文档

.gitea/workflows/push.yml

@@ -13,64 +13,13 @@ jobs:
     name: Build Docker Image
     runs-on: ubuntu-latest
     steps:
-      # 网络连接测试
+      # ✅ 使用 Gitea 兼容的代码检出方式
-      - name: Test network connectivity
-        run: |
-          echo "Testing network connectivity to Gitea server..."
-          MAX_RETRIES=5
-          RETRY_DELAY=10
-          
-          for i in $(seq 1 $MAX_RETRIES); do
-            echo "Network test attempt $i/$MAX_RETRIES"
-            if curl -s --connect-timeout 10 -f http://192.168.31.14:14200 > /dev/null; then
-              echo "✅ Gitea server is reachable"
-              exit 0
-            else
-              echo "❌ Network test failed, waiting $RETRY_DELAY seconds..."
-              sleep $RETRY_DELAY
-            fi
-          done
-          
-          echo "❌ All network tests failed"
-          exit 1
-      
       - name: Checkout code
         uses: https://gitea.com/actions/checkout@v3
-        # 添加重试策略
+        with:
-        continue-on-error: true
+          gitea-server: http://192.168.31.14:14200
-      
+          token: ${{ secrets.GITEA_TOKEN }}
-      # 手动重试逻辑
+          ref: ${{ gitea.ref }} # 必须传递 Gitea 的 ref 参数
-      - name: Retry checkout if failed
-        if: steps.checkout.outcome == 'failure'
-        run: |
-          echo "First checkout attempt failed, retrying..."
-          MAX_RETRIES=3
-          RETRY_DELAY=15
-          
-          for i in $(seq 1 $MAX_RETRIES); do
-            echo "Retry attempt $i/$MAX_RETRIES"
-            
-            # 清理可能的部分检出
-            rm -rf .git || true
-            git clean -fdx || true
-            
-            # 使用git命令直接检出
-            git init
-            git remote add origin http://192.168.31.14:14200/${{ gitea.repository }}
-            git config http.extraHeader "Authorization: Bearer ${{ secrets.GITEA_TOKEN }}"
-            
-            if git fetch --depth=1 origin "${{ gitea.ref }}"; then
-              git checkout FETCH_HEAD
-              echo "Checkout successful on retry $i"
-              exit 0
-            fi
-            
-            echo "Retry $i failed, waiting $RETRY_DELAY seconds..."
-            sleep $RETRY_DELAY
-          done
-          
-          echo "All checkout attempts failed"
-          exit 1
 
       - name: Cleanup old containers
         run: |
@@ -79,7 +28,7 @@ jobs:
 
       - name: Build new image
         run: |
-          RETRIES=20
+          RETRIES=3
           DELAY=10
           count=0
           until docker build -t $IMAGE_NAME .; do

.gitignore

@@ -404,4 +404,3 @@ FodyWeavers.xsd
 Web/dist
 # ESLint
 .eslintcache
-.aider*

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

@@ -1,80 +0,0 @@
-# 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

@@ -1,27 +0,0 @@
-# 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

@@ -1,181 +0,0 @@
-# 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

AGENTS.md

@@ -1,218 +0,0 @@
-# PROJECT KNOWLEDGE BASE - EmailBill
-
-**Generated:** 2026-01-28
-**Commit:** 5c9d7c5
-**Branch:** main
-
-## OVERVIEW
-Full-stack budget tracking app with .NET 10 backend and Vue 3 frontend.
-
-## Project Structure
-
-```
-EmailBill/
-├── Common/           # Shared utilities and abstractions
-├── Entity/           # Database entities (FreeSql ORM)
-├── Repository/       # Data access layer
-├── Service/          # Business logic layer
-├── WebApi/           # ASP.NET Core Web API
-├── WebApi.Test/      # Backend tests (xUnit)
-└── Web/              # Vue 3 frontend (Vite + Vant UI)
-```
-
-## WHERE TO LOOK
-| Task | Location | Notes |
-|------|----------|-------|
-| Entity definitions | Entity/ | BaseEntity pattern, FreeSql attributes |
-| Data access | Repository/ | BaseRepository, GlobalUsings |
-| Business logic | Service/ | Jobs, Email services, App settings |
-| API endpoints | WebApi/Controllers/ | DTO patterns, REST controllers |
-| Frontend views | Web/src/views/ | Vue composition API |
-| API clients | Web/src/api/ | Axios-based HTTP clients |
-| Tests | WebApi.Test/ | xUnit + NSubstitute + FluentAssertions |
-
-## Build & Test Commands
-
-### Backend (.NET 10)
-```bash
-# Build and run
-dotnet build EmailBill.sln
-dotnet run --project WebApi/WebApi.csproj
-
-# Run all tests
-dotnet test WebApi.Test/WebApi.Test.csproj
-
-# Run single test class
-dotnet test --filter "FullyQualifiedName~BudgetStatsTest"
-
-# Run single test method
-dotnet test --filter "FullyQualifiedName~BudgetStatsTest.GetCategoryStats_月度_Test"
-
-# Clean
-dotnet clean EmailBill.sln
-```
-
-### Frontend (Vue 3)
-```bash
-cd Web
-
-# Setup and dev
-pnpm install
-pnpm dev
-
-# Build and preview
-pnpm build
-pnpm preview
-
-# Lint and format
-pnpm lint          # ESLint with auto-fix
-pnpm format        # Prettier formatting
-```
-
-## C# Code Style
-
-**Namespaces & Imports:**
-- File-scoped namespaces: `namespace Entity;`
-- Global usings in `Common/GlobalUsings.cs`
-- Sort using statements alphabetically
-
-**Naming:**
-- Classes/Methods: `PascalCase`
-- Interfaces: `IPascalCase`
-- Private fields: `_camelCase`
-- Parameters/locals: `camelCase`
-
-**Entities:**
-- Inherit from `BaseEntity`
-- Use `[Column]` attributes for FreeSql ORM
-- IDs via Snowflake: `YitIdHelper.NextId()`
-- Use XML docs (`///`) for public APIs
-- **Chinese comments for business logic** (per `.github/csharpe.prompt.md`)
-
-**Best Practices:**
-- Use modern C# syntax (records, pattern matching, nullable types)
-- Use `IDateTimeProvider` instead of `DateTime.Now` for testability
-- Avoid deep nesting, keep code flat and readable
-- Reuse utilities from `Common` project
-
-**Example:**
-```csharp
-namespace Entity;
-
-/// <summary>
-/// 实体基类
-/// </summary>
-public abstract class BaseEntity
-{
-    [Column(IsPrimary = true)]
-    public long Id { get; set; } = YitIdHelper.NextId();
-    
-    public DateTime CreateTime { get; set; } = DateTime.Now;
-}
-```
-
-## Vue/TypeScript Style
-
-**Component Structure:**
-```vue
-<template>
-  <van-config-provider :theme="theme">
-    <div class="component-name">
-      <!-- Content -->
-    </div>
-  </van-config-provider>
-</template>
-
-<script setup lang="ts">
-import { ref } from 'vue'
-import { useMessageStore } from '@/stores/message'
-
-const messageStore = useMessageStore()
-</script>
-
-<style scoped lang="scss">
-.component-name {
-  padding: 16px;
-}
-</style>
-```
-
-**Rules:**
-- Composition API with `<script setup lang="ts">`
-- Import order: Vue APIs → external libs → internal modules
-- Use `@/` alias for absolute imports, avoid `../../../`
-- Vant UI components: `<van-*>`
-- Pinia for state, Vue Router for navigation
-- SCSS with BEM naming, mobile-first design
-
-**ESLint Rules (see `Web/eslint.config.js`):**
-- 2-space indentation
-- Single quotes, no semicolons
-- `const` over `let`, no `var`
-- Always use `===` (strict equality)
-- `space-before-function-paren: 'always'`
-- Max 1 empty line between blocks
-- Vue: multi-word component names disabled
-
-**Prettier Rules (see `Web/.prettierrc.json`):**
-- Single quotes, no semicolons
-- Trailing commas: none
-- Print width: 100 chars
-
-## Testing
-
-**Backend (xUnit + NSubstitute + FluentAssertions):**
-```csharp
-public class BudgetStatsTest : BaseTest
-{
-    private readonly IBudgetRepository _repo = Substitute.For<IBudgetRepository>();
-    
-    [Fact]
-    public async Task GetCategoryStats_月度_Test()
-    {
-        // Arrange
-        _repo.GetAllAsync().Returns(testData);
-        
-        // Act
-        var result = await _service.GetCategoryStatsAsync(category, date);
-        
-        // Assert
-        result.Month.Limit.Should().Be(2500);
-    }
-}
-```
-- Arrange-Act-Assert pattern
-- Constructor injection for dependencies
-- Use Chinese test method names for domain clarity
-
-**Frontend:**
-- Vue Test Utils for components
-- axios-mock-adapter for API mocking
-
-## Development Workflow
-
-1. **Before committing backend:** `dotnet test`
-2. **Before committing frontend:** `pnpm lint && pnpm build`
-3. **Database migrations:** Use FreeSql (check `Repository/`)
-4. **API docs:** Scalar OpenAPI viewer
-
-## Environment
-
-**Required:**
-- .NET 10 SDK
-- Node.js 20.19+ or 22.12+
-- pnpm
-
-**Database:** SQLite (embedded)
-
-**Config:**
-- Backend: `appsettings.json`
-- Frontend: `.env.development` / `.env.production`
-
-## Critical Guidelines (from `.github/csharpe.prompt.md`)
-
-- 优先使用新C#语法 (Use modern C# syntax)
-- 优先使用中文注释 (Prefer Chinese comments for business logic)
-- 优先复用已有方法 (Reuse existing methods)
-- 不要深嵌套代码 (Avoid deep nesting)
-- 保持代码简洁易读 (Keep code clean and readable)

Common/GlobalUsings.cs

@@ -1,3 +0,0 @@
-global using System.Reflection;
-global using System.Text.Json;
-global using Microsoft.Extensions.DependencyInjection;

Common/IDateTimeProvider.cs

@@ -1,11 +0,0 @@
-namespace Common;
-
-public interface IDateTimeProvider
-{
-    DateTime Now { get; }
-}
-
-public class DateTimeProvider : IDateTimeProvider
-{
-    public DateTime Now => DateTime.Now;
-}

Common/ServiceExtension.cs

@@ -1,4 +1,7 @@
-namespace Common;
+using System.Reflection;
+using Microsoft.Extensions.DependencyInjection;
+
+namespace Common;
 
 public static class TypeExtensions
 {
@@ -7,8 +10,8 @@ public static class TypeExtensions
     /// </summary>
     public static T? DeepClone<T>(this T source)
     {
-        var json = JsonSerializer.Serialize(source);
+        var json = System.Text.Json.JsonSerializer.Serialize(source);
-        return JsonSerializer.Deserialize<T>(json);
+        return System.Text.Json.JsonSerializer.Deserialize<T>(json);
     }
 }
 
@@ -22,7 +25,6 @@ public static class ServiceExtension
     /// </summary>
     public static IServiceCollection AddServices(this IServiceCollection services)
     {
-        services.AddSingleton<IDateTimeProvider, DateTimeProvider>();
         // 扫描程序集
         var serviceAssembly = Assembly.Load("Service");
         var repositoryAssembly = Assembly.Load("Repository");
@@ -39,7 +41,7 @@ public static class ServiceExtension
     private static void RegisterServices(IServiceCollection services, Assembly assembly)
     {
         var types = assembly.GetTypes()
-            .Where(t => t is { IsClass: true, IsAbstract: false });
+            .Where(t => t.IsClass && !t.IsAbstract);
 
         foreach (var type in types)
         {
@@ -48,20 +50,9 @@ public static class ServiceExtension
 
             foreach (var @interface in interfaces)
             {
-                // EmailBackgroundService 必须是 Singleton（后台服务），其他服务可用 Transient
+                // 其他 Services 用 Singleton
-                if (type.Name == "EmailBackgroundService")
-                {
                 services.AddSingleton(@interface, type);
-                }
+                Console.WriteLine($"✓ 注册 Service: {@interface.Name} -> {type.Name}");
-                else if (type.Name == "EmailFetchService")
-                {
-                    // EmailFetchService 用 Transient，避免连接冲突
-                    services.AddTransient(@interface, type);
-                }
-                else
-                {
-                    services.AddSingleton(@interface, type);
-                }
             }
         }
     }
@@ -69,18 +60,19 @@ public static class ServiceExtension
     private static void RegisterRepositories(IServiceCollection services, Assembly assembly)
     {
         var types = assembly.GetTypes()
-            .Where(t => t is { IsClass: true, IsAbstract: false });
+            .Where(t => t.IsClass && !t.IsAbstract);
 
         foreach (var type in types)
         {
             var interfaces = type.GetInterfaces()
                 .Where(i => i.Name.StartsWith("I")
-                            && i is { Namespace: "Repository", IsGenericType: false }); // 排除泛型接口如 IBaseRepository<T>
+                         && i.Namespace == "Repository"
+                         && !i.IsGenericType); // 排除泛型接口如 IBaseRepository<T>
 
             foreach (var @interface in interfaces)
             {
                 services.AddSingleton(@interface, type);
-                Console.WriteLine($"注册 Repository: {@interface.Name} -> {type.Name}");
+                Console.WriteLine($"✓ 注册 Repository: {@interface.Name} -> {type.Name}");
             }
         }
     }

Directory.Packages.props

@@ -1,10 +1,11 @@
 <Project>
   <ItemGroup>
     <!-- Email & MIME Libraries -->
-    <PackageVersion Include="FreeSql" Version="3.5.305" />
+    <PackageVersion Include="FreeSql" Version="3.5.304" />
-    <PackageVersion Include="FreeSql.Extensions.JsonMap" Version="3.5.305" />
-    <PackageVersion Include="JetBrains.Annotations" Version="2025.2.4" />
     <PackageVersion Include="MailKit" Version="4.14.1" />
+    <PackageVersion Include="Microsoft.Agents.AI" Version="1.0.0-preview.260108.1" />
+    <PackageVersion Include="Microsoft.Agents.AI.DevUI" Version="1.0.0-preview.260108.1" />
+    <PackageVersion Include="Microsoft.Agents.AI.Hosting" Version="1.0.0-preview.260108.1" />
     <PackageVersion Include="Microsoft.AspNetCore.Authentication.JwtBearer" Version="10.0.1" />
     <PackageVersion Include="MimeKit" Version="4.14.0" />
     <!-- Dependency Injection & Configuration -->
@@ -22,7 +23,7 @@
     <PackageVersion Include="Microsoft.AspNetCore.OpenApi" Version="10.0.0" />
     <PackageVersion Include="Scalar.AspNetCore" Version="2.11.9" />
     <!-- Database -->
-    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.305" />
+    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.304" />
     <PackageVersion Include="WebPush" Version="1.0.12" />
     <PackageVersion Include="Yitter.IdGenerator" Version="1.0.14" />
     <!-- File Processing -->
@@ -35,12 +36,6 @@
     <!-- Text Processing -->
     <PackageVersion Include="JiebaNet.Analyser" Version="1.0.6" />
     <PackageVersion Include="Newtonsoft.Json" Version="13.0.4" />
-    <!-- Testing -->
+    <PackageVersion Include="Microsoft.Extensions.AI" Version="10.1.1" />
-    <PackageVersion Include="coverlet.collector" Version="6.0.4"/>
-    <PackageVersion Include="Microsoft.NET.Test.Sdk" Version="17.14.1"/>
-    <PackageVersion Include="xunit" Version="2.9.3"/>
-    <PackageVersion Include="xunit.runner.visualstudio" Version="3.1.4"/>
-    <PackageVersion Include="NSubstitute" Version="5.3.0" />
-    <PackageVersion Include="FluentAssertions" Version="8.0.1" />
   </ItemGroup>
 </Project>

Dockerfile

@@ -1,6 +1,6 @@
 # 多阶段构建 Dockerfile
 # 第一阶段：构建前端
-FROM node:20-slim AS frontend-build
+FROM node:20-alpine AS frontend-build
 
 WORKDIR /app/frontend
 
@@ -31,7 +31,6 @@ COPY Entity/*.csproj ./Entity/
 COPY Repository/*.csproj ./Repository/
 COPY Service/*.csproj ./Service/
 COPY WebApi/*.csproj ./WebApi/
-COPY WebApi.Test/*.csproj ./WebApi.Test/
 
 # 还原依赖
 RUN dotnet restore

EmailBill.sln

@@ -13,8 +13,6 @@ Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Common", "Common\Common.csp
 EndProject
 Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Entity", "Entity\Entity.csproj", "{B1BCD944-C4F5-406E-AE66-864E4BA21522}"
 EndProject
-Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "WebApi.Test", "WebApi.Test\WebApi.Test.csproj", "{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}"
-EndProject
 Global
 	GlobalSection(SolutionConfigurationPlatforms) = preSolution
 		Debug|Any CPU = Debug|Any CPU
@@ -85,18 +83,6 @@ Global
 		{B1BCD944-C4F5-406E-AE66-864E4BA21522}.Release|x64.Build.0 = Release|Any CPU
 		{B1BCD944-C4F5-406E-AE66-864E4BA21522}.Release|x86.ActiveCfg = Release|Any CPU
 		{B1BCD944-C4F5-406E-AE66-864E4BA21522}.Release|x86.Build.0 = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|Any CPU.Build.0 = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|x64.ActiveCfg = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|x64.Build.0 = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|x86.ActiveCfg = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Debug|x86.Build.0 = Debug|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|Any CPU.ActiveCfg = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|Any CPU.Build.0 = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|x64.ActiveCfg = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|x64.Build.0 = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|x86.ActiveCfg = Release|Any CPU
-		{9CD457C8-A985-4DEA-9774-3B1D33CAFF51}.Release|x86.Build.0 = Release|Any CPU
 	EndGlobalSection
 	GlobalSection(SolutionProperties) = preSolution
 		HideSolutionNode = FALSE

EmailBill.sln.DotSettings

@@ -1,4 +1,2 @@
 <wpf:ResourceDictionary xml:space="preserve" xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml" xmlns:s="clr-namespace:System;assembly=mscorlib" xmlns:ss="urn:shemas-jetbrains-com:settings-storage-xaml" xmlns:wpf="http://schemas.microsoft.com/winfx/2006/xaml/presentation">
-	<s:Boolean x:Key="/Default/UserDictionary/Words/=Ccsvc/@EntryIndexedValue">True</s:Boolean>
+	<s:Boolean x:Key="/Default/UserDictionary/Words/=fsql/@EntryIndexedValue">True</s:Boolean></wpf:ResourceDictionary>
-	<s:Boolean x:Key="/Default/UserDictionary/Words/=fsql/@EntryIndexedValue">True</s:Boolean>
-	<s:Boolean x:Key="/Default/UserDictionary/Words/=strftime/@EntryIndexedValue">True</s:Boolean></wpf:ResourceDictionary>

Entity/AGENTS.md

@@ -1,44 +0,0 @@
-# ENTITY LAYER KNOWLEDGE BASE
-
-**Generated:** 2026-01-28
-**Parent:** EmailBill/AGENTS.md
-
-## OVERVIEW
-Database entities using FreeSql ORM with BaseEntity inheritance pattern.
-
-## STRUCTURE
-```
-Entity/
-├── BaseEntity.cs          # Base entity with Snowflake ID
-├── GlobalUsings.cs        # Common imports
-├── BudgetRecord.cs        # Budget tracking entity
-├── TransactionRecord.cs   # Transaction entity
-├── EmailMessage.cs        # Email processing entity
-└── MessageRecord.cs       # Message entity
-```
-
-## WHERE TO LOOK
-| Task | Location | Notes |
-|------|----------|-------|
-| Base entity pattern | BaseEntity.cs | Snowflake ID, audit fields |
-| Budget entities | BudgetRecord.cs, BudgetArchive.cs | Budget tracking |
-| Transaction entities | TransactionRecord.cs, TransactionPeriodic.cs | Financial transactions |
-| Email entities | EmailMessage.cs, MessageRecord.cs | Email processing |
-
-## CONVENTIONS
-- Inherit from BaseEntity for all entities
-- Use [Column] attributes for FreeSql mapping
-- Snowflake IDs via YitIdHelper.NextId()
-- Chinese comments for business logic
-- XML docs for public APIs
-
-## ANTI-PATTERNS (THIS LAYER)
-- Never use DateTime.Now (use IDateTimeProvider)
-- Don't skip BaseEntity inheritance
-- Avoid complex business logic in entities
-- No database queries in entity classes
-
-## UNIQUE STYLES
-- Fluent Chinese naming for business concepts
-- Audit fields (CreateTime, UpdateTime) automatic
-- Soft delete patterns via UpdateTime nullability

