测试覆盖率

.sisyphus/notepads/statistics-year-selection/decisions.md

@@ -0,0 +1,80 @@
+# Decisions - Statistics Year Selection Enhancement
+
+## [2026-01-28] Architecture Decisions
+
+### Frontend Implementation Strategy
+
+#### 1. Date Picker Mode Toggle
+- Add a toggle switch in the date picker popup to switch between "按月" (month) and "按年" (year) modes
+- When "按年" selected: use `columns-type="['year']"`
+- When "按月" selected: use `columns-type="['year', 'month']` (current behavior)
+
+#### 2. State Management
+- Add `dateSelectionMode` ref: `'month'` | `'year'`
+- When year-only mode: set `currentMonth = 0` to indicate full year
+- Keep `currentYear` as integer (unchanged)
+- Update `selectedDate` array dynamically based on mode:
+  - Year mode: `['YYYY']`
+  - Month mode: `['YYYY', 'MM']`
+
+#### 3. Display Logic
+- Nav bar title: `currentYear年` when `currentMonth === 0`, else `currentYear年currentMonth月`
+- Chart titles: Update to reflect year or year-month scope
+
+#### 4. API Calls
+- Pass `month: currentMonth.value || 0` to all API calls
+- Backend will handle month=0 as year-only query
+
+### Backend Implementation Strategy
+
+#### 1. Repository Layer Change
+**File**: `Repository/TransactionRecordRepository.cs`
+**Method**: `BuildQuery()` lines 81-86
+
+```csharp
+if (year.HasValue)
+{
+    if (month.HasValue && month.Value > 0)
+    {
+        // Specific month
+        var dateStart = new DateTime(year.Value, month.Value, 1);
+        var dateEnd = dateStart.AddMonths(1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+    else
+    {
+        // Entire year
+        var dateStart = new DateTime(year.Value, 1, 1);
+        var dateEnd = new DateTime(year.Value + 1, 1, 1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+}
+```
+
+#### 2. Service Layer
+- No changes needed - services already pass month parameter to repository
+- Services will receive month=0 for year-only queries
+
+#### 3. API Controller
+- No changes needed - already accepts year/month parameters
+
+### Testing Strategy
+
+#### Backend Tests
+- Test year-only query returns all transactions for that year
+- Test month-specific query still works
+- Test edge cases: year boundaries, leap years
+
+#### Frontend Tests
+- Test toggle switches picker mode correctly
+- Test year selection updates state and fetches data
+- Test display updates correctly for year vs year-month
+
+### User Experience Flow
+
+1. User clicks date picker in nav bar
+2. Popup opens with toggle: "按月 | 按年"
+3. User selects mode (default: 按月 for backward compatibility)
+4. User selects date(s) and confirms
+5. Statistics refresh with new scope
+6. Display updates to show scope (year or year-month)

.sisyphus/notepads/statistics-year-selection/issues.md

@@ -0,0 +1,27 @@
+# Issues - Statistics Year Selection Enhancement
+
+## [2026-01-28] Backend Repository Limitation
+
+### Issue
+`TransactionRecordRepository.BuildQuery()` requires both year AND month parameters to be present. Year-only queries (month=null or month=0) are not supported.
+
+### Impact
+- Cannot query full-year statistics from the frontend
+- Current implementation only supports month-level granularity
+- All statistics endpoints rely on `QueryAsync(year, month, ...)`
+
+### Solution
+Modify `BuildQuery()` method in `Repository/TransactionRecordRepository.cs` to support:
+1. Year-only queries (when year provided, month is null or 0)
+2. Month-specific queries (when both year and month provided - current behavior)
+
+### Implementation Location
+- File: `Repository/TransactionRecordRepository.cs`
+- Method: `BuildQuery()` lines 81-86
+- Also need to update service layer to handle month=0 or null
+
+### Testing Requirements
+- Test year-only query returns all transactions for that year
+- Test month-specific query still works as before
+- Test edge cases: leap years, year boundaries
+- Verify all statistics endpoints work with year-only mode

.sisyphus/notepads/statistics-year-selection/learnings.md

@@ -0,0 +1,181 @@
+# Learnings - Statistics Year Selection Enhancement
+
+## [2026-01-28] Initial Analysis
+
+### Current Implementation
+- **File**: `Web/src/views/StatisticsView.vue`
+- **Current picker**: `columns-type="['year', 'month']` (year-month only)
+- **State variables**:
+  - `currentYear` - integer year
+  - `currentMonth` - integer month (1-12)
+  - `selectedDate` - array `['YYYY', 'MM']` for picker
+- **API calls**: All endpoints use `{ year, month }` parameters
+
+### Vant UI Year-Only Pattern
+- **Key prop**: `columns-type="['year']"`
+- **Picker value**: Single-element array `['YYYY']`
+- **Confirmation**: `selectedValues[0]` contains year string
+
+### Implementation Strategy
+1. Add UI toggle to switch between year-month and year-only modes
+2. When year-only selected, set `currentMonth = 0` or null to indicate full year
+3. Backend API already supports year-only queries (when month=0 or null)
+4. Update display logic to show "YYYY年" vs "YYYY年MM月"
+
+### API Compatibility - CRITICAL FINDING
+- **Backend limitation**: `TransactionRecordRepository.BuildQuery()` (lines 81-86) requires BOTH year AND month
+- Current logic: `if (year.HasValue && month.HasValue)` - year-only queries are NOT supported
+- **Must modify repository** to support year-only queries:
+  - When year provided but month is null/0: query entire year (Jan 1 to Dec 31)
+  - When both year and month provided: query specific month (current behavior)
+- All statistics endpoints use `QueryAsync(year, month, ...)` pattern
+
+### Required Backend Changes
+**File**: `Repository/TransactionRecordRepository.cs`
+**Method**: `BuildQuery()` lines 81-86
+**Change**: Modify year/month filtering logic to support year-only queries
+
+```csharp
+// Current (line 81-86):
+if (year.HasValue && month.HasValue)
+{
+    var dateStart = new DateTime(year.Value, month.Value, 1);
+    var dateEnd = dateStart.AddMonths(1);
+    query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+}
+
+// Needed:
+if (year.HasValue)
+{
+    if (month.HasValue && month.Value > 0)
+    {
+        // Specific month
+        var dateStart = new DateTime(year.Value, month.Value, 1);
+        var dateEnd = dateStart.AddMonths(1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+    else
+    {
+        // Entire year
+        var dateStart = new DateTime(year.Value, 1, 1);
+        var dateEnd = new DateTime(year.Value + 1, 1, 1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+}
+```
+
+### Existing Patterns
+- BudgetView.vue uses same year-month picker pattern
+- Dayjs used for all date formatting: `dayjs().format('YYYY-MM-DD')`
+- Date picker values always arrays for Vant UI
+## [2026-01-28] Repository BuildQuery() Enhancement
+
+### Implementation Completed
+- **File Modified**: `Repository/TransactionRecordRepository.cs` lines 81-94
+- **Change**: Updated year/month filtering logic to support year-only queries
+
+### Logic Changes
+```csharp
+// Old: Required both year AND month
+if (year.HasValue && month.HasValue) { ... }
+
+// New: Support year-only queries
+if (year.HasValue)
+{
+    if (month.HasValue && month.Value > 0)
+    {
+        // 查询指定年月
+        var dateStart = new DateTime(year.Value, month.Value, 1);
+        var dateEnd = dateStart.AddMonths(1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+    else
+    {
+        // 查询整年数据（1月1日到下年1月1日）
+        var dateStart = new DateTime(year.Value, 1, 1);
+        var dateEnd = new DateTime(year.Value + 1, 1, 1);
+        query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+    }
+}
+```
+
+### Behavior
+- **Month-specific** (month.HasValue && month.Value > 0): Query from 1st of month to 1st of next month
+- **Year-only** (month is null or 0): Query from Jan 1 to Jan 1 of next year
+- **No year provided**: No date filtering applied
+
+### Verification
+- All 14 tests pass: `dotnet test WebApi.Test/WebApi.Test.csproj`
+- No breaking changes to existing functionality
+- Chinese comments added for business logic clarity
+
+### Key Pattern
+- Use `month.Value > 0` check to distinguish year-only (0/null) from month-specific (1-12)
+- Date range is exclusive on upper bound (`< dateEnd`) to avoid including boundary dates
+
+## [2026-01-28] Frontend Year-Only Selection Implementation
+
+### Changes Made
+**File**: `Web/src/views/StatisticsView.vue`
+
+#### 1. Nav Bar Title Display (Line 12)
+- Updated to show "YYYY年" when `currentMonth === 0`
+- Shows "YYYY年MM月" when month is selected
+- Template: `{{ currentMonth === 0 ? \`${currentYear}年\` : \`${currentYear}年${currentMonth}月\` }}`
+
+#### 2. Date Picker Popup (Lines 268-289)
+- Added toggle switch using `van-tabs` component
+- Two modes: "按月" (month) and "按年" (year)
+- Tabs positioned above the date picker
+- Dynamic `columns-type` based on selection mode:
+  - Year mode: `['year']`
+  - Month mode: `['year', 'month']`
+
+#### 3. State Management (Line 347)
+- Added `dateSelectionMode` ref: `'month'` | `'year'`
+- Default: `'month'` for backward compatibility
+- `currentMonth` set to `0` when year-only selected
+
+#### 4. Confirmation Handler (Lines 532-544)
+- Updated to handle both year-only and year-month modes
+- When year mode: `newMonth = 0`
+- When month mode: `newMonth = parseInt(selectedValues[1])`
+
+#### 5. API Calls (All Statistics Endpoints)
+- Updated all API calls to use `month: currentMonth.value || 0`
+- Ensures backend receives `0` for year-only queries
+- Modified functions:
+  - `fetchMonthlyData()` (line 574)
+  - `fetchCategoryData()` (lines 592, 610, 626)
+  - `fetchDailyData()` (line 649)
+  - `fetchBalanceData()` (line 672)
+  - `loadCategoryBills()` (line 1146)
+
+#### 6. Mode Switching Watcher (Lines 1355-1366)
+- Added `watch(dateSelectionMode)` to update `selectedDate` array
+- When switching to year mode: `selectedDate = [year.toString()]`
+- When switching to month mode: `selectedDate = [year, month]`
+
+#### 7. Styling (Lines 1690-1705)
+- Added `.date-picker-header` styles for tabs
+- Clean, minimal design matching Vant UI conventions
+- Proper spacing and background colors
+
+### Vant UI Patterns Used
+- **van-tabs**: For mode switching toggle
+- **van-date-picker**: Dynamic `columns-type` prop
+- **van-popup**: Container for picker and tabs
+- Composition API with `watch` for reactive updates
+
+### User Experience
+1. Click nav bar date → popup opens with "按月" default
+2. Switch to "按年" → picker shows only year column
+3. Select year and confirm → `currentMonth = 0`
+4. Nav bar shows "2025年" instead of "2025年1月"
+5. All statistics refresh with year-only data
+
+### Verification
+- Build succeeds: `cd Web && pnpm build`
+- No TypeScript errors
+- No breaking changes to existing functionality
+- Backward compatible with month-only selection

Repository/BudgetRepository.cs

@@ -43,7 +43,7 @@ public class BudgetRepository(IFreeSql freeSql) : BaseRepository<BudgetRecord>(f
         foreach (var record in records)
         {
             var categories = record.SelectedCategories.Split(',').ToList();
-            for (int i = 0; i < categories.Count; i++)
+            for (var i = 0; i < categories.Count; i++)
             {
                 if (categories[i] == oldName)
                 {

Repository/TransactionRecordRepository.cs

@@ -78,11 +78,22 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
 
         query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
 
-        if (year.HasValue && month.HasValue)
+        if (year.HasValue)
         {
-            var dateStart = new DateTime(year.Value, month.Value, 1);
-            var dateEnd = dateStart.AddMonths(1);
-            query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+            if (month.HasValue && month.Value > 0)
+            {
+                // 查询指定年月
+                var dateStart = new DateTime(year.Value, month.Value, 1);
+                var dateEnd = dateStart.AddMonths(1);
+                query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+            }
+            else
+            {
+                // 查询整年数据（1月1日到下年1月1日）
+                var dateStart = new DateTime(year.Value, 1, 1);
+                var dateEnd = new DateTime(year.Value + 1, 1, 1);
+                query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
+            }
         }
 
         query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)

