessee_obj = penalty_rec.lessee_id or pml.lessee_id
             company_obj = penalty_rec.company_id or pml.company_id
 
-            rows.append({
-                "来源": "B",
-                "租金ID": rent_receivable.id if rent_receivable else "",
-                "租金应收日": rent_due_date_str,
-                "租金收款日期": rent_payout_date_str,
-                "租金金额": rent_amount_val,
-                "租金已收": rent_collected_amt,
-                "租金未收": rent_uncollected_amt,
-                "租金状态": rent_status,
-                "违约金金额": penalty_amount,
-                "违约金已收": penalty_collected_amt,
-                "违约金未收": penalty_uncollected_amt,
-                "违约金状态": penalty_status,
-                "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
-                "实收金额": pay_amount,
-                "收款日期": pml.reconciliation_date.strftime("%Y-%m-%d") if pml.reconciliation_date else "",
-                "收款备注": pml.remake1 or "",
-                "收费区间": charging_range,
-                "备注": penalty_rec.remark or "",
-                "合同编号": {
-                    'model': 'property.lease.contract',
-                    'id': contract.id,
-                    'display_name': contract.contract_code,
-                } if contract else "",
-                "物业名称": _build_property_display(contract, prop_name),
-                "承租方名称": {
-                    'model': 'property.tenant.information',
-                    'id': lessee_obj.id,
-                    'display_name': lessee_obj.name,
-                } if lessee_obj else "",
-                "所属公司": company_obj.name if company_obj else "",
-            })
+            if not summary_only:
+                rows.append({
+                    "来源": "B",
+                    "租金ID": rent_receivable.id if rent_receivable else "",
+                    "租金应收日": rent_due_date_str,
+                    "租金收款日期": rent_payout_date_str,
+                    "租金金额": rent_amount_val,
+                    "租金已收": rent_collected_amt,
+                    "租金未收": rent_uncollected_amt,
+                    "租金状态": rent_status,
+                    "违约金金额": penalty_amount,
+                    "违约金已收": penalty_collected_amt,
+                    "违约金未收": penalty_uncollected_amt,
+                    "违约金状态": penalty_status,
+                    "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
+                    "实收金额": pay_amount,
+                    "收款日期": pml.reconciliation_date.strftime("%Y-%m-%d") if pml.reconciliation_date else "",
+                    "收款备注": pml.remake1 or "",
+                    "收费区间": charging_range,
+                    "备注": penalty_rec.remark or "",
+                    "合同编号": {
+                        'model': 'property.lease.contract',
+                        'id': contract.id,
+                        'display_name': contract.contract_code,
+                    } if contract else "",
+                    "物业名称": _build_property_display(contract, prop_name),
+                    "承租方名称": {
+                        'model': 'property.tenant.information',
+                        'id': lessee_obj.id,
+                        'display_name': lessee_obj.name,
+                    } if lessee_obj else "",
+                    "所属公司": company_obj.name if company_obj else "",
+                })
 
         # ========== 四、构建统计汇总数据 ==========
         stats = [
diff --git a/yuthon_report/models/penalty_year_cum_report.py b/yuthon_report/models/penalty_year_cum_report.py
index f8b7ecdfa..4fc19c3b5 100644
--- a/yuthon_report/models/penalty_year_cum_report.py
+++ b/yuthon_report/models/penalty_year_cum_report.py
@@ -29,6 +29,7 @@ class PenaltyYearCumReport(models.Model):
         # ========== 一、参数解析 ==========
         date_start = params.get("date_start")
         date_end = params.get("date_end")
+        summary_only = params.get("summary_only", False)
 
         # 没有时间范围则无数据
         if not date_start or not date_end:
@@ -207,38 +208,39 @@ class PenaltyYearCumReport(models.Model):
                 total_collected += pay_amount
 