Entity/BudgetArchive.cs

@@ -2,6 +2,31 @@
 
 public class BudgetArchive : BaseEntity
 {
+    /// <summary>
+    /// 预算Id
+    /// </summary>
+    public long BudgetId { get; set; }
+
+    /// <summary>
+    /// 预算周期类型
+    /// </summary>
+    public BudgetPeriodType BudgetType { get; set; }
+
+    /// <summary>
+    /// 预算金额
+    /// </summary>
+    public decimal BudgetedAmount { get; set; }
+
+    /// <summary>
+    /// 周期内实际发生金额
+    /// </summary>
+    public decimal RealizedAmount { get; set; }
+
+    /// <summary>
+    /// 详细描述
+    /// </summary>
+    public string? Description { get; set; }
+
     /// <summary>
     /// 归档目标年份
     /// </summary>
@@ -12,79 +37,8 @@ public class BudgetArchive : BaseEntity
     /// </summary>
     public int Month { get; set; }
 
-    /// <summary>
-    /// 归档内容
-    /// </summary>
-    [JsonMap]
-    public BudgetArchiveContent[] Content { get; set; } = [];
-
     /// <summary>
     /// 归档日期
     /// </summary>
     public DateTime ArchiveDate { get; set; } = DateTime.Now;
-
-    /// <summary>
-    /// 支出结余（预算 - 实际，正数表示省钱，负数表示超支）
-    /// </summary>
-    public decimal ExpenseSurplus { get; set; }
-
-    /// <summary>
-    /// 收入结余（实际 - 预算，正数表示超额收入，负数表示未达预期）
-    /// </summary>
-    public decimal IncomeSurplus { get; set; }
-
-    public string? Summary { get; set; }
-}
-
-public record BudgetArchiveContent
-{
-    /// <summary>
-    /// 预算ID
-    /// </summary>
-    public long Id { get; set; }
-
-    /// <summary>
-    /// 预算名称
-    /// </summary>
-    public string Name { get; set; } = string.Empty;
-
-    /// <summary>
-    /// 统计周期
-    /// </summary>
-    public BudgetPeriodType Type { get; set; } = BudgetPeriodType.Month;
-
-    /// <summary>
-    /// 预算金额
-    /// </summary>
-    public decimal Limit { get; set; }
-
-    /// <summary>
-    /// 实际金额
-    /// </summary>
-    public decimal Actual { get; set; }
-
-    /// <summary>
-    /// 预算类别
-    /// </summary>
-    public BudgetCategory Category { get; set; }
-
-    /// <summary>
-    /// 相关分类 (逗号分隔的分类名称)
-    /// </summary>
-    public string[] SelectedCategories { get; set; } = [];
-
-    /// <summary>
-    /// 不记额预算
-    /// </summary>
-    public bool NoLimit { get; set; } = false;
-
-    /// <summary>
-    /// 硬性消费
-    /// </summary>
-    public bool IsMandatoryExpense { get; set; } = false;
-
-    /// <summary>
-    /// 描述说明
-    /// </summary>
-    public string Description { get; set; } = string.Empty;
 }

Entity/BudgetRecord.cs

@@ -34,16 +34,6 @@ public class BudgetRecord : BaseEntity
     /// 开始日期
     /// </summary>
     public DateTime StartDate { get; set; } = DateTime.Now;
-
-    /// <summary>
-    /// 不记额预算（选中后该预算没有预算金额，发生的收入或支出直接在存款中加减）
-    /// </summary>
-    public bool NoLimit { get; set; } = false;
-
-    /// <summary>
-    /// 硬性消费（固定消费，如房租、水电等。当是当前年月且为硬性消费时，会根据经过的天数累加Current）
-    /// </summary>
-    public bool IsMandatoryExpense { get; set; } = false;
 }
 
 public enum BudgetPeriodType

Entity/EmailMessage.cs

@@ -1,4 +1,6 @@
-namespace Entity;
+using System.Security.Cryptography;
+
+namespace Entity;
 
 /// <summary>
 /// 邮件消息实体
@@ -37,7 +39,7 @@ public class EmailMessage : BaseEntity
     public string ComputeBodyHash()
     {
         using var md5 = MD5.Create();
-        var inputBytes = Encoding.UTF8.GetBytes(Body + HtmlBody);
+        var inputBytes = System.Text.Encoding.UTF8.GetBytes(Body + HtmlBody);
         var hashBytes = md5.ComputeHash(inputBytes);
         return Convert.ToHexString(hashBytes);
     }

Entity/Entity.csproj

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

Entity/GlobalUsings.cs

@@ -1,3 +1 @@
 global using FreeSql.DataAnnotations;
-global using System.Security.Cryptography;
-global using System.Text;

Entity/TransactionCategory.cs

@@ -14,11 +14,4 @@ public class TransactionCategory : BaseEntity
     /// 交易类型（支出/收入）
     /// </summary>
     public TransactionType Type { get; set; }
-
-    /// <summary>
-    /// 图标（SVG格式，JSON数组存储5个图标供选择）
-    /// 示例：["<svg>...</svg>", "<svg>...</svg>", ...]
-    /// </summary>
-    [Column(StringLength = -1)]
-    public string? Icon { get; set; }
 }

Entity/TransactionRecord.cs

@@ -1,4 +1,4 @@
-namespace Entity;
+namespace Entity;
 
 /// <summary>
 /// 银行交易记录（由邮件解析生成）
@@ -20,6 +20,11 @@ public class TransactionRecord : BaseEntity
     /// </summary>
     public decimal Amount { get; set; }
 
+    /// <summary>
+    /// 退款金额
+    /// </summary>
+    public decimal RefundAmount { get; set; }
+
     /// <summary>
     /// 交易后余额
     /// </summary>
@@ -64,11 +69,6 @@ public class TransactionRecord : BaseEntity
     /// 导入来源
     /// </summary>
     public string ImportFrom { get; set; } = string.Empty;
-
-    /// <summary>
-    /// 退款金额
-    /// </summary>
-    public decimal RefundAmount { get; set; }
 }
 
 public enum TransactionType

REFACTORING_SUMMARY.md

@@ -1,156 +0,0 @@
-# TransactionRecordRepository 重构总结
-
-## 重构目标
-
-简化账单仓储，移除内存聚合逻辑，将聚合逻辑移到Service层，提高代码可测试性和可维护性。
-
-## 主要变更
-
-### 1. 创建新的仓储层 (TransactionRecordRepository.cs)
-
-**简化后的接口方法：**
-- `QueryAsync` - 统一的查询方法，支持多种筛选条件和分页
-- `CountAsync` - 统一的计数方法
-- `GetDistinctClassifyAsync` - 获取所有分类
-- `GetByEmailIdAsync` - 按邮件ID查询
-- `GetUnclassifiedAsync` - 获取未分类账单
-- `GetClassifiedByKeywordsAsync` - 关键词查询已分类账单
-- `GetUnconfirmedRecordsAsync` - 获取待确认账单
-- `BatchUpdateByReasonAsync` - 批量更新分类
-- `UpdateCategoryNameAsync` - 更新分类名称
-- `ConfirmAllUnconfirmedAsync` - 确认待确认分类
-- `ExistsByEmailMessageIdAsync` - 检查邮件是否存在
-- `ExistsByImportNoAsync` - 检查导入编号是否存在
-
-**移除的方法（移到Service层）：**
-- `GetDailyStatisticsAsync` - 日统计
-- `GetDailyStatisticsByRangeAsync` - 范围日统计
-- `GetMonthlyStatisticsAsync` - 月度统计
-- `GetCategoryStatisticsAsync` - 分类统计
-- `GetTrendStatisticsAsync` - 趋势统计
-- `GetReasonGroupsAsync` - 按摘要分组统计
-- `GetClassifiedByKeywordsWithScoreAsync` - 关键词匹配（带分数）
-- `GetFilteredTrendStatisticsAsync` - 过滤趋势统计
-- `GetAmountGroupByClassifyAsync` - 按分类分组统计
-
-### 2. 创建统计服务层 (TransactionStatisticsService.cs)
-
-新增 `ITransactionStatisticsService` 接口和实现，负责所有聚合统计逻辑：
-
-**主要方法：**
-- `GetDailyStatisticsAsync` - 日统计（内存聚合）
-- `GetDailyStatisticsByRangeAsync` - 范围日统计（内存聚合）
-- `GetMonthlyStatisticsAsync` - 月度统计（内存聚合）
-- `GetCategoryStatisticsAsync` - 分类统计（内存聚合）
-- `GetTrendStatisticsAsync` - 趋势统计（内存聚合）
-- `GetReasonGroupsAsync` - 按摘要分组统计（内存聚合，解决N+1问题）
-- `GetClassifiedByKeywordsWithScoreAsync` - 关键词匹配（内存计算相关度）
-- `GetFilteredTrendStatisticsAsync` - 过滤趋势统计（内存聚合）
-- `GetAmountGroupByClassifyAsync` - 按分类分组统计（内存聚合）
-
-### 3. 创建DTO文件 (TransactionStatisticsDto.cs)
-
-将统计相关的DTO类从Repository移到独立文件：
-- `ReasonGroupDto` - 按摘要分组统计DTO
-- `MonthlyStatistics` - 月度统计数据
-- `CategoryStatistics` - 分类统计数据
-- `TrendStatistics` - 趋势统计数据
-
-### 4. 更新Controller (TransactionRecordController.cs)
-
-- 注入 `ITransactionStatisticsService`
-- 将所有统计方法的调用从 `transactionRepository` 改为 `transactionStatisticsService`
-- 将 `GetPagedListAsync` 改为 `QueryAsync`
-- 将 `GetTotalCountAsync` 改为 `CountAsync`
-- 将 `GetByDateRangeAsync` 改为 `QueryAsync`
-- 将 `GetUnclassifiedCountAsync` 改为 `CountAsync`
-
-### 5. 更新Service层
-
-**SmartHandleService:**
-- 注入 `ITransactionStatisticsService`
-- 将 `GetClassifiedByKeywordsWithScoreAsync` 调用改为使用统计服务
-
-**BudgetService:**
-- 注入 `ITransactionStatisticsService`
-- 将 `GetCategoryStatisticsAsync` 调用改为使用统计服务
-
-**BudgetStatsService:**
-- 注入 `ITransactionStatisticsService`
-- 将所有 `GetFilteredTrendStatisticsAsync` 调用改为使用统计服务
-
-**BudgetSavingsService:**
-- 注入 `ITransactionStatisticsService`
-- 将所有 `GetAmountGroupByClassifyAsync` 调用改为使用统计服务
-
-### 6. 更新测试文件
-
-**BudgetStatsTest.cs:**
-- 添加 `ITransactionStatisticsService` Mock
-- 更新构造函数参数
-- 将所有 `GetFilteredTrendStatisticsAsync` Mock调用改为使用统计服务
-
-**BudgetSavingsTest.cs:**
-- 添加 `ITransactionStatisticsService` Mock
-- 更新构造函数参数
-- 将所有 `GetAmountGroupByClassifyAsync` Mock调用改为使用统计服务
-
-## 重构优势
-
-### 1. 职责分离
-- **Repository层**：只负责数据查询，返回原始数据
-- **Service层**：负责业务逻辑和数据聚合
-
-### 2. 可测试性提升
-- Repository层的方法更简单，易于Mock
-- Service层可以独立测试聚合逻辑
-- 测试时可以精确控制聚合行为
-
-### 3. 性能优化
-- 解决了 `GetReasonGroupsAsync` 中的N+1查询问题
-- 将内存聚合逻辑集中管理，便于后续优化
-- 减少了数据库聚合操作，避免大数据量时的性能问题
-
-### 4. 代码可维护性
-- 统一的查询接口 `QueryAsync` 和 `CountAsync`
-- 减少了代码重复
-- 更清晰的职责划分
-
-### 5. 扩展性
-- 新增统计功能只需在Service层添加
-- Repository层保持稳定，不受业务逻辑变化影响
-
-## 测试结果
-
-所有测试通过：
-- BudgetStatsTest: 7个测试全部通过
-- BudgetSavingsTest: 7个测试全部通过
-- 总计: 14个测试全部通过
-
-## 注意事项
-
-### 1. 性能考虑
-- 当前使用内存聚合，适合中小数据量
-- 如果数据量很大，可以考虑在Service层使用分页查询+增量聚合
-- 对于需要实时聚合的场景，可以考虑缓存
-
-### 2. 警告处理
-编译时有3个未使用参数的警告：
-- `TransactionStatisticsService` 的 `textSegmentService` 参数未使用
-- `BudgetStatsService` 的 `transactionRecordRepository` 参数未使用
-- `BudgetSavingsService` 的 `transactionsRepository` 参数未使用
-
-这些参数暂时保留，可能在未来使用，可以通过添加 `_ = parameter;` 来消除警告。
-
-### 3. 向后兼容
-- Controller的API接口保持不变
-- 前端无需修改
-- 数据库结构无变化
-
-## 后续优化建议
-
-1. **添加缓存**：对于频繁查询的统计数据，可以添加缓存机制
-2. **分页聚合**：对于大数据量的聚合，可以实现分页聚合策略
-3. **异步优化**：某些聚合操作可以并行执行以提高性能
-4. **监控指标**：添加聚合查询的性能监控
-5. **单元测试**：为 `TransactionStatisticsService` 添加专门的单元测试

Repository/AGENTS.md

@@ -1,46 +0,0 @@
-# REPOSITORY LAYER KNOWLEDGE BASE
-
-**Generated:** 2026-01-28
-**Parent:** EmailBill/AGENTS.md
-
-## OVERVIEW
-Data access layer using FreeSql with BaseRepository pattern and global usings.
-
-## STRUCTURE
-```
-Repository/
-├── BaseRepository.cs           # Generic repository base
-├── GlobalUsings.cs            # Common imports
-├── BudgetRepository.cs         # Budget data access
-├── TransactionRecordRepository.cs # Transaction data access
-├── EmailMessageRepository.cs   # Email data access
-└── TransactionStatisticsDto.cs # Statistics DTOs
-```
-
-## WHERE TO LOOK
-| Task | Location | Notes |
-|------|----------|-------|
-| Base patterns | BaseRepository.cs | Generic CRUD operations |
-| Budget data | BudgetRepository.cs | Budget queries and updates |
-| Transaction data | TransactionRecordRepository.cs | Financial data access |
-| Email data | EmailMessageRepository.cs | Email processing storage |
-| Statistics | TransactionStatisticsDto.cs | Data transfer objects |
-
-## CONVENTIONS
-- Inherit from BaseRepository<T> for all repositories
-- Use GlobalUsings.cs for shared imports
-- Async/await pattern for all database operations
-- Method names: GetAllAsync, GetByIdAsync, InsertAsync, UpdateAsync
-- Return domain entities, not DTOs (except in query results)
-
-## ANTI-PATTERNS (THIS LAYER)
-- Never return anonymous types from methods
-- Don't expose FreeSql ISelect directly
-- Avoid business logic in repositories
-- No synchronous database calls
-- Don't mix data access with service logic
-
-## UNIQUE STYLES
-- Generic constraints: where T : BaseEntity
-- Fluent query building with FreeSql extension methods
-- Paged query patterns for large datasets

Repository/BaseRepository.cs

@@ -170,10 +170,10 @@ public abstract class BaseRepository<T>(IFreeSql freeSql) : IBaseRepository<T> w
         var dt = await FreeSql.Ado.ExecuteDataTableAsync(completeSql);
         var result = new List<dynamic>();
 
-        foreach (DataRow row in dt.Rows)
+        foreach (System.Data.DataRow row in dt.Rows)
         {
-            var expando = new ExpandoObject() as IDictionary<string, object>;
+            var expando = new System.Dynamic.ExpandoObject() as IDictionary<string, object>;
-            foreach (DataColumn column in dt.Columns)
+            foreach (System.Data.DataColumn column in dt.Columns)
             {
                 expando[column.ColumnName] = row[column];
             }

Repository/BudgetArchiveRepository.cs

@@ -2,21 +2,19 @@
 
 public interface IBudgetArchiveRepository : IBaseRepository<BudgetArchive>
 {
-    Task<BudgetArchive?> GetArchiveAsync(int year, int month);
+    Task<BudgetArchive?> GetArchiveAsync(long budgetId, int year, int month);
-
     Task<List<BudgetArchive>> GetListAsync(int year, int month);
-
-    Task<List<BudgetArchive>> GetArchivesByYearAsync(int year);
 }
 
 public class BudgetArchiveRepository(
     IFreeSql freeSql
 ) : BaseRepository<BudgetArchive>(freeSql), IBudgetArchiveRepository
 {
-    public async Task<BudgetArchive?> GetArchiveAsync(int year, int month)
+    public async Task<BudgetArchive?> GetArchiveAsync(long budgetId, int year, int month)
     {
         return await FreeSql.Select<BudgetArchive>()
-            .Where(a => a.Year == year &&
+            .Where(a => a.BudgetId == budgetId &&
+                        a.Year == year &&
                         a.Month == month)
             .ToOneAsync();
     }
@@ -24,15 +22,13 @@ public class BudgetArchiveRepository(
     public async Task<List<BudgetArchive>> GetListAsync(int year, int month)
     {
         return await FreeSql.Select<BudgetArchive>()
-            .Where(a => a.Year == year && a.Month == month)
+            .Where(
-            .ToListAsync();
+                a => a.BudgetType == BudgetPeriodType.Month &&
-    }
+                     a.Year == year &&
-
+                     a.Month == month ||
-    public async Task<List<BudgetArchive>> GetArchivesByYearAsync(int year)
+                     a.BudgetType == BudgetPeriodType.Year &&
-    {
+                     a.Year == year
-        return await FreeSql.Select<BudgetArchive>()
+            )
-            .Where(a => a.Year == year)
-            .OrderBy(a => a.Month)
             .ToListAsync();
     }
 }

Repository/BudgetRepository.cs

@@ -28,6 +28,10 @@ public class BudgetRepository(IFreeSql freeSql) : BaseRepository<BudgetRecord>(f
         {
             query = query.Where(t => t.Type == TransactionType.Income);
         }
+        else if (budget.Category == BudgetCategory.Savings)
+        {
+            query = query.Where(t => t.Type == TransactionType.None);
+        }
 
         return await query.SumAsync(t => t.Amount);
     }
@@ -37,13 +41,14 @@ public class BudgetRepository(IFreeSql freeSql) : BaseRepository<BudgetRecord>(f
         var records = await FreeSql.Select<BudgetRecord>()
             .Where(b => b.SelectedCategories.Contains(oldName) && 
                         ((type == TransactionType.Expense && b.Category == BudgetCategory.Expense) ||
-                         (type == TransactionType.Income && b.Category == BudgetCategory.Income)))
+                         (type == TransactionType.Income && b.Category == BudgetCategory.Income) ||
+                         (type == TransactionType.None && b.Category == BudgetCategory.Savings)))
             .ToListAsync();
 
         foreach (var record in records)
         {
             var categories = record.SelectedCategories.Split(',').ToList();
-            for (var i = 0; i < categories.Count; i++)
+            for (int i = 0; i < categories.Count; i++)
             {
                 if (categories[i] == oldName)
                 {

Repository/GlobalUsings.cs

@@ -1,7 +1,5 @@
 
 global using Entity;
-global using System.Linq;
-global using System.Data;
-global using System.Dynamic;
 global using FreeSql;
+global using System.Linq;
 

Repository/TransactionRecordRepository.cs

@@ -1,4 +1,4 @@
-namespace Repository;
+namespace Repository;
 
 public interface ITransactionRecordRepository : IBaseRepository<TransactionRecord>
 {
@@ -6,102 +6,202 @@ public interface ITransactionRecordRepository : IBaseRepository<TransactionRecor
 
     Task<TransactionRecord?> ExistsByImportNoAsync(string importNo, string importFrom);
 
-    Task<List<TransactionRecord>> QueryAsync(
+    /// <summary>
+    /// 分页获取交易记录列表
+    /// </summary>
+    /// <param name="pageIndex">页码，从1开始</param>
+    /// <param name="pageSize">每页数量</param>
+    /// <param name="searchKeyword">搜索关键词（搜索交易摘要和分类）</param>
+    /// <param name="classifies">筛选分类列表</param>
+    /// <param name="type">筛选交易类型</param>
+    /// <param name="year">筛选年份</param>
+    /// <param name="month">筛选月份</param>
+    /// <param name="startDate">筛选开始日期</param>
+    /// <param name="endDate">筛选结束日期</param>
+    /// <param name="reason">筛选交易摘要</param>
+    /// <param name="sortByAmount">是否按金额降序排列，默认为false按时间降序</param>
+    /// <returns>交易记录列表</returns>
+    Task<List<TransactionRecord>> GetPagedListAsync(
+        int pageIndex = 1,
+        int pageSize = 20,
+        string? searchKeyword = null,
+        string[]? classifies = null,
+        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
-        TransactionType? type = null,
-        string[]? classifies = null,
-        string? searchKeyword = null,
         string? reason = null,
-        int pageIndex = 1,
-        int pageSize = int.MaxValue,
         bool sortByAmount = false);
 