Service/AI/SmartHandleService.cs

@@ -494,8 +494,8 @@ public class SmartHandleService(
     /// </summary>
     private static int FindMatchingBrace(string str, int startPos)
     {
-        int braceCount = 0;
-        for (int i = startPos; i < str.Length; i++)
+        var braceCount = 0;
+        for (var i = startPos; i < str.Length; i++)
         {
             if (str[i] == '{') braceCount++;
             else if (str[i] == '}')

Service/Budget/BudgetSavingsService.cs

@@ -851,8 +851,8 @@ public class BudgetSavingsService(
             Array.Sort(months);
             if (months.Length >= 2)
             {
-                bool isContinuous = true;
-                for (int i = 1; i < months.Length; i++)
+                var isContinuous = true;
+                for (var i = 1; i < months.Length; i++)
                 {
                     if (months[i] != months[i - 1] + 1)
                     {

Service/Budget/BudgetStatsService.cs

@@ -82,10 +82,8 @@ public class BudgetStatsService(
         // 2. 计算限额总值
         logger.LogDebug("开始计算限额总值，共 {BudgetCount} 个预算", budgets.Count);
         decimal totalLimit = 0;
-        int budgetIndex = 0;
         foreach (var budget in budgets)
         {
-            budgetIndex++;
             var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Month, referenceDate);
             totalLimit += itemLimit;
         }
@@ -94,7 +92,7 @@ public class BudgetStatsService(
 
         // 3. 计算当前实际值
         // 使用 GetAllBudgetsWithArchiveAsync 中已经计算好的 Current 值
-        decimal totalCurrent = budgets.Sum(b => b.Current);
+        var totalCurrent = budgets.Sum(b => b.Current);
         logger.LogInformation("【实际值来源】累加各预算的实际值: {TotalCurrent}元（共{Count}个预算）", totalCurrent, budgets.Count);
         
         var transactionType = category switch
@@ -124,8 +122,7 @@ public class BudgetStatsService(
                 startDate,
                 endDate,
                 transactionType,
-                allClassifies,
-                false);
+                allClassifies);
             logger.LogDebug("获取到 {DayCount} 天的交易数据", dailyStats.Count);
 
             // 计算累计值（用于趋势图）
@@ -133,7 +130,7 @@ public class BudgetStatsService(
             var daysInMonth = DateTime.DaysInMonth(startDate.Year, startDate.Month);
             logger.LogDebug("本月天数: {DaysInMonth}", daysInMonth);
             
-            for (int i = 1; i <= daysInMonth; i++)
+            for (var i = 1; i <= daysInMonth; i++)
             {
                 var currentDate = new DateTime(startDate.Year, startDate.Month, i);
                 if (currentDate.Date > now.Date)
@@ -162,68 +159,9 @@ public class BudgetStatsService(
                     var mandatoryBudgets = budgets.Where(b => b.IsMandatoryExpense).ToList();
                     
                     // 检查是否为当前月份
-                    bool isCurrentMonth = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
+                    var isCurrentMonth = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
                     if (isCurrentMonth && currentDate.Date <= now.Date)
                     {
-                        // 对于每个硬性预算，计算其虚拟消耗并累加
-                        foreach (var budget in mandatoryBudgets)
-                        {
-                            decimal mandatoryDailyAmount = 0;
-                            
-                            if (budget.Type == BudgetPeriodType.Month)
-                            {
-                                // 月度硬性预算按当天的天数比例
-                                mandatoryDailyAmount = budget.Limit * i / daysInMonth;
-                            }
-                            else if (budget.Type == BudgetPeriodType.Year)
-                            {
-                                // 年度硬性预算按当天的天数比例
-                                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
-                                var dayOfYear = currentDate.DayOfYear;
-                                mandatoryDailyAmount = budget.Limit * dayOfYear / daysInYear;
-                            }
-                            
-                            // 检查该硬性预算当天是否有实际交易记录
-                            // 如果budget.Current为0或很小，说明没有实际交易，需要加上虚拟消耗
-                            // 简化处理：直接检查如果这个硬性预算的实际值小于应有值，就补上差额
-                            var expectedTotal = mandatoryDailyAmount;
-                            
-                            // 获取这个硬性预算对应的实际交易累计（从accumulated中无法单独提取）
-                            // 简化方案：直接添加硬性预算的虚拟值，让其累加到实际支出上
-                            // 但这样会重复计算有交易记录的硬性预算
-                            
-                            // 更好的方案：只在硬性预算没有实际交易时才添加虚拟值
-                            // 由于budget.Current已经包含了虚拟消耗（在CalculateCurrentAmountAsync中处理）
-                            // 我们需要知道是否有实际交易
-                            
-                            // 最简单的方案：如果budget.Current等于虚拟值，说明没有实际交易，累加虚拟值
-                            // 但这在趋势计算中无法判断每一天的情况
-                            
-                            // 实际上，正确的做法是：
-                            // 1. dailyStats 只包含实际交易
-                            // 2. 对于硬性预算，如果它没有实际交易，需要补充虚拟消耗
-                            // 3. 判断方法：比较当天该预算应有的虚拟值和实际累计值
-                            
-                            // 由于我们无法在这里区分某个特定预算的交易，
-                            // 使用简化方案：总的实际交易 + 总的硬性预算虚拟消耗的差额
-                        }
-                        
-                        // 简化实现：计算所有硬性预算的总虚拟消耗
-                        decimal totalMandatoryVirtual = 0;
-                        foreach (var budget in mandatoryBudgets)
-                        {
-                            if (budget.Type == BudgetPeriodType.Month)
-                            {
-                                totalMandatoryVirtual += budget.Limit * i / daysInMonth;
-                            }
-                            else if (budget.Type == BudgetPeriodType.Year)
-                            {
-                                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
-                                var dayOfYear = currentDate.DayOfYear;
-                                totalMandatoryVirtual += budget.Limit * dayOfYear / daysInYear;
-                            }
-                        }
-                        
                         // 关键：accumulated是所有预算的实际交易累计（不包含虚拟消耗）
                         // totalMandatoryVirtual是所有硬性预算的虚拟消耗
                         // 但如果硬性预算有实际交易，accumulated中已经包含了，会重复
@@ -237,10 +175,7 @@ public class BudgetStatsService(
                         
                         // 由于无法精确区分，采用近似方案：
                         // 计算所有硬性预算的Current总和，这个值已经包含了虚拟消耗（在CalculateCurrentAmountAsync中处理）
-                        decimal totalMandatoryCurrent = budgets
-                            .Where(b => b.IsMandatoryExpense)
-                            .Sum(b => b.Current);
-                        
+
                         // 计算非硬性预算的交易累计（这部分在accumulated中）
                         // 但accumulated是所有交易的累计，包括硬性预算的实际交易
                         
@@ -276,7 +211,7 @@ public class BudgetStatsService(
                             // 需要判断该预算是否有实际交易记录
                             // 简化：假设如果硬性预算的Current等于虚拟值（误差<1元），就没有实际交易
                             
-                            decimal monthlyVirtual = budget.Type == BudgetPeriodType.Month 
+                            var monthlyVirtual = budget.Type == BudgetPeriodType.Month 
                                 ? budget.Limit * now.Day / daysInMonth
                                 : budget.Limit * now.DayOfYear / (DateTime.IsLeapYear(now.Year) ? 366 : 365);
                             
@@ -378,7 +313,7 @@ public class BudgetStatsService(
         // 2. 计算限额总值（考虑不限额预算的特殊处理）
         logger.LogDebug("开始计算年度限额总值，共 {BudgetCount} 个预算", budgets.Count);
         decimal totalLimit = 0;
-        int budgetIndex = 0;
+        var budgetIndex = 0;
         foreach (var budget in budgets)
         {
             budgetIndex++;
@@ -402,7 +337,7 @@ public class BudgetStatsService(
         logger.LogDebug("交易类型: {TransactionType}", transactionType);
 
         // 计算当前实际值，考虑硬性预算的特殊逻辑
-        decimal totalCurrent = budgets.Sum(b => b.Current);
+        var totalCurrent = budgets.Sum(b => b.Current);
         logger.LogInformation("【实际值来源】累加各预算的实际值: {TotalCurrent}元（共{Count}个预算）", 
             totalCurrent, budgets.Count);
 
@@ -431,7 +366,7 @@ public class BudgetStatsService(
 
             // 计算累计值（用于趋势图）
             decimal accumulated = 0;
-            for (int i = 1; i <= 12; i++)
+            for (var i = 1; i <= 12; i++)
             {
                 var currentMonthDate = new DateTime(startDate.Year, i, 1);
 
@@ -461,7 +396,7 @@ public class BudgetStatsService(
                     var mandatoryBudgets = budgets.Where(b => b.IsMandatoryExpense).ToList();
                     
                     // 检查是否为当前年份
-                    bool isCurrentYear = referenceDate.Year == now.Year;
+                    var isCurrentYear = referenceDate.Year == now.Year;
                     if (isCurrentYear && currentMonthDate <= now)
                     {
                         decimal mandatoryAdjustment = 0;
@@ -491,7 +426,7 @@ public class BudgetStatsService(
                             }
                             
                             // 判断该硬性预算是否有实际交易
-                            decimal yearlyVirtual = budget.Type == BudgetPeriodType.Month 
+                            var yearlyVirtual = budget.Type == BudgetPeriodType.Month 
                                 ? budget.Limit * now.Month + (budget.Limit * now.Day / DateTime.DaysInMonth(now.Year, now.Month)) - budget.Limit
                                 : budget.Limit * now.DayOfYear / (DateTime.IsLeapYear(now.Year) ? 366 : 365);
                             
@@ -596,7 +531,7 @@ public class BudgetStatsService(
             if (referenceDate.Year == now.Year && now.Month > 1)
             {
                 logger.LogDebug("开始处理历史归档月份: 1月到{Month}月", now.Month - 1);
-                for (int m = 1; m < now.Month; m++)
+                for (var m = 1; m < now.Month; m++)
                 {
                     var archive = await budgetArchiveRepository.GetArchiveAsync(year, m);
                     if (archive != null)
@@ -627,9 +562,8 @@ public class BudgetStatsService(
                                         item.Name, m, item.Limit, item.Actual);
                                 }
                                 // 对于年度预算，只添加一次
-                                else if (item.Type == BudgetPeriodType.Year && !processedBudgetIds.Contains(item.Id))
+                                else if (item.Type == BudgetPeriodType.Year && processedBudgetIds.Add(item.Id))
                                 {
-                                    processedBudgetIds.Add(item.Id);
                                     result.Add(new BudgetStatsItem
                                     {
                                         Id = item.Id,
@@ -707,7 +641,6 @@ public class BudgetStatsService(
                     var remainingMonths = 12 - now.Month;
                     if (remainingMonths > 0)
                     {
-                        var futureLimit = budget.Limit * remainingMonths;
                         result.Add(new BudgetStatsItem
                         {
                             Id = budget.Id,
@@ -745,7 +678,7 @@ public class BudgetStatsService(
                 
                 if (archive != null)
                 {
-                    int itemCount = archive.Content.Count();
+                    var itemCount = archive.Content.Count();
                     logger.LogDebug("找到归档数据，包含 {ItemCount} 个项目", itemCount);
                     foreach (var item in archive.Content)
                     {
@@ -779,7 +712,7 @@ public class BudgetStatsService(
                 // 获取当前预算数据
                 logger.LogDebug("开始获取当前预算数据");
                 var budgets = await budgetRepository.GetAllAsync();
-                int budgetCount = budgets.Count();
+                var budgetCount = budgets.Count();
                 logger.LogDebug("获取到 {BudgetCount} 个预算", budgetCount);
                 
                 foreach (var budget in budgets)
@@ -860,7 +793,7 @@ public class BudgetStatsService(
         }
 
         var itemLimit = budget.Limit;
-        string algorithmDescription = $"直接使用原始预算金额: {budget.Limit}";
+        var algorithmDescription = $"直接使用原始预算金额: {budget.Limit}";
 