                 contract = penalty_rec.contract_id
-                rows.append({
-                    "来源": "A",
-                    "租金ID": rent_rec.id if rent_rec else "",
-                    "租金应收日": rent_due_date_str,
-                    "租金收款日期": rent_payout_date_str,
-                    "租金金额": rent_amount_val,
-                    "租金已收": rent_collected_amt,
-                    "租金未收": rent_uncollected_amt,
-                    "租金状态": rent_status,
-                    "违约金金额": penalty_amount,
-                    "违约金已收": penalty_collected_amt,
-                    "违约金未收": penalty_uncollected_amt,
-                    "违约金状态": penalty_status,
-                    "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
-                    "实收金额": round(pay_amount, 2),
-                    "收款日期": ml.reconciliation_date.strftime("%Y-%m-%d") if ml.reconciliation_date else "",
-                    "收款备注": ml.remake1 or "",
-                    "收费区间": penalty_rec.charging_range or "",
-                    "备注": penalty_rec.remark or "",
-                    "合同编号": {
-                        'model': 'property.lease.contract',
-                        'id': contract.id,
-                        'display_name': contract.contract_code,
-                    } if contract else "",
-                    "物业名称": _build_property_display(contract, prop_name),
-                    "承租方名称": {
-                        'model': 'property.tenant.information',
-                        'id': penalty_rec.lessee_id.id,
-                        'display_name': penalty_rec.lessee_id.name,
-                    } if penalty_rec.lessee_id else "",
-                    "所属公司": penalty_rec.company_id.name if penalty_rec.company_id else "",
-                })
+                if not summary_only:
+                    rows.append({
+                        "来源": "A",
+                        "租金ID": rent_rec.id if rent_rec else "",
+                        "租金应收日": rent_due_date_str,
+                        "租金收款日期": rent_payout_date_str,
+                        "租金金额": rent_amount_val,
+                        "租金已收": rent_collected_amt,
+                        "租金未收": rent_uncollected_amt,
+                        "租金状态": rent_status,
+                        "违约金金额": penalty_amount,
+                        "违约金已收": penalty_collected_amt,
+                        "违约金未收": penalty_uncollected_amt,
+                        "违约金状态": penalty_status,
+                        "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
+                        "实收金额": round(pay_amount, 2),
+                        "收款日期": ml.reconciliation_date.strftime("%Y-%m-%d") if ml.reconciliation_date else "",
+                        "收款备注": ml.remake1 or "",
+                        "收费区间": penalty_rec.charging_range or "",
+                        "备注": penalty_rec.remark or "",
+                        "合同编号": {
+                            'model': 'property.lease.contract',
+                            'id': contract.id,
+                            'display_name': contract.contract_code,
+                        } if contract else "",
+                        "物业名称": _build_property_display(contract, prop_name),
+                        "承租方名称": {
+                            'model': 'property.tenant.information',
+                            'id': penalty_rec.lessee_id.id,
+                            'display_name': penalty_rec.lessee_id.name,
+                        } if penalty_rec.lessee_id else "",
+                        "所属公司": penalty_rec.company_id.name if penalty_rec.company_id else "",
+                    })
 
         # ========== 三、来源B：receivable.modify.line 中 is_penalty=True 的记录 ==========
         # 核心关系：违约金的 due_date（应收开始）= 关联租金的 payout_date（收款日期）
@@ -254,6 +256,36 @@ class PenaltyYearCumReport(models.Model):
         ]
         penalty_modify_lines = self.env['receivable.modify.line'].sudo().search(source_b_domain)
 
+        # ========== 优化：批量查询所有潜在匹配的租金，消除N+1 ==========
+        # 收集所有需要的 penalty_due 日期
+        penalty_due_set = set()
+        for pml in penalty_modify_lines:
+            penalty_rec = pml.receivable_id
+            if not penalty_rec or not penalty_rec.due_date:
+                continue
+            penalty_due = penalty_rec.due_date.date() if hasattr(penalty_rec.due_date, 'date') else penalty_rec.due_date
+            penalty_due_set.add(penalty_due)
+
+        # 批量查询所有潜在匹配的租金
+        if penalty_due_set:
+            batch_rent_domain = [('payout_date', 'in', list(penalty_due_set))]
+            batch_rent_recs = self.sudo().search(batch_rent_domain)
+
+            # 按 (payout_date, lessee_id.id, contract_id.id) 分组
+            rent_by_key = {}
+            for rent in batch_rent_recs:
+                key = (
+                    rent.payout_date.date() if hasattr(rent.payout_date, 'date') else rent.payout_date,
+                    rent.lessee_id.id if rent.lessee_id else None,
+                    rent.contract_id.id if rent.contract_id else None,
+                )
+                if key not in rent_by_key:
+                    rent_by_key[key] = []
+                rent_by_key[key].append(rent)
+        else:
+            rent_by_key = {}
+        # =====================================================================
+
         for pml in penalty_modify_lines:
             # 取违约金金额（delivered1 字段）
             pay_amount = round(pml.delivered1 or 0.0, 2)
@@ -275,17 +307,13 @@ class PenaltyYearCumReport(models.Model):
             # 统一转为 date 对象用于搜索
             penalty_due = penalty_due_date.date() if hasattr(penalty_due_date, 'date') else penalty_due_date
 