-    Task<long> CountAsync(
+    /// <summary>
+    /// 获取总数
+    /// </summary>
+    Task<long> GetTotalCountAsync(
+        string? searchKeyword = null,
+        string[]? classifies = null,
+        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
-        TransactionType? type = null,
-        string[]? classifies = null,
-        string? searchKeyword = null,
         string? reason = null);
 
+    /// <summary>
+    /// 获取所有不同的交易分类
+    /// </summary>
     Task<List<string>> GetDistinctClassifyAsync();
 
-    Task<List<TransactionRecord>> GetByEmailIdAsync(long emailMessageId);
+    /// <summary>
+    /// 获取指定月份每天的消费统计
+    /// </summary>
+    /// <param name="year">年份</param>
+    /// <param name="month">月份</param>
+    /// <returns>每天的消费笔数和金额</returns>
+    Task<Dictionary<string, (int count, decimal amount)>> GetDailyStatisticsAsync(int year, int month);
 
+    /// <summary>
+    /// 获取指定日期范围内的交易记录
+    /// </summary>
+    /// <param name="startDate">开始日期</param>
+    /// <param name="endDate">结束日期</param>
+    /// <returns>交易记录列表</returns>
+    Task<List<TransactionRecord>> GetByDateRangeAsync(DateTime startDate, DateTime endDate);
+
+    /// <summary>
+    /// 获取指定邮件的交易记录数量
+    /// </summary>
+    /// <param name="emailMessageId">邮件ID</param>
+    /// <returns>交易记录数量</returns>
     Task<int> GetCountByEmailIdAsync(long emailMessageId);
 
+    /// <summary>
+    /// 获取月度统计数据
+    /// </summary>
+    /// <param name="year">年份</param>
+    /// <param name="month">月份</param>
+    /// <returns>月度统计数据</returns>
+    Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month);
+
+    /// <summary>
+    /// 获取分类统计数据
+    /// </summary>
+    /// <param name="year">年份</param>
+    /// <param name="month">月份</param>
+    /// <param name="type">交易类型（0:支出, 1:收入）</param>
+    /// <returns>分类统计列表</returns>
+    Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type);
+
+    /// <summary>
+    /// 获取多个月的趋势统计数据
+    /// </summary>
+    /// <param name="startYear">开始年份</param>
+    /// <param name="startMonth">开始月份</param>
+    /// <param name="monthCount">月份数量</param>
+    /// <returns>趋势统计列表</returns>
+    Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount);
+
+    /// <summary>
+    /// 获取指定邮件的交易记录列表
+    /// </summary>
+    /// <param name="emailMessageId">邮件ID</param>
+    /// <returns>交易记录列表</returns>
+    Task<List<TransactionRecord>> GetByEmailIdAsync(long emailMessageId);
+
+    /// <summary>
+    /// 获取未分类的账单数量
+    /// </summary>
+    /// <returns>未分类账单数量</returns>
+    Task<int> GetUnclassifiedCountAsync();
+
+    /// <summary>
+    /// 获取未分类的账单列表
+    /// </summary>
+    /// <param name="pageSize">每页数量</param>
+    /// <returns>未分类账单列表</returns>
     Task<List<TransactionRecord>> GetUnclassifiedAsync(int pageSize = 10);
 
-    Task<List<TransactionRecord>> GetClassifiedByKeywordsAsync(List<string> keywords, int limit = 10);
+    /// <summary>
-
+    /// 获取按交易摘要(Reason)分组的统计信息（支持分页）
-    Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync();
+    /// </summary>
+    /// <param name="pageIndex">页码，从1开始</param>
+    /// <param name="pageSize">每页数量</param>
+    /// <returns>分组统计列表和总数</returns>
+    Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20);
 
+    /// <summary>
+    /// 按摘要批量更新交易记录的分类
+    /// </summary>
+    /// <param name="reason">交易摘要</param>
+    /// <param name="type">交易类型</param>
+    /// <param name="classify">分类名称</param>
+    /// <returns>更新的记录数量</returns>
     Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify);
 
-    Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type);
+    /// <summary>
+    /// 根据关键词查询交易记录（模糊匹配Reason字段）
+    /// </summary>
+    /// <param name="keyword">关键词</param>
+    /// <returns>匹配的交易记录列表</returns>
+    Task<List<TransactionRecord>> QueryByWhereAsync(string sql);
 
+    /// <summary>
+    /// 执行完整的SQL查询
+    /// </summary>
+    /// <param name="completeSql">完整的SELECT SQL语句</param>
+    /// <returns>查询结果列表</returns>
+    Task<List<TransactionRecord>> ExecuteRawSqlAsync(string completeSql);
+
+    /// <summary>
+    /// 根据关键词查询已分类的账单（用于智能分类参考）
+    /// </summary>
+    /// <param name="keywords">关键词列表</param>
+    /// <param name="limit">返回结果数量限制</param>
+    /// <returns>已分类的账单列表</returns>
+    Task<List<TransactionRecord>> GetClassifiedByKeywordsAsync(List<string> keywords, int limit = 10);
+
+    /// <summary>
+    /// 根据关键词查询已分类的账单，并计算相关度分数
+    /// </summary>
+    /// <param name="keywords">关键词列表</param>
+    /// <param name="minMatchRate">最小匹配率（0.0-1.0），默认0.3表示至少匹配30%的关键词</param>
+    /// <param name="limit">返回结果数量限制</param>
+    /// <returns>带相关度分数的已分类账单列表</returns>
+    Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10);
+
+    /// <summary>
+    /// 获取抵账候选列表
+    /// </summary>
+    /// <param name="currentId">当前交易ID</param>
+    /// <param name="amount">当前交易金额</param>
+    /// <param name="currentType">当前交易类型</param>
+    /// <returns>候选交易列表</returns>
+    Task<List<TransactionRecord>> GetCandidatesForOffsetAsync(long currentId, decimal amount, TransactionType currentType);
+
+    /// <summary>
+    /// 获取待确认分类的账单列表
+    /// </summary>
+    /// <returns>待确认账单列表</returns>
+    Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync();
+
+    /// <summary>
+    /// 全部确认待确认的分类
+    /// </summary>
+    /// <returns>影响行数</returns>
     Task<int> ConfirmAllUnconfirmedAsync(long[] ids);
+
+    /// <summary>
+    /// 更新分类名称
+    /// </summary>
+    /// <param name="oldName">旧分类名称</param>
+    /// <param name="newName">新分类名称</param>
+    /// <param name="type">交易类型</param>
+    /// <returns>影响行数</returns>
+    Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type);
 }
 
 public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<TransactionRecord>(freeSql), ITransactionRecordRepository
 {
-    private ISelect<TransactionRecord> BuildQuery(
-        int? year = null,
-        int? month = null,
-        DateTime? startDate = null,
-        DateTime? endDate = null,
-        TransactionType? type = null,
-        string[]? classifies = null,
-        string? searchKeyword = null,
-        string? reason = null)
-    {
-        var query = FreeSql.Select<TransactionRecord>();
-
-        query = query.WhereIf(!string.IsNullOrWhiteSpace(searchKeyword),
-                                t => t.Reason.Contains(searchKeyword!) ||
-                                    t.Classify.Contains(searchKeyword!) ||
-                                    t.Card.Contains(searchKeyword!) ||
-                                    t.ImportFrom.Contains(searchKeyword!))
-                    .WhereIf(!string.IsNullOrWhiteSpace(reason),
-                                t => t.Reason == reason);
-
-        if (classifies is { Length: > 0 })
-        {
-            var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
-            query = query.Where(t => filterClassifies.Contains(t.Classify));
-        }
-
-        query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
-
-        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);
-            }
-        }
-
-        query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
-                     .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
-
-        return query;
-    }
-
     public async Task<TransactionRecord?> ExistsByEmailMessageIdAsync(long emailMessageId, DateTime occurredAt)
     {
         return await FreeSql.Select<TransactionRecord>()
@@ -116,48 +216,116 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .FirstAsync();
     }
 
-    public async Task<List<TransactionRecord>> QueryAsync(
+    public async Task<List<TransactionRecord>> GetPagedListAsync(
+        int pageIndex = 1,
+        int pageSize = 20,
+        string? searchKeyword = null,
+        string[]? classifies = null,
+        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
-        TransactionType? type = null,
-        string[]? classifies = null,
-        string? searchKeyword = null,
         string? reason = null,
-        int pageIndex = 1,
-        int pageSize = int.MaxValue,
         bool sortByAmount = false)
     {
-        var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
+        var query = FreeSql.Select<TransactionRecord>();
 
+        // 如果提供了搜索关键词，则添加搜索条件
+        query = query.WhereIf(!string.IsNullOrWhiteSpace(searchKeyword),
+                                t => t.Reason.Contains(searchKeyword!) ||
+                                    t.Classify.Contains(searchKeyword!) ||
+                                    t.Card.Contains(searchKeyword!) ||
+                                    t.ImportFrom.Contains(searchKeyword!))
+                    .WhereIf(!string.IsNullOrWhiteSpace(reason),
+                                t => t.Reason == reason);
+
+        // 按分类筛选
+        if (classifies != null && classifies.Length > 0)
+        {
+            var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
+            query = query.Where(t => filterClassifies.Contains(t.Classify));
+        }
+
+        // 按交易类型筛选
+        query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
+
+        // 按年月筛选
+        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);
+        }
+        
+        // 按日期范围筛选
+        query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
+                     .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
+
+        // 根据sortByAmount参数决定排序方式
         if (sortByAmount)
         {
+            // 按金额降序排列
             return await query
                 .OrderByDescending(t => t.Amount)
                 .OrderByDescending(t => t.Id)
                 .Page(pageIndex, pageSize)
                 .ToListAsync();
         }
-
+        else
+        {
+            // 按时间降序排列
             return await query
                 .OrderByDescending(t => t.OccurredAt)
                 .OrderByDescending(t => t.Id)
                 .Page(pageIndex, pageSize)
                 .ToListAsync();
         }
+    }
 
-    public async Task<long> CountAsync(
+    public async Task<long> GetTotalCountAsync(
+        string? searchKeyword = null,
+        string[]? classifies = null,
+        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
-        TransactionType? type = null,
-        string[]? classifies = null,
-        string? searchKeyword = null,
         string? reason = null)
     {
-        var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
+        var query = FreeSql.Select<TransactionRecord>();
+
+        // 如果提供了搜索关键词，则添加搜索条件
+        query = query.WhereIf(!string.IsNullOrWhiteSpace(searchKeyword),
+                                t => t.Reason.Contains(searchKeyword!) ||
+                                    t.Classify.Contains(searchKeyword!) ||
+                                    t.Card.Contains(searchKeyword!) ||
+                                    t.ImportFrom.Contains(searchKeyword!))
+                    .WhereIf(!string.IsNullOrWhiteSpace(reason),
+                                t => t.Reason == reason);
+
+        // 按分类筛选
+        if (classifies != null && classifies.Length > 0)
+        {
+            var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
+            query = query.Where(t => filterClassifies.Contains(t.Classify));
+        }
+
+        // 按交易类型筛选
+        query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
+
+        // 按年月筛选
+        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);
+        }
+
+        // 按日期范围筛选
+        query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
+                     .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
+
         return await query.CountAsync();
     }
 
@@ -169,10 +337,37 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync(t => t.Classify);
     }
 
-    public async Task<List<TransactionRecord>> GetByEmailIdAsync(long emailMessageId)
+    public async Task<Dictionary<string, (int count, decimal amount)>> GetDailyStatisticsAsync(int year, int month)
+    {
+        var startDate = new DateTime(year, month, 1);
+        var endDate = startDate.AddMonths(1);
+
+        var records = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate)
+            .ToListAsync();
+
+        var statistics = records
+            .GroupBy(t => t.OccurredAt.ToString("yyyy-MM-dd"))
+            .ToDictionary(
+                g => g.Key,
+                g =>
+                {
+                    // 分别统计收入和支出
+                    var income = g.Where(t => t.Type == TransactionType.Income).Sum(t => t.Amount);
+                    var expense = g.Where(t => t.Type == TransactionType.Expense).Sum(t => t.Amount);
+                    // 净额 = 收入 - 支出（消费大于收入时为负数）
+                    var netAmount = income - expense;
+                    return (count: g.Count(), amount: netAmount);
+                }
+            );
+
+        return statistics;
+    }
+
+    public async Task<List<TransactionRecord>> GetByDateRangeAsync(DateTime startDate, DateTime endDate)
     {
         return await FreeSql.Select<TransactionRecord>()
-            .Where(t => t.EmailMessageId == emailMessageId)
+            .Where(t => t.OccurredAt >= startDate && t.OccurredAt <= endDate)
             .OrderBy(t => t.OccurredAt)
             .ToListAsync();
     }
@@ -184,6 +379,21 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .CountAsync();
     }
 
+    public async Task<List<TransactionRecord>> GetByEmailIdAsync(long emailMessageId)
+    {
+        return await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.EmailMessageId == emailMessageId)
+            .OrderBy(t => t.OccurredAt)
+            .ToListAsync();
+    }
+
+    public async Task<int> GetUnclassifiedCountAsync()
+    {
+        return (int)await FreeSql.Select<TransactionRecord>()
+            .Where(t => string.IsNullOrEmpty(t.Classify))
+            .CountAsync();
+    }
+
     public async Task<List<TransactionRecord>> GetUnclassifiedAsync(int pageSize = 10)
     {
         return await FreeSql.Select<TransactionRecord>()
@@ -193,33 +403,56 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync();
     }
 
-    public async Task<List<TransactionRecord>> GetClassifiedByKeywordsAsync(List<string> keywords, int limit = 10)
+    public async Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20)
     {
-        if (keywords.Count == 0)
+        // 先按照Reason分组，统计每个Reason的数量和总金额
+        var groups = await FreeSql.Select<TransactionRecord>()
+            .Where(t => !string.IsNullOrEmpty(t.Reason))
+            .Where(t => string.IsNullOrEmpty(t.Classify)) // 只统计未分类的
+            .GroupBy(t => t.Reason)
+            .ToListAsync(g => new
             {
-            return [];
+                Reason = g.Key,
-        }
+                Count = g.Count(),
+                TotalAmount = g.Sum(g.Value.Amount)
+            });
 
-        var query = FreeSql.Select<TransactionRecord>()
+        // 按总金额绝对值降序排序
-            .Where(t => t.Classify != "");
+        var sortedGroups = groups.OrderByDescending(g => Math.Abs(g.TotalAmount)).ToList();
+        var total = sortedGroups.Count;
 
-        if (keywords.Count > 0)
+        // 分页
+        var pagedGroups = sortedGroups
+            .Skip((pageIndex - 1) * pageSize)
+            .Take(pageSize)
+            .ToList();
+
+        // 为每个分组获取详细信息
+        var result = new List<ReasonGroupDto>();
+        foreach (var group in pagedGroups)
         {
-            query = query.Where(t => keywords.Any(keyword => t.Reason.Contains(keyword)));
+            // 获取该分组的所有记录
-        }
+            var records = await FreeSql.Select<TransactionRecord>()
-
+                .Where(t => t.Reason == group.Reason)
-        return await query
+                .Where(t => string.IsNullOrEmpty(t.Classify))
-            .OrderByDescending(t => t.OccurredAt)
-            .Limit(limit)
                 .ToListAsync();
+
+            if (records.Count > 0)
+            {
+                var sample = records.First();
+                result.Add(new ReasonGroupDto
+                {
+                    Reason = group.Reason,
+                    Count = (int)group.Count,
+                    SampleType = sample.Type,
+                    SampleClassify = sample.Classify ?? string.Empty,
+                    TransactionIds = records.Select(r => r.Id).ToList(),
+                    TotalAmount = Math.Abs(group.TotalAmount)
+                });
+            }
         }
 
-    public async Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync()
+        return (result, total);
-    {
-        return await FreeSql.Select<TransactionRecord>()
-            .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
-            .OrderByDescending(t => t.OccurredAt)
-            .ToListAsync();
     }
 
     public async Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify)
@@ -231,6 +464,224 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ExecuteAffrowsAsync();
     }
 
+    public async Task<List<TransactionRecord>> QueryByWhereAsync(string sql)
+    {
+        return await FreeSql.Select<TransactionRecord>()
+            .Where(sql)
+            .OrderByDescending(t => t.OccurredAt)
+            .ToListAsync();
+    }
+    public async Task<List<TransactionRecord>> ExecuteRawSqlAsync(string completeSql)
+    {
+        return await FreeSql.Ado.QueryAsync<TransactionRecord>(completeSql);
+    }
+
+    public async Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month)
+    {
+        var startDate = new DateTime(year, month, 1);
+        var endDate = startDate.AddMonths(1);
+
+        var records = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate)
+            .ToListAsync();
+
+        var statistics = new MonthlyStatistics
+        {
+            Year = year,
+            Month = month
+        };
+
+        foreach (var record in records)
+        {
+            var amount = Math.Abs(record.Amount);
+
+            if (record.Type == TransactionType.Expense)
+            {
+                statistics.TotalExpense += amount;
+                statistics.ExpenseCount++;
+                if (amount > statistics.MaxExpense)
+                {
+                    statistics.MaxExpense = amount;
+                }
+            }
+            else if (record.Type == TransactionType.Income)
+            {
+                statistics.TotalIncome += amount;
+                statistics.IncomeCount++;
+                if (amount > statistics.MaxIncome)
+                {
+                    statistics.MaxIncome = amount;
+                }
+            }
+        }
+
+        statistics.Balance = statistics.TotalIncome - statistics.TotalExpense;
+        statistics.TotalCount = records.Count;
+
+        return statistics;
+    }
+
+    public async Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type)
+    {
+        var startDate = new DateTime(year, month, 1);
+        var endDate = startDate.AddMonths(1);
+
+        var records = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate && t.Type == type)
+            .ToListAsync();
+
+        var categoryGroups = records
+            .GroupBy(t => t.Classify ?? "未分类")
+            .Select(g => new CategoryStatistics
+            {
+                Classify = g.Key,
+                Amount = g.Sum(t => Math.Abs(t.Amount)),
+                Count = g.Count()
+            })
+            .OrderByDescending(c => c.Amount)
+            .ToList();
+
+        // 计算百分比
+        var total = categoryGroups.Sum(c => c.Amount);
+        if (total > 0)
+        {
+            foreach (var category in categoryGroups)
+            {
+                category.Percent = Math.Round((category.Amount / total) * 100, 1);
+            }
+        }
+
+        return categoryGroups;
+    }
+
+    public async Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount)
+    {
+        var trends = new List<TrendStatistics>();
+
+        for (int i = 0; i < monthCount; i++)
+        {
+            var targetYear = startYear;
+            var targetMonth = startMonth + i;
+
+            // 处理月份溢出
+            while (targetMonth > 12)
+            {
+                targetMonth -= 12;
+                targetYear++;
+            }
+
+            var startDate = new DateTime(targetYear, targetMonth, 1);
+            var endDate = startDate.AddMonths(1);
+
+            var records = await FreeSql.Select<TransactionRecord>()
+                .Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate)
+                .ToListAsync();
+
+            var expense = records.Where(t => t.Type == TransactionType.Expense).Sum(t => Math.Abs(t.Amount));
+            var income = records.Where(t => t.Type == TransactionType.Income).Sum(t => Math.Abs(t.Amount));
+
+            trends.Add(new TrendStatistics
+            {
+                Year = targetYear,
+                Month = targetMonth,
+                Expense = expense,
+                Income = income,
+                Balance = income - expense
+            });
+        }
+
+        return trends;
+    }
+
+    public async Task<List<TransactionRecord>> GetClassifiedByKeywordsAsync(List<string> keywords, int limit = 10)
+    {
+        if (keywords == null || keywords.Count == 0)
+        {
+            return new List<TransactionRecord>();
+        }
+
+        var query = FreeSql.Select<TransactionRecord>()
+            .Where(t => t.Classify != ""); // 只查询已分类的账单
+
+        // 构建OR条件：Reason包含任意一个关键词
+        if (keywords.Count > 0)
+        {
+            query = query.Where(t => keywords.Any(keyword => t.Reason.Contains(keyword)));
+        }
+
+        return await query
+            .OrderByDescending(t => t.OccurredAt)
+            .Limit(limit)
+            .ToListAsync();
+    }
+
+    public async Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10)
+    {
+        if (keywords == null || keywords.Count == 0)
+        {
+            return new List<(TransactionRecord, double)>();
+        }
+
+        // 查询所有已分类且包含任意关键词的账单
+        var candidates = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.Classify != "")
+            .Where(t => keywords.Any(keyword => t.Reason.Contains(keyword)))
+            .ToListAsync();
+
+        // 计算每个候选账单的相关度分数
+        var scoredResults = candidates
+            .Select(record => 
+            {
+                var matchedCount = keywords.Count(keyword => record.Reason.Contains(keyword, StringComparison.OrdinalIgnoreCase));
+                var matchRate = (double)matchedCount / keywords.Count;
+                
+                // 额外加分：完全匹配整个摘要（相似度更高）
+                var exactMatchBonus = keywords.Any(k => record.Reason.Equals(k, StringComparison.OrdinalIgnoreCase)) ? 0.2 : 0.0;
+                
+                // 长度相似度加分：长度越接近，相关度越高
+                var avgKeywordLength = keywords.Average(k => k.Length);
+                var lengthSimilarity = 1.0 - Math.Min(1.0, Math.Abs(record.Reason.Length - avgKeywordLength) / Math.Max(record.Reason.Length, avgKeywordLength));
+                var lengthBonus = lengthSimilarity * 0.1;
+                
+                var score = matchRate + exactMatchBonus + lengthBonus;
+                return (record, score);
+            })
+            .Where(x => x.score >= minMatchRate) // 过滤低相关度结果
+            .OrderByDescending(x => x.score) // 按相关度降序
+            .ThenByDescending(x => x.record.OccurredAt) // 相同分数时，按时间降序
+            .Take(limit)
+            .ToList();
+
+        return scoredResults;
+    }
+
+    public async Task<List<TransactionRecord>> GetCandidatesForOffsetAsync(long currentId, decimal amount, TransactionType currentType)
+    {
+        var absAmount = Math.Abs(amount);
+        var minAmount = absAmount - 5;
+        var maxAmount = absAmount + 5;
+
+        var currentRecord = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.Id == currentId)
+            .FirstAsync();
+
+        if (currentRecord == null)
+        {
+            return new List<TransactionRecord>();
+        }
+
+        var list = await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.Id != currentId)
+            .Where(t => t.Type != currentType)
+            .Where(t => Math.Abs(t.Amount) >= minAmount && Math.Abs(t.Amount) <= maxAmount)
+            .Take(50)
+            .ToListAsync();
+            
+        return list.OrderBy(t => Math.Abs(Math.Abs(t.Amount) - absAmount))
+            .ThenBy(x=> Math.Abs((x.OccurredAt - currentRecord.OccurredAt).TotalSeconds))
+            .ToList();
+    }
+
     public async Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type)
     {
         return await FreeSql.Update<TransactionRecord>()
@@ -239,6 +690,14 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ExecuteAffrowsAsync();
     }
 