         // 年度视图下，月度预算需要折算为年度
         if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
@@ -964,12 +897,12 @@ public class BudgetStatsService(
         
         logger.LogDebug("找到 {MandatoryCount} 个硬性预算", mandatoryBudgets.Count);
 
-        int mandatoryIndex = 0;
+        var mandatoryIndex = 0;
         foreach (var budget in mandatoryBudgets)
         {
             mandatoryIndex++;
             // 检查是否为当前统计周期
-            var isCurrentPeriod = false;
+            bool isCurrentPeriod;
             if (statType == BudgetPeriodType.Month)
             {
                 isCurrentPeriod = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
@@ -989,7 +922,7 @@ public class BudgetStatsService(
             {
                 // 计算硬性预算的应累加值
                 decimal mandatoryAccumulation = 0;
-                string accumulationAlgorithm = "";
+                var accumulationAlgorithm = "";
                 
                 if (budget.Type == BudgetPeriodType.Month)
                 {
@@ -1039,55 +972,6 @@ public class BudgetStatsService(
         return adjustedTotal;
     }
 
-    private async Task<decimal> CalculateCurrentAmountAsync(BudgetStatsItem budget, BudgetPeriodType statType, DateTime referenceDate)
-    {
-        var (startDate, endDate) = GetStatPeriodRange(statType, referenceDate);
-
-        // 创建临时的BudgetRecord用于查询
-        var tempRecord = new BudgetRecord
-        {
-            Id = budget.Id,
-            Name = budget.Name,
-            Type = budget.Type,
-            Limit = budget.Limit,
-            Category = budget.Category,
-            SelectedCategories = string.Join(",", budget.SelectedCategories),
-            StartDate = referenceDate,
-            NoLimit = budget.NoLimit,
-            IsMandatoryExpense = budget.IsMandatoryExpense
-        };
-
-        // 获取预算的实际时间段
-        var (budgetStart, budgetEnd) = BudgetService.GetPeriodRange(tempRecord.StartDate, tempRecord.Type, referenceDate);
-
-        // 确保在统计时间段内
-        if (budgetEnd < startDate || budgetStart > endDate)
-        {
-            return 0;
-        }
-
-        var actualAmount = await budgetRepository.GetCurrentAmountAsync(tempRecord, startDate, endDate);
-
-        // 硬性预算的特殊处理
-        if (actualAmount == 0 && budget.IsMandatoryExpense)
-        {
-            if (budget.Type == BudgetPeriodType.Month)
-            {
-                var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
-                var daysElapsed = dateTimeProvider.Now.Day;
-                actualAmount = budget.Limit * daysElapsed / daysInMonth;
-            }
-            else if (budget.Type == BudgetPeriodType.Year)
-            {
-                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
-                var daysElapsed = dateTimeProvider.Now.DayOfYear;
-                actualAmount = budget.Limit * daysElapsed / daysInYear;
-            }
-        }
-
-        return actualAmount;
-    }
-
     private (DateTime start, DateTime end) GetStatPeriodRange(BudgetPeriodType statType, DateTime referenceDate)
     {
         if (statType == BudgetPeriodType.Month)
@@ -1104,21 +988,21 @@ public class BudgetStatsService(
         }
     }
 
-    private class BudgetStatsItem
+    private record BudgetStatsItem
     {
-        public long Id { get; set; }
-        public string Name { get; set; } = string.Empty;
-        public BudgetPeriodType Type { get; set; }
-        public decimal Limit { get; set; }
-        public decimal Current { get; set; }
+        public long Id { get; init; }
+        public string Name { get; init; } = string.Empty;
+        public BudgetPeriodType Type { get; init; }
+        public decimal Limit { get; init; }
+        public decimal Current { get; init; }
         public BudgetCategory Category { get; set; }
-        public string[] SelectedCategories { get; set; } = [];
-        public bool NoLimit { get; set; }
-        public bool IsMandatoryExpense { get; set; }
-        public bool IsArchive { get; set; }
-        public int ArchiveMonth { get; set; } // 归档月份（1-12），用于标识归档数据来自哪个月
-        public int RemainingMonths { get; set; } // 剩余月份数，用于年度统计时的月度预算折算
-        public bool IsCurrentMonth { get; set; } // 标记是否为当前月的预算（用于年度统计中月度预算的计算）
+        public string[] SelectedCategories { get; init; } = [];
+        public bool NoLimit { get; init; }
+        public bool IsMandatoryExpense { get; init; }
+        public bool IsArchive { get; init; }
+        public int ArchiveMonth { get; init; } // 归档月份（1-12），用于标识归档数据来自哪个月
+        public int RemainingMonths { get; init; } // 剩余月份数，用于年度统计时的月度预算折算
+        public bool IsCurrentMonth { get; init; } // 标记是否为当前月的预算（用于年度统计中月度预算的计算）
     }
 
     private string GenerateMonthlyDescription(List<BudgetStatsItem> budgets, decimal totalLimit, decimal totalCurrent, DateTime referenceDate, BudgetCategory category)
@@ -1189,10 +1073,10 @@ public class BudgetStatsService(
         var categoryName = category == BudgetCategory.Expense ? "支出" : "收入";
 
         // 分组：归档的月度预算、归档的年度预算、当前月度预算（剩余月份）、当前年度预算
-        var archivedMonthlyBudgets = budgets.Where(b => b.IsArchive && b.Type == BudgetPeriodType.Month).ToList();
-        var archivedYearlyBudgets = budgets.Where(b => b.IsArchive && b.Type == BudgetPeriodType.Year).ToList();
-        var currentMonthlyBudgets = budgets.Where(b => !b.IsArchive && b.Type == BudgetPeriodType.Month).ToList();
-        var currentYearlyBudgets = budgets.Where(b => !b.IsArchive && b.Type == BudgetPeriodType.Year).ToList();
+        var archivedMonthlyBudgets = budgets.Where(b => b is { IsArchive: true, Type: BudgetPeriodType.Month }).ToList();
+        var archivedYearlyBudgets = budgets.Where(b => b is { IsArchive: true, Type: BudgetPeriodType.Year }).ToList();
+        var currentMonthlyBudgets = budgets.Where(b => b is { IsArchive: false, Type: BudgetPeriodType.Month }).ToList();
+        var currentYearlyBudgets = budgets.Where(b => b is { IsArchive: false, Type: BudgetPeriodType.Year }).ToList();
 
         // 归档月度预算明细
         if (archivedMonthlyBudgets.Any())
@@ -1375,8 +1259,8 @@ public class BudgetStatsService(
 
         // 如果是连续的月份，简化显示为 1~3月
         Array.Sort(months);
-        bool isContinuous = true;
-        for (int i = 1; i < months.Length; i++)
+        var isContinuous = true;
+        for (var i = 1; i < months.Length; i++)
         {
             if (months[i] != months[i - 1] + 1)
             {

Service/EmailServices/EmailHandleService.cs

@@ -75,7 +75,7 @@ public class EmailHandleService(
 
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        bool allSuccess = true;
+        var allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {
@@ -144,7 +144,7 @@ public class EmailHandleService(
 
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        bool allSuccess = true;
+        var allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {

Service/EmailServices/EmailParse/EmailParseFormCcsvc.cs

@@ -92,7 +92,7 @@ public partial class EmailParseFormCcsvc(
         {
             foreach (var node in transactionNodes)
             {
-                string card = "";
+                var card = "";
                 try
                 {
                     // Time

Service/EmailServices/EmailParse/IEmailParseServices.cs

@@ -150,19 +150,19 @@ public abstract class EmailParseServicesBase(
 
     private (string card, string reason, decimal amount, decimal balance, TransactionType type, DateTime? occurredAt)? ParseSingleRecord(JsonElement obj)
     {
-        string card = obj.TryGetProperty("card", out var pCard) ? pCard.GetString() ?? string.Empty : string.Empty;
-        string reason = obj.TryGetProperty("reason", out var pReason) ? pReason.GetString() ?? string.Empty : string.Empty;
-        string typeStr = obj.TryGetProperty("type", out var pType) ? pType.GetString() ?? string.Empty : string.Empty;
-        string occurredAtStr = obj.TryGetProperty("occurredAt", out var pOccurredAt) ? pOccurredAt.GetString() ?? string.Empty : string.Empty;
+        var card = obj.TryGetProperty("card", out var pCard) ? pCard.GetString() ?? string.Empty : string.Empty;
+        var reason = obj.TryGetProperty("reason", out var pReason) ? pReason.GetString() ?? string.Empty : string.Empty;
+        var typeStr = obj.TryGetProperty("type", out var pType) ? pType.GetString() ?? string.Empty : string.Empty;
+        var occurredAtStr = obj.TryGetProperty("occurredAt", out var pOccurredAt) ? pOccurredAt.GetString() ?? string.Empty : string.Empty;
 
-        decimal amount = 0m;
+        var amount = 0m;
         if (obj.TryGetProperty("amount", out var pAmount))
         {
             if (pAmount.ValueKind == JsonValueKind.Number && pAmount.TryGetDecimal(out var d)) amount = d;
             else if (pAmount.ValueKind == JsonValueKind.String && decimal.TryParse(pAmount.GetString(), NumberStyles.Any, CultureInfo.InvariantCulture, out var ds)) amount = ds;
         }
 
-        decimal balance = 0m;
+        var balance = 0m;
         if (obj.TryGetProperty("balance", out var pBalance))
         {
             if (pBalance.ValueKind == JsonValueKind.Number && pBalance.TryGetDecimal(out var d2)) balance = d2;

Service/ImportService.cs

@@ -432,7 +432,7 @@ public class ImportService(
 
         // 读取表头（第一行）
         var headers = new List<string>();
-        for (int col = 1; col <= colCount; col++)
+        for (var col = 1; col <= colCount; col++)
         {
             var header = worksheet.Cells[1, col].Text?.Trim() ?? string.Empty;
             headers.Add(header);
@@ -441,10 +441,10 @@ public class ImportService(
         var result = new List<IDictionary<string, string>>();
 
         // 读取数据行（从第二行开始）
-        for (int row = 2; row <= rowCount; row++)
+        for (var row = 2; row <= rowCount; row++)
         {
             var rowData = new Dictionary<string, string>();
-            for (int col = 1; col <= colCount; col++)
+            for (var col = 1; col <= colCount; col++)
             {
                 var header = headers[col - 1];
                 var value = worksheet.Cells[row, col].Text?.Trim() ?? string.Empty;

Service/Transaction/TransactionStatisticsService.cs

@@ -135,7 +135,7 @@ public class TransactionStatisticsService(
     {
         var trends = new List<TrendStatistics>();
 
-        for (int i = 0; i < monthCount; i++)
+        for (var i = 0; i < monthCount; i++)
         {
             var targetYear = startYear;
             var targetMonth = startMonth + i;
@@ -249,7 +249,7 @@ public class TransactionStatisticsService(
             startDate: startDate,
             endDate: endDate,
             type: type,
-            classifies: classifies?.ToArray(),
+            classifies: classifies.ToArray(),
             pageSize: int.MaxValue);
 
         if (groupByMonth)

Web/src/components/Budget/BudgetChartAnalysis.vue

@@ -439,7 +439,7 @@ const updateVarianceChart = (chart, budgets) => {
     tooltip: {
       trigger: 'axis',
       formatter: (params) => {
-        const item = data[params[0].dataIndex]
+        const item = sortedData[params[0].dataIndex]
         let html = `${item.name}<br/>`
         html += `预算: ¥${formatMoney(item.limit)}<br/>`
         html += `实际: ¥${formatMoney(item.current)}<br/>`