-            # 在 property.accounts.receivable 中查找关联租金
-            # 条件：payout_date = 违约金的 due_date + 同承租方 + 同合同
-            rent_domain = [
-                ('payout_date', '=', penalty_due),  # 租金收款日期 = 违约金应收开始日期
-            ]
-            if pml.lessee_id:
-                rent_domain.append(('lessee_id', '=', pml.lessee_id.id))  # 同一承租方
-            if pml.contract_id:
-                rent_domain.append(('contract_id', '=', pml.contract_id.id))  # 同一合同
-
-            rent_recs = self.sudo().search(rent_domain)
+            # 从批量预分组字典中查找匹配租金，消除N+1（第262-289行已批量查询并分组）
+            key = (
+                penalty_due,
+                pml.lessee_id.id if pml.lessee_id else None,
+                pml.contract_id.id if pml.contract_id else None,
+            )
+            rent_recs = rent_by_key.get(key, [])
 
             if not rent_recs:
                 continue
@@ -374,38 +402,39 @@ class PenaltyYearCumReport(models.Model):
             lessee_obj = penalty_rec.lessee_id or pml.lessee_id
             company_obj = penalty_rec.company_id or pml.company_id
 
-            rows.append({
-                "来源": "B",
-                "租金ID": rent_receivable.id if rent_receivable else "",
-                "租金应收日": rent_due_date_str,
-                "租金收款日期": rent_payout_date_str,
-                "租金金额": rent_amount_val,
-                "租金已收": rent_collected_amt,
-                "租金未收": rent_uncollected_amt,
-                "租金状态": rent_status,
-                "违约金金额": penalty_amount,
-                "违约金已收": penalty_collected_amt,
-                "违约金未收": penalty_uncollected_amt,
-                "违约金状态": penalty_status,
-                "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
-                "实收金额": pay_amount,
-                "收款日期": pml.reconciliation_date.strftime("%Y-%m-%d") if pml.reconciliation_date else "",
-                "收款备注": pml.remake1 or "",
-                "收费区间": charging_range,
-                "备注": penalty_rec.remark or "",
-                "合同编号": {
-                    'model': 'property.lease.contract',
-                    'id': contract.id,
-                    'display_name': contract.contract_code,
-                } if contract else "",
-                "物业名称": _build_property_display(contract, prop_name),
-                "承租方名称": {
-                    'model': 'property.tenant.information',
-                    'id': lessee_obj.id,
-                    'display_name': lessee_obj.name,
-                } if lessee_obj else "",
-                "所属公司": company_obj.name if company_obj else "",
-            })
+            if not summary_only:
+                rows.append({
+                    "来源": "B",
+                    "租金ID": rent_receivable.id if rent_receivable else "",
+                    "租金应收日": rent_due_date_str,
+                    "租金收款日期": rent_payout_date_str,
+                    "租金金额": rent_amount_val,
+                    "租金已收": rent_collected_amt,
+                    "租金未收": rent_uncollected_amt,
+                    "租金状态": rent_status,
+                    "违约金金额": penalty_amount,
+                    "违约金已收": penalty_collected_amt,
+                    "违约金未收": penalty_uncollected_amt,
+                    "违约金状态": penalty_status,
+                    "违约金应收开始": penalty_rec.due_date.strftime("%Y-%m-%d") if penalty_rec.due_date else "",
+                    "实收金额": pay_amount,
+                    "收款日期": pml.reconciliation_date.strftime("%Y-%m-%d") if pml.reconciliation_date else "",
+                    "收款备注": pml.remake1 or "",
+                    "收费区间": charging_range,
+                    "备注": penalty_rec.remark or "",
+                    "合同编号": {
+                        'model': 'property.lease.contract',
+                        'id': contract.id,
+                        'display_name': contract.contract_code,
+                    } if contract else "",
+                    "物业名称": _build_property_display(contract, prop_name),
+                    "承租方名称": {
+                        'model': 'property.tenant.information',
+                        'id': lessee_obj.id,
+                        'display_name': lessee_obj.name,
+                    } if lessee_obj else "",
+                    "所属公司": company_obj.name if company_obj else "",
+                })
 
