更新预算归档功能，添加归档总结和更新归档总结接口，优化预算统计逻辑，调整相关样式

Directory.Packages.props

@@ -1,7 +1,8 @@
 <Project>
   <ItemGroup>
     <!-- Email & MIME Libraries -->
-    <PackageVersion Include="FreeSql" Version="3.5.304" />
+    <PackageVersion Include="FreeSql" Version="3.5.305" />
+    <PackageVersion Include="FreeSql.Extensions.JsonMap" Version="3.5.305" />
     <PackageVersion Include="MailKit" Version="4.14.1" />
     <PackageVersion Include="Microsoft.AspNetCore.Authentication.JwtBearer" Version="10.0.1" />
     <PackageVersion Include="MimeKit" Version="4.14.0" />
@@ -20,7 +21,7 @@
     <PackageVersion Include="Microsoft.AspNetCore.OpenApi" Version="10.0.0" />
     <PackageVersion Include="Scalar.AspNetCore" Version="2.11.9" />
     <!-- Database -->
-    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.304" />
+    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.305" />
     <PackageVersion Include="WebPush" Version="1.0.12" />
     <PackageVersion Include="Yitter.IdGenerator" Version="1.0.14" />
     <!-- File Processing -->

Entity/BudgetArchive.cs

@@ -2,31 +2,6 @@
 
 public class BudgetArchive : BaseEntity
 {
-    /// <summary>
-    /// 预算Id
-    /// </summary>
-    public long BudgetId { get; set; }
-
-    /// <summary>
-    /// 预算周期类型
-    /// </summary>
-    public BudgetPeriodType BudgetType { get; set; }
-
-    /// <summary>
-    /// 预算金额
-    /// </summary>
-    public decimal BudgetedAmount { get; set; }
-
-    /// <summary>
-    /// 周期内实际发生金额
-    /// </summary>
-    public decimal RealizedAmount { get; set; }
-
-    /// <summary>
-    /// 详细描述
-    /// </summary>
-    public string? Description { get; set; }
-
     /// <summary>
     /// 归档目标年份
     /// </summary>
@@ -37,8 +12,54 @@ public class BudgetArchive : BaseEntity
     /// </summary>
     public int Month { get; set; }
 
+    /// <summary>
+    /// 归档内容
+    /// </summary>
+    [JsonMap]
+    public BudgetArchiveContent[] Content { get; set; } = [];
+
     /// <summary>
     /// 归档日期
     /// </summary>
     public DateTime ArchiveDate { get; set; } = DateTime.Now;
+
+    public string? Summary { get; set; }
+}
+
+public record BudgetArchiveContent
+{
+    /// <summary>
+    /// 预算名称
+    /// </summary>
+    public string Name { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 统计周期
+    /// </summary>
+    public BudgetPeriodType Type { get; set; } = BudgetPeriodType.Month;
+
+    /// <summary>
+    /// 预算金额
+    /// </summary>
+    public decimal Limit { get; set; }
+
+    /// <summary>
+    /// 实际金额
+    /// </summary>
+    public decimal Actual { get; set; }
+
+    /// <summary>
+    /// 预算类别
+    /// </summary>
+    public BudgetCategory Category { get; set; }
+
+    /// <summary>
+    /// 相关分类 (逗号分隔的分类名称)
+    /// </summary>
+    public string[] SelectedCategories { get; set; } = [];
+
+    /// <summary>
+    /// 描述说明
+    /// </summary>
+    public string Description { get; set; } = string.Empty;
 }

Entity/Entity.csproj

@@ -1,6 +1,7 @@
 <Project Sdk="Microsoft.NET.Sdk">
   <ItemGroup>
     <PackageReference Include="FreeSql" />
+    <PackageReference Include="FreeSql.Extensions.JsonMap" />
     <PackageReference Include="Yitter.IdGenerator" />
   </ItemGroup>
 </Project>

Repository/BudgetArchiveRepository.cs

@@ -2,7 +2,8 @@
 
 public interface IBudgetArchiveRepository : IBaseRepository<BudgetArchive>
 {
-    Task<BudgetArchive?> GetArchiveAsync(long budgetId, int year, int month);
+    Task<BudgetArchive?> GetArchiveAsync(int year, int month);
+
     Task<List<BudgetArchive>> GetListAsync(int year, int month);
 }
 