Web/src/views/StatisticsView.vue

@@ -1,4 +1,4 @@
-<template>
+<template>
   <div class="page-container-flex">
     <!-- 顶部导航栏 -->
     <van-nav-bar
@@ -9,7 +9,7 @@
           class="nav-date-picker"
           @click="showMonthPicker = true"
         >
-          <span>{{ currentYear }}年{{ currentMonth }}月</span>
+          <span>{{ currentMonth === 0 ? `${currentYear}年` : `${currentYear}年${currentMonth}月` }}</span>
           <van-icon name="arrow-down" />
         </div>
       </template>
@@ -265,19 +265,29 @@
       </div>
     </van-pull-refresh>
 
-    <!-- 月份选择器 -->
+    <!-- 日期选择器 -->
     <van-popup
       v-model:show="showMonthPicker"
       position="bottom"
       round
       teleport="body"
     >
+      <div class="date-picker-header">
+        <van-tabs
+          v-model:active="dateSelectionMode"
+          line-width="20px"
+          :ellipsis="false"
+        >
+          <van-tab title="按月" name="month" />
+          <van-tab title="按年" name="year" />
+        </van-tabs>
+      </div>
       <van-date-picker
         v-model="selectedDate"
-        title="选择月份"
+        :title="dateSelectionMode === 'year' ? '选择年份' : '选择月份'"
         :min-date="minDate"
         :max-date="maxDate"
-        :columns-type="['year', 'month']"
+        :columns-type="dateSelectionMode === 'year' ? ['year'] : ['year', 'month']"
         @confirm="onMonthConfirm"
         @cancel="showMonthPicker = false"
       />
@@ -344,6 +354,7 @@ const firstLoading = ref(true)
 const refreshing = ref(false)
 const showMonthPicker = ref(false)
 const showAllExpense = ref(false)
+const dateSelectionMode = ref('month')
 const currentYear = ref(new Date().getFullYear())
 const currentMonth = ref(new Date().getMonth() + 1)
 const selectedDate = ref([
@@ -531,7 +542,7 @@ const onRefresh = async () => {
 // 确认月份选择
 const onMonthConfirm = ({ selectedValues }) => {
   const newYear = parseInt(selectedValues[0])
-  const newMonth = parseInt(selectedValues[1])
+  const newMonth = dateSelectionMode.value === 'year' ? 0 : parseInt(selectedValues[1])
 
   currentYear.value = newYear
   currentMonth.value = newMonth
@@ -571,7 +582,7 @@ const fetchMonthlyData = async () => {
   try {
     const response = await getMonthlyStatistics({
       year: currentYear.value,
-      month: currentMonth.value
+      month: currentMonth.value || 0
     })
 
     if (response.success && response.data) {
@@ -589,7 +600,7 @@ const fetchCategoryData = async () => {
     // 获取支出分类
     const expenseResponse = await getCategoryStatistics({
       year: currentYear.value,
-      month: currentMonth.value,
+      month: currentMonth.value || 0,
       type: 0 // 支出
     })
 
@@ -607,7 +618,7 @@ const fetchCategoryData = async () => {
     // 获取收入分类
     const incomeResponse = await getCategoryStatistics({
       year: currentYear.value,
-      month: currentMonth.value,
+      month: currentMonth.value || 0,
       type: 1 // 收入
     })
 
@@ -623,7 +634,7 @@ const fetchCategoryData = async () => {
     // 获取不计收支分类
     const noneResponse = await getCategoryStatistics({
       year: currentYear.value,
-      month: currentMonth.value,
+      month: currentMonth.value || 0,
       type: 2 // 不计收支
     })
 
@@ -646,7 +657,7 @@ const fetchDailyData = async () => {
   try {
     const response = await getDailyStatistics({
       year: currentYear.value,
-      month: currentMonth.value
+      month: currentMonth.value || 0
     })
 
     if (response.success && response.data) {
@@ -669,7 +680,7 @@ const fetchBalanceData = async () => {
   try {
     const response = await getBalanceStatistics({
       year: currentYear.value,
-      month: currentMonth.value
+      month: currentMonth.value || 0
     })
 
     if (response.success && response.data) {
@@ -1143,7 +1154,7 @@ const loadCategoryBills = async (customIndex = null, customSize = null) => {
       pageSize: customSize || billPageSize,
       type: selectedType.value,
       year: currentYear.value,
-      month: currentMonth.value,
+      month: currentMonth.value || 0,
       sortByAmount: true
     }
 
@@ -1359,6 +1370,20 @@ onBeforeUnmount(() => {
   window.removeEventListener &&
     window.removeEventListener('transactions-changed', onGlobalTransactionsChanged)
 })
+
+// 监听日期选择模式变化，更新selectedDate数组
+watch(dateSelectionMode, (newMode) => {
+  if (newMode === 'year') {
+    // 切换到年份模式：只保留年份
+    selectedDate.value = [currentYear.value.toString()]
+  } else {
+    // 切换到月份模式：添加当前月份
+    selectedDate.value = [
+      currentYear.value.toString(),
+      (currentMonth.value || new Date().getMonth() + 1).toString().padStart(2, '0')
+    ]
+  }
+})
 </script>
 
 <style scoped>
@@ -1693,4 +1718,25 @@ onBeforeUnmount(() => {
   font-size: 13px;
 }
 
+/* 日期选择器头部 */
+.date-picker-header {
+  padding: 12px 16px 0;
+  background: var(--van-background-2);
+  border-bottom: 1px solid var(--van-border-color);
+}
+
+.date-picker-header :deep(.van-tabs) {
+  background: transparent;
+}
+
+.date-picker-header :deep(.van-tabs__nav) {
+  background: transparent;
+  padding-bottom: 0;
+}
+
+.date-picker-header :deep(.van-tab) {
+  font-size: 15px;
+  font-weight: 500;
+}
+
 </style>

WebApi.Test/Budget/BudgetStatsTest.cs

@@ -16,14 +16,13 @@ public class BudgetStatsTest : BaseTest
     private readonly ILogger<BudgetService> _logger = Substitute.For<ILogger<BudgetService>>();
     private readonly IBudgetSavingsService _budgetSavingsService = Substitute.For<IBudgetSavingsService>();
     private readonly IDateTimeProvider _dateTimeProvider = Substitute.For<IDateTimeProvider>();
-    private readonly IBudgetStatsService _budgetStatsService;
     private readonly BudgetService _service;
 
     public BudgetStatsTest()
     {
         _dateTimeProvider.Now.Returns(new DateTime(2024, 1, 15));
         
-        _budgetStatsService = new BudgetStatsService(
+        IBudgetStatsService budgetStatsService = new BudgetStatsService(
             _budgetRepository,
             _budgetArchiveRepository,
             _transactionStatisticsService,
@@ -41,7 +40,7 @@ public class BudgetStatsTest : BaseTest
             _logger,
             _budgetSavingsService,
             _dateTimeProvider,
-            _budgetStatsService
+            budgetStatsService
         );
     }
 
@@ -124,8 +123,7 @@ public class BudgetStatsTest : BaseTest
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 1),
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 31),
             TransactionType.Expense,
-            Arg.Is<List<string>>(list => list.Count == 1 && list.Contains("餐饮")),  // 只包含月度预算的分类
-            false)
+            Arg.Is<List<string>>(list => list.Count == 1 && list.Contains("餐饮")))
             .Returns(new Dictionary<DateTime, decimal>
             {
                 { new DateTime(2024, 1, 15), 800m }  // 1月15日月度吃饭累计800
@@ -281,8 +279,7 @@ public class BudgetStatsTest : BaseTest
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
             TransactionType.Expense,
-            Arg.Is<List<string>>(list => list.Count == 3 && list.Contains("餐饮") && list.Contains("零食") && list.Contains("交通")),
-            false)
+            Arg.Is<List<string>>(list => list.Count == 3 && list.Contains("餐饮") && list.Contains("零食") && list.Contains("交通")))
             .Returns(new Dictionary<DateTime, decimal>
             {
                 { new DateTime(2024, 1, 15), 1500m }  // 1月15日累计1500（吃喝1200+交通300，不包含年度旅游2000）
@@ -305,8 +302,7 @@ public class BudgetStatsTest : BaseTest
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
             Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
             TransactionType.Income,
-            Arg.Any<List<string>>(),
-            false)
+            Arg.Any<List<string>>())
             .Returns(new Dictionary<DateTime, decimal>());  // 月度收入为空
         
         _transactionStatisticsService.GetFilteredTrendStatisticsAsync(

WebApi.Test/Repository/BudgetArchiveRepositoryTest.cs

@@ -0,0 +1,35 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class BudgetArchiveRepositoryTest : RepositoryTestBase
+{
+    private readonly IBudgetArchiveRepository _repository;
+
+    public BudgetArchiveRepositoryTest()
+    {
+        _repository = new BudgetArchiveRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetArchiveAsync_获取单条归档_Test()
+    {
+        await _repository.AddAsync(new BudgetArchive { Year = 2023, Month = 1 });
+        await _repository.AddAsync(new BudgetArchive { Year = 2023, Month = 2 });
+
+        var archive = await _repository.GetArchiveAsync(2023, 1);
+        archive.Should().NotBeNull();
+        archive!.Month.Should().Be(1);
+    }
+
+    [Fact]
+    public async Task GetArchivesByYearAsync_按年获取_Test()
+    {
+        await _repository.AddAsync(new BudgetArchive { Year = 2023, Month = 1 });
+        await _repository.AddAsync(new BudgetArchive { Year = 2023, Month = 2 });
+        await _repository.AddAsync(new BudgetArchive { Year = 2022, Month = 12 });
+
+        var list = await _repository.GetArchivesByYearAsync(2023);
+        list.Should().HaveCount(2);
+    }
+}

WebApi.Test/Repository/BudgetRepositoryTest.cs

@@ -0,0 +1,72 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class BudgetRepositoryTest : TransactionTestBase
+{
+    private readonly IBudgetRepository _repository;
+    private readonly ITransactionRecordRepository _transactionRepository;
+
+    public BudgetRepositoryTest()
+    {
+        _repository = new BudgetRepository(FreeSql);
+        _transactionRepository = new TransactionRecordRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetCurrentAmountAsync_计算预算金额_Test()
+    {
+        // Arrange
+        // 插入一些交易记录
+        await _transactionRepository.AddAsync(CreateExpense(100, classify: "餐饮")); // A
+        await _transactionRepository.AddAsync(CreateExpense(200, classify: "交通")); // B
+        await _transactionRepository.AddAsync(CreateExpense(50, classify: "餐饮"));  // C
+        await _transactionRepository.AddAsync(CreateIncome(1000)); // 收入，不应计入支出预算
+
+        var budget = new BudgetRecord
+        {
+            Limit = 2000,
+            Category = BudgetCategory.Expense,
+            SelectedCategories = "餐饮,购物", // Only 餐饮 matches
+            Name = "日常开销"
+        };
+
+        var startDate = DateTime.Now.AddDays(-1);
+        var endDate = DateTime.Now.AddDays(1);
+
+        // Act
+        var amount = await _repository.GetCurrentAmountAsync(budget, startDate, endDate);
+
+        // Assert
+        // Should sum A+C = -150. But wait, transaction amounts for expense are negative in CreateExpense?
+        // Let's check CreateExpense: return CreateTestRecord(-amount, ...);
+        // So actual stored values are -100, -200, -50.
+        // SumAsync sums them up. Result should be -150.
+        amount.Should().Be(-150);
+    }
+
+    [Fact]
+    public async Task UpdateBudgetCategoryNameAsync_更新分类名称_Test()
+    {
+        // Arrange
+        await _repository.AddAsync(new BudgetRecord { Name = "B1", SelectedCategories = "餐饮,交通", Category = BudgetCategory.Expense });
+        await _repository.AddAsync(new BudgetRecord { Name = "B2", SelectedCategories = "餐饮", Category = BudgetCategory.Expense });
+        await _repository.AddAsync(new BudgetRecord { Name = "B3", SelectedCategories = "住宿", Category = BudgetCategory.Expense });
+
+        // Act
+        // 将 "餐饮" 更新为 "美食"
+        await _repository.UpdateBudgetCategoryNameAsync("餐饮", "美食", TransactionType.Expense);
+
+        // Assert
+        var b1 = await _repository.GetByIdAsync(1); // Assuming ID 1 (Standard FreeSql behavior depending on implementation, but I used standard Add)
+        // Actually, IDs are snowflake. I should capture them.
+        
+        var all = await _repository.GetAllAsync();
+        var b1_updated = all.First(b => b.Name == "B1");
+        b1_updated.SelectedCategories.Should().Contain("美食");
+        b1_updated.SelectedCategories.Should().NotContain("餐饮");
+        
+        var b2_updated = all.First(b => b.Name == "B2");
+        b2_updated.SelectedCategories.Should().Be("美食");
+    }
+}