         # ========== 四、构建统计汇总数据 ==========
         stats = [
diff --git a/yuthon_report/models/pre_advance_report.py b/yuthon_report/models/pre_advance_report.py
index f6e38963f..b051ee6c8 100644
--- a/yuthon_report/models/pre_advance_report.py
+++ b/yuthon_report/models/pre_advance_report.py
@@ -24,6 +24,7 @@ class PreAdvanceReport(models.Model):
         this_month_last = next_month_first - datetime.timedelta(days=1)
 
         date_start = params.get("date_start")
+        summary_only = params.get("summary_only", False)
         # 应收日期在查询日当月及之后（即未来应收）
         cutoff_date = datetime.datetime.fromisoformat(date_start).date() if date_start else this_month_last
         # 取查询日所在月的第一天，应收日期 >= 该月第一天
@@ -123,6 +124,14 @@ class PreAdvanceReport(models.Model):
                 if rec_map[rid]['earliest_pay_date'] is None or pay_date_val < rec_map[rid]['earliest_pay_date']:
                     rec_map[rid]['earliest_pay_date'] = pay_date_val
 
+        if summary_only:
+            total_amount = sum(round(data['amount'], 2) for data in rec_map.values())
+            stats = [
+                {'name': '记录总数', 'amount': len(rec_map)},
+                {'name': '预收总额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
+
         rows = []
         total_amount = 0.0
         for idx, (rid, data) in enumerate(rec_map.items(), start=1):
diff --git a/yuthon_report/models/pre_arrears_report.py b/yuthon_report/models/pre_arrears_report.py
index 049977c7d..5f65ba133 100644
--- a/yuthon_report/models/pre_arrears_report.py
+++ b/yuthon_report/models/pre_arrears_report.py
@@ -30,6 +30,7 @@ class PreArrearsReport(models.Model):
 
         date_start = params.get("date_start")
         date_end = params.get("date_end")
+        summary_only = params.get("summary_only", False)
         # 应收日期在查询月及之前(包含查询月)
         cutoff_date = datetime.datetime.fromisoformat(date_end).date() if date_end else this_month_first
         # 查询月范围(用于判断收款是否在查询月内)
@@ -121,9 +122,13 @@ class PreArrearsReport(models.Model):
         covered_ids = list(rec_map.keys())
 
         # 找出所有在 modify.line 中有记录的 receivable_id（不管 payout_date 是什么时候）
-        all_line_receivable_ids = set(
-            self.sudo().search([('receivable_id', '!=', False)]).mapped('receivable_id.id')
+        # 优化：用 read_group 只取 distinct receivable_id，避免全表加载到内存
+        all_line_receivable_groups = self.sudo().read_group(
+            [('receivable_id', '!=', False)],
+            ['receivable_id'],
+            ['receivable_id'],
         )
+        all_line_receivable_ids = set(g['receivable_id'][0] for g in all_line_receivable_groups if g['receivable_id'])
         # Part 2 只查真正"从未对过账"的 receivable
         exclude_ids = all_line_receivable_ids  # 包含 covered_ids 和 payout_date 被过滤掉的
 
@@ -178,6 +183,13 @@ class PreArrearsReport(models.Model):
         # ============================================================
         rows = []
         total_amount = 0.0
+        if summary_only:
+            total_amount = sum(round(data['amount'], 2) for data in rec_map.values())
+            stats = [
+                {'name': '记录总数', 'amount': len(rec_map)},
+                {'name': '欠收总额', 'amount': round(total_amount, 2)},
+            ]
+            return {"rows": [], "stats": stats}
         for idx, (rid, data) in enumerate(rec_map.items(), start=1):
             rec = data['rec']
             contract = rec.contract_id
diff --git a/yuthon_report/models/receivable_report.py b/yuthon_report/models/receivable_report.py
index 3851c1035..bf915c926 100644
--- a/yuthon_report/models/receivable_report.py
+++ b/yuthon_report/models/receivable_report.py
@@ -44,6 +44,7 @@ class YuthonProperty(models.Model):
 
     @api.model
     def get_complete_ledger_report(self, params):
+        summary_only = params.get("summary_only", False)
         domain = [('is_invalid', '!=', True)]
         if params.get("keyword"):
             keyword = params["keyword"]
@@ -90,6 +91,20 @@ class YuthonProperty(models.Model):
         total_subtotal = 0.0
         idx = 1
 