@@ -10,11 +11,10 @@ public class BudgetArchiveRepository(
     IFreeSql freeSql
 ) : BaseRepository<BudgetArchive>(freeSql), IBudgetArchiveRepository
 {
-    public async Task<BudgetArchive?> GetArchiveAsync(long budgetId, int year, int month)
+    public async Task<BudgetArchive?> GetArchiveAsync(int year, int month)
     {
         return await FreeSql.Select<BudgetArchive>()
-            .Where(a => a.BudgetId == budgetId &&
+            .Where(a => a.Year == year &&
-                        a.Year == year &&
                         a.Month == month)
             .ToOneAsync();
     }
@@ -22,13 +22,7 @@ public class BudgetArchiveRepository(
     public async Task<List<BudgetArchive>> GetListAsync(int year, int month)
     {
         return await FreeSql.Select<BudgetArchive>()
-            .Where(
+            .Where(a => a.Year == year && a.Month == month)
-                a => a.BudgetType == BudgetPeriodType.Month &&
-                     a.Year == year &&
-                     a.Month == month ||
-                     a.BudgetType == BudgetPeriodType.Year &&
-                     a.Year == year
-            )
             .ToListAsync();
     }
 }

Service/BudgetService.cs

@@ -2,21 +2,23 @@
 
 public interface IBudgetService
 {
-    Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null);
+    Task<List<BudgetResult>> GetListAsync(DateTime referenceDate);
-
-    Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate);
 
     Task<string> ArchiveBudgetsAsync(int year, int month);
 
     /// <summary>
     /// 获取指定分类的统计信息（月度和年度）
     /// </summary>
-    Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null);
+    Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
 
     /// <summary>
     /// 获取未被预算覆盖的分类统计信息
     /// </summary>
     Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null);
+
+    Task<string?> GetArchiveSummaryAsync(int year, int month);
+
+    Task UpdateArchiveSummaryAsync(int year, int month, string? summary);
 }
 
 public class BudgetService(
@@ -29,8 +31,38 @@ public class BudgetService(
     ILogger<BudgetService> logger
 ) : IBudgetService
 {
-    public async Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null)
+    public async Task<List<BudgetResult>> GetListAsync(DateTime referenceDate)
     {
+        var year = referenceDate.Year;
+        var month = referenceDate.Month;
+
+        var isArchive = year < DateTime.Now.Year
+                     || (year == DateTime.Now.Year && month < DateTime.Now.Month);
+
+        if (isArchive)
+        {
+            var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
+
+            if (archive != null)
+            {
+                var periodRange = GetPeriodRange(DateTime.Now, BudgetPeriodType.Month, referenceDate);
+                return archive.Content.Select(c => new BudgetResult
+                {
+                    Name = c.Name,
+                    Type = c.Type,
+                    Limit = c.Limit,
+                    Current = c.Actual,
+                    Category = c.Category,
+                    SelectedCategories = c.SelectedCategories,
+                    Description = c.Description,
+                    PeriodStart = periodRange.start,
+                    PeriodEnd = periodRange.end,
+                }).ToList();
+            }
+
+            logger.LogWarning("获取预算列表时发现归档数据缺失，Year: {Year}, Month: {Month}", year, month);
+        }
+
         var budgets = await budgetRepository.GetAllAsync();
         var dtos = new List<BudgetResult?>();
 
@@ -53,104 +85,17 @@ public class BudgetService(
         return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
     }
 