WebApi.Test/Repository/ConfigRepositoryTest.cs

@@ -0,0 +1,23 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class ConfigRepositoryTest : RepositoryTestBase
+{
+    private readonly IConfigRepository _repository;
+
+    public ConfigRepositoryTest()
+    {
+        _repository = new ConfigRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetByKeyAsync_获取配置_Test()
+    {
+        await _repository.AddAsync(new ConfigEntity { Key = "k1", Value = "v1" });
+        
+        var config = await _repository.GetByKeyAsync("k1");
+        config.Should().NotBeNull();
+        config!.Value.Should().Be("v1");
+    }
+}

WebApi.Test/Repository/EmailMessageRepositoryTest.cs

@@ -0,0 +1,54 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class EmailMessageRepositoryTest : RepositoryTestBase
+{
+    private readonly IEmailMessageRepository _repository;
+
+    public EmailMessageRepositoryTest()
+    {
+        _repository = new EmailMessageRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task ExistsAsync_检查存在_Test()
+    {
+        await _repository.AddAsync(new EmailMessage { Md5 = "md5_value", Subject = "Test" });
+        
+        var msg = await _repository.ExistsAsync("md5_value");
+        msg.Should().NotBeNull();
+        
+        var notfound = await _repository.ExistsAsync("other");
+        notfound.Should().BeNull();
+    }
+
+    [Fact]
+    public async Task GetPagedListAsync_游标分页_Test()
+    {
+        // 插入3条数据，时间倒序
+        var m1 = new EmailMessage { Subject = "M1", ReceivedDate = DateTime.Now }; // Latest
+        var m2 = new EmailMessage { Subject = "M2", ReceivedDate = DateTime.Now.AddDays(-1) };
+        var m3 = new EmailMessage { Subject = "M3", ReceivedDate = DateTime.Now.AddDays(-2) }; // Oldest
+
+        // FreeSql IDs are snowflakes, increasing.
+        // Assuming ID order follows insertion (mostly true for snowflakes if generated sequentially)
+        // But ReceivedDate is the primary sort in logic usually.
+        // Let's verify standard cursor pagination usually sorts by Date DESC, ID DESC.
+        
+        await _repository.AddAsync(m1);
+        await _repository.AddAsync(m2);
+        await _repository.AddAsync(m3);
+
+        // Fetch page 1 (size 2)
+        var result1 = await _repository.GetPagedListAsync(null, null, 2);
+        result1.list.Should().HaveCount(2);
+        result1.list[0].Subject.Should().Be("M1");
+        result1.list[1].Subject.Should().Be("M2");
+
+        // Fetch page 2 using cursor
+        var result2 = await _repository.GetPagedListAsync(result1.lastReceivedDate, result1.lastId, 2);
+        result2.list.Should().HaveCount(1);
+        result2.list[0].Subject.Should().Be("M3");
+    }
+}

WebApi.Test/Repository/MessageRecordRepositoryTest.cs

@@ -0,0 +1,39 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class MessageRecordRepositoryTest : RepositoryTestBase
+{
+    private readonly IMessageRecordRepository _repository;
+
+    public MessageRecordRepositoryTest()
+    {
+        _repository = new MessageRecordRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetPagedListAsync_分页_Test()
+    {
+        for (int i = 0; i < 5; i++)
+        {
+            await _repository.AddAsync(new MessageRecord { Content = $"Msg{i}" });
+        }
+
+        var result = await _repository.GetPagedListAsync(1, 2);
+        result.Total.Should().Be(5);
+        result.List.Should().HaveCount(2);
+    }
+
+    [Fact]
+    public async Task MarkAllAsReadAsync_全部标记已读_Test()
+    {
+        await _repository.AddAsync(new MessageRecord { IsRead = false });
+        await _repository.AddAsync(new MessageRecord { IsRead = false });
+        await _repository.AddAsync(new MessageRecord { IsRead = true });
+
+        await _repository.MarkAllAsReadAsync();
+
+        var all = await _repository.GetAllAsync();
+        all.All(x => x.IsRead).Should().BeTrue();
+    }
+}

WebApi.Test/Repository/PushSubscriptionRepositoryTest.cs

@@ -0,0 +1,23 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class PushSubscriptionRepositoryTest : RepositoryTestBase
+{
+    private readonly IPushSubscriptionRepository _repository;
+
+    public PushSubscriptionRepositoryTest()
+    {
+        _repository = new PushSubscriptionRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetByEndpointAsync_通过Endpoint获取_Test()
+    {
+        await _repository.AddAsync(new PushSubscription { Endpoint = "ep1" });
+        
+        var sub = await _repository.GetByEndpointAsync("ep1");
+        sub.Should().NotBeNull();
+        sub!.Endpoint.Should().Be("ep1");
+    }
+}

WebApi.Test/Repository/RepositoryTestBase.cs

@@ -0,0 +1,30 @@
+using FreeSql;
+using WebApi.Test.Basic;
+
+namespace WebApi.Test.Repository;
+
+public abstract class RepositoryTestBase : BaseTest, IDisposable
+{
+    protected IFreeSql FreeSql { get; }
+
+    protected RepositoryTestBase()
+    {
+        FreeSql = new FreeSqlBuilder()
+            .UseConnectionString(DataType.Sqlite, "Data Source=:memory:")
+            .UseAutoSyncStructure(true)
+            .UseNoneCommandParameter(true)
+            .Build();
+    }
+
+    public void Dispose()
+    {
+        try
+        {
+            FreeSql.Dispose();
+        }
+        catch
+        {
+            // ignore
+        }
+    }
+}

WebApi.Test/Repository/TransactionCategoryRepositoryTest.cs

@@ -0,0 +1,52 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class TransactionCategoryRepositoryTest : TransactionTestBase
+{
+    private readonly ITransactionCategoryRepository _repository;
+    private readonly ITransactionRecordRepository _transactionRepository;
+
+    public TransactionCategoryRepositoryTest()
+    {
+        _repository = new TransactionCategoryRepository(FreeSql);
+        _transactionRepository = new TransactionRecordRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetCategoriesByTypeAsync_按类型获取_Test()
+    {
+        await _repository.AddAsync(new TransactionCategory { Name = "C1", Type = TransactionType.Expense });
+        await _repository.AddAsync(new TransactionCategory { Name = "C2", Type = TransactionType.Income });
+
+        var results = await _repository.GetCategoriesByTypeAsync(TransactionType.Expense);
+        results.Should().HaveCount(1);
+        results.First().Name.Should().Be("C1");
+    }
+
+    [Fact]
+    public async Task GetByNameAndTypeAsync_按名称和类型查找_Test()
+    {
+        await _repository.AddAsync(new TransactionCategory { Name = "C1", Type = TransactionType.Expense });
+
+        var category = await _repository.GetByNameAndTypeAsync("C1", TransactionType.Expense);
+        category.Should().NotBeNull();
+        category!.Name.Should().Be("C1");
+    }
+
+    [Fact]
+    public async Task IsCategoryInUseAsync_检查是否使用_Test()
+    {
+        var category = new TransactionCategory { Name = "UsedCategory", Type = TransactionType.Expense };
+        await _repository.AddAsync(category);
+
+        var unused = new TransactionCategory { Name = "Unused", Type = TransactionType.Expense };
+        await _repository.AddAsync(unused);
+
+        // Add transaction using "UsedCategory"
+        await _transactionRepository.AddAsync(CreateExpense(100, classify: "UsedCategory"));
+
+        (await _repository.IsCategoryInUseAsync(category.Id)).Should().BeTrue();
+        (await _repository.IsCategoryInUseAsync(unused.Id)).Should().BeFalse();
+    }
+}

WebApi.Test/Repository/TransactionPeriodicRepositoryTest.cs

@@ -0,0 +1,46 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class TransactionPeriodicRepositoryTest : TransactionTestBase
+{
+    private readonly ITransactionPeriodicRepository _repository;
+
+    public TransactionPeriodicRepositoryTest()
+    {
+        _repository = new TransactionPeriodicRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task GetPendingPeriodicBillsAsync_获取待执行账单_Test()
+    {
+        // 应该执行的：NextExecuteTime <= Now
+        await _repository.AddAsync(new TransactionPeriodic { Reason = "Bill1", NextExecuteTime = DateTime.Now.AddDays(-1), IsEnabled = true });
+        
+        // 不该执行的：NextExecuteTime > Now
+        await _repository.AddAsync(new TransactionPeriodic { Reason = "Bill2", NextExecuteTime = DateTime.Now.AddDays(1), IsEnabled = true });
+        
+        // 不该执行的：未激活
+        await _repository.AddAsync(new TransactionPeriodic { Reason = "Bill3", NextExecuteTime = DateTime.Now.AddDays(-1), IsEnabled = false });
+
+        var results = await _repository.GetPendingPeriodicBillsAsync();
+        results.Should().HaveCount(1);
+        results.First().Reason.Should().Be("Bill1");
+    }
+
+    [Fact]
+    public async Task UpdateExecuteTimeAsync_更新执行时间_Test()
+    {
+        var bill = new TransactionPeriodic { Reason = "Bill", NextExecuteTime = DateTime.Now };
+        await _repository.AddAsync(bill);
+
+        var last = DateTime.Now;
+        var next = DateTime.Now.AddMonths(1);
+
+        await _repository.UpdateExecuteTimeAsync(bill.Id, last, next);
+
+        var updated = await _repository.GetByIdAsync(bill.Id);
+        updated!.LastExecuteTime.Should().BeCloseTo(last, TimeSpan.FromSeconds(1));
+        updated.NextExecuteTime.Should().BeCloseTo(next, TimeSpan.FromSeconds(1));
+    }
+}