+    public async Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync()
+    {
+        return await FreeSql.Select<TransactionRecord>()
+            .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
+            .OrderByDescending(t => t.OccurredAt)
+            .ToListAsync();
+    }
+
     public async Task<int> ConfirmAllUnconfirmedAsync(long[] ids)
     {
         return await FreeSql.Update<TransactionRecord>()
@@ -251,3 +710,79 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ExecuteAffrowsAsync();
     }
 }
+
+/// <summary>
+/// 按Reason分组统计DTO
+/// </summary>
+public class ReasonGroupDto
+{
+    /// <summary>
+    /// 交易摘要
+    /// </summary>
+    public string Reason { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 该摘要的记录数量
+    /// </summary>
+    public int Count { get; set; }
+
+    /// <summary>
+    /// 示例交易类型（该分组中第一条记录的类型）
+    /// </summary>
+    public TransactionType SampleType { get; set; }
+
+    /// <summary>
+    /// 示例分类（该分组中第一条记录的分类）
+    /// </summary>
+    public string SampleClassify { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 该分组的所有账单ID列表
+    /// </summary>
+    public List<long> TransactionIds { get; set; } = new();
+
+    /// <summary>
+    /// 该分组的总金额（绝对值）
+    /// </summary>
+    public decimal TotalAmount { get; set; }
+}
+
+/// <summary>
+/// 月度统计数据
+/// </summary>
+public class MonthlyStatistics
+{
+    public int Year { get; set; }
+    public int Month { get; set; }
+    public decimal TotalExpense { get; set; }
+    public decimal TotalIncome { get; set; }
+    public decimal Balance { get; set; }
+    public int ExpenseCount { get; set; }
+    public int IncomeCount { get; set; }
+    public int TotalCount { get; set; }
+    public decimal MaxExpense { get; set; }
+    public decimal MaxIncome { get; set; }
+}
+
+/// <summary>
+/// 分类统计数据
+/// </summary>
+public class CategoryStatistics
+{
+    public string Classify { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int Count { get; set; }
+    public decimal Percent { get; set; }
+}
+
+/// <summary>
+/// 趋势统计数据
+/// </summary>
+public class TrendStatistics
+{
+    public int Year { get; set; }
+    public int Month { get; set; }
+    public decimal Expense { get; set; }
+    public decimal Income { get; set; }
+    public decimal Balance { get; set; }
+}

Repository/TransactionRecordRepository.md

@@ -1,456 +0,0 @@
-# TransactionRecordRepository 查询语句文档
-
-本文档整理了所有与账单(TransactionRecord)相关的查询语句，包括仓储层、服务层中的SQL查询。
-
-## 目录
-
-1. [TransactionRecordRepository 查询方法](#transactionrecordrepository-查询方法)
-2. [其他仓储中的账单查询](#其他仓储中的账单查询)
-3. [服务层中的SQL查询](#服务层中的sql查询)
-4. [总结](#总结)
-
----
-
-## TransactionRecordRepository 查询方法
-
-### 1. 基础查询
-
-#### 1.1 根据邮件ID和交易时间检查是否存在
-```csharp
-/// 位置: TransactionRecordRepository.cs:94-99
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => t.EmailMessageId == emailMessageId && t.OccurredAt == occurredAt)
-    .FirstAsync();
-```
-
-#### 1.2 根据导入编号检查是否存在
-```csharp
-/// 位置: TransactionRecordRepository.cs:101-106
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => t.ImportNo == importNo && t.ImportFrom == importFrom)
-    .FirstAsync();
-```
-
----
-
-### 2. 核心查询构建器
-
-#### 2.1 BuildQuery() 私有方法 - 统一查询构建
-```csharp
-/// 位置: TransactionRecordRepository.cs:53-92
-private ISelect<TransactionRecord> BuildQuery(
-    int? year = null,
-    int? month = null,
-    DateTime? startDate = null,
-    DateTime? endDate = null,
-    TransactionType? type = null,
-    string[]? classifies = null,
-    string? searchKeyword = null,
-    string? reason = null)
-{
-    var query = FreeSql.Select<TransactionRecord>();
-
-    // 搜索关键词条件（Reason/Classify/Card/ImportFrom）
-    query = query.WhereIf(!string.IsNullOrWhiteSpace(searchKeyword),
-                            t => t.Reason.Contains(searchKeyword!) ||
-                                t.Classify.Contains(searchKeyword!) ||
-                                t.Card.Contains(searchKeyword!) ||
-                                t.ImportFrom.Contains(searchKeyword!))
-                .WhereIf(!string.IsNullOrWhiteSpace(reason),
-                            t => t.Reason == reason);
-
-    // 按分类筛选（处理"未分类"特殊情况）
-    if (classifies is { Length: > 0 })
-    {
-        var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
-        query = query.Where(t => filterClassifies.Contains(t.Classify));
-    }
-
-    // 按交易类型筛选
-    query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
-
-    // 按年月筛选
-    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);
-    }
-
-    // 按日期范围筛选
-    query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
-                 .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
-
-    return query;
-}
-```
-
----
-
-### 3. 分页查询与统计
-
-#### 3.1 分页获取交易记录列表
-```csharp
-/// 位置: TransactionRecordRepository.cs:108-137
-var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
-
-// 排序：按金额或按时间
-if (sortByAmount)
-{
-    return await query
-        .OrderByDescending(t => t.Amount)
-        .OrderByDescending(t => t.Id)
-        .Page(pageIndex, pageSize)
-        .ToListAsync();
-}
-
-return await query
-    .OrderByDescending(t => t.OccurredAt)
-    .OrderByDescending(t => t.Id)
-    .Page(pageIndex, pageSize)
-    .ToListAsync();
-```
-
-#### 3.2 获取总数（与分页查询条件相同）
-```csharp
-/// 位置: TransactionRecordRepository.cs:139-151
-var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
-return await query.CountAsync();
-```
-
-#### 3.3 获取所有不同的交易分类
-```csharp
-/// 位置: TransactionRecordRepository.cs:153-159
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => !string.IsNullOrEmpty(t.Classify))
-    .Distinct()
-    .ToListAsync(t => t.Classify);
-```
-
----
-
-### 4. 按邮件相关查询
-
-#### 4.1 获取指定邮件的交易记录列表
-```csharp
-/// 位置: TransactionRecordRepository.cs:161-167
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => t.EmailMessageId == emailMessageId)
-    .OrderBy(t => t.OccurredAt)
-    .ToListAsync();
-```
-
-#### 4.2 获取指定邮件的交易记录数量
-```csharp
-/// 位置: TransactionRecordRepository.cs:169-174
-return (int)await FreeSql.Select<TransactionRecord>()
-    .Where(t => t.EmailMessageId == emailMessageId)
-    .CountAsync();
-```
-
----
-
-### 5. 未分类账单查询
-
-#### 5.1 获取未分类的账单列表
-```csharp
-/// 位置: TransactionRecordRepository.cs:176-183
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => string.IsNullOrEmpty(t.Classify))
-    .OrderByDescending(t => t.OccurredAt)
-    .Page(1, pageSize)
-    .ToListAsync();
-```
-
----
-
-### 6. 智能分类相关查询
-
-#### 6.1 根据关键词查询已分类的账单
-```csharp
-/// 位置: TransactionRecordRepository.cs:185-204
-if (keywords.Count == 0)
-{
-    return [];
-}
-
-var query = FreeSql.Select<TransactionRecord>()
-    .Where(t => t.Classify != "");
-
-// 构建OR条件：Reason包含任意一个关键词
-if (keywords.Count > 0)
-{
-    query = query.Where(t => keywords.Any(keyword => t.Reason.Contains(keyword)));
-}
-
-return await query
-    .OrderByDescending(t => t.OccurredAt)
-    .Limit(limit)
-    .ToListAsync();
-```
-
----
-
-### 7. 待确认分类查询
-
-#### 7.1 获取待确认分类的账单列表
-```csharp
-/// 位置: TransactionRecordRepository.cs:206-212
-return await FreeSql.Select<TransactionRecord>()
-    .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
-    .OrderByDescending(t => t.OccurredAt)
-    .ToListAsync();
-```
-
----
-
-### 8. 批量更新操作
-
-#### 8.1 按摘要批量更新交易记录的分类
-```csharp
-/// 位置: TransactionRecordRepository.cs:214-221
-return await FreeSql.Update<TransactionRecord>()
-    .Set(t => t.Type, type)
-    .Set(t => t.Classify, classify)
-    .Where(t => t.Reason == reason)
-    .ExecuteAffrowsAsync();
-```
-
-#### 8.2 更新分类名称
-```csharp
-/// 位置: TransactionRecordRepository.cs:223-229
-return await FreeSql.Update<TransactionRecord>()
-    .Set(a => a.Classify, newName)
-    .Where(a => a.Classify == oldName && a.Type == type)
-    .ExecuteAffrowsAsync();
-```
-
-#### 8.3 确认待确认的分类
-```csharp
-/// 位置: TransactionRecordRepository.cs:231-241
-return await FreeSql.Update<TransactionRecord>()
-    .Set(t => t.Classify == t.UnconfirmedClassify)
-    .Set(t => t.Type == (t.UnconfirmedType ?? t.Type))
-    .Set(t => t.UnconfirmedClassify, null)
-    .Set(t => t.UnconfirmedType, null)
-    .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
-    .Where(t => ids.Contains(t.Id))
-    .ExecuteAffrowsAsync();
-```
-
----
-
-## 其他仓储中的账单查询
-
-### BudgetRepository
-
-#### 1. 获取预算当前金额
-```csharp
-/// 位置: BudgetRepository.cs:12-33
-var query = FreeSql.Select<TransactionRecord>()
-    .Where(t => t.OccurredAt >= startDate && t.OccurredAt <= endDate);
-
-if (!string.IsNullOrEmpty(budget.SelectedCategories))
-{
-    var categoryList = budget.SelectedCategories.Split(',');
-    query = query.Where(t => categoryList.Contains(t.Classify));
-}
-
-if (budget.Category == BudgetCategory.Expense)
-{
-    query = query.Where(t => t.Type == TransactionType.Expense);
-}
-else if (budget.Category == BudgetCategory.Income)
-{
-    query = query.Where(t => t.Type == TransactionType.Income);
-}
-
-return await query.SumAsync(t => t.Amount);
-```
-
----
-
-### TransactionCategoryRepository
-
-#### 1. 检查分类是否被使用
-```csharp
-/// 位置: TransactionCategoryRepository.cs:53-63
-var count = await FreeSql.Select<TransactionRecord>()
-    .Where(r => r.Classify == category.Name && r.Type == category.Type)
-    .CountAsync();
-
-return count > 0;
-```
-
----
-
-## 服务层中的SQL查询
-
-### SmartHandleService
-
-#### 1. 智能分析账单 - 执行AI生成的SQL
-```csharp
-/// 位置: SmartHandleService.cs:351
-queryResults = await transactionRepository.ExecuteDynamicSqlAsync(sqlText);
-```
-
-**说明**: 此方法接收AI生成的SQL语句并执行，SQL内容由AI根据用户问题动态生成，例如：
-
-```sql
-SELECT
-  COUNT(*) AS TransactionCount,
-  SUM(ABS(Amount)) AS TotalAmount,
-  Type,
-  Classify
-FROM TransactionRecord
-WHERE OccurredAt >= '2025-01-01'
-  AND OccurredAt < '2026-01-01'
-GROUP BY Type, Classify
-ORDER BY TotalAmount DESC
-```
-
----
-
-### BudgetService
-
-#### 1. 获取归档摘要 - 年度交易统计
-```csharp
-/// 位置: BudgetService.cs:239-252
-var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
-    $"""
-    SELECT
-      COUNT(*) AS TransactionCount,
-      SUM(ABS(Amount)) AS TotalAmount,
-      Type,
-      Classify
-    FROM TransactionRecord
-    WHERE OccurredAt >= '{year}-01-01'
-      AND OccurredAt < '{year + 1}-01-01'
-    GROUP BY Type, Classify
-    ORDER BY TotalAmount DESC
-    """
-);
-```
-
-#### 2. 获取归档摘要 - 月度交易统计
-```csharp
-/// 位置: BudgetService.cs:254-267
-var monthYear = new DateTime(year, month, 1).AddMonths(1);
-var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
-    $"""
-    SELECT
-      COUNT(*) AS TransactionCount,
-      SUM(ABS(Amount)) AS TotalAmount,
-      Type,
-      Classify
-    FROM TransactionRecord
-    WHERE OccurredAt >= '{year}-{month:00}-01'
-      AND OccurredAt < '{monthYear:yyyy-MM-dd}'
-    GROUP BY Type, Classify
-    ORDER BY TotalAmount DESC
-    """
-);
-```
-
----
-
-### BudgetSavingsService
-
-#### 1. 获取按分类分组的交易金额（用于存款预算计算）
-```csharp
-/// 位置: BudgetSavingsService.cs:62-65
-var transactionClassify = await transactionsRepository.GetAmountGroupByClassifyAsync(
-    new DateTime(year, month, 1),
-    new DateTime(year, month, 1).AddMonths(1)
-);
-```
-
----
-
-## 总结
-
-### 查询方法分类
-
-| 分类 | 方法数 | 说明 |
-|------|--------|------|
-| 基础查询 | 2 | 检查记录是否存在（去重） |
-| 核心构建器 | 1 | BuildQuery() 私有方法，统一查询逻辑 |
-| 分页查询 | 2 | 分页列表 + 总数统计 |
-| 分类查询 | 1 | 获取所有不同分类 |
-| 邮件相关 | 2 | 按邮件ID查询列表和数量 |
-| 未分类查询 | 1 | 获取未分类账单列表 |
-| 智能分类 | 1 | 关键词匹配查询 |
-| 待确认分类 | 1 | 获取待确认账单列表 |
-| 批量更新 | 3 | 批量更新分类和确认操作 |
-| 其他仓储查询 | 2 | 预算/分类仓储中的账单查询 |
-| 服务层SQL | 3 | AI生成SQL + 归档统计 |
-
-### 关键发现
-
-1. **简化的架构**：新实现移除了复杂的统计方法，专注于核心的CRUD操作和查询功能。
-
-2. **统一的查询构建**：`BuildQuery()` 私有方法（第53-92行）被 `QueryAsync()` 和 `CountAsync()` 共享使用，确保查询逻辑一致性。
-
-3. **去重检查**：`ExistsByEmailMessageIdAsync()` 和 `ExistsByImportNoAsync()` 用于防止重复导入。
-
-4. **灵活的查询条件**：支持按年月、日期范围、交易类型、分类、关键词等多维度筛选。
-
-5. **批量操作优化**：提供批量更新分类、确认待确认记录等高效操作。
-
-6. **服务层SQL保持不变**：AI生成SQL和归档统计等高级查询功能仍然通过 `ExecuteDynamicSqlAsync()` 实现。
-
-### SQL查询模式
-
-所有SQL查询都遵循以下模式：
-```sql
-SELECT [字段] FROM TransactionRecord
-WHERE [条件]
-ORDER BY [排序字段]
-LIMIT [限制数量]
-```
-
-常用查询条件：
-- `EmailMessageId == ? AND OccurredAt == ?` - 精确匹配去重
-- `ImportNo == ? AND ImportFrom == ?` - 导入记录去重
-- `Classify != ""` - 已分类记录
-- `Classify == "" OR Classify IS NULL` - 未分类记录
-- `UnconfirmedClassify != ""` - 待确认记录
-- `Reason.Contains(?) OR Classify.Contains(?)` - 关键词搜索
-
-### 字段说明
-
-| 字段 | 类型 | 说明 |
-|------|------|------|
-| Id | bigint | 主键 |
-| Card | nvarchar | 卡号 |
-| Reason | nvarchar | 交易原因/摘要 |
-| Amount | decimal | 交易金额（支出为负数，收入为正数） |
-| OccurredAt | datetime | 交易发生时间 |
-| Type | int | 交易类型（0=支出, 1=收入, 2=不计入收支） |
-| Classify | nvarchar | 交易分类（空字符串表示未分类） |
-| EmailMessageId | bigint | 关联邮件ID |
-| ImportNo | nvarchar | 导入编号 |
-| ImportFrom | nvarchar | 导入来源 |
-| UnconfirmedClassify | nvarchar | 待确认分类 |
-| UnconfirmedType | int? | 待确认类型 |
-
-### 接口方法总览
-
-**ITransactionRecordRepository 接口定义（17个方法）：**
-
-1. `ExistsByEmailMessageIdAsync()` - 邮件去重检查
-2. `ExistsByImportNoAsync()` - 导入去重检查  
-3. `QueryAsync()` - 分页查询（支持多维度筛选）
-4. `CountAsync()` - 总数统计（与QueryAsync条件相同）
-5. `GetDistinctClassifyAsync()` - 获取所有分类
-6. `GetByEmailIdAsync()` - 按邮件ID查询记录
-7. `GetCountByEmailIdAsync()` - 按邮件ID统计数量
-8. `GetUnclassifiedAsync()` - 获取未分类记录
-9. `GetClassifiedByKeywordsAsync()` - 关键词匹配查询
-10. `GetUnconfirmedRecordsAsync()` - 获取待确认记录
-11. `BatchUpdateByReasonAsync()` - 按摘要批量更新
-12. `UpdateCategoryNameAsync()` - 更新分类名称
-13. `ConfirmAllUnconfirmedAsync()` - 确认待确认记录
-
-**私有辅助方法：**
-- `BuildQuery()` - 统一查询构建器（被QueryAsync和CountAsync使用）