-    public async Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate)
+    public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
     {
-        bool isArchive = false;
+        var budgets = await GetListAsync(referenceDate);
-        BudgetRecord? budget = null;
-        if (id == -1)
-        {
-            if (isAcrhiveFunc(BudgetPeriodType.Year))
-            {
-                isArchive = true;
-                budget = await BuildVirtualSavingsBudgetRecordAsync(-1, referenceDate, 0);
-            }
-
-        }
-        else if (id == -2)
-        {
-            if (isAcrhiveFunc(BudgetPeriodType.Month))
-            {
-                isArchive = true;
-                budget = await BuildVirtualSavingsBudgetRecordAsync(-2, referenceDate, 0);
-            }
-        }
-        else
-        {
-            budget = await budgetRepository.GetByIdAsync(id);
-
-            if (budget == null)
-            {
-                return null;
-            }
-
-            isArchive = isAcrhiveFunc(budget.Type);
-        }
-
-        if (isArchive && budget != null)
-        {
-            var archive = await budgetArchiveRepository.GetArchiveAsync(
-                id,
-                referenceDate.Year,
-                referenceDate.Month);
-
-            if (archive != null) // 存在归档 直接读取归档数据
-            {
-                budget.Limit = archive.BudgetedAmount;
-                return BudgetResult.FromEntity(
-                    budget, 
-                    archive.RealizedAmount, 
-                    referenceDate,
-                    archive.Description ?? string.Empty);
-            }
-        }
-
-
-        if (id == -1)
-        {
-            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Year, referenceDate);
-        }
-        if (id == -2)
-        {
-            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Month, referenceDate);
-        }
-
-        budget = await budgetRepository.GetByIdAsync(id);
-        if (budget == null)
-        {
-            return null;
-        }
-
-        var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
-        return BudgetResult.FromEntity(budget, currentAmount, referenceDate);
-
-        bool isAcrhiveFunc(BudgetPeriodType periodType)
-        {
-            if (periodType == BudgetPeriodType.Year)
-            {
-                return DateTime.Now.Year > referenceDate.Year;
-            }
-            else if (periodType == BudgetPeriodType.Month)
-            {
-                return DateTime.Now.Year > referenceDate.Year
-                        || (DateTime.Now.Year == referenceDate.Year
-                            && DateTime.Now.Month > referenceDate.Month);
-            }
-            return false;
-        }
-    }
-
-    public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null)
-    {
-        var budgets = (await budgetRepository.GetAllAsync()).ToList();
-        var refDate = referenceDate ?? DateTime.Now;
 
         var result = new BudgetCategoryStats();
 
         // 获取月度统计
-        result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, refDate);
+        result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, referenceDate);
 
         // 获取年度统计
-        result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, refDate);
+        result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, referenceDate);
 
         return result;
     }
@@ -190,8 +135,30 @@ public class BudgetService(
             .ToList();
     }
 
+    public async Task<string?> GetArchiveSummaryAsync(int year, int month)
+    {
+        var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
+        return archive?.Summary;
+    }
+
+    public async Task UpdateArchiveSummaryAsync(int year, int month, string? summary)
+    {
+        var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
+        if (archive == null)
+        {
+            await ArchiveBudgetsAsync(year, month);
+            archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
+        }
+
+        if (archive != null)
+        {
+            archive.Summary = summary;
+            await budgetArchiveRepository.UpdateAsync(archive);
+        }
+    }
+
     private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
-        List<BudgetRecord> budgets,
+        List<BudgetResult> budgets,
         BudgetCategory category,
         BudgetPeriodType statType,
         DateTime referenceDate)
@@ -236,7 +203,15 @@ public class BudgetService(
             totalLimit += itemLimit;
 
             // 当前值累加
-            var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+            var currentAmount = await CalculateCurrentAmountAsync(new()
+            {
+                Name = budget.Name,
+                Type = budget.Type,
+                Limit = budget.Limit,
+                Category = budget.Category,
+                SelectedCategories = string.Join(',', budget.SelectedCategories),
+                StartDate = new DateTime(referenceDate.Year, referenceDate.Month, 1)
+            }, referenceDate);
             if (budget.Type == statType)
             {
                 totalCurrent += currentAmount;
@@ -263,55 +238,49 @@ public class BudgetService(
     public async Task<string> ArchiveBudgetsAsync(int year, int month)
     {
         var referenceDate = new DateTime(year, month, 1);
+
         var budgets = await GetListAsync(referenceDate);
 
-        var addArchives = new List<BudgetArchive>();
+        var content = budgets.Select(b => new BudgetArchiveContent
-        var updateArchives = new List<BudgetArchive>();
-        foreach (var budget in budgets)
         {
-            var archive = await budgetArchiveRepository.GetArchiveAsync(budget.Id, year, month);
+            Name = b.Name,
+            Type = b.Type,
+            Limit = b.Limit,
+            Actual = b.Current,
+            Category = b.Category,
+            SelectedCategories = b.SelectedCategories,
+            Description = b.Description
+        }).ToArray();
+
+        var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
 
         if (archive != null)
         {
-                archive.RealizedAmount = budget.Current;
+            archive.Content = content;
             archive.ArchiveDate = DateTime.Now;
-                archive.Description = budget.Description;
+            if (!await budgetArchiveRepository.UpdateAsync(archive))
-                updateArchives.Add(archive);
+            {
+                return "更新预算归档失败";
+            }
         }
         else
         {
             archive = new BudgetArchive
             {
-                    BudgetId = budget.Id,
-                    BudgetType = budget.Type,
                 Year = year,
                 Month = month,
-                    BudgetedAmount = budget.Limit,
+                Content = content,
-                    RealizedAmount = budget.Current,
-                    Description = budget.Description,
                 ArchiveDate = DateTime.Now
             };
 