WebApi.Test/Repository/TransactionRecordRepositoryTest.cs

@@ -0,0 +1,108 @@
+using FluentAssertions;
+
+namespace WebApi.Test.Repository;
+
+public class TransactionRecordRepositoryTest : TransactionTestBase
+{
+    private readonly ITransactionRecordRepository _repository;
+
+    public TransactionRecordRepositoryTest()
+    {
+        _repository = new TransactionRecordRepository(FreeSql);
+    }
+
+    [Fact]
+    public async Task AddAsync_添加记录_Test()
+    {
+        var record = CreateTestRecord(-100);
+        var result = await _repository.AddAsync(record);
+        result.Should().BeTrue();
+
+        var dbRecord = await _repository.GetByIdAsync(record.Id);
+        dbRecord.Should().NotBeNull();
+        dbRecord!.Amount.Should().Be(-100);
+    }
+
+    [Fact]
+    public async Task QueryAsync_按类型筛选_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100));
+        await _repository.AddAsync(CreateIncome(200));
+
+        var expenses = await _repository.QueryAsync(type: TransactionType.Expense);
+        expenses.Should().HaveCount(1);
+        expenses.First().Amount.Should().Be(-100);
+
+        var incomes = await _repository.QueryAsync(type: TransactionType.Income);
+        incomes.Should().HaveCount(1);
+        incomes.First().Amount.Should().Be(200);
+    }
+
+    [Fact]
+    public async Task QueryAsync_按通过时间范围筛选_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100, new DateTime(2023, 1, 1)));
+        await _repository.AddAsync(CreateExpense(100, new DateTime(2023, 2, 1)));
+        await _repository.AddAsync(CreateExpense(100, new DateTime(2023, 3, 1)));
+
+        // 查询 1月到2月
+        var results = await _repository.QueryAsync(
+            startDate: new DateTime(2023, 1, 1),
+            endDate: new DateTime(2023, 2, 28)); // Include Feb
+        
+        results.Should().HaveCount(2);
+    }
+
+     [Fact]
+    public async Task QueryAsync_按年月筛选_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100, new DateTime(2023, 1, 15)));
+        await _repository.AddAsync(CreateExpense(100, new DateTime(2023, 2, 15)));
+
+        var results = await _repository.QueryAsync(year: 2023, month: 1);
+        results.Should().HaveCount(1);
+        results.First().OccurredAt.Month.Should().Be(1);
+    }
+
+    [Fact]
+    public async Task CountAsync_统计数量_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100));
+        await _repository.AddAsync(CreateExpense(200));
+        await _repository.AddAsync(CreateIncome(3000));
+
+        var count = await _repository.CountAsync(type: TransactionType.Expense);
+        count.Should().Be(2);
+    }
+
+    [Fact]
+    public async Task GetDistinctClassifyAsync_获取去重分类_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100, classify: "餐饮"));
+        await _repository.AddAsync(CreateExpense(100, classify: "餐饮"));
+        await _repository.AddAsync(CreateExpense(100, classify: "交通"));
+
+        var classifies = await _repository.GetDistinctClassifyAsync();
+        classifies.Should().HaveCount(2);
+        classifies.Should().Contain("餐饮");
+        classifies.Should().Contain("交通");
+    }
+
+    [Fact]
+    public async Task BatchUpdateByReasonAsync_批量更新_Test()
+    {
+        await _repository.AddAsync(CreateExpense(100, reason: "麦当劳", classify: "餐饮"));
+        await _repository.AddAsync(CreateExpense(100, reason: "麦当劳", classify: "餐饮"));
+        await _repository.AddAsync(CreateExpense(100, reason: "肯德基", classify: "餐饮"));
+
+        // 将所有"麦当劳"改为"快餐"分类，类型保持支出
+        var count = await _repository.BatchUpdateByReasonAsync("麦当劳", TransactionType.Expense, "快餐");
+        count.Should().Be(2);
+
+        var records = await _repository.QueryAsync(reason: "麦当劳");
+        records.All(r => r.Classify == "快餐").Should().BeTrue();
+        
+        var kfc = await _repository.QueryAsync(reason: "肯德基");
+        kfc.First().Classify.Should().Be("餐饮");
+    }
+}

WebApi.Test/Repository/TransactionTestBase.cs

@@ -1,29 +1,7 @@
-using FreeSql;
-using Repository;
+namespace WebApi.Test.Repository;
 
-namespace WebApi.Test.Basic;
-
-public class DatabaseTest : BaseTest, IDisposable
+public class TransactionTestBase : RepositoryTestBase
 {
-    protected IFreeSql FreeSql { get; }
-    protected ITransactionRecordRepository Repository { get; }
-
-    public DatabaseTest()
-    {
-        FreeSql = new FreeSqlBuilder()
-            .UseConnectionString(DataType.Sqlite, "Data Source=:memory:")
-            .UseAutoSyncStructure(true)
-            .UseNoneCommandParameter(true)
-            .Build();
-
-        Repository = new TransactionRecordRepository(FreeSql);
-    }
-
-    public void Dispose()
-    {
-        FreeSql.Dispose();
-    }
-
     protected TransactionRecord CreateTestRecord(
         decimal amount,
         TransactionType type = TransactionType.Expense,
@@ -55,4 +33,4 @@ public class DatabaseTest : BaseTest, IDisposable
     {
         return CreateTestRecord(amount, TransactionType.Income, occurredAt, reason, classify);
     }
-}
+}

WebApi.Test/Transaction/TransactionPeriodicServiceTest.cs

@@ -0,0 +1,608 @@
+using Microsoft.Extensions.Logging;
+using Service.Transaction;
+
+namespace WebApi.Test.Transaction;
+
+public class TransactionPeriodicServiceTest : BaseTest
+{
+    private readonly ITransactionPeriodicRepository _periodicRepository = Substitute.For<ITransactionPeriodicRepository>();
+    private readonly ITransactionRecordRepository _transactionRepository = Substitute.For<ITransactionRecordRepository>();
+    private readonly IMessageRecordRepository _messageRepository = Substitute.For<IMessageRecordRepository>();
+    private readonly ILogger<TransactionPeriodicService> _logger = Substitute.For<ILogger<TransactionPeriodicService>>();
+    private readonly ITransactionPeriodicService _service;
+
+    public TransactionPeriodicServiceTest()
+    {
+        _service = new TransactionPeriodicService(
+            _periodicRepository,
+            _transactionRepository,
+            _messageRepository,
+            _logger
+        );
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_每日账单()
+    {
+        // Arrange
+        var today = new DateTime(2024, 1, 15, 10, 0, 0);
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Daily,
+            Amount = 100m,
+            Type = TransactionType.Expense,
+            Classify = "餐饮",
+            Reason = "每日餐费",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+            NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(1).AddAsync(Arg.Is<TransactionRecord>(t =>
+            t.Amount == -100m &&
+            t.Type == TransactionType.Expense &&
+            t.Classify == "餐饮" &&
+            t.Reason == "每日餐费" &&
+            t.Card == "周期性账单" &&
+            t.ImportFrom == "周期性账单自动生成"
+        ));
+
+        await _messageRepository.Received(1).AddAsync(Arg.Is<MessageRecord>(m =>
+            m.Title == "周期性账单提醒" &&
+            m.Content.Contains("支出") &&
+            m.Content.Contains("100.00") &&
+            m.Content.Contains("每日餐费") &&
+            m.IsRead == false
+        ));
+
+        await _periodicRepository.Received(1).UpdateExecuteTimeAsync(
+            Arg.Is(1L),
+            Arg.Is<DateTime>(dt => dt.Date == today.Date),
+            Arg.Is<DateTime?>(dt => dt.HasValue && dt.Value.Date == today.Date.AddDays(1))
+        );
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_每周账单()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Weekly,
+            PeriodicConfig = "1,3,5", // 周一、三、五
+            Amount = 200m,
+            Type = TransactionType.Expense,
+            Classify = "交通",
+            Reason = "每周通勤费",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 10, 10, 0, 0),
+            NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(1).AddAsync(Arg.Is<TransactionRecord>(t =>
+            t.Amount == -200m &&
+            t.Type == TransactionType.Expense &&
+            t.Classify == "交通" &&
+            t.Reason == "每周通勤费"
+        ));
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_每月账单()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Monthly,
+            PeriodicConfig = "1,15", // 每月1号和15号
+            Amount = 5000m,
+            Type = TransactionType.Income,
+            Classify = "工资",
+            Reason = "每月工资",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 1, 10, 0, 0),
+            NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(1).AddAsync(Arg.Is<TransactionRecord>(t =>
+            t.Amount == 5000m &&
+            t.Type == TransactionType.Income &&
+            t.Classify == "工资" &&
+            t.Reason == "每月工资"
+        ));
+
+        await _messageRepository.Received(1).AddAsync(Arg.Is<MessageRecord>(m =>
+            m.Content.Contains("收入") &&
+            m.Content.Contains("5000.00") &&
+            m.Content.Contains("每月工资")
+        ));
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_未达到执行时间()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Weekly,
+            PeriodicConfig = "1,3,5", // 只在周一(1)、三(3)、五(5)执行
+            Amount = 200m,
+            Type = TransactionType.Expense,
+            Classify = "交通",
+            Reason = "每周通勤费",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 10, 10, 0, 0),
+            NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(0).AddAsync(Arg.Any<TransactionRecord>());
+        await _messageRepository.Received(0).AddAsync(Arg.Any<MessageRecord>());
+        await _periodicRepository.Received(0).UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>());
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_今天已执行过()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Daily,
+            Amount = 100m,
+            Type = TransactionType.Expense,
+            Classify = "餐饮",
+            Reason = "每日餐费",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 15, 8, 0, 0), // 今天已经执行过
+            NextExecuteTime = new DateTime(2024, 1, 16, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        // 由于 LastExecuteTime 日期是今天，所以不会再次执行
+        await _transactionRepository.Received(0).AddAsync(Arg.Any<TransactionRecord>());
+        await _messageRepository.Received(0).AddAsync(Arg.Any<MessageRecord>());
+        await _periodicRepository.Received(0).UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>());
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_从未执行过()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Weekly,
+            PeriodicConfig = "1,3,5",
+            Amount = 200m,
+            Type = TransactionType.Expense,
+            Classify = "交通",
+            Reason = "每周通勤费",
+            IsEnabled = true,
+            LastExecuteTime = null, // 从未执行过
+            NextExecuteTime = null
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(1).AddAsync(Arg.Any<TransactionRecord>());
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_添加交易记录失败()
+    {
+        // Arrange
+        var periodicBill = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Daily,
+            Amount = 100m,
+            Type = TransactionType.Expense,
+            Classify = "餐饮",
+            Reason = "每日餐费",
+            IsEnabled = true,
+            LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+            NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(new[] { periodicBill });
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(false); // 添加失败
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _messageRepository.Received(0).AddAsync(Arg.Any<MessageRecord>());
+        await _periodicRepository.Received(0).UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>());
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_多条账单()
+    {
+        // Arrange
+        var periodicBills = new[]
+        {
+            new TransactionPeriodic
+            {
+                Id = 1,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "每日餐费",
+                IsEnabled = true,
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            },
+            new TransactionPeriodic
+            {
+                Id = 2,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 200m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "每日交通",
+                IsEnabled = true,
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            }
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(periodicBills);
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        await _transactionRepository.Received(2).AddAsync(Arg.Any<TransactionRecord>());
+        await _messageRepository.Received(2).AddAsync(Arg.Any<MessageRecord>());
+        await _periodicRepository.Received(2).UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>());
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每日()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Daily,
+            PeriodicConfig = ""
+        };
+        var baseTime = new DateTime(2024, 1, 15, 10, 0, 0);
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 1, 16, 0, 0, 0));
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每周_本周内()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Weekly,
+            PeriodicConfig = "1,3,5" // 周一、三、五
+        };
+        var baseTime = new DateTime(2024, 1, 15, 10, 0, 0); // 周一
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 1, 17, 0, 0, 0)); // 下周三
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每周_跨周()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Weekly,
+            PeriodicConfig = "1,3,5" // 周一、三、五
+        };
+        var baseTime = new DateTime(2024, 1, 19, 10, 0, 0); // 周五
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 1, 22, 0, 0, 0)); // 下周一
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每月_本月内()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Monthly,
+            PeriodicConfig = "1,15" // 每月1号和15号
+        };
+        var baseTime = new DateTime(2024, 1, 10, 10, 0, 0);
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 1, 15, 0, 0, 0));
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每月_跨月()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Monthly,
+            PeriodicConfig = "1,15" // 每月1号和15号
+        };
+        var baseTime = new DateTime(2024, 1, 16, 10, 0, 0);
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 2, 1, 0, 0, 0));
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每月_月末()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Monthly,
+            PeriodicConfig = "30,31" // 每月30号和31号
+        };
+        var baseTime = new DateTime(2024, 1, 15, 10, 0, 0); // 1月只有31天
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 1, 30, 0, 0, 0));
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每月_小月()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Monthly,
+            PeriodicConfig = "30,31" // 每月30号和31号
+        };
+        var baseTime = new DateTime(2024, 4, 25, 10, 0, 0); // 4月只有30天
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 4, 30, 0, 0, 0)); // 30号，31号不存在
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每季度()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Quarterly,
+            PeriodicConfig = "15" // 每季度第15天
+        };
+        var baseTime = new DateTime(2024, 1, 15, 10, 0, 0);
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2024, 4, 15, 0, 0, 0)); // 下季度
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_每年()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = PeriodicType.Yearly,
+            PeriodicConfig = "100" // 每年第100天
+        };
+        var baseTime = new DateTime(2024, 4, 10, 10, 0, 0); // 第100天是4月9日
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().Be(new DateTime(2025, 4, 9, 0, 0, 0)); // 下一年
+    }
+
+    [Fact]
+    public void CalculateNextExecuteTime_未知周期类型()
+    {
+        // Arrange
+        var periodic = new TransactionPeriodic
+        {
+            Id = 1,
+            PeriodicType = (PeriodicType)99, // 未知类型
+            PeriodicConfig = ""
+        };
+        var baseTime = new DateTime(2024, 1, 15, 10, 0, 0);
+
+        // Act
+        var result = _service.CalculateNextExecuteTime(periodic, baseTime);
+
+        // Assert
+        result.Should().BeNull();
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_处理异常不中断()
+    {
+        // Arrange
+        var periodicBills = new[]
+        {
+            new TransactionPeriodic
+            {
+                Id = 1,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "每日餐费",
+                IsEnabled = true,
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            },
+            new TransactionPeriodic
+            {
+                Id = 2,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 200m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "每日交通",
+                IsEnabled = true,
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            }
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(periodicBills);
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(args =>
+            {
+                var id = (long)args[0];
+                if (id == 1)
+                {
+                    throw new Exception("更新失败");
+                }
+                return Task.CompletedTask;
+            });
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        // 第二条记录应该成功处理
+        await _transactionRepository.Received(2).AddAsync(Arg.Any<TransactionRecord>());
+    }
+
+    [Fact]
+    public async Task ExecutePeriodicBillsAsync_处理所有账单()
+    {
+        // Arrange
+        var periodicBills = new[]
+        {
+            new TransactionPeriodic
+            {
+                Id = 1,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "每日餐费",
+                IsEnabled = false, // 禁用
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            },
+            new TransactionPeriodic
+            {
+                Id = 2,
+                PeriodicType = PeriodicType.Daily,
+                Amount = 200m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "每日交通",
+                IsEnabled = true,
+                LastExecuteTime = new DateTime(2024, 1, 14, 10, 0, 0),
+                NextExecuteTime = new DateTime(2024, 1, 15, 10, 0, 0)
+            }
+        };
+
+        _periodicRepository.GetPendingPeriodicBillsAsync().Returns(periodicBills);
+        _transactionRepository.AddAsync(Arg.Any<TransactionRecord>()).Returns(Task.FromResult(true));
+        _messageRepository.AddAsync(Arg.Any<MessageRecord>()).Returns(Task.CompletedTask);
+        _periodicRepository.UpdateExecuteTimeAsync(Arg.Any<long>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(Task.CompletedTask);
+
+        // Act
+        await _service.ExecutePeriodicBillsAsync();
+
+        // Assert
+        // 只有启用的账单会被处理
+        await _transactionRepository.Received(1).AddAsync(Arg.Is<TransactionRecord>(t => t.Reason == "每日交通"));
+        await _transactionRepository.Received(0).AddAsync(Arg.Is<TransactionRecord>(t => t.Reason == "每日餐费"));
+    }
+}