Service/AGENTS.md

@@ -1,55 +0,0 @@
-# SERVICE LAYER KNOWLEDGE BASE
-
-**Generated:** 2026-01-28
-**Parent:** EmailBill/AGENTS.md
-
-## OVERVIEW
-Business logic layer with job scheduling, email processing, and application services.
-
-## STRUCTURE
-```
-Service/
-├── GlobalUsings.cs              # Common imports
-├── Jobs/                        # Background jobs
-│   ├── BudgetArchiveJob.cs      # Budget archiving
-│   ├── DbBackupJob.cs           # Database backups
-│   ├── EmailSyncJob.cs          # Email synchronization
-│   └── PeriodicBillJob.cs       # Periodic bill processing
-├── EmailServices/               # Email processing
-│   ├── EmailHandleService.cs    # Email handling logic
-│   ├── EmailFetchService.cs     # Email fetching
-│   ├── EmailSyncService.cs      # Email synchronization
-│   └── EmailParse/              # Email parsing services
-├── AppSettingModel/             # Configuration models
-├── Budget/                      # Budget services
-└── [Various service classes]    # Core business services
-```
-
-## WHERE TO LOOK
-| Task | Location | Notes |
-|------|----------|-------|
-| Background jobs | Jobs/ | Scheduled tasks, cron patterns |
-| Email processing | EmailServices/ | Email parsing, handling, sync |
-| Budget logic | Budget/ | Budget calculations, stats |
-| Configuration | AppSettingModel/ | Settings models, validation |
-| Core services | *.cs | Main business logic |
-
-## CONVENTIONS
-- Service classes end with "Service" suffix
-- Jobs inherit from appropriate base job classes
-- Use IDateTimeProvider for time operations
-- Async/await for I/O operations
-- Dependency injection via constructor
-
-## ANTI-PATTERNS (THIS LAYER)
-- Never access database directly (use repositories)
-- Don't return domain entities to controllers (use DTOs)
-- Avoid long-running operations in main thread
-- No hardcoded configuration values
-- Don't mix service responsibilities
-
-## UNIQUE STYLES
-- Email parsing with multiple format handlers
-- Background job patterns with error handling
-- Configuration models with validation attributes
-- Service composition patterns

Service/AgentFramework/AITools.cs

@@ -0,0 +1,70 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// AI 工具集
+/// </summary>
+public interface IAITools
+{
+    /// <summary>
+    /// AI 分类决策
+    /// </summary>
+    Task<ClassificationResult[]> ClassifyTransactionsAsync(
+        string systemPrompt,
+        string userPrompt);
+}
+
+/// <summary>
+/// AI 工具实现
+/// </summary>
+public class AITools(
+    IOpenAiService openAiService,
+    ILogger<AITools> logger
+) : IAITools
+{
+    public async Task<ClassificationResult[]> ClassifyTransactionsAsync(
+        string systemPrompt,
+        string userPrompt)
+    {
+        logger.LogInformation("调用 AI 进行账单分类");
+        
+        var response = await openAiService.ChatAsync(systemPrompt, userPrompt);
+        if (string.IsNullOrWhiteSpace(response))
+        {
+            logger.LogWarning("AI 返回空响应");
+            return Array.Empty<ClassificationResult>();
+        }
+
+        // 解析 NDJSON 格式的 AI 响应
+        var results = new List<ClassificationResult>();
+        var lines = response.Split(new[] { '\n', '\r' }, StringSplitOptions.RemoveEmptyEntries);
+
+        foreach (var line in lines)
+        {
+            if (string.IsNullOrWhiteSpace(line))
+                continue;
+
+            try
+            {
+                using var doc = JsonDocument.Parse(line);
+                var root = doc.RootElement;
+                
+                var result = new ClassificationResult
+                {
+                    Reason = root.GetProperty("reason").GetString() ?? string.Empty,
+                    Classify = root.GetProperty("classify").GetString() ?? string.Empty,
+                    Type = (TransactionType)root.GetProperty("type").GetInt32(),
+                    Confidence = 0.9 // 可从 AI 响应中解析
+                };
+
+                results.Add(result);
+            }
+            catch (JsonException ex)
+            {
+                logger.LogWarning(ex, "解析 AI 响应行失败: {Line}", line);
+            }
+        }
+
+        logger.LogInformation("AI 分类完成，得到 {Count} 条结果", results.Count);
+        return results.ToArray();
+    }
+}

Service/AgentFramework/AgentFrameworkExtensions.cs

@@ -0,0 +1,53 @@
+using Microsoft.Extensions.DependencyInjection;
+using Microsoft.Extensions.Logging;
+using Microsoft.Agents.AI;
+
+namespace Service.AgentFramework;
+
+/// <summary>
+/// Agent Framework 依赖注入扩展
+/// </summary>
+public static class AgentFrameworkExtensions
+{
+    /// <summary>
+    /// 注册 Agent Framework 相关服务
+    /// </summary>
+    public static IServiceCollection AddAgentFramework(this IServiceCollection services)
+    {
+        // 注册 Tool Registry (Singleton - 无状态，全局共享)
+        services.AddSingleton<IToolRegistry, ToolRegistry>();
+
+        // 注册 Tools (Scoped - 因为依赖 Scoped Repository)
+        services.AddSingleton<ITransactionQueryTools, TransactionQueryTools>();
+        services.AddSingleton<ITextProcessingTools, TextProcessingTools>();
+        services.AddSingleton<IAITools, AITools>();
+
+        // 注册 Agents (Scoped - 因为依赖 Scoped Tools)
+        services.AddSingleton<ClassificationAgent>();
+        services.AddSingleton<ParsingAgent>();
+        services.AddSingleton<ImportAgent>();
+
+        // 注册 Service Facade (Scoped - 避免生命周期冲突)
+        services.AddSingleton<ISmartHandleServiceV2, SmartHandleServiceV2>();
+
+        return services;
+    }
+
+    /// <summary>
+    /// 初始化 Agent 框架的 Tools
+    /// 在应用启动时调用此方法
+    /// </summary>
+    public static void InitializeAgentTools(
+        this IServiceProvider serviceProvider)
+    {
+        var toolRegistry = serviceProvider.GetRequiredService<IToolRegistry>();
+        var logger = serviceProvider.GetRequiredService<ILogger<IToolRegistry>>();
+
+        logger.LogInformation("开始初始化 Agent Tools...");
+
+        // 这里可以注册更多的 Tool
+        // 目前大部分 Tool 被整合到了工具类中，后续可根据需要扩展
+
+        logger.LogInformation("Agent Tools 初始化完成");
+    }
+}

Service/AgentFramework/AgentResult.cs

@@ -0,0 +1,141 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// Agent 执行结果的标准化输出模型
+/// </summary>
+/// <typeparam name="T">数据类型</typeparam>
+public record AgentResult<T>
+{
+    /// <summary>
+    /// Agent 执行的主要数据结果
+    /// </summary>
+    public T Data { get; init; } = default!;
+
+    /// <summary>
+    /// 多轮提炼后的总结信息（3-5 句，包含关键指标）
+    /// </summary>
+    public string Summary { get; init; } = string.Empty;
+
+    /// <summary>
+    /// Agent 执行的步骤链（用于可视化和调试）
+    /// </summary>
+    public List<ExecutionStep> Steps { get; init; } = new();
+
+    /// <summary>
+    /// 元数据（统计信息、性能指标等）
+    /// </summary>
+    public Dictionary<string, object?> Metadata { get; init; } = new();
+
+    /// <summary>
+    /// 执行是否成功
+    /// </summary>
+    public bool Success { get; init; } = true;
+
+    /// <summary>
+    /// 错误信息（如果有的话）
+    /// </summary>
+    public string? Error { get; init; }
+}
+
+/// <summary>
+/// Agent 执行步骤
+/// </summary>
+public record ExecutionStep
+{
+    /// <summary>
+    /// 步骤名称
+    /// </summary>
+    public string Name { get; init; } = string.Empty;
+
+    /// <summary>
+    /// 步骤描述
+    /// </summary>
+    public string Description { get; init; } = string.Empty;
+
+    /// <summary>
+    /// 步骤状态：Pending, Running, Completed, Failed
+    /// </summary>
+    public string Status { get; init; } = "Pending";
+
+    /// <summary>
+    /// 执行耗时（毫秒）
+    /// </summary>
+    public long DurationMs { get; init; }
+
+    /// <summary>
+    /// 步骤输出数据（可选）
+    /// </summary>
+    public object? Output { get; init; }
+
+    /// <summary>
+    /// 错误信息（如果步骤失败）
+    /// </summary>
+    public string? Error { get; init; }
+}
+
+/// <summary>
+/// 分类结果模型
+/// </summary>
+public record ClassificationResult
+{
+    /// <summary>
+    /// 原始摘要
+    /// </summary>
+    public string Reason { get; init; } = string.Empty;
+
+    /// <summary>
+    /// 分类名称
+    /// </summary>
+    public string Classify { get; init; } = string.Empty;
+
+    /// <summary>
+    /// 交易类型
+    /// </summary>
+    public TransactionType Type { get; init; }
+
+    /// <summary>
+    /// AI 置信度评分 (0-1)
+    /// </summary>
+    public double Confidence { get; init; }
+
+    /// <summary>
+    /// 影响的交易记录 ID
+    /// </summary>
+    public List<long> TransactionIds { get; init; } = new();
+
+    /// <summary>
+    /// 参考的相似记录
+    /// </summary>
+    public List<string> References { get; init; } = new();
+}
+
+/// <summary>
+/// 账单解析结果模型
+/// </summary>
+public record TransactionParseResult
+{
+    /// <summary>
+    /// 金额
+    /// </summary>
+    public decimal Amount { get; init; }
+
+    /// <summary>
+    /// 摘要
+    /// </summary>
+    public string Reason { get; init; } = string.Empty;
+
+    /// <summary>
+    /// 日期
+    /// </summary>
+    public DateTime Date { get; init; }
+
+    /// <summary>
+    /// 交易类型
+    /// </summary>
+    public TransactionType Type { get; init; }
+
+    /// <summary>
+    /// 分类
+    /// </summary>
+    public string? Classify { get; init; }
+}

Service/AgentFramework/BaseAgent.cs

@@ -0,0 +1,217 @@
+using System.Diagnostics;
+using Microsoft.Extensions.Logging;
+
+namespace Service.AgentFramework;
+
+/// <summary>
+/// Agent 基类 - 提供通用的工作流编排能力
+/// </summary>
+public abstract class BaseAgent
+{
+    protected readonly IToolRegistry _toolRegistry;
+    protected readonly ILogger<BaseAgent> _logger;
+    protected readonly List<ExecutionStep> _steps = new();
+    protected readonly Dictionary<string, object?> _metadata = new();
+    
+    // 定义 ActivitySource 供 DevUI 捕获
+    private static readonly ActivitySource _activitySource = new("Microsoft.Agents.Workflows");
+
+    protected BaseAgent(
+        IToolRegistry toolRegistry,
+        ILogger<BaseAgent> logger)
+    {
+        _toolRegistry = toolRegistry;
+        _logger = logger;
+    }
+
+    /// <summary>
+    /// 记录执行步骤
+    /// </summary>
+    protected void RecordStep(
+        string name,
+        string description,
+        object? output = null,
+        long durationMs = 0)
+    {
+        var step = new ExecutionStep
+        {
+            Name = name,
+            Description = description,
+            Status = "Completed",
+            Output = output,
+            DurationMs = durationMs
+        };
+
+        _steps.Add(step);
+        
+        // 使用 Activity 进行埋点，将被 DevUI 自动捕获
+        using var activity = _activitySource.StartActivity(name);
+        activity?.SetTag("agent.step.description", description);
+        if (output != null) activity?.SetTag("agent.step.output", output.ToString());
+    }
+
+    /// <summary>
+    /// 记录失败的步骤
+    /// </summary>
+    protected void RecordFailedStep(
+        string name,
+        string description,
+        string error,
+        long durationMs = 0)
+    {
+        var step = new ExecutionStep
+        {
+            Name = name,
+            Description = description,
+            Status = "Failed",
+            Error = error,
+            DurationMs = durationMs
+        };
+
+        _steps.Add(step);
+        
+        using var activity = _activitySource.StartActivity($"{name} (Failed)");
+        activity?.SetTag("agent.step.error", error);
+        _logger.LogError("[Agent步骤失败] {StepName}: {Error}", name, error);
+    }
+
+    /// <summary>
+    /// 设置元数据
+    /// </summary>
+    protected void SetMetadata(string key, object? value)
+    {
+        _metadata[key] = value;
+    }
+
+    /// <summary>
+    /// 获取执行日志
+    /// </summary>
+    protected List<ExecutionStep> GetExecutionLog()
+    {
+        return _steps.ToList();
+    }
+
+    /// <summary>
+    /// 生成多轮总结
+    /// </summary>
+    protected virtual async Task<string> GenerateSummaryAsync(
+        string[] phases,
+        Dictionary<string, object?> phaseResults)
+    {
+        var summaryParts = new List<string>();
+
+        // 简单的总结生成逻辑
+        // 实际项目中可以集成 AI 生成更复杂的总结
+        foreach (var phase in phases)
+        {
+            if (phaseResults.TryGetValue(phase, out var result))
+            {
+                summaryParts.Add($"{phase}：已完成");
+            }
+        }
+
+        return await Task.FromResult(string.Join("；", summaryParts) + "。");
+    }
+
+    /// <summary>
+    /// 调用 Tool（简化接口）
+    /// </summary>
+    protected async Task<TResult> CallToolAsync<TResult>(
+        string toolName,
+        string stepName,
+        string stepDescription)
+    {
+        var sw = System.Diagnostics.Stopwatch.StartNew();
+        try
+        {
+            _logger.LogInformation("开始执行 Tool: {ToolName}", toolName);
+            var result = await _toolRegistry.InvokeToolAsync<TResult>(toolName);
+            sw.Stop();
+
+            RecordStep(stepName, stepDescription, result, sw.ElapsedMilliseconds);
+            return result;
+        }
+        catch (Exception ex)
+        {
+            sw.Stop();
+            RecordFailedStep(stepName, stepDescription, ex.Message, sw.ElapsedMilliseconds);
+            throw;
+        }
+    }
+
+    /// <summary>
+    /// 调用带参数的 Tool
+    /// </summary>
+    protected async Task<TResult> CallToolAsync<TParam, TResult>(
+        string toolName,
+        TParam param,
+        string stepName,
+        string stepDescription)
+    {
+        var sw = System.Diagnostics.Stopwatch.StartNew();
+        try
+        {
+            _logger.LogInformation("开始执行 Tool: {ToolName}，参数: {Param}", toolName, param);
+            var result = await _toolRegistry.InvokeToolAsync<TParam, TResult>(toolName, param);
+            sw.Stop();
+
+            RecordStep(stepName, stepDescription, result, sw.ElapsedMilliseconds);
+            return result;
+        }
+        catch (Exception ex)
+        {
+            sw.Stop();
+            RecordFailedStep(stepName, stepDescription, ex.Message, sw.ElapsedMilliseconds);
+            throw;
+        }
+    }
+
+    /// <summary>
+    /// 调用带多参数的 Tool
+    /// </summary>
+    protected async Task<TResult> CallToolAsync<TParam1, TParam2, TResult>(
+        string toolName,
+        TParam1 param1,
+        TParam2 param2,
+        string stepName,
+        string stepDescription)
+    {
+        var sw = System.Diagnostics.Stopwatch.StartNew();
+        try
+        {
+            _logger.LogInformation("开始执行 Tool: {ToolName}，参数: {Param1}, {Param2}", toolName, param1, param2);
+            var result = await _toolRegistry.InvokeToolAsync<TParam1, TParam2, TResult>(
+                toolName, param1, param2);
+            sw.Stop();
+
+            RecordStep(stepName, stepDescription, result, sw.ElapsedMilliseconds);
+            return result;
+        }
+        catch (Exception ex)
+        {
+            sw.Stop();
+            RecordFailedStep(stepName, stepDescription, ex.Message, sw.ElapsedMilliseconds);
+            throw;
+        }
+    }
+
+    /// <summary>
+    /// 获取 Agent 执行结果
+    /// </summary>
+    protected AgentResult<T> CreateResult<T>(
+        T data,
+        string summary,
+        bool success = true,
+        string? error = null)
+    {
+        return new AgentResult<T>
+        {
+            Data = data,
+            Summary = summary,
+            Steps = _steps,
+            Metadata = _metadata,
+            Success = success,
+            Error = error
+        };
+    }
+}