-                addArchives.Add(archive);
+            if (!await budgetArchiveRepository.AddAsync(archive))
-            }
-        }
-
-        if (addArchives.Count > 0)
-        {
-            if (!await budgetArchiveRepository.AddRangeAsync(addArchives))
             {
                 return "保存预算归档失败";
             }
         }
-        if (updateArchives.Count > 0)
-        {
-            if (!await budgetArchiveRepository.UpdateRangeAsync(updateArchives))
-            {
-                return "更新预算归档失败";
-            }
-        }
 
         _ = NotifyAsync(year, month);
+
         return string.Empty;
     }
 
@@ -320,22 +289,16 @@ public class BudgetService(
         try
         {
             var archives = await budgetArchiveRepository.GetListAsync(year, month);
-            var budgets = await budgetRepository.GetAllAsync();
-            var budgetMap = budgets.ToDictionary(b => b.Id, b => b);
 
-            var archiveData = archives.Select(a =>
+            var archiveData = archives.SelectMany(a => a.Content.Select(c => new
             {
-                budgetMap.TryGetValue(a.BudgetId, out var br);
+                c.Name,
-                var name = br?.Name ?? (a.BudgetId == -1 ? "年度存款" : a.BudgetId == -2 ? "月度存款" : "未知");
+                Type = c.Type.ToString(),
-                return new
+                c.Limit,
-                {
+                c.Actual,
-                    Name = name,
+                Category = c.Category.ToString(),
-                    Type = a.BudgetType.ToString(),
+                c.SelectedCategories
-                    Limit = a.BudgetedAmount,
+            })).ToList();
-                    Actual = a.RealizedAmount,
-                    Category = br?.Category.ToString() ?? (a.BudgetId < 0 ? "Savings" : "Unknown")
-                };
-            }).ToList();
 
             var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
                 $"""
@@ -368,9 +331,9 @@ public class BudgetService(
             );
 
             // 分析未被预算覆盖的分类 (仅针对支出类型 Type=0)
-            var budgetedCategories = budgets
+            var budgetedCategories = archiveData
-                .Where(b => !string.IsNullOrEmpty(b.SelectedCategories))
+                .SelectMany(b => b.SelectedCategories)
-                .SelectMany(b => b.SelectedCategories.Split(','))
+                .Where(c => !string.IsNullOrEmpty(c))
                 .Distinct()
                 .ToHashSet();
 
@@ -567,10 +530,10 @@ public class BudgetService(
             <table>
                 <thead>
                     <tr>
-                        <th">名称</th>
+                        <th>名称</th>
-                        <th">金额</th>
+                        <th>金额</th>
-                        <th">折算</th>
+                        <th>折算</th>
-                        <th">合计</th>
+                        <th>合计</th>
                     </tr>
                 </thead>
             <tbody>

Service/Jobs/BudgetArchiveJob.cs

@@ -23,6 +23,8 @@ public class BudgetArchiveJob(
 
             using var scope = serviceProvider.CreateScope();
             var budgetService = scope.ServiceProvider.GetRequiredService<IBudgetService>();
+            
+            // 归档月度数据
             var result = await budgetService.ArchiveBudgetsAsync(year, month);
 
             if (string.IsNullOrEmpty(result))

Web/src/api/budget.js

@@ -12,19 +12,6 @@ export function getBudgetList(referenceDate) {
   })
 }
 
-/**
- * 获取单个预算统计
- * @param {number} id 预算ID
- * @param {string} referenceDate 参考日期
- */
-export function getBudgetStatistics(id, referenceDate) {
-  return request({
-    url: '/Budget/GetStatistics',
-    method: 'get',
-    params: { id, referenceDate }
-  })
-}
-
 /**
  * 创建预算
  * @param {object} data 预算数据
@@ -84,15 +71,27 @@ export function getUncoveredCategories(category, referenceDate) {
     params: { category, referenceDate }
   })
 }
+
 /**
- * 归档预算
+ * 获取归档总结
- * @param {number} year 年份
+ * @param {string} referenceDate 参考日期
- * @param {number} month 月份
  */
-export function archiveBudgets(year, month) {
+export function getArchiveSummary(referenceDate) {
   return request({
-    url: `/Budget/ArchiveBudgetsAsync/${year}/${month}`,
+    url: '/Budget/GetArchiveSummary',
-    method: 'post'
+    method: 'get',
+    params: { referenceDate }
   })
 }
 