WebApi.Test/Transaction/TransactionStatisticsServiceTest.cs

@@ -0,0 +1,972 @@
+using Service.Transaction;
+
+namespace WebApi.Test.Transaction;
+
+public class TransactionStatisticsServiceTest : BaseTest
+{
+    private readonly ITransactionRecordRepository _transactionRepository = Substitute.For<ITransactionRecordRepository>();
+    private readonly ITransactionStatisticsService _service;
+
+    public TransactionStatisticsServiceTest()
+    {
+        // 默认配置 QueryAsync 返回空列表
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(new List<TransactionRecord>());
+
+        _service = new TransactionStatisticsService(
+            _transactionRepository
+        );
+    }
+
+    private void ConfigureQueryAsync(List<TransactionRecord> data)
+    {
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(data);
+    }
+
+    [Fact]
+    public async Task GetDailyStatisticsAsync_基本测试()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 1;
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 1, 15, 0, 0),
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "地铁"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 2, 9, 0, 0),
+                Amount = 5000m,
+                Type = TransactionType.Income,
+                Classify = "工资",
+                Reason = "工资收入"
+            }
+        };
+
+        ConfigureQueryAsync(testData);
+
+        // Act
+        var result = await _service.GetDailyStatisticsAsync(year, month);
+
+        // Assert
+        result.Should().HaveCount(2);
+        result.Should().ContainKey("2024-01-01");
+        result.Should().ContainKey("2024-01-02");
+
+        result["2024-01-01"].count.Should().Be(2);
+        result["2024-01-01"].expense.Should().Be(150m);
+        result["2024-01-01"].income.Should().Be(0m);
+
+        result["2024-01-02"].count.Should().Be(1);
+        result["2024-01-02"].expense.Should().Be(0m);
+        result["2024-01-02"].income.Should().Be(5000m);
+    }
+
+    [Fact]
+    public async Task GetDailyStatisticsAsync_带储蓄分类()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 1;
+        var savingClassify = "投资,存款";
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 1, 15, 0, 0),
+                Amount = -1000m,
+                Type = TransactionType.Expense,
+                Classify = "投资",
+                Reason = "基金定投"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 2, 9, 0, 0),
+                Amount = -500m,
+                Type = TransactionType.Expense,
+                Classify = "存款",
+                Reason = "银行存款"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetDailyStatisticsAsync(year, month, savingClassify);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        result["2024-01-01"].count.Should().Be(2);
+        result["2024-01-01"].expense.Should().Be(1100m);
+        result["2024-01-01"].income.Should().Be(0m);
+        result["2024-01-01"].saving.Should().Be(1000m);
+
+        result["2024-01-02"].count.Should().Be(1);
+        result["2024-01-02"].expense.Should().Be(500m);
+        result["2024-01-02"].income.Should().Be(0m);
+        result["2024-01-02"].saving.Should().Be(500m);
+    }
+
+    [Fact]
+    public async Task GetDailyStatisticsByRangeAsync_基本测试()
+    {
+        // Arrange
+        var startDate = new DateTime(2024, 1, 1);
+        var endDate = new DateTime(2024, 1, 5);
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 3, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetDailyStatisticsByRangeAsync(startDate, endDate);
+
+        // Assert
+        result.Should().HaveCount(1);
+        result.Should().ContainKey("2024-01-03");
+        result["2024-01-03"].count.Should().Be(1);
+        result["2024-01-03"].expense.Should().Be(100m);
+    }
+
+    [Fact]
+    public async Task GetMonthlyStatisticsAsync_基本测试()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 1;
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 2, 15, 0, 0),
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "地铁"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 5, 9, 0, 0),
+                Amount = 5000m,
+                Type = TransactionType.Income,
+                Classify = "工资",
+                Reason = "工资收入"
+            },
+            new()
+            {
+                Id = 4,
+                OccurredAt = new DateTime(2024, 1, 10, 9, 0, 0),
+                Amount = 2000m,
+                Type = TransactionType.Income,
+                Classify = "奖金",
+                Reason = "奖金收入"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            year,
+            month,
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetMonthlyStatisticsAsync(year, month);
+
+        // Assert
+        result.Year.Should().Be(year);
+        result.Month.Should().Be(month);
+        result.TotalExpense.Should().Be(150m);
+        result.TotalIncome.Should().Be(7000m);
+        result.Balance.Should().Be(6850m);
+        result.ExpenseCount.Should().Be(2);
+        result.IncomeCount.Should().Be(2);
+        result.TotalCount.Should().Be(4);
+    }
+
+    [Fact]
+    public async Task GetMonthlyStatisticsAsync_无数据()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 2;
+
+        _transactionRepository.QueryAsync(
+            year,
+            month,
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .Returns(new List<TransactionRecord>());
+
+        // Act
+        var result = await _service.GetMonthlyStatisticsAsync(year, month);
+
+        // Assert
+        result.Year.Should().Be(year);
+        result.Month.Should().Be(month);
+        result.TotalExpense.Should().Be(0m);
+        result.TotalIncome.Should().Be(0m);
+        result.Balance.Should().Be(0m);
+        result.ExpenseCount.Should().Be(0);
+        result.IncomeCount.Should().Be(0);
+        result.TotalCount.Should().Be(0);
+    }
+
+    [Fact]
+    public async Task GetCategoryStatisticsAsync_支出分类()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 1;
+        var type = TransactionType.Expense;
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 2, 15, 0, 0),
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "晚餐"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 3, 9, 0, 0),
+                Amount = -200m,
+                Type = TransactionType.Expense,
+                Classify = "交通",
+                Reason = "打车"
+            },
+            new()
+            {
+                Id = 4,
+                OccurredAt = new DateTime(2024, 1, 5, 9, 0, 0),
+                Amount = 5000m,
+                Type = TransactionType.Income,
+                Classify = "工资",
+                Reason = "工资收入"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            year,
+            month,
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            type,
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetCategoryStatisticsAsync(year, month, type);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        var dining = result.First(c => c.Classify == "餐饮");
+        dining.Amount.Should().Be(150m);
+        dining.Count.Should().Be(2);
+        dining.Percent.Should().Be(42.9m);
+
+        var transport = result.First(c => c.Classify == "交通");
+        transport.Amount.Should().Be(200m);
+        transport.Count.Should().Be(1);
+        transport.Percent.Should().Be(57.1m);
+    }
+
+    [Fact]
+    public async Task GetCategoryStatisticsAsync_收入分类()
+    {
+        // Arrange
+        var year = 2024;
+        var month = 1;
+        var type = TransactionType.Income;
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = 5000m,
+                Type = TransactionType.Income,
+                Classify = "工资",
+                Reason = "工资收入"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 2, 15, 0, 0),
+                Amount = 1000m,
+                Type = TransactionType.Income,
+                Classify = "奖金",
+                Reason = "绩效奖金"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 3, 9, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮",
+                Reason = "午餐"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            year,
+            month,
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            type,
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetCategoryStatisticsAsync(year, month, type);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        var salary = result.First(c => c.Classify == "工资");
+        salary.Amount.Should().Be(5000m);
+        salary.Count.Should().Be(1);
+        salary.Percent.Should().Be(83.3m);
+
+        var bonus = result.First(c => c.Classify == "奖金");
+        bonus.Amount.Should().Be(1000m);
+        bonus.Count.Should().Be(1);
+        bonus.Percent.Should().Be(16.7m);
+    }
+
+    [Fact]
+    public async Task GetTrendStatisticsAsync_多个月份()
+    {
+        // Arrange
+        var startYear = 2024;
+        var startMonth = 1;
+        var monthCount = 3;
+
+        var mockData = new Dictionary<int, List<TransactionRecord>>
+        {
+            [1] = new List<TransactionRecord>
+            {
+                new() { Id = 1, OccurredAt = new DateTime(2024, 1, 1), Amount = -1000m, Type = TransactionType.Expense },
+                new() { Id = 2, OccurredAt = new DateTime(2024, 1, 5), Amount = 5000m, Type = TransactionType.Income }
+            },
+            [2] = new List<TransactionRecord>
+            {
+                new() { Id = 3, OccurredAt = new DateTime(2024, 2, 1), Amount = -1500m, Type = TransactionType.Expense },
+                new() { Id = 4, OccurredAt = new DateTime(2024, 2, 5), Amount = 5000m, Type = TransactionType.Income }
+            },
+            [3] = new List<TransactionRecord>
+            {
+                new() { Id = 5, OccurredAt = new DateTime(2024, 3, 1), Amount = -2000m, Type = TransactionType.Expense },
+                new() { Id = 6, OccurredAt = new DateTime(2024, 3, 5), Amount = 5000m, Type = TransactionType.Income }
+            }
+        };
+
+        _transactionRepository.QueryAsync(Arg.Any<int>(), Arg.Any<int>(), Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<string[]>(), Arg.Any<string>(), Arg.Any<string>(), Arg.Any<int>(), Arg.Any<int>(), Arg.Any<bool>())
+            .Returns(args =>
+            {
+                var month = (int)args[1];
+                if (mockData.ContainsKey(month))
+                {
+                    return mockData[month];
+                }
+                return new List<TransactionRecord>();
+            });
+
+        // Act
+        var result = await _service.GetTrendStatisticsAsync(startYear, startMonth, monthCount);
+
+        // Assert
+        result.Should().HaveCount(3);
+
+        result[0].Year.Should().Be(2024);
+        result[0].Month.Should().Be(1);
+        result[0].Expense.Should().Be(1000m);
+        result[0].Income.Should().Be(5000m);
+        result[0].Balance.Should().Be(4000m);
+
+        result[1].Year.Should().Be(2024);
+        result[1].Month.Should().Be(2);
+        result[1].Expense.Should().Be(1500m);
+        result[1].Income.Should().Be(5000m);
+        result[1].Balance.Should().Be(3500m);
+
+        result[2].Year.Should().Be(2024);
+        result[2].Month.Should().Be(3);
+        result[2].Expense.Should().Be(2000m);
+        result[2].Income.Should().Be(5000m);
+        result[2].Balance.Should().Be(3000m);
+    }
+
+    [Fact]
+    public async Task GetTrendStatisticsAsync_跨年()
+    {
+        // Arrange
+        var startYear = 2024;
+        var startMonth = 11;
+        var monthCount = 4;