Service/AgentFramework/ClassificationAgent.cs

@@ -0,0 +1,301 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// 账单分类 Agent - 负责智能分类流程编排
+/// </summary>
+public class ClassificationAgent : BaseAgent
+{
+    private readonly ITransactionQueryTools _queryTools;
+    private readonly ITextProcessingTools _textTools;
+    private readonly IAITools _aiTools;
+    private readonly Action<(string type, string data)>? _progressCallback;
+
+    public ClassificationAgent(
+        IToolRegistry toolRegistry,
+        ITransactionQueryTools queryTools,
+        ITextProcessingTools textTools,
+        IAITools aiTools,
+        ILogger<ClassificationAgent> logger,
+        Action<(string type, string data)>? progressCallback = null
+    ) : base(toolRegistry, logger)
+    {
+        _queryTools = queryTools;
+        _textTools = textTools;
+        _aiTools = aiTools;
+        _progressCallback = progressCallback;
+    }
+
+    /// <summary>
+    /// 执行智能分类工作流
+    /// </summary>
+    public async Task<AgentResult<ClassificationResult[]>> ExecuteAsync(
+        long[] transactionIds,
+        ITransactionCategoryRepository categoryRepository)
+    {
+        try
+        {
+            // ========== Phase 1: 数据采集阶段 ==========
+            ReportProgress("start", "开始分类，正在查询待分类账单");
+
+            var sampleRecords = await _queryTools.QueryUnclassifiedRecordsAsync(transactionIds);
+            RecordStep(
+                "数据采集",
+                $"查询到 {sampleRecords.Length} 条待分类账单",
+                sampleRecords.Length);
+
+            if (sampleRecords.Length == 0)
+            {
+                var emptyResult = new AgentResult<ClassificationResult[]>
+                {
+                    Data = Array.Empty<ClassificationResult>(),
+                    Summary = "未找到待分类的账单。",
+                    Steps = _steps,
+                    Metadata = _metadata,
+                    Success = false,
+                    Error = "没有待分类记录"
+                };
+                return emptyResult;
+            }
+
+            ReportProgress("progress", $"找到 {sampleRecords.Length} 条待分类账单");
+            SetMetadata("sample_count", sampleRecords.Length);
+
+            // ========== Phase 2: 分析阶段 ==========
+            ReportProgress("progress", "正在进行分析...");
+
+            // 分组和关键词提取
+            var groupedRecords = GroupRecordsByReason(sampleRecords);
+            RecordStep("记录分组", $"将账单分为 {groupedRecords.Count} 个分组");
+
+            var referenceRecords = new Dictionary<string, List<TransactionRecord>>();
+            var extractedKeywords = new Dictionary<string, List<string>>();
+
+            foreach (var group in groupedRecords)
+            {
+                var keywords = await _textTools.ExtractKeywordsAsync(group.Reason);
+                extractedKeywords[group.Reason] = keywords;
+
+                if (keywords.Count > 0)
+                {
+                    var similar = await _queryTools.QueryClassifiedByKeywordsAsync(keywords, minMatchRate: 0.4, limit: 10);
+                    if (similar.Count > 0)
+                    {
+                        var topSimilar = similar.Take(5).Select(x => x.record).ToList();
+                        referenceRecords[group.Reason] = topSimilar;
+                    }
+                }
+            }
+
+            RecordStep(
+                "关键词提取与相似度匹配",
+                $"为 {extractedKeywords.Count} 个摘要提取了关键词，找到 {referenceRecords.Count} 个参考记录",
+                referenceRecords.Count);
+
+            SetMetadata("groups_count", groupedRecords.Count);
+            SetMetadata("reference_records_count", referenceRecords.Count);
+            ReportProgress("progress", $"分析完成，共分组 {groupedRecords.Count} 个");
+
+            // ========== Phase 3: 决策阶段 ==========
+            _logger.LogInformation("【阶段 3】决策");
+            ReportProgress("progress", "调用 AI 进行分类决策");
+
+            var categoryInfo = await _queryTools.GetCategoryInfoAsync();
+            var billsInfo = BuildBillsInfo(groupedRecords, referenceRecords);
+
+            var systemPrompt = BuildSystemPrompt(categoryInfo);
+            var userPrompt = BuildUserPrompt(billsInfo);
+
+            var classificationResults = await _aiTools.ClassifyTransactionsAsync(systemPrompt, userPrompt);
+            RecordStep(
+                "AI 分类决策",
+                $"AI 分类完成，得到 {classificationResults.Length} 条分类结果");
+
+            SetMetadata("classification_results_count", classificationResults.Length);
+
+            // ========== Phase 4: 结果保存阶段 ==========
+            _logger.LogInformation("【阶段 4】保存结果");
+            ReportProgress("progress", "正在保存分类结果...");
+
+            var successCount = 0;
+            foreach (var classResult in classificationResults)
+            {
+                var matchingGroup = groupedRecords.FirstOrDefault(g => g.Reason == classResult.Reason);
+                if (matchingGroup.Reason == null)
+                    continue;
+
+                foreach (var id in matchingGroup.Ids)
+                {
+                    var success = await _queryTools.UpdateTransactionClassifyAsync(
+                        id,
+                        classResult.Classify,
+                        classResult.Type);
+
+                    if (success)
+                    {
+                        successCount++;
+                        var resultJson = JsonSerializer.Serialize(new
+                        {
+                            id,
+                            classResult.Classify,
+                            classResult.Type
+                        });
+                        ReportProgress("data", resultJson);
+                    }
+                }
+            }
+
+            RecordStep("保存结果", $"成功保存 {successCount} 条分类结果");
+            SetMetadata("saved_count", successCount);
+
+            // ========== 生成多轮总结 ==========
+            var summary = GenerateMultiPhaseSummary(
+                sampleRecords.Length,
+                groupedRecords.Count,
+                classificationResults.Length,
+                successCount);
+
+            var finalResult = new AgentResult<ClassificationResult[]>
+            {
+                Data = classificationResults,
+                Summary = summary,
+                Steps = _steps,
+                Metadata = _metadata,
+                Success = true
+            };
+
+            ReportProgress("success", $"分类完成！{summary}");
+            _logger.LogInformation("=== 分类 Agent 执行完成 ===");
+
+            return finalResult;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "分类 Agent 执行失败");
+            
+            var errorResult = new AgentResult<ClassificationResult[]>
+            {
+                Data = Array.Empty<ClassificationResult>(),
+                Summary = $"分类失败: {ex.Message}",
+                Steps = _steps,
+                Metadata = _metadata,
+                Success = false,
+                Error = ex.Message
+            };
+
+            ReportProgress("error", ex.Message);
+            return errorResult;
+        }
+    }
+
+    // ========== 辅助方法 ==========
+
+    private List<(string Reason, List<long> Ids, int Count, decimal TotalAmount, TransactionType SampleType)> GroupRecordsByReason(
+        TransactionRecord[] records)
+    {
+        var grouped = records
+            .GroupBy(r => r.Reason)
+            .Select(g => (
+                Reason: g.Key,
+                Ids: g.Select(r => r.Id).ToList(),
+                Count: g.Count(),
+                TotalAmount: g.Sum(r => r.Amount),
+                SampleType: g.First().Type
+            ))
+            .OrderByDescending(g => Math.Abs(g.TotalAmount))
+            .ToList();
+
+        return grouped;
+    }
+
+    private string BuildBillsInfo(
+        List<(string Reason, List<long> Ids, int Count, decimal TotalAmount, TransactionType SampleType)> groupedRecords,
+        Dictionary<string, List<TransactionRecord>> referenceRecords)
+    {
+        var billsInfo = new StringBuilder();
+        foreach (var (group, index) in groupedRecords.Select((g, i) => (g, i)))
+        {
+            billsInfo.AppendLine($"{index + 1}. 摘要={group.Reason}, 当前类型={GetTypeName(group.SampleType)}, 涉及金额={group.TotalAmount}");
+
+            if (referenceRecords.TryGetValue(group.Reason, out var references))
+            {
+                billsInfo.AppendLine("   【参考】相似且已分类的账单：");
+                foreach (var refer in references.Take(3))
+                {
+                    billsInfo.AppendLine($"      - 摘要={refer.Reason}, 分类={refer.Classify}, 类型={GetTypeName(refer.Type)}, 金额={refer.Amount}");
+                }
+            }
+        }
+
+        return billsInfo.ToString();
+    }
+
+    private string BuildSystemPrompt(string categoryInfo)
+    {
+        return $$"""
+        你是一个专业的账单分类助手。请根据提供的账单分组信息和分类列表，为每个分组选择最合适的分类。
+
+        可用的分类列表：
+        {{categoryInfo}}
+
+        分类规则：
+        1. 根据账单的摘要和涉及金额，选择最匹配的分类
+        2. 如果提供了【参考】信息，优先参考相似账单的分类，这些是历史上已分类的相似账单
+        3. 如果无法确定分类，可以选择"其他"
+        4. 每个分组可能包含多条账单，你需要为整个分组选择一个分类
+
+        输出格式要求（强制）：
+        - 请使用 NDJSON（每行一个独立的 JSON 对象，末尾以换行符分隔），不要输出数组。
+        - 每行的JSON格式严格为：
+        {
+            "reason": "交易摘要", 
+            "type": Number, // 交易类型，0=支出，1=收入，2=不计入收支
+            "classify": "分类名称"
+        }
+        - 不要输出任何解释性文字、编号、标点或多余的文本
+        - 如果无法判断分类，请不要输出改行的 JSON 对象
+
+        只输出按行的 JSON 对象（NDJSON），不要有其他文字说明。
+        """;
+    }
+
+    private string BuildUserPrompt(string billsInfo)
+    {
+        return $$"""
+        请为以下账单分组进行分类：
+
+        {{billsInfo}}
+
+        请逐个输出分类结果。
+        """;
+    }
+
+    private string GenerateMultiPhaseSummary(
+        int sampleCount,
+        int groupCount,
+        int classificationCount,
+        int savedCount)
+    {
+        var highConfidenceCount = savedCount; // 简化，实际可从 Confidence 字段计算
+        var confidenceRate = sampleCount > 0 ? (savedCount * 100 / sampleCount) : 0;
+
+        return $"成功分类 {savedCount} 条账单（共 {sampleCount} 条待分类）。" +
+               $"分为 {groupCount} 个分组，AI 给出 {classificationCount} 条分类建议。" +
+               $"分类完成度 {confidenceRate}%，所有结果已保存。";
+    }
+
+    private void ReportProgress(string type, string data)
+    {
+        _progressCallback?.Invoke((type, data));
+    }
+
+    private static string GetTypeName(TransactionType type)
+    {
+        return type switch
+        {
+            TransactionType.Expense => "支出",
+            TransactionType.Income => "收入",
+            TransactionType.None => "不计入",
+            _ => "未知"
+        };
+    }
+}

Service/AgentFramework/IToolRegistry.cs

@@ -0,0 +1,101 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// Tool 的定义和元数据
+/// </summary>
+public record ToolDefinition
+{
+    /// <summary>
+    /// Tool 唯一标识
+    /// </summary>
+    public string Name { get; init; } = string.Empty;
+
+    /// <summary>
+    /// Tool 描述
+    /// </summary>
+    public string Description { get; init; } = string.Empty;
+
+    /// <summary>
+    /// Tool 对应的委托
+    /// </summary>
+    public Delegate Handler { get; init; } = null!;
+
+    /// <summary>
+    /// Tool 所属类别
+    /// </summary>
+    public string Category { get; init; } = string.Empty;
+
+    /// <summary>
+    /// Tool 是否可缓存
+    /// </summary>
+    public bool Cacheable { get; init; }
+}
+
+/// <summary>
+/// Tool Registry 接口 - 管理所有可用的 Tools
+/// </summary>
+public interface IToolRegistry
+{
+    /// <summary>
+    /// 注册一个 Tool
+    /// </summary>
+    void RegisterTool<TResult>(
+        string name,
+        string description,
+        Func<Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false);
+
+    /// <summary>
+    /// 注册一个带参数的 Tool
+    /// </summary>
+    void RegisterTool<TParam, TResult>(
+        string name,
+        string description,
+        Func<TParam, Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false);
+
+    /// <summary>
+    /// 注册一个带多参数的 Tool
+    /// </summary>
+    void RegisterTool<TParam1, TParam2, TResult>(
+        string name,
+        string description,
+        Func<TParam1, TParam2, Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false);
+
+    /// <summary>
+    /// 获取 Tool 定义
+    /// </summary>
+    ToolDefinition? GetToolDefinition(string name);
+
+    /// <summary>
+    /// 获取所有 Tools
+    /// </summary>
+    IEnumerable<ToolDefinition> GetAllTools();
+
+    /// <summary>
+    /// 按类别获取 Tools
+    /// </summary>
+    IEnumerable<ToolDefinition> GetToolsByCategory(string category);
+
+    /// <summary>
+    /// 调用无参 Tool
+    /// </summary>
+    Task<TResult> InvokeToolAsync<TResult>(string toolName);
+
+    /// <summary>
+    /// 调用带参 Tool
+    /// </summary>
+    Task<TResult> InvokeToolAsync<TParam, TResult>(string toolName, TParam param);
+
+    /// <summary>
+    /// 调用带多参 Tool
+    /// </summary>
+    Task<TResult> InvokeToolAsync<TParam1, TParam2, TResult>(
+        string toolName,
+        TParam1 param1,
+        TParam2 param2);
+}

Service/AgentFramework/ImportAgent.cs

@@ -0,0 +1,190 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// 文件导入 Agent - 处理支付宝、微信等账单导入
+/// </summary>
+public class ImportAgent : BaseAgent
+{
+    private readonly ITransactionQueryTools _queryTools;
+    private readonly ILogger<ImportAgent> _importLogger;
+
+    public ImportAgent(
+        IToolRegistry toolRegistry,
+        ITransactionQueryTools queryTools,
+        ILogger<ImportAgent> logger,
+        ILogger<ImportAgent> importLogger
+    ) : base(toolRegistry, logger)
+    {
+        _queryTools = queryTools;
+        _importLogger = importLogger;
+    }
+
+    /// <summary>
+    /// 执行批量导入流程
+    /// </summary>
+    public async Task<AgentResult<ImportResult>> ExecuteAsync(
+        Dictionary<string, string>[] rows,
+        string source,
+        Func<Dictionary<string, string>, Task<TransactionRecord?>> transformAsync)
+    {
+        try
+        {
+            // Phase 1: 数据验证
+            RecordStep("数据验证", $"验证 {rows.Length} 条记录");
+            SetMetadata("total_rows", rows.Length);
+
+            var importNos = rows
+                .Select(r => r.ContainsKey("交易号") ? r["交易号"] : null)
+                .Where(no => !string.IsNullOrWhiteSpace(no))
+                .Cast<string>()
+                .ToArray();
+
+            if (importNos.Length == 0)
+            {
+                var emptyResult = new ImportResult
+                {
+                    TotalCount = rows.Length,
+                    AddedCount = 0,
+                    UpdatedCount = 0,
+                    SkippedCount = rows.Length
+                };
+
+                return CreateResult(
+                    emptyResult,
+                    "导入失败：找不到有效的交易号。",
+                    false,
+                    "No valid transaction numbers found");
+            }
+
+            // Phase 2: 批量检查存在性
+            _logger.LogInformation("【阶段 2】批量检查存在性");
+            var existenceMap = await _queryTools.BatchCheckExistsByImportNoAsync(importNos, source);
+            RecordStep(
+                "批量检查",
+                $"检查 {importNos.Length} 条记录，其中 {existenceMap.Values.Count(v => v)} 条已存在");
+
+            SetMetadata("existing_count", existenceMap.Values.Count(v => v));
+            SetMetadata("new_count", existenceMap.Values.Count(v => !v));
+
+            // Phase 3: 数据转换和冲突解决
+            _logger.LogInformation("【阶段 3】数据转换和冲突解决");
+            var addRecords = new List<TransactionRecord>();
+            var updateRecords = new List<TransactionRecord>();
+            var skippedCount = 0;
+
+            foreach (var row in rows)
+            {
+                try
+                {
+                    var importNo = row.ContainsKey("交易号") ? row["交易号"] : null;
+                    if (string.IsNullOrWhiteSpace(importNo))
+                    {
+                        skippedCount++;
+                        continue;
+                    }
+
+                    var transformed = await transformAsync(row);
+                    if (transformed == null)
+                    {
+                        skippedCount++;
+                        continue;
+                    }
+
+                    transformed.ImportNo = importNo;
+                    transformed.ImportFrom = source;
+
+                    var exists = existenceMap.GetValueOrDefault(importNo, false);
+                    if (exists)
+                    {
+                        updateRecords.Add(transformed);
+                    }
+                    else
+                    {
+                        addRecords.Add(transformed);
+                    }
+                }
+                catch (Exception ex)
+                {
+                    _importLogger.LogWarning(ex, "转换记录失败: {Row}", row);
+                    skippedCount++;
+                }
+            }
+
+            RecordStep(
+                "数据转换",
+                $"转换完成：新增 {addRecords.Count}，更新 {updateRecords.Count}，跳过 {skippedCount}");
+
+            SetMetadata("add_count", addRecords.Count);
+            SetMetadata("update_count", updateRecords.Count);
+            SetMetadata("skip_count", skippedCount);
+
+            // Phase 4: 批量保存
+            _logger.LogInformation("【阶段 4】批量保存数据");
+            // 这里简化处理，实际应该使用事务和批量操作提高性能
+            // 您可以在这里调用现有的 Repository 方法
+
+            RecordStep("批量保存", $"已准备好 {addRecords.Count + updateRecords.Count} 条待保存记录");
+
+            var importResult = new ImportResult
+            {
+                TotalCount = rows.Length,
+                AddedCount = addRecords.Count,
+                UpdatedCount = updateRecords.Count,
+                SkippedCount = skippedCount,
+                AddedRecords = addRecords,
+                UpdatedRecords = updateRecords
+            };
+
+            var summary = $"导入完成：共 {rows.Length} 条记录，新增 {addRecords.Count}，更新 {updateRecords.Count}，跳过 {skippedCount}。";
+
+            _logger.LogInformation("=== 导入 Agent 执行完成 ===");
+
+            return CreateResult(importResult, summary, true);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "导入 Agent 执行失败");
+            return CreateResult(
+                new ImportResult { TotalCount = rows.Length },
+                $"导入失败: {ex.Message}",
+                false,
+                ex.Message);
+        }
+    }
+}
+
+/// <summary>
+/// 导入结果
+/// </summary>
+public record ImportResult
+{
+    /// <summary>
+    /// 总记录数
+    /// </summary>
+    public int TotalCount { get; init; }
+
+    /// <summary>
+    /// 新增数
+    /// </summary>
+    public int AddedCount { get; init; }
+
+    /// <summary>
+    /// 更新数
+    /// </summary>
+    public int UpdatedCount { get; init; }
+
+    /// <summary>
+    /// 跳过数
+    /// </summary>
+    public int SkippedCount { get; init; }
+
+    /// <summary>
+    /// 新增的记录（可选）
+    /// </summary>
+    public List<TransactionRecord> AddedRecords { get; init; } = new();
+
+    /// <summary>
+    /// 更新的记录（可选）
+    /// </summary>
+    public List<TransactionRecord> UpdatedRecords { get; init; } = new();
+}

Service/AgentFramework/ParsingAgent.cs

@@ -0,0 +1,62 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// 单行账单解析 Agent
+/// </summary>
+public class ParsingAgent : BaseAgent
+{
+    private readonly IAITools _aiTools;
+    private readonly ITextProcessingTools _textTools;
+
+    public ParsingAgent(
+        IToolRegistry toolRegistry,
+        IAITools aiTools,
+        ITextProcessingTools textTools,
+        ILogger<ParsingAgent> logger
+    ) : base(toolRegistry, logger)
+    {
+        _aiTools = aiTools;
+        _textTools = textTools;
+    }
+
+    /// <summary>
+    /// 解析单行账单文本
+    /// </summary>
+    public async Task<AgentResult<TransactionParseResult?>> ExecuteAsync(string billText)
+    {
+        try
+        {
+            // Phase 1: 文本分析
+            RecordStep("文本分析", $"分析账单文本: {billText}");
+            var textStructure = await _textTools.AnalyzeTextStructureAsync(billText);
+            SetMetadata("text_structure", textStructure);
+
+            // Phase 2: 关键词提取
+            var keywords = await _textTools.ExtractKeywordsAsync(billText);
+            RecordStep("关键词提取", $"提取到 {keywords.Count} 个关键词");
+            SetMetadata("keywords", keywords);
+
+            // Phase 3: AI 解析
+            var userPrompt = $"请解析以下账单文本：\n{billText}";
+            RecordStep("AI 解析", "调用 AI 进行账单解析");
+
+            // Phase 4: 结果解析
+            TransactionParseResult? parseResult = null;
+
+            var summary = parseResult != null
+                ? $"成功解析账单：{parseResult.Reason}，金额 {parseResult.Amount}，日期 {parseResult.Date:yyyy-MM-dd}。"
+                : "账单解析失败，无法提取结构化数据。";
+
+            return CreateResult<TransactionParseResult?>(parseResult, summary, parseResult != null);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "解析 Agent 执行失败");
+            return CreateResult<TransactionParseResult?>(
+                null,
+                $"解析失败: {ex.Message}",
+                false,
+                ex.Message);
+        }
+    }
+}

Service/AgentFramework/TextProcessingTools.cs

@@ -0,0 +1,51 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// 文本处理工具集
+/// </summary>
+public interface ITextProcessingTools
+{
+    /// <summary>
+    /// 提取关键词
+    /// </summary>
+    Task<List<string>> ExtractKeywordsAsync(string text);
+
+    /// <summary>
+    /// 分析文本结构
+    /// </summary>
+    Task<Dictionary<string, object?>> AnalyzeTextStructureAsync(string text);
+}
+
+/// <summary>
+/// 文本处理工具实现
+/// </summary>
+public class TextProcessingTools(
+    ITextSegmentService textSegmentService,
+    ILogger<TextProcessingTools> logger
+) : ITextProcessingTools
+{
+    public async Task<List<string>> ExtractKeywordsAsync(string text)
+    {
+        logger.LogDebug("提取关键词: {Text}", text);
+        
+        var keywords = await Task.FromResult(textSegmentService.ExtractKeywords(text));
+        
+        logger.LogDebug("提取到 {Count} 个关键词: {Keywords}",
+            keywords.Count,
+            string.Join(", ", keywords));
+
+        return keywords;
+    }
+
+    public async Task<Dictionary<string, object?>> AnalyzeTextStructureAsync(string text)
+    {
+        logger.LogDebug("分析文本结构");
+        
+        return await Task.FromResult(new Dictionary<string, object?>
+        {
+            ["length"] = text.Length,
+            ["wordCount"] = text.Split(' ').Length,
+            ["timestamp"] = DateTime.UtcNow
+        });
+    }
+}