+/**
+ * 更新归档总结
+ * @param {object} data 数据 { referenceDate, summary }
+ */
+export function updateArchiveSummary(data) {
+  return request({
+    url: '/Budget/UpdateArchiveSummary',
+    method: 'post',
+    data
+  })
+}

Web/src/components/Budget/BudgetCard.vue

@@ -42,8 +42,7 @@
       </div>
 
       <!-- 展开状态 -->
-      <Transition v-else :name="transitionName">
+      <div v-else class="budget-inner-card">
-        <div :key="budget.period" class="budget-inner-card">
         <div class="card-header" style="margin-bottom: 0;">
             <div class="budget-info">
               <slot name="tag">
@@ -133,32 +132,8 @@
               </div>
             </van-collapse-transition>
           </div>
-
-          <div class="card-footer">
-            <div class="period-navigation" @click.stop>
-              <van-button 
-                icon="arrow-left" 
-                class="nav-icon"
-                plain 
-                size="small"
-                style="width: 50px;"
-                @click="handleSwitch(-1)" 
-              />
-              <span class="period-text">{{ budget.period }}</span>
-              <van-button 
-                icon="arrow" 
-                class="nav-icon"
-                plain 
-                size="small"
-                style="width: 50px;"
-                :disabled="isNextDisabled"
-                @click="handleSwitch(1)"
-              />
         </div>
     </div>
-        </div>
-      </Transition>
-    </div>
 
     <!-- 关联账单列表弹窗 -->
     <PopupContainer 
@@ -205,10 +180,9 @@ const props = defineProps({
   }
 })
 
-const emit = defineEmits(['switch-period', 'click'])
+const emit = defineEmits(['click'])
 
 const isExpanded = ref(props.budget.category === 2)
-const transitionName = ref('slide-left')
 const showDescription = ref(false)
 const showBillListModal = ref(false)
 const billList = ref([])
@@ -218,16 +192,6 @@ const toggleExpand = () => {
   isExpanded.value = !isExpanded.value
 }
 
-const isNextDisabled = computed(() => {
-  if (!props.budget.periodEnd) return false
-  return new Date(props.budget.periodEnd) > new Date()
-})
-
-const handleSwitch = (direction) => {
-  transitionName.value = direction > 0 ? 'slide-left' : 'slide-right'
-  emit('switch-period', direction)
-}
-
 const handleQueryBills = async () => {
   showBillListModal.value = true
   billLoading.value = true
@@ -402,40 +366,6 @@ const timePercentage = computed(() => {
   cursor: pointer;
 }
 
-/* 切换动画 */
-.slide-left-enter-active,
-.slide-left-leave-active,
-.slide-right-enter-active,
-.slide-right-leave-active {
-  transition: all 0.35s cubic-bezier(0.4, 0, 0.2, 1);
-}
-
-.slide-left-enter-from {
-  transform: translateX(100%);
-  opacity: 0;
-}
-.slide-left-leave-to {
-  transform: translateX(-100%);
-  opacity: 0;
-}
-
-.slide-right-enter-from {
-  transform: translateX(-100%);
-  opacity: 0;
-}
-.slide-right-leave-to {
-  transform: translateX(100%);
-  opacity: 0;
-}
-
-.slide-left-leave-active,
-.slide-right-leave-active {
-  position: absolute;
-  top: 0;
-  left: 0;
-  width: 100%;
-}
-
 .budget-info {
   display: flex;
   align-items: center;
@@ -564,42 +494,7 @@ const timePercentage = computed(() => {
   line-height: 1.4;
 }
 
-.card-footer {
-  display: flex;
-  justify-content: space-between;
-  align-items: center;
-  color: #969799;
-  padding: 12px 12px 0;
-  padding-top: 8px;
-  border-top: 1px solid #ebedf0;
-}
-
-.period-navigation {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  width: 100%;
-}
-
-.period-text {
-  font-size: 14px;
-  font-weight: 500;
-  color: #323233;
-}
-
-.nav-icon {
-  padding: 4px;
-  font-size: 12px;
-  color: #1989fa;
-}
-
 @media (prefers-color-scheme: dark) {
-  .card-footer {
-    border-top-color: #2c2c2c;
-  }
-  .period-text {
-    color: #f5f5f5;
-  }
   .budget-description {
     background-color: #2c2c2c;
   }