+        if summary_only:
+            for cid, data in contract_map.items():
+                for rec in data['recs']:
+                    type_name = rec.management_type_id.name if rec.management_type_id else ''
+                    col = self._classify_fee_type(type_name)
+                    total_fees[col] += (rec.original_amount or 0.0) - (rec.discount_amount or 0.0)
+                subtotal = sum((rec.original_amount or 0.0) - (rec.discount_amount or 0.0) for rec in data['recs'])
+                total_subtotal += subtotal
+            summary_stats = []
+            for col in self.FEE_COLUMNS:
+                summary_stats.append({'name': col, 'amount': round(total_fees[col], 2)})
+            summary_stats.append({'name': '小计合计', 'amount': round(total_subtotal, 2)})
+            return {"rows": [], "stats": summary_stats}
+
         for cid, data in contract_map.items():
             info_rec = data['info_rec']
             fee_row = {col: 0.0 for col in self.FEE_COLUMNS}
diff --git a/yuthon_report/models/rent_area_report.py b/yuthon_report/models/rent_area_report.py
index d3cdc182a..753198181 100644
--- a/yuthon_report/models/rent_area_report.py
+++ b/yuthon_report/models/rent_area_report.py
@@ -39,6 +39,7 @@ class RentAreaReport(models.Model):
         property_id = params.get('property_id')
         lessee_id = params.get('lessee_id')
         contract_id = params.get('contract_id')
+        summary_only = params.get("summary_only", False)
 
         # ========== 二、查询日期解析 ==========
         query_date = None
@@ -124,6 +125,7 @@ class RentAreaReport(models.Model):
 
         # ========== 六、构建报表行 ==========
         rows = []
+        row_count = 0
         total_rent_area = 0.0
         seen_property_ids = set()  # 已计入合计的物业id集合
 
@@ -215,33 +217,35 @@ class RentAreaReport(models.Model):
                 seen_property_ids.add(property_rec.id)
 
             # --- 6.6 构建行数据（物业名称、合同编号、承租方支持穿透） ---
-            rows.append({
-                "序号": idx,
-                "物业id": property_rec.id,
-                "物业名称": {
-                    'model': 'yuthon.property',
-                    'id': property_rec.id,
-                    'display_name': property_rec.name or "",
-                } if property_rec.name else "",
-                "合同编号": {
-                    'model': 'property.lease.contract',
-                    'id': contract_record_id,
-                    'display_name': contract_code,
-                } if contract_record_id and "、" not in contract_code else contract_code or "",
-                "承租方": {
-                    'model': 'property.tenant.information',
-                    'id': lessee_record_id,
-                    'display_name': lessee_name,
-                } if lessee_record_id and "、" not in lessee_name else lessee_name or "",
-                "产权证号": title_certificate,
-                "产权地址": property_address,
-                "可租面积": round(rent_area, 4),
-                "片区管理员": admin_display,
-            })
+            if not summary_only:
+                rows.append({
+                    "序号": idx,
+                    "物业id": property_rec.id,
+                    "物业名称": {
+                        'model': 'yuthon.property',
+                        'id': property_rec.id,
+                        'display_name': property_rec.name or "",
+                    } if property_rec.name else "",
+                    "合同编号": {
+                        'model': 'property.lease.contract',
+                        'id': contract_record_id,
+                        'display_name': contract_code,
+                    } if contract_record_id and "、" not in contract_code else contract_code or "",
+                    "承租方": {
+                        'model': 'property.tenant.information',
+                        'id': lessee_record_id,
+                        'display_name': lessee_name,
+                    } if lessee_record_id and "、" not in lessee_name else lessee_name or "",
+                    "产权证号": title_certificate,
+                    "产权地址": property_address,
+                    "可租面积": round(rent_area, 4),
+                    "片区管理员": admin_display,
+                })
+            row_count += 1
 