+
+        _transactionRepository.QueryAsync(Arg.Any<int>(), Arg.Any<int>(), Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<string[]>(), Arg.Any<string>(), Arg.Any<string>(), Arg.Any<int>(), Arg.Any<int>(), Arg.Any<bool>())
+            .Returns(new List<TransactionRecord>());
+
+        // Act
+        var result = await _service.GetTrendStatisticsAsync(startYear, startMonth, monthCount);
+
+        // Assert
+        result.Should().HaveCount(4);
+        result[0].Year.Should().Be(2024);
+        result[0].Month.Should().Be(11);
+        result[1].Year.Should().Be(2024);
+        result[1].Month.Should().Be(12);
+        result[2].Year.Should().Be(2025);
+        result[2].Month.Should().Be(1);
+        result[3].Year.Should().Be(2025);
+        result[3].Month.Should().Be(2);
+    }
+
+    [Fact]
+    public async Task GetReasonGroupsAsync_基本测试()
+    {
+        // Arrange
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                Reason = "麦当劳",
+                Classify = "",
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                OccurredAt = new DateTime(2024, 1, 1)
+            },
+            new()
+            {
+                Id = 2,
+                Reason = "麦当劳",
+                Classify = "",
+                Amount = -80m,
+                Type = TransactionType.Expense,
+                OccurredAt = new DateTime(2024, 1, 2)
+            },
+            new()
+            {
+                Id = 3,
+                Reason = "肯德基",
+                Classify = "",
+                Amount = -60m,
+                Type = TransactionType.Expense,
+                OccurredAt = new DateTime(2024, 1, 3)
+            },
+            new()
+            {
+                Id = 4,
+                Reason = "麦当劳",
+                Classify = "快餐",
+                Amount = -45m,
+                Type = TransactionType.Expense,
+                OccurredAt = new DateTime(2024, 1, 4)
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<DateTime>(),
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var (list, total) = await _service.GetReasonGroupsAsync();
+
+        // Assert
+        total.Should().Be(2);
+        list.Should().HaveCount(2);
+
+        var mcdonalds = list.First(g => g.Reason == "麦当劳");
+        mcdonalds.Count.Should().Be(2);
+        mcdonalds.TotalAmount.Should().Be(130m);
+        mcdonalds.SampleType.Should().Be(TransactionType.Expense);
+        mcdonalds.SampleClassify.Should().Be("");
+        mcdonalds.TransactionIds.Should().Contain(1L);
+        mcdonalds.TransactionIds.Should().Contain(2L);
+
+        var kfc = list.First(g => g.Reason == "肯德基");
+        kfc.Count.Should().Be(1);
+        kfc.TotalAmount.Should().Be(60m);
+    }
+
+    [Fact]
+    public async Task GetClassifiedByKeywordsWithScoreAsync_基本匹配()
+    {
+        // Arrange
+        var keywords = new List<string> { "餐饮", "午餐" };
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                Reason = "今天午餐吃得很饱",
+                Classify = "餐饮",
+                OccurredAt = new DateTime(2024, 1, 1),
+                Amount = -50m
+            },
+            new()
+            {
+                Id = 2,
+                Reason = "餐饮支出",
+                Classify = "餐饮",
+                OccurredAt = new DateTime(2024, 1, 2),
+                Amount = -80m
+            },
+            new()
+            {
+                Id = 3,
+                Reason = "交通费",
+                Classify = "交通",
+                OccurredAt = new DateTime(2024, 1, 3),
+                Amount = -10m
+            }
+        };
+
+        _transactionRepository.GetClassifiedByKeywordsAsync(Arg.Any<List<string>>(), Arg.Any<int>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.3, limit: 10);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        var first = result[0];
+        // 第一个结果应该是相关性分数最高的，可能是 Id=2（"今天午餐吃得很饱"匹配两个关键词）
+        first.record.Id.Should().BeOneOf(1L, 2L);
+        first.relevanceScore.Should().BeGreaterThan(0.5);
+
+        var second = result[1];
+        second.record.Id.Should().BeOneOf(1L, 2L);
+        second.record.Id.Should().NotBe(first.record.Id);
+        second.relevanceScore.Should().BeGreaterThan(0.3);
+    }
+
+    [Fact]
+    public async Task GetClassifiedByKeywordsWithScoreAsync_精确匹配加分()
+    {
+        // Arrange
+        var keywords = new List<string> { "午餐" };
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                Reason = "午餐",
+                Classify = "餐饮",
+                OccurredAt = new DateTime(2024, 1, 1),
+                Amount = -50m
+            },
+            new()
+            {
+                Id = 2,
+                Reason = "今天中午吃了一顿午餐",
+                Classify = "餐饮",
+                OccurredAt = new DateTime(2024, 1, 2),
+                Amount = -80m
+            }
+        };
+
+        _transactionRepository.GetClassifiedByKeywordsAsync(Arg.Any<List<string>>(), Arg.Any<int>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.3, limit: 10);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        // 精确匹配应该得分更高
+        result[0].record.Id.Should().Be(1);
+        result[0].relevanceScore.Should().BeGreaterThan(result[1].relevanceScore);
+    }
+
+    [Fact]
+    public async Task GetFilteredTrendStatisticsAsync_按日分组()
+    {
+        // Arrange
+        var startDate = new DateTime(2024, 1, 1);
+        var endDate = new DateTime(2024, 1, 5);
+        var type = TransactionType.Expense;
+        var classifies = new[] { "餐饮", "交通" };
+
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 1, 10, 0, 0),
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 1, 1, 15, 0, 0),
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                Classify = "交通"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 1, 2, 10, 0, 0),
+                Amount = -80m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            startDate,
+            endDate,
+            type,
+            classifies,
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetFilteredTrendStatisticsAsync(startDate, endDate, type, classifies, groupByMonth: false);
+
+        // Assert
+        result.Should().HaveCount(2);
+        result.Should().ContainKey(new DateTime(2024, 1, 1));
+        result.Should().ContainKey(new DateTime(2024, 1, 2));
+
+        result[new DateTime(2024, 1, 1)].Should().Be(150m);
+        result[new DateTime(2024, 1, 2)].Should().Be(80m);
+    }
+
+    [Fact]
+    public async Task GetFilteredTrendStatisticsAsync_按月分组()
+    {
+        // Arrange
+        var startDate = new DateTime(2024, 1, 1);
+        var endDate = new DateTime(2024, 3, 31);
+        var type = TransactionType.Expense;
+        var classifies = new[] { "餐饮" };
+
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                OccurredAt = new DateTime(2024, 1, 15),
+                Amount = -1000m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            },
+            new()
+            {
+                Id = 2,
+                OccurredAt = new DateTime(2024, 2, 15),
+                Amount = -1500m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            },
+            new()
+            {
+                Id = 3,
+                OccurredAt = new DateTime(2024, 3, 15),
+                Amount = -2000m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            startDate,
+            endDate,
+            type,
+            classifies,
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetFilteredTrendStatisticsAsync(startDate, endDate, type, classifies, groupByMonth: true);
+
+        // Assert
+        result.Should().HaveCount(3);
+        result.Should().ContainKey(new DateTime(2024, 1, 1));
+        result.Should().ContainKey(new DateTime(2024, 2, 1));
+        result.Should().ContainKey(new DateTime(2024, 3, 1));
+
+        result[new DateTime(2024, 1, 1)].Should().Be(1000m);
+        result[new DateTime(2024, 2, 1)].Should().Be(1500m);
+        result[new DateTime(2024, 3, 1)].Should().Be(2000m);
+    }
+
+    [Fact]
+    public async Task GetAmountGroupByClassifyAsync_基本测试()
+    {
+        // Arrange
+        var startTime = new DateTime(2024, 1, 1);
+        var endTime = new DateTime(2024, 1, 31);
+
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            },
+            new()
+            {
+                Id = 2,
+                Amount = -50m,
+                Type = TransactionType.Expense,
+                Classify = "餐饮"
+            },
+            new()
+            {
+                Id = 3,
+                Amount = 5000m,
+                Type = TransactionType.Income,
+                Classify = "工资"
+            },
+            new()
+            {
+                Id = 4,
+                Amount = -200m,
+                Type = TransactionType.Expense,
+                Classify = "交通"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            startTime,
+            endTime,
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetAmountGroupByClassifyAsync(startTime, endTime);
+
+        // Assert
+        result.Should().HaveCount(3);
+
+        result[("餐饮", TransactionType.Expense)].Should().Be(-150m);
+        result[("工资", TransactionType.Income)].Should().Be(5000m);
+        result[("交通", TransactionType.Expense)].Should().Be(-200m);
+    }
+
+    [Fact]
+    public async Task GetAmountGroupByClassifyAsync_相同分类不同类型()
+    {
+        // Arrange
+        var startTime = new DateTime(2024, 1, 1);
+        var endTime = new DateTime(2024, 1, 31);
+
+        var testData = new List<TransactionRecord>
+        {
+            new()
+            {
+                Id = 1,
+                Amount = -100m,
+                Type = TransactionType.Expense,
+                Classify = "兼职"
+            },
+            new()
+            {
+                Id = 2,
+                Amount = 500m,
+                Type = TransactionType.Income,
+                Classify = "兼职"
+            }
+        };
+
+        _transactionRepository.QueryAsync(
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            startTime,
+            endTime,
+            Arg.Any<TransactionType>(),
+            Arg.Any<string[]>(),
+            Arg.Any<string>(),
+            Arg.Any<string>(),
+            Arg.Any<int>(),
+            Arg.Any<int>(),
+            Arg.Any<bool>())
+            .ReturnsForAnyArgs(testData);
+
+        // Act
+        var result = await _service.GetAmountGroupByClassifyAsync(startTime, endTime);
+
+        // Assert
+        result.Should().HaveCount(2);
+
+        result[("兼职", TransactionType.Expense)].Should().Be(-100m);
+        result[("兼职", TransactionType.Income)].Should().Be(500m);
+    }
+}

WebApi/Controllers/TransactionRecordController.cs

@@ -33,7 +33,7 @@ public class TransactionRecordController(
     {
         try
         {
-            string[]? classifies = string.IsNullOrWhiteSpace(classify)
+            var classifies = string.IsNullOrWhiteSpace(classify)
                 ? null
                 : classify.Split(',', StringSplitOptions.RemoveEmptyEntries);
 
@@ -280,7 +280,7 @@ var list = await transactionRepository.QueryAsync(
 
             foreach (var item in sortedStats)
             {
-                decimal dailyBalance = item.Value.income - item.Value.expense;
+                var dailyBalance = item.Value.income - item.Value.expense;
                 cumulativeBalance += dailyBalance;
 
                 result.Add(new BalanceStatisticsDto(