Web/src/styles/rich-content.css

@@ -71,8 +71,9 @@
 .rich-html-content thead,
 .rich-html-content tbody {
   display: table;
-  min-width: 100%;
+  width: 100%;
   table-layout: fixed; /* 核心：强制列宽分配逻辑一致 */
+  border-collapse: collapse;
 }
 
 .rich-html-content tr {
@@ -86,10 +87,11 @@
   text-align: left;
   border: none;
   border-bottom: 1px solid var(--van-border-color-light);
-  font-size: 12px;
+  font-size: 11px;
   white-space: nowrap;
   overflow: hidden;
   text-overflow: ellipsis;
+  box-sizing: border-box;
 }
 
 .rich-html-content th {

Web/src/views/BudgetView.vue

@@ -3,23 +3,36 @@
     <van-nav-bar title="预算管理" placeholder>
       <template #right>
         <van-icon 
-          v-if="activeTab !== BudgetCategory.Savings && uncoveredCategories.length > 0"
+          v-if="activeTab !== BudgetCategory.Savings 
+            && uncoveredCategories.length > 0
+            && !isArchive"
           name="warning-o" 
           size="20" 
           color="#ee0a24"
           style="margin-right: 12px"
+          title="查看未覆盖预算的分类"
           @click="showUncoveredDetails = true" 
         />
+        <van-icon
+          v-if="isArchive"
+          name="records-o"
+          size="20"
+          title="已归档月份总结"
+          style="margin-right: 12px"
+          @click="showArchiveSummary()"
+        />
         <van-icon 
           v-if="activeTab !== BudgetCategory.Savings"
           name="plus" 
           size="20" 
+          title="添加预算"
           @click="budgetEditRef.open({ category: activeTab })" 
         />
         <van-icon
           v-else
           name="setting-o" 
           size="20" 
+          title="储蓄分类配置"
           @click="savingsConfigRef.open()"
         />
       </template>
@@ -43,7 +56,6 @@
                   :progress-color="getProgressColor(budget)"
                   :percent-class="{ 'warning': (budget.current / budget.limit) > 0.8 }"
                   :period-label="getPeriodLabel(budget.type)"
-                  @switch-period="(dir) => handleSwitchPeriod(budget, dir)"
                   @click="budgetEditRef.open({
                     data: budget,
                     isEditFlag: true,
@@ -95,7 +107,6 @@
                   :progress-color="getIncomeProgressColor(budget)"
                   :percent-class="{ 'income': (budget.current / budget.limit) >= 1 }"
                   :period-label="getPeriodLabel(budget.type)"
-                  @switch-period="(dir) => handleSwitchPeriod(budget, dir)"
                   @click="budgetEditRef.open({
                     data: budget,
                     isEditFlag: true,
@@ -142,7 +153,6 @@
                 :percent-class="{ 'income': (budget.current / budget.limit) >= 1 }"
                 :period-label="getPeriodLabel(budget.type)"
                 style="margin: 0 12px 12px;"
-                @switch-period="(dir) => handleSwitchPeriod(budget, dir)"
               >
                 <template #amount-info>
                   <div class="info-item">
@@ -204,13 +214,44 @@
         </van-button>
       </template>
     </PopupContainer>
+
+    <PopupContainer
+      v-model="showSummaryPopup"
+      title="月份归档总结"
+      :subtitle="`${selectedDate.getFullYear()}年${selectedDate.getMonth() + 1}月`"
+      height="50%"
+    >
+      <div style="padding: 16px;">
+        <van-field
+          v-model="archiveSummary"
+          rows="6"
+          autosize
+          label="总结语"
+          type="textarea"
+          :placeholder="`请输入${selectedDate.getFullYear()}年${selectedDate.getMonth() + 1}月预算执行的总结或感悟...`"
+          show-word-limit
+          maxlength="500"
+        />
+      </div>
+      <template #footer>
+        <van-button 
+          block 
+          round 
+          type="primary" 
+          :loading="isSavingSummary"
+          @click="handleSaveSummary"
+        >
+          保存总结
+        </van-button>
+      </template>
+    </PopupContainer>
   </div>
 </template>
 