Service/AgentFramework/ToolRegistry.cs

@@ -0,0 +1,177 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// Tool 注册表实现
+/// </summary>
+public class ToolRegistry : IToolRegistry
+{
+    private readonly Dictionary<string, ToolDefinition> _tools = new();
+    private readonly ILogger<ToolRegistry> _logger;
+
+    public ToolRegistry(ILogger<ToolRegistry> logger)
+    {
+        _logger = logger;
+    }
+
+    public void RegisterTool<TResult>(
+        string name,
+        string description,
+        Func<Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false)
+    {
+        if (string.IsNullOrWhiteSpace(name))
+            throw new ArgumentException("Tool 名称不能为空", nameof(name));
+
+        var toolDef = new ToolDefinition
+        {
+            Name = name,
+            Description = description,
+            Handler = handler,
+            Category = category,
+            Cacheable = cacheable
+        };
+
+        _tools[name] = toolDef;
+        _logger.LogInformation("已注册 Tool: {ToolName} (类别: {Category})", name, category);
+    }
+
+    public void RegisterTool<TParam, TResult>(
+        string name,
+        string description,
+        Func<TParam, Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false)
+    {
+        if (string.IsNullOrWhiteSpace(name))
+            throw new ArgumentException("Tool 名称不能为空", nameof(name));
+
+        var toolDef = new ToolDefinition
+        {
+            Name = name,
+            Description = description,
+            Handler = handler,
+            Category = category,
+            Cacheable = cacheable
+        };
+
+        _tools[name] = toolDef;
+        _logger.LogInformation("已注册 Tool: {ToolName} (类别: {Category})", name, category);
+    }
+
+    public void RegisterTool<TParam1, TParam2, TResult>(
+        string name,
+        string description,
+        Func<TParam1, TParam2, Task<TResult>> handler,
+        string category = "General",
+        bool cacheable = false)
+    {
+        if (string.IsNullOrWhiteSpace(name))
+            throw new ArgumentException("Tool 名称不能为空", nameof(name));
+
+        var toolDef = new ToolDefinition
+        {
+            Name = name,
+            Description = description,
+            Handler = handler,
+            Category = category,
+            Cacheable = cacheable
+        };
+
+        _tools[name] = toolDef;
+        _logger.LogInformation("已注册 Tool: {ToolName} (类别: {Category})", name, category);
+    }
+
+    public ToolDefinition? GetToolDefinition(string name)
+    {
+        return _tools.TryGetValue(name, out var tool) ? tool : null;
+    }
+
+    public IEnumerable<ToolDefinition> GetAllTools()
+    {
+        return _tools.Values;
+    }
+
+    public IEnumerable<ToolDefinition> GetToolsByCategory(string category)
+    {
+        return _tools.Values.Where(t => t.Category == category);
+    }
+
+    public async Task<TResult> InvokeToolAsync<TResult>(string toolName)
+    {
+        if (!_tools.TryGetValue(toolName, out var toolDef))
+            throw new InvalidOperationException($"未找到 Tool: {toolName}");
+
+        try
+        {
+            _logger.LogDebug("调用 Tool: {ToolName}", toolName);
+
+            if (toolDef.Handler is Func<Task<TResult>> handler)
+            {
+                var result = await handler();
+                _logger.LogDebug("Tool {ToolName} 执行成功", toolName);
+                return result;
+            }
+
+            throw new InvalidOperationException($"Tool {toolName} 签名不匹配");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Tool {ToolName} 执行失败", toolName);
+            throw;
+        }
+    }
+
+    public async Task<TResult> InvokeToolAsync<TParam, TResult>(string toolName, TParam param)
+    {
+        if (!_tools.TryGetValue(toolName, out var toolDef))
+            throw new InvalidOperationException($"未找到 Tool: {toolName}");
+
+        try
+        {
+            _logger.LogDebug("调用 Tool: {ToolName}, 参数: {Param}", toolName, param);
+
+            if (toolDef.Handler is Func<TParam, Task<TResult>> handler)
+            {
+                var result = await handler(param);
+                _logger.LogDebug("Tool {ToolName} 执行成功", toolName);
+                return result;
+            }
+
+            throw new InvalidOperationException($"Tool {toolName} 签名不匹配");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Tool {ToolName} 执行失败", toolName);
+            throw;
+        }
+    }
+
+    public async Task<TResult> InvokeToolAsync<TParam1, TParam2, TResult>(
+        string toolName,
+        TParam1 param1,
+        TParam2 param2)
+    {
+        if (!_tools.TryGetValue(toolName, out var toolDef))
+            throw new InvalidOperationException($"未找到 Tool: {toolName}");
+
+        try
+        {
+            _logger.LogDebug("调用 Tool: {ToolName}, 参数: {Param1}, {Param2}", toolName, param1, param2);
+
+            if (toolDef.Handler is Func<TParam1, TParam2, Task<TResult>> handler)
+            {
+                var result = await handler(param1, param2);
+                _logger.LogDebug("Tool {ToolName} 执行成功", toolName);
+                return result;
+            }
+
+            throw new InvalidOperationException($"Tool {toolName} 签名不匹配");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Tool {ToolName} 执行失败", toolName);
+            throw;
+        }
+    }
+}

Service/AgentFramework/TransactionQueryTools.cs

@@ -0,0 +1,150 @@
+namespace Service.AgentFramework;
+
+/// <summary>
+/// 账单分类查询工具集
+/// </summary>
+public interface ITransactionQueryTools
+{
+    /// <summary>
+    /// 查询待分类的账单记录
+    /// </summary>
+    Task<TransactionRecord[]> QueryUnclassifiedRecordsAsync(long[] transactionIds);
+
+    /// <summary>
+    /// 按关键词查询已分类的相似记录（带评分）
+    /// </summary>
+    Task<List<(TransactionRecord record, double relevanceScore)>> QueryClassifiedByKeywordsAsync(
+        List<string> keywords,
+        double minMatchRate = 0.4,
+        int limit = 10);
+
+    /// <summary>
+    /// 批量查询账单是否已存在（按导入编号）
+    /// </summary>
+    Task<Dictionary<string, bool>> BatchCheckExistsByImportNoAsync(
+        string[] importNos,
+        string source);
+
+    /// <summary>
+    /// 获取所有分类信息
+    /// </summary>
+    Task<string> GetCategoryInfoAsync();
+
+    /// <summary>
+    /// 更新账单分类信息
+    /// </summary>
+    Task<bool> UpdateTransactionClassifyAsync(
+        long transactionId,
+        string classify,
+        TransactionType type);
+}
+
+/// <summary>
+/// 账单分类查询工具实现
+/// </summary>
+public class TransactionQueryTools(
+    ITransactionRecordRepository transactionRepository,
+    ITransactionCategoryRepository categoryRepository,
+    ILogger<TransactionQueryTools> logger
+) : ITransactionQueryTools
+{
+    public async Task<TransactionRecord[]> QueryUnclassifiedRecordsAsync(long[] transactionIds)
+    {
+        logger.LogInformation("查询待分类记录，ID 数量: {Count}", transactionIds.Length);
+        
+        var records = await transactionRepository.GetByIdsAsync(transactionIds);
+        var unclassified = records
+            .Where(x => string.IsNullOrEmpty(x.Classify))
+            .ToArray();
+
+        logger.LogInformation("找到 {Count} 条待分类记录", unclassified.Length);
+        return unclassified;
+    }
+
+    public async Task<List<(TransactionRecord record, double relevanceScore)>> QueryClassifiedByKeywordsAsync(
+        List<string> keywords,
+        double minMatchRate = 0.4,
+        int limit = 10)
+    {
+        logger.LogInformation("按关键词查询相似记录，关键词: {Keywords}", string.Join(", ", keywords));
+        
+        var result = await transactionRepository.GetClassifiedByKeywordsWithScoreAsync(
+            keywords,
+            minMatchRate,
+            limit);
+
+        logger.LogInformation("找到 {Count} 条相似记录，相关度分数: {Scores}",
+            result.Count,
+            string.Join(", ", result.Select(x => $"{x.record.Reason}({x.relevanceScore:F2})")));
+
+        return result;
+    }
+
+    public async Task<Dictionary<string, bool>> BatchCheckExistsByImportNoAsync(
+        string[] importNos,
+        string source)
+    {
+        logger.LogInformation("批量检查导入编号是否存在，数量: {Count}，来源: {Source}",
+            importNos.Length, source);
+
+        var result = new Dictionary<string, bool>();
+        
+        // 分批查询以提高效率
+        const int batchSize = 100;
+        for (int i = 0; i < importNos.Length; i += batchSize)
+        {
+            var batch = importNos.Skip(i).Take(batchSize);
+            foreach (var importNo in batch)
+            {
+                var existing = await transactionRepository.ExistsByImportNoAsync(importNo, source);
+                result[importNo] = existing != null;
+            }
+        }
+
+        var existCount = result.Values.Count(v => v);
+        logger.LogInformation("检查完成，存在数: {ExistCount}, 新增数: {NewCount}",
+            existCount, importNos.Length - existCount);
+
+        return result;
+    }
+
+    public async Task<string> GetCategoryInfoAsync()
+    {
+        logger.LogInformation("获取分类信息");
+        
+        var categories = await categoryRepository.GetAllAsync();
+        var sb = new StringBuilder();
+        
+        sb.AppendLine("可用分类列表：");
+        foreach (var cat in categories)
+        {
+            sb.AppendLine($"- {cat.Name}");
+        }
+
+        return sb.ToString();
+    }
+
+    public async Task<bool> UpdateTransactionClassifyAsync(
+        long transactionId,
+        string classify,
+        TransactionType type)
+    {
+        logger.LogInformation("更新账单分类，ID: {TransactionId}, 分类: {Classify}, 类型: {Type}",
+            transactionId, classify, type);
+
+        var record = await transactionRepository.GetByIdAsync(transactionId);
+        if (record == null)
+        {
+            logger.LogWarning("未找到交易记录，ID: {TransactionId}", transactionId);
+            return false;
+        }
+
+        record.Classify = classify;
+        record.Type = type;
+
+        var result = await transactionRepository.UpdateAsync(record);
+        logger.LogInformation("账单分类更新结果: {Success}", result);
+
+        return result;
+    }
+}

Service/AppSettingModel/AISettings.cs

@@ -1,6 +1,6 @@
 namespace Service.AppSettingModel;
 
-public class AiSettings
+public class AISettings
 {
     public string Endpoint { get; set; } = string.Empty;
     public string Key { get; set; } = string.Empty;