         # ========== 七、构建统计汇总数据 ==========
         stats = [
-            {'name': '记录总数', 'amount': len(rows)},
+            {'name': '记录总数', 'amount': row_count},
             {'name': '可租面积合计', 'amount': round(total_rent_area, 4), 'display_amount': f"{round(total_rent_area, 4):.4f}"},
         ]
 
diff --git a/yuthon_report/models/total_received_report.py b/yuthon_report/models/total_received_report.py
index e263177b3..38b9f38df 100644
--- a/yuthon_report/models/total_received_report.py
+++ b/yuthon_report/models/total_received_report.py
@@ -12,6 +12,7 @@ class TotalReceivedReport(models.Model):
         """本月实收总额 = 归属本月实收 + 本月预收
         取数逻辑：收款日期（reconciliation_date）在查询月内的所有收款记录，金额取 amount
         """
+        summary_only = params.get("summary_only", False)
         domain = [
             ('reconciliation_date', '!=', False),
             ('receivable_id.is_invalid', '!=', True),
@@ -61,6 +62,11 @@ class TotalReceivedReport(models.Model):
 
         lines = self.search(domain, order='reconciliation_date asc')
 
+        if summary_only:
+            total_amount = sum(round(line.amount or 0.0, 2) for line in lines)
+            stats = [{'name': '合计', 'amount': round(total_amount, 2)}]
+            return {'rows': [], 'stats': stats}
+
         rows = []
         total_amount = 0.0
         for idx, line in enumerate(lines, start=1):
diff --git a/yuthon_report/models/yuthon_dashboard.py b/yuthon_report/models/yuthon_dashboard.py
index 961db0510..9601ba4de 100644
--- a/yuthon_report/models/yuthon_dashboard.py
+++ b/yuthon_report/models/yuthon_dashboard.py
@@ -53,11 +53,13 @@ class YuthonDashboard(models.Model):
         def safe_get(model_name, method_name, stats_index=1, overrides=None):
             """安全调用子报表方法，返回汇总金额
             :param overrides: 可选 dict，覆盖 base_params 中的参数
+            看板只取 stats 不构建 rows，传 summary_only=True 减少遍历开销
             """
             try:
                 params = dict(base_params)
                 if overrides:
                     params.update(overrides)
+                params['summary_only'] = True  # 看板只取汇总，跳过 rows 构建
                 result = getattr(self.env[model_name], method_name)(params)
                 stats = result.get('stats', [])
                 if stats and len(stats) > stats_index:
@@ -427,18 +429,20 @@ class YuthonDashboard(models.Model):
         已租面积拆为两个卡片：物业已租面积、合同已租面积
         """
         try:
-            # 管理面积：调用管理面积报表
-            management_result = self.env['management.area.report'].get_management_area_report(base_params)
+            # 管理面积：调用管理面积报表（summary_only=True 跳过 rows 构建）
+            area_params = dict(base_params)
+            area_params['summary_only'] = True
+            management_result = self.env['management.area.report'].get_management_area_report(area_params)
             management_stats = management_result.get('stats', [])
             total_management = management_stats[1].get('amount', 0.0) if len(management_stats) > 1 else 0.0
 
             # 可租面积：调用可租面积报表
-            rent_result = self.env['rent.area.report'].get_rent_area_report(base_params)
+            rent_result = self.env['rent.area.report'].get_rent_area_report(area_params)
             rent_stats = rent_result.get('stats', [])
             total_rent = rent_stats[1].get('amount', 0.0) if len(rent_stats) > 1 else 0.0
 
             # 已租面积：调用已租面积报表（返回物业已租面积和合同已租面积两个汇总）
-            leased_result = self.env['leased.area.report'].get_leased_area_report(base_params)
+            leased_result = self.env['leased.area.report'].get_leased_area_report(area_params)
             leased_stats = leased_result.get('stats', [])
             # stats[1] = 物业已租面积合计, stats[2] = 合同已租面积合计
             total_property_leased = leased_stats[1].get('amount', 0.0) if len(leased_stats) > 1 else 0.0
diff --git a/yuthon_report/static/src/components/yuthon_dashboard/yuthon_dashboard.js b/yuthon_report/static/src/components/yuthon_dashboard/yuthon_dashboard.js
index cbe644870..8b101fc11 100644
--- a/yuthon_report/static/src/components/yuthon_dashboard/yuthon_dashboard.js
+++ b/yuthon_report/static/src/components/yuthon_dashboard/yuthon_dashboard.js
@@ -52,10 +52,8 @@ class YuthonDashboard extends Component {
         } catch (e) { /* ignore */ }
 
         onMounted(() => {
-            // 如果已从缓存恢复数据，跳过重新查询
-            if (!restored) {
-                this.onSearch();
-            }
+            // 首次进入不自动查询，等用户选了查询条件后点击"查询"或切换筛选器时再查
+            // 如果已从缓存恢复数据，直接展示即可
         });
     }