 <script setup>
 import { ref, computed, onMounted, watch } from 'vue'
 import { showToast, showConfirmDialog } from 'vant'
-import { getBudgetList, deleteBudget, getBudgetStatistics, getCategoryStats, getUncoveredCategories } from '@/api/budget'
+import { getBudgetList, deleteBudget, getCategoryStats, getUncoveredCategories, getArchiveSummary, updateArchiveSummary } from '@/api/budget'
 import { BudgetPeriodType, BudgetCategory } from '@/constants/enums'
 import BudgetCard from '@/components/Budget/BudgetCard.vue'
 import BudgetSummary from '@/components/Budget/BudgetSummary.vue'
@@ -226,6 +267,10 @@ const isRefreshing = ref(false)
 const showUncoveredDetails = ref(false)
 const uncoveredCategories = ref([])
 
+const showSummaryPopup = ref(false)
+const archiveSummary = ref('')
+const isSavingSummary = ref(false)
+
 const expenseBudgets = ref([])
 const incomeBudgets = ref([])
 const savingsBudgets = ref([])
@@ -239,6 +284,12 @@ const activeTabTitle = computed(() => {
   return '达成'
 })
 
+const isArchive = computed(() => {
+  const now = new Date()
+  return selectedDate.value.getFullYear() < now.getFullYear() ||
+    (selectedDate.value.getFullYear() === now.getFullYear() && selectedDate.value.getMonth() < now.getMonth())
+})
+
 watch(activeTab, async () => {
   await Promise.all([fetchCategoryStats(), fetchUncoveredCategories()])
 })
@@ -378,30 +429,6 @@ const getIncomeProgressColor = (budget) => {
   return '#1989fa'
 }
 
-const refDateMap = {}
-
-const handleSwitchPeriod = async (budget, direction) => {
-  let currentRefDate = refDateMap[budget.id] || new Date()
-  const date = new Date(currentRefDate)
-
-  if (budget.type === BudgetPeriodType.Month) {
-    date.setMonth(date.getMonth() + direction)
-  } else if (budget.type === BudgetPeriodType.Year) {
-    date.setFullYear(date.getFullYear() + direction)
-  }
-
-  try {
-    const res = await getBudgetStatistics(budget.id, date.toISOString())
-    if (res.success) {
-      refDateMap[budget.id] = date
-      Object.assign(budget, res.data)
-    }
-  } catch (err) {
-    showToast('加载历史统计失败')
-    console.error('加载预算历史统计失败', err)
-  }
-}
-
 const handleDelete = (budget) => {
   showConfirmDialog({
     title: '确认删除',
@@ -419,6 +446,39 @@ const handleDelete = (budget) => {
     }
   }).catch(() => {})
 }
+
+const showArchiveSummary = async () => {
+  try {
+    const res = await getArchiveSummary(selectedDate.value.toISOString())
+    if (res.success) {
+      archiveSummary.value = res.data || ''
+      showSummaryPopup.value = true
+    }
+  } catch (err) {
+    console.error('获取总结失败', err)
+    showToast('获取总结失败')
+  }
+}
+
+const handleSaveSummary = async () => {
+  if (isSavingSummary.value) return
+  isSavingSummary.value = true
+  try {
+    const res = await updateArchiveSummary({
+      referenceDate: selectedDate.value.toISOString(),
+      summary: archiveSummary.value
+    })
+    if (res.success) {
+      showToast('已保存')
+      showSummaryPopup.value = false
+    }
+  } catch (err) {
+    console.error('保存总结失败', err)
+    showToast('保存总结失败')
+  } finally {
+    isSavingSummary.value = false
+  }
+}
 </script>
 
 <style scoped>

WebApi/Controllers/BudgetController.cs

@@ -11,7 +11,7 @@ public class BudgetController(
     /// 获取预算列表
     /// </summary>
     [HttpGet]
-    public async Task<BaseResponse<List<BudgetResult>>> GetListAsync([FromQuery] DateTime? referenceDate = null)
+    public async Task<BaseResponse<List<BudgetResult>>> GetListAsync([FromQuery] DateTime referenceDate)
     {
         try
         {
@@ -30,41 +30,11 @@ public class BudgetController(
         }
     }
 
-    /// <summary>
-    /// 获取单个预算统计信息
-    /// </summary>
-    [HttpGet]
-    public async Task<BaseResponse<BudgetResult>> GetStatisticsAsync([FromQuery] long id, [FromQuery] DateTime referenceDate)
-    {
-        try
-        {
-            // 参数验证
-            if (id == 0)
-            {
-                return "预算 Id 无效".Fail<BudgetResult>();
-            }
-
-            var result = await budgetService.GetStatisticsAsync(id, referenceDate);
-
-            if (result == null)
-            {
-                return "预算不存在".Fail<BudgetResult>();
-            }
-
-            return result.Ok();
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "获取预算统计失败, Id: {Id}", id);
-            return $"获取预算统计失败: {ex.Message}".Fail<BudgetResult>();
-        }
-    }
-
     /// <summary>
     /// 获取分类统计信息（月度和年度）
     /// </summary>
     [HttpGet]
-    public async Task<BaseResponse<BudgetCategoryStats>> GetCategoryStatsAsync([FromQuery] BudgetCategory category, [FromQuery] DateTime? referenceDate = null)
+    public async Task<BaseResponse<BudgetCategoryStats>> GetCategoryStatsAsync([FromQuery] BudgetCategory category, [FromQuery] DateTime referenceDate)
     {
         try
         {
@@ -96,6 +66,42 @@ public class BudgetController(
         }
     }
 
+    /// <summary>
+    /// 获取归档总结
+    /// </summary>
+    [HttpGet]
+    public async Task<BaseResponse<string?>> GetArchiveSummaryAsync([FromQuery] DateTime referenceDate)
+    {
+        try
+        {
+            var result = await budgetService.GetArchiveSummaryAsync(referenceDate.Year, referenceDate.Month);
+            return result.Ok<string?>();
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "获取归档总结失败");
+            return $"获取归档总结失败: {ex.Message}".Fail<string?>();
+        }
+    }
+
+    /// <summary>
+    /// 更新归档总结
+    /// </summary>
+    [HttpPost]
+    public async Task<BaseResponse> UpdateArchiveSummaryAsync([FromBody] UpdateArchiveSummaryDto dto)
+    {
+        try
+        {
+            await budgetService.UpdateArchiveSummaryAsync(dto.ReferenceDate.Year, dto.ReferenceDate.Month, dto.Summary);
+            return BaseResponse.Done();
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "更新归档总结失败");
+            return $"更新归档总结失败: {ex.Message}".Fail();
+        }
+    }
+
     /// <summary>
     /// 删除预算
     /// </summary>
@@ -189,30 +195,6 @@ public class BudgetController(
         }
     }
 
-    /// <summary>
-    /// 归档预算
-    /// </summary>
-    [HttpPost("{year}/{month}")]
-    public async Task<BaseResponse> ArchiveBudgetsAsync(int year, int month)
-    {
-        try
-        {
-            var msg = await budgetService.ArchiveBudgetsAsync(year, month);
-
-            if (!string.IsNullOrEmpty(msg))
-            {
-                return msg.Fail();
-            }
-
-            return BaseResponse.Done();
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "归档预算失败, 归档日期: {Year}-{Month}", year, month);
-            return $"归档预算失败: {ex.Message}".Fail();
-        }
-    }
-
     private async Task<string> ValidateBudgetSelectedCategoriesAsync(BudgetRecord record)
     {
         var allBudgets = await budgetRepository.GetAllAsync();

WebApi/Controllers/Dto/BudgetDto.cs

@@ -15,3 +15,9 @@ public class UpdateBudgetDto : CreateBudgetDto
     public long Id { get; set; }
 }
 
+public class UpdateArchiveSummaryDto
+{
+    public DateTime ReferenceDate { get; set; }
+    public string? Summary { get; set; }
+}
+

WebApi/Program.cs

@@ -116,6 +116,8 @@ var fsql = new FreeSqlBuilder()
     )
     .Build();
 
+fsql.UseJsonMap();
+
 builder.Services.AddSingleton(fsql);
 
 // 自动扫描注册服务和仓储

WebApi/WebApi.csproj

@@ -1,6 +1,7 @@
 <Project Sdk="Microsoft.NET.Sdk.Web">
 
   <ItemGroup>
+    <PackageReference Include="FreeSql.Extensions.JsonMap" />
     <PackageReference Include="Microsoft.AspNetCore.Authentication.JwtBearer" />
     <PackageReference Include="Microsoft.AspNetCore.OpenApi" />
     <PackageReference Include="Scalar.AspNetCore" />