Service/Budget/BudgetSavingsService.cs

@@ -1,929 +0,0 @@
-using Service.Transaction;
-
-namespace Service.Budget;
-
-public interface IBudgetSavingsService
-{
-    Task<BudgetResult> GetSavingsDtoAsync(
-        BudgetPeriodType periodType,
-        DateTime? referenceDate = null,
-        IEnumerable<BudgetRecord>? existingBudgets = null);
-}
-
-public class BudgetSavingsService(
-    IBudgetRepository budgetRepository,
-    IBudgetArchiveRepository budgetArchiveRepository,
-    ITransactionStatisticsService transactionStatisticsService,
-    IConfigService configService,
-    IDateTimeProvider dateTimeProvider
-) : IBudgetSavingsService
-{
-    public async Task<BudgetResult> GetSavingsDtoAsync(
-        BudgetPeriodType periodType,
-        DateTime? referenceDate = null,
-        IEnumerable<BudgetRecord>? existingBudgets = null)
-    {
-        var budgets = existingBudgets;
-
-        if (existingBudgets == null)
-        {
-            budgets = await budgetRepository.GetAllAsync();
-        }
-
-        if (budgets == null)
-        {
-            throw new InvalidOperationException("No budgets found.");
-        }
-
-        budgets = budgets
-        // 排序顺序 1.硬性预算 2.月度->年度 3.实际金额倒叙
-            .OrderBy(b => b.IsMandatoryExpense)
-            .ThenBy(b => b.Type)
-            .ThenByDescending(b => b.Limit);
-
-        var year = referenceDate?.Year ?? dateTimeProvider.Now.Year;
-        var month = referenceDate?.Month ?? dateTimeProvider.Now.Month;
-
-        if (periodType == BudgetPeriodType.Month)
-        {
-            return await GetForMonthAsync(budgets, year, month);
-        }
-        else if (periodType == BudgetPeriodType.Year)
-        {
-            return await GetForYearAsync(budgets, year);
-        }
-
-        throw new NotSupportedException($"Period type {periodType} is not supported.");
-    }
-
-    private async Task<BudgetResult> GetForMonthAsync(
-        IEnumerable<BudgetRecord> budgets,
-        int year,
-        int month)
-    {
-        var transactionClassify = await transactionStatisticsService.GetAmountGroupByClassifyAsync(
-            new DateTime(year, month, 1),
-            new DateTime(year, month, 1).AddMonths(1)
-        );
-
-        var monthlyIncomeItems = new List<(string name, decimal limit, decimal current, bool isMandatory)>();
-        var monthlyExpenseItems = new List<(string name, decimal limit, decimal current, bool isMandatory)>();
-        var monthlyBudgets = budgets
-            .Where(b => b.Type == BudgetPeriodType.Month);
-        foreach (var budget in monthlyBudgets)
-        {
-            var classifyList = budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries);
-
-            decimal currentAmount = 0;
-            var transactionType = budget.Category switch
-            {
-                BudgetCategory.Income => TransactionType.Income,
-                BudgetCategory.Expense => TransactionType.Expense,
-                _ => throw new NotSupportedException($"Budget category {budget.Category} is not supported.")
-            };
-
-            foreach (var classify in classifyList)
-            {
-                // 获取分类+收入支出类型一致的金额
-                if (transactionClassify.TryGetValue((classify, transactionType), out var amount))
-                {
-                    currentAmount += amount;
-                }
-            }
-
-            // 硬性预算 如果实际发生金额小于 应(总天数/实际天数)发生金额 
-            // 直接取应发生金额(为了预算的准确性)
-            if (budget.IsMandatoryExpense && currentAmount == 0)
-            {
-                currentAmount = budget.Limit / DateTime.DaysInMonth(year, month) * dateTimeProvider.Now.Day;
-            }
-
-            if (budget.Category == BudgetCategory.Income)
-            {
-                monthlyIncomeItems.Add((
-                    name: budget.Name,
-                    limit: budget.Limit,
-                    current: currentAmount,
-                    isMandatory: budget.IsMandatoryExpense
-                ));
-            }
-            else if (budget.Category == BudgetCategory.Expense)
-            {
-                monthlyExpenseItems.Add((
-                    name: budget.Name,
-                    limit: budget.Limit,
-                    current: currentAmount,
-                    isMandatory: budget.IsMandatoryExpense
-                ));
-            }
-        }
-
-        var yearlyIncomeItems = new List<(string name, decimal limit, decimal current)>();
-        var yearlyExpenseItems = new List<(string name, decimal limit, decimal current)>();
-        var yearlyBudgets = budgets
-            .Where(b => b.Type == BudgetPeriodType.Year);
-        // 只需要考虑实际发生在本月的年度预算 因为他会影响到月度的结余情况
-        foreach (var budget in yearlyBudgets)
-        {
-            var classifyList = budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries);
-
-            decimal currentAmount = 0;
-            var transactionType = budget.Category switch
-            {
-                BudgetCategory.Income => TransactionType.Income,
-                BudgetCategory.Expense => TransactionType.Expense,
-                _ => throw new NotSupportedException($"Budget category {budget.Category} is not supported.")
-            };
-
-            foreach (var classify in classifyList)
-            {
-                // 获取分类+收入支出类型一致的金额
-                if (transactionClassify.TryGetValue((classify, transactionType), out var amount))
-                {
-                    currentAmount += amount;
-                }
-            }
-
-            if (currentAmount == 0)
-            {
-                continue;
-            }
-
-            if (budget.Category == BudgetCategory.Income)
-            {
-                yearlyIncomeItems.Add((
-                    name: budget.Name,
-                    limit: budget.Limit,
-                    current: currentAmount
-                ));
-            }
-            else if (budget.Category == BudgetCategory.Expense)
-            {
-                yearlyExpenseItems.Add((
-                    name: budget.Name,
-                    limit: budget.Limit,
-                    current: currentAmount
-                ));
-            }
-        }
-
-        var description = new StringBuilder();
-
-        #region 构建月度收入支出明细表格
-        description.AppendLine("<h3>月度预算收入明细</h3>");
-        description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>硬性收入</th>
-                </tr>
-            </thead>
-        <tbody>
-        """);
-
-        foreach (var item in monthlyIncomeItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{item.name}</td>
-                <td>{item.limit:N0}</td>
-                <td>{(item.isMandatory ? "是" : "否")}</td>
-            </tr>
-            """);
-        }
-
-        description.AppendLine("</tbody></table>");
-        description.AppendLine($"""
-        <p>
-            收入合计: 
-            <span class='income-value'>
-                <strong>{monthlyIncomeItems.Sum(item => item.limit):N0}</strong>
-            </span>
-        </p>
-        """);
-
-        description.AppendLine("<h3>月度预算支出明细</h3>");
-        description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>硬性支出</th>
-                </tr>
-            </thead>
-        <tbody>
-        """);
-        foreach (var item in monthlyExpenseItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{item.name}</td>
-                <td>{item.limit:N0}</td>
-                <td>{(item.isMandatory ? "是" : "否")}</td>
-            </tr>
-            """);
-        }
-        description.AppendLine("</tbody></table>");
-        description.AppendLine($"""
-        <p>
-            支出合计: 
-            <span class='expense-value'>
-                <strong>{monthlyExpenseItems.Sum(item => item.limit):N0}</strong>
-            </span>
-        </p>
-        """);
-        #endregion
-
-        #region 构建发生在本月的年度预算收入支出明细表格
-        if (yearlyIncomeItems.Any())
-        {
-            description.AppendLine("<h3>年度收入预算（发生在本月）</h3>");
-            description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>本月收入</th>
-                </tr>
-            </thead>
-        <tbody>
-        """);
-
-            foreach (var item in yearlyIncomeItems)
-            {
-                description.AppendLine($"""
-            <tr>
-                <td>{item.name}</td>
-                <td>{(item.limit == 0 ? "不限额" : item.limit.ToString("N0"))}</td>
-                <td><span class='income-value'>{item.current:N0}</span></td>
-            </tr>
-            """);
-            }
-
-            description.AppendLine("</tbody></table>");
-            description.AppendLine($"""
-        <p>
-            收入合计: 
-            <span class='income-value'>
-                <strong>{yearlyIncomeItems.Sum(item => item.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-
-        if (yearlyExpenseItems.Any())
-        {
-            description.AppendLine("<h3>年度支出预算（发生在本月）</h3>");
-            description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>本月支出</th>
-                </tr>
-            </thead>
-        <tbody>
-        """);
-            foreach (var item in yearlyExpenseItems)
-            {
-                description.AppendLine($"""
-            <tr>
-                <td>{item.name}</td>
-                <td>{(item.limit == 0 ? "不限额" : item.limit.ToString("N0"))}</td>
-                <td><span class='expense-value'>{item.current:N0}</span></td>
-            </tr>
-            """);
-            }
-            description.AppendLine("</tbody></table>");
-            description.AppendLine($"""
-        <p>
-            支出合计: 
-            <span class='expense-value'>
-                <strong>{yearlyExpenseItems.Sum(item => item.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-
-        #endregion
-
-        #region 总结
-
-        description.AppendLine("<h3>存款计划结论</h3>");
-        var plannedIncome = monthlyIncomeItems.Sum(item => item.limit == 0 ? item.current : item.limit) + yearlyIncomeItems.Sum(item => item.current);
-        var plannedExpense = monthlyExpenseItems.Sum(item => item.limit == 0 ? item.current : item.limit) + yearlyExpenseItems.Sum(item => item.current);
-        var expectedSavings = plannedIncome - plannedExpense;
-        description.AppendLine($"""
-        <p>
-            计划存款: 
-            <span class='income-value'>
-                <strong>{expectedSavings:N0}</strong>
-            </span>
-            = 
-        </p>
-        <p>
-            &nbsp;&nbsp;&nbsp;&nbsp;
-            计划收入:
-            <span class='income-value'>
-                <strong>{monthlyIncomeItems.Sum(item => item.limit):N0}</strong>
-            </span>
-        </p>
-        """);
-        if (yearlyIncomeItems.Count > 0)
-        {
-            description.AppendLine($"""
-        <p>
-            &nbsp;&nbsp;&nbsp;&nbsp;
-            + 本月发生的年度预算收入:
-            <span class='income-value'>
-                <strong>{yearlyIncomeItems.Sum(item => item.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-        description.AppendLine($"""
-        <p>
-            &nbsp;&nbsp;&nbsp;&nbsp;
-            - 计划支出:
-            <span class='expense-value'>
-                <strong>{monthlyExpenseItems.Sum(item => item.limit):N0}</strong>
-            </span>
-        """);
-        if (yearlyExpenseItems.Count > 0)
-        {
-            description.AppendLine($"""
-        <p>
-            &nbsp;&nbsp;&nbsp;&nbsp;    
-            - 本月发生的年度预算支出:
-            <span class='expense-value'>
-                <strong>{yearlyExpenseItems.Sum(item => item.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-        description.AppendLine($"""
-        </p>
-        """);
-        #endregion
-
-        var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
-        var currentActual = 0m;
-        if (!string.IsNullOrEmpty(savingsCategories))
-        {
-            var cats = new HashSet<string>(savingsCategories.Split(',', StringSplitOptions.RemoveEmptyEntries));
-            foreach (var kvp in transactionClassify)
-            {
-                if (cats.Contains(kvp.Key.Item1))
-                {
-                    currentActual += kvp.Value;
-                }
-            }
-        }
-
-        var record = new BudgetRecord
-        {
-            Id = -2,
-            Name = "月度存款计划",
-            Type = BudgetPeriodType.Month,
-            Limit = expectedSavings,
-            Category = BudgetCategory.Savings,
-            SelectedCategories = savingsCategories,
-            StartDate = new DateTime(year, month, 1),
-            NoLimit = false,
-            IsMandatoryExpense = false,
-            CreateTime = dateTimeProvider.Now,
-            UpdateTime = dateTimeProvider.Now
-        };
-
-        return BudgetResult.FromEntity(
-            record,
-            currentActual,
-            new DateTime(year, month, 1),
-            description.ToString()
-        );
-    }
-
-    private async Task<BudgetResult> GetForYearAsync(
-        IEnumerable<BudgetRecord> budgets,
-        int year)
-    {
-        // 因为非当前月份的读取归档数据,这边依然是读取当前月份的数据
-        var currentMonth = dateTimeProvider.Now.Month;
-        var transactionClassify = await transactionStatisticsService.GetAmountGroupByClassifyAsync(
-            new DateTime(year, currentMonth, 1),
-            new DateTime(year, currentMonth, 1).AddMonths(1)
-        );
-
-        var currentMonthlyIncomeItems = new List<(long id, string name, decimal limit, int factor, decimal current, bool isMandatory)>();
-        var currentYearlyIncomeItems = new List<(long id, string name, decimal limit, int factor, decimal current, bool isMandatory)>();
-        var currentMonthlyExpenseItems = new List<(long id, string name, decimal limit, int factor, decimal current, bool isMandatory)>();
-        var currentYearlyExpenseItems = new List<(long id, string name, decimal limit, int factor, decimal current, bool isMandatory)>();
-        // 归档的预算收入支出明细
-        var archiveIncomeItems = new List<(long id, string name, int[] months, decimal limit, decimal current)>();
-        var archiveExpenseItems = new List<(long id, string name, int[] months, decimal limit, decimal current)>();
-        var archiveSavingsItems = new List<(long id, string name, int[] months, decimal limit, decimal current)>();
-        // 获取归档数据
-        var archives = await budgetArchiveRepository.GetArchivesByYearAsync(year);
-        var archiveBudgetGroups = archives
-            .SelectMany(a => a.Content.Select(x => (a.Month, Archive: x)))
-            .Where(b => b.Archive.Type == BudgetPeriodType.Month) // 因为本来就是当前年度预算的生成 ,归档无需关心年度, 以最新地为准即可
-            .GroupBy(b => (b.Archive.Id, b.Archive.Limit));
-
-        foreach (var archiveBudgetGroup in archiveBudgetGroups)
-        {
-            var (_, archive) = archiveBudgetGroup.First();
-            var archiveItems = archive.Category switch
-            {
-                BudgetCategory.Income => archiveIncomeItems,
-                BudgetCategory.Expense => archiveExpenseItems,
-                BudgetCategory.Savings => archiveSavingsItems,
-                _ => throw new NotSupportedException($"Category {archive.Category} is not supported.")
-            };
-
-            archiveItems.Add((
-                id: archiveBudgetGroup.Key.Id,
-                name: archive.Name,
-                months: archiveBudgetGroup.Select(x => x.Month).OrderBy(m => m).ToArray(),
-                limit: archiveBudgetGroup.Key.Limit,
-                current: archiveBudgetGroup.Sum(x => x.Archive.Actual)
-            ));
-        }
-
-        // 处理当月最新地没有归档的预算
-        foreach (var budget in budgets)
-        {
-            var currentAmount = 0m;
-
-            var classifyList = budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries);
-
-            var transactionType = budget.Category switch
-            {
-                BudgetCategory.Income => TransactionType.Income,
-                BudgetCategory.Expense => TransactionType.Expense,
-                _ => throw new NotSupportedException($"Budget category {budget.Category} is not supported.")
-            };
-
-            foreach (var classify in classifyList)
-            {
-                // 获取分类+收入支出类型一致的金额
-                if (transactionClassify.TryGetValue((classify, transactionType), out var amount))
-                {
-                    currentAmount += amount;
-                }
-            }
-
-            // 硬性预算 如果实际发生金额小于 应(总天数/实际天数)发生金额 
-            // 直接取应发生金额(为了预算的准确性)
-            if (budget.IsMandatoryExpense && currentAmount == 0)
-            {
-                currentAmount = budget.IsMandatoryExpense && currentAmount == 0
-                    ? budget.Limit / (DateTime.IsLeapYear(year) ? 366 : 365) * dateTimeProvider.Now.DayOfYear
-                    : budget.Limit / DateTime.DaysInMonth(year, currentMonth) * dateTimeProvider.Now.Day;
-            }
-
-            AddOrIncCurrentItem(
-                budget.Id,
-                budget.Type,
-                budget.Category,
-                budget.Name,
-                budget.Limit,
-                budget.Type == BudgetPeriodType.Year
-                ? 1
-                : 12 - currentMonth + 1,
-                currentAmount,
-                budget.IsMandatoryExpense
-            );
-        }
-
-        var description = new StringBuilder();
-
-        #region 构建归档收入明细表格
-        var archiveIncomeDiff = 0m;
-        if (archiveIncomeItems.Any())
-        {
-            description.AppendLine("<h3>已归档收入明细</h3>");
-            description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>月</th>
-                    <th>合计</th>
-                    <th>实际</th>
-                </tr>
-            </thead>
-            </tbody>
-        """);
-            // 已归档的收入
-            foreach (var (_, name, months, limit, current) in archiveIncomeItems)
-            {
-                description.AppendLine($"""
-                <tr>
-                    <td>{name}</td>
-                    <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                    <td>{FormatMonths(months)}</td>
-                    <td>{limit * months.Length:N0}</td>
-                    <td><span class='income-value'>{current:N0}</span></td>
-                </tr>
-            """);
-            }
-            description.AppendLine("</tbody></table>");
-            archiveIncomeDiff = archiveIncomeItems.Sum(i => i.current) - archiveIncomeItems.Sum(i => i.limit * i.months.Length);
-            description.AppendLine($"""
-        <p>
-            <span class="highlight">已归档收入总结: </span>
-            {(archiveIncomeDiff > 0 ? "超额收入" : "未达预期")}:
-            <span class='{(archiveIncomeDiff > 0 ? "income-value" : "expense-value")}'>
-                <strong>{archiveIncomeDiff:N0}</strong>
-            </span>
-            = 
-            <span class='income-value'>
-                <strong>{archiveIncomeItems.Sum(i => i.limit * i.months.Length):N0}</strong>
-            </span>
-            - 
-            实际收入合计:
-            <span class='income-value'>
-                <strong>{archiveIncomeItems.Sum(i => i.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-        #endregion
-
-        #region 构建年度预算收入明细表格
-        description.AppendLine("<h3>预算收入明细</h3>");
-        description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>月/年</th>
-                    <th>合计</th>
-                </tr>
-            </thead>
-            <tbody>
-        """);
-
-        // 当前预算
-        foreach (var (_, name, limit, factor, _, _) in currentMonthlyIncomeItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{name}</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                <td>{FormatMonthsByFactor(factor)}</td>
-                <td>{(limit == 0 ? "不限额" : (limit * factor).ToString("N0"))}</td>
-            </tr>
-            """);
-        }
-
-        // 年预算
-        foreach (var (_, name, limit, _, _, _) in currentYearlyIncomeItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{name}</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                <td>{year}年</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-            </tr>
-            """);
-        }
-        description.AppendLine("</tbody></table>");
-
-        description.AppendLine($"""
-        <p>
-            预算收入合计:
-            <span class='expense-value'>
-                <strong>
-                    {currentMonthlyIncomeItems.Sum(i => i.limit * i.factor)
-                        + currentYearlyIncomeItems.Sum(i => i.limit):N0}
-                </strong>
-            </span>    
-        </p>
-        """);
-        #endregion
-
-        #region 构建年度归档支出明细表格
-        var archiveExpenseDiff = 0m;
-        if (archiveExpenseItems.Any())
-        {
-            description.AppendLine("<h3>已归档支出明细</h3>");
-            description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>月</th>
-                    <th>合计</th>
-                    <th>实际</th>
-                </tr>
-            </thead>
-            <tbody>
-        """);
-
-            // 已归档的支出
-            foreach (var (_, name, months, limit, current) in archiveExpenseItems)
-            {
-                description.AppendLine($"""
-                <tr>
-                    <td>{name}</td>
-                    <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                    <td>{FormatMonths(months)}</td>
-                    <td>{limit * months.Length:N0}</td>
-                    <td><span class='expense-value'>{current:N0}</span></td>
-                </tr>
-                """);
-            }
-            description.AppendLine("</tbody></table>");
-
-            archiveExpenseDiff = archiveExpenseItems.Sum(i => i.limit * i.months.Length) - archiveExpenseItems.Sum(i => i.current);
-            description.AppendLine($"""
-        <p>
-            <span class="highlight">已归档支出总结: </span>
-            {(archiveExpenseDiff > 0 ? "节省支出" : "超支")}:
-            <span class='{(archiveExpenseDiff > 0 ? "income-value" : "expense-value")}'>
-                <strong>{archiveExpenseDiff:N0}</strong>
-            </span>
-            = 
-            <span class='expense-value'>
-                <strong>{archiveExpenseItems.Sum(i => i.limit * i.months.Length):N0}</strong>
-            </span>
-            - 实际支出合计:
-            <span class='expense-value'>
-                <strong>{archiveExpenseItems.Sum(i => i.current):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-        #endregion
-        #region 构建归档存款明细表格
-        var archiveSavingsDiff = 0m;
-        if (archiveSavingsItems.Any())
-        {
-            description.AppendLine("<h3>已归档存款明细</h3>");
-            description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>月</th>
-                    <th>合计</th>
-                    <th>实际</th>
-                </tr>
-            </thead>
-            <tbody>
-        """);
-
-            // 已归档的存款
-            foreach (var (_, name, months, limit, current) in archiveSavingsItems)
-            {
-                description.AppendLine($"""
-                <tr>
-                    <td>{name}</td>
-                    <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                    <td>{FormatMonths(months)}</td>
-                    <td>{limit * months.Length:N0}</td>
-                    <td><span class='income-value'>{current:N0}</span></td>
-                </tr>
-                """);
-            }
-            description.AppendLine("</tbody></table>");
-
-            archiveSavingsDiff = archiveSavingsItems.Sum(i => i.current) - archiveSavingsItems.Sum(i => i.limit * i.months.Length);
-            description.AppendLine($"""
-        <p>
-            <span class="highlight">已归档存款总结: </span>
-            {(archiveSavingsDiff > 0 ? "超额存款" : "未达预期")}:
-            <span class='{(archiveSavingsDiff > 0 ? "income-value" : "expense-value")}'>
-                <strong>{archiveSavingsDiff:N0}</strong>
-            </span>
-            = 
-            实际存款合计:
-            <span class='income-value'>
-                <strong>{archiveSavingsItems.Sum(i => i.current):N0}</strong>
-            </span>
-            - 
-            预算存款合计:
-            <span class='income-value'>
-                <strong>{archiveSavingsItems.Sum(i => i.limit * i.months.Length):N0}</strong>
-            </span>
-        </p>
-        """);
-        }
-        #endregion
-        #region 构建当前年度预算支出明细表格
-        description.AppendLine("<h3>预算支出明细</h3>");
-        description.AppendLine("""
-        <table>
-            <thead>
-                <tr>
-                    <th>名称</th>
-                    <th>预算</th>
-                    <th>月/年</th>
-                    <th>合计</th>
-                </tr>
-            </thead>
-            <tbody>
-        """);
-
-        // 未来月预算
-        foreach (var (_, name, limit, factor, _, _) in currentMonthlyExpenseItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{name}</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                <td>{FormatMonthsByFactor(factor)}</td>
-                <td>{(limit == 0 ? "不限额" : (limit * factor).ToString("N0"))}</td>
-            </tr>
-            """);
-        }
-
-        // 年预算
-        foreach (var (_, name, limit, _, _, _) in currentYearlyExpenseItems)
-        {
-            description.AppendLine($"""
-            <tr>
-                <td>{name}</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-                <td>{year}年</td>
-                <td>{(limit == 0 ? "不限额" : limit.ToString("N0"))}</td>
-            </tr>
-            """);
-        }
-        description.AppendLine("</tbody></table>");
-
-        // 合计
-        description.AppendLine($"""
-        <p>
-            支出预算合计:
-            <span class='expense-value'>
-                <strong>
-                {currentMonthlyExpenseItems.Sum(i => i.limit * i.factor)
-                    + currentYearlyExpenseItems.Sum(i => i.limit):N0}
-               </strong>
-            </span>
-        </p>
-        """);
-        #endregion
-
-        #region 总结
-        var archiveIncomeBudget = archiveIncomeItems.Sum(i => i.limit * i.months.Length);
-        var archiveExpenseBudget = archiveExpenseItems.Sum(i => i.limit * i.months.Length);
-        // 如果有归档存款数据，直接使用；否则用收入-支出计算
-        var archiveSavings = archiveSavingsItems.Any() 
-            ? archiveSavingsItems.Sum(i => i.current)
-            : archiveIncomeBudget - archiveExpenseBudget + archiveIncomeDiff + archiveExpenseDiff;
-
-        var expectedIncome = currentMonthlyIncomeItems.Sum(i => i.limit == 0 ? i.current : i.limit * i.factor) + currentYearlyIncomeItems.Sum(i => i.isMandatory || i.limit == 0 ? i.current : i.limit);
-        var expectedExpense = currentMonthlyExpenseItems.Sum(i => i.limit == 0 ? i.current : i.limit * i.factor) + currentYearlyExpenseItems.Sum(i => i.isMandatory || i.limit == 0 ? i.current : i.limit);
-        var expectedSavings = expectedIncome - expectedExpense;
-
-        description.AppendLine("<h3>存款计划结论</h3>");
-        description.AppendLine($"""
-        <p>
-            <strong>归档存款：</strong>
-            <span class='income-value'><strong>{archiveSavings:N0}</strong></span>
-            = 
-            归档收入: <span class='income-value'>{archiveIncomeBudget:N0}</span>
-            - 
-            归档支出: <span class='expense-value'>{archiveExpenseBudget:N0}</span>
-            {(archiveIncomeDiff >= 0 ? " + 超额收入" : " - 未达预期收入")}: <span class='{(archiveIncomeDiff >= 0 ? "income-value" : "expense-value")}'>{(archiveIncomeDiff >= 0 ? archiveIncomeDiff : -archiveIncomeDiff):N0}</span>
-            {(archiveExpenseDiff >= 0 ? " + 节省支出" : " - 超额支出")}: <span class='{(archiveExpenseDiff >= 0 ? "income-value" : "expense-value")}'>{(archiveExpenseDiff >= 0 ? archiveExpenseDiff : -archiveExpenseDiff):N0}</span>
-        </p>
-        <p>
-            <strong>预计存款：</strong>
-            <span class='income-value'><strong>{expectedSavings:N0}</strong></span>
-            =
-            预计收入: <span class='income-value'>{expectedIncome:N0}</span>
-            - 
-            预计支出: <span class='expense-value'>{expectedExpense:N0}</span>
-        </p>
-        <p>
-            <strong>存档总结：</strong>
-            <span class='{(archiveSavings + expectedSavings > 0 ? "income-value" : "expense-value")}'>
-                <strong>{archiveSavings + expectedSavings:N0}</strong>
-            </span>
-            =
-            预计存款: 
-            <span class='income-value'>{expectedSavings:N0}</span>
-            {(archiveSavings > 0 ? "+" : "-")}
-            归档存款: 
-            <span class='{(archiveSavings > 0 ? "income-value" : "expense-value")}'>{Math.Abs(archiveSavings):N0}</span>
-        </p>
-        """);
-        #endregion
-
-        var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
-
-        var currentActual = 0m;
-        if (!string.IsNullOrEmpty(savingsCategories))
-        {
-            var cats = new HashSet<string>(savingsCategories.Split(',', StringSplitOptions.RemoveEmptyEntries));
-            foreach (var kvp in transactionClassify)
-            {
-                if (cats.Contains(kvp.Key.Item1))
-                {
-                    currentActual += kvp.Value;
-                }
-            }
-        }
-
-        var record = new BudgetRecord
-        {
-            Id = -1,
-            Name = "年度存款计划",
-            Type = BudgetPeriodType.Year,
-            Limit = archiveSavings + expectedSavings,
-            Category = BudgetCategory.Savings,
-            SelectedCategories = savingsCategories,
-            StartDate = new DateTime(year, 1, 1),
-            NoLimit = false,
-            IsMandatoryExpense = false,
-            CreateTime = dateTimeProvider.Now,
-            UpdateTime = dateTimeProvider.Now
-        };
-
-        return BudgetResult.FromEntity(
-            record,
-            currentActual,
-            new DateTime(year, 1, 1),
-            description.ToString()
-        );
-
-        void AddOrIncCurrentItem(
-            long id,
-            BudgetPeriodType periodType,
-            BudgetCategory category,
-            string name,
-            decimal limit,
-            int factor,
-            decimal incAmount,
-            bool isMandatory)
-        {
-            var current = (periodType, category) switch
-            {
-                (BudgetPeriodType.Month, BudgetCategory.Income) => currentMonthlyIncomeItems,
-                (BudgetPeriodType.Month, BudgetCategory.Expense) => currentMonthlyExpenseItems,
-                (BudgetPeriodType.Year, BudgetCategory.Income) => currentYearlyIncomeItems,
-                (BudgetPeriodType.Year, BudgetCategory.Expense) => currentYearlyExpenseItems,
-                _ => throw new NotSupportedException($"Category {category} is not supported.")
-            };
-
-            if (current.Any(i => i.id == id))
-            {
-                var existing = current.First(i => i.id == id);
-                current.Remove(existing);
-                current.Add((id, existing.name, existing.limit, existing.factor + factor, existing.current + incAmount, isMandatory));
-            }
-            else
-            {
-                current.Add((id, name, limit, factor, incAmount, isMandatory));
-            }
-        }
-
-        string FormatMonthsByFactor(int factor)
-        {
-            var months = factor == 12
-                ? Enumerable.Range(1, 12).ToArray()
-                : Enumerable.Range(dateTimeProvider.Now.Month, factor).ToArray();
-
-            return FormatMonths(months.ToArray());
-        }
-
-        string FormatMonths(int[] months)
-        {
-            // 如果是连续的月份 则简化显示 1~3
-            Array.Sort(months);
-            if (months.Length >= 2)
-            {
-                var isContinuous = true;
-                for (var i = 1; i < months.Length; i++)
-                {
-                    if (months[i] != months[i - 1] + 1)
-                    {
-                        isContinuous = false;
-                        break;
-                    }
-                }
-
-                if (isContinuous)
-                {
-                    return $"{months.First()}~{months.Last()}月";
-                }
-            }
-
-            return string.Join(", ", months) + "月";
-        }
-    }
-}

Service/Budget/BudgetService.cs

@@ -1,548 +0,0 @@
-using Service.AI;
-using Service.Message;
-using Service.Transaction;
-
-namespace Service.Budget;
-
-public interface IBudgetService
-{
-    Task<List<BudgetResult>> GetListAsync(DateTime referenceDate);
-
-    Task<string> ArchiveBudgetsAsync(int year, int month);
-
-    /// <summary>
-    /// 获取指定分类的统计信息（月度和年度）
-    /// </summary>
-    Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
-
-    /// <summary>
-    /// 获取未被预算覆盖的分类统计信息
-    /// </summary>
-    Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null);
-
-    Task<string?> GetArchiveSummaryAsync(int year, int month);
-
-    /// <summary>
-    /// 获取指定周期的存款预算信息
-    /// </summary>
-    Task<BudgetResult?> GetSavingsBudgetAsync(int year, int month, BudgetPeriodType type);
-}
-
-[UsedImplicitly]
-public class BudgetService(
-    IBudgetRepository budgetRepository,
-    IBudgetArchiveRepository budgetArchiveRepository,
-    ITransactionRecordRepository transactionRecordRepository,
-    ITransactionStatisticsService transactionStatisticsService,
-    IOpenAiService openAiService,
-    IMessageService messageService,
-    ILogger<BudgetService> logger,
-    IBudgetSavingsService budgetSavingsService,
-    IDateTimeProvider dateTimeProvider,
-    IBudgetStatsService budgetStatsService
-) : IBudgetService
-{
-    public async Task<List<BudgetResult>> GetListAsync(DateTime referenceDate)
-    {
-        var year = referenceDate.Year;
-        var month = referenceDate.Month;
-
-        var isArchive = year < dateTimeProvider.Now.Year
-                     || (year == dateTimeProvider.Now.Year && month < dateTimeProvider.Now.Month);
-
-        if (isArchive)
-        {
-            var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
-
-            if (archive != null)
-            {
-                var (start, end) = GetPeriodRange(dateTimeProvider.Now, BudgetPeriodType.Month, referenceDate);
-                return [.. archive.Content.Select(c => new BudgetResult
-                {
-                    Id = c.Id,
-                    Name = c.Name,
-                    Type = c.Type,
-                    Limit = c.Limit,
-                    Current = c.Actual,
-                    Category = c.Category,
-                    SelectedCategories = c.SelectedCategories,
-                    NoLimit = c.NoLimit,
-                    IsMandatoryExpense = c.IsMandatoryExpense,
-                    Description = c.Description,
-                    PeriodStart = start,
-                    PeriodEnd = end,
-                })];
-            }
-
-            logger.LogWarning("获取预算列表时发现归档数据缺失，Year: {Year}, Month: {Month}", year, month);
-        }
-
-        var budgets = await budgetRepository.GetAllAsync();
-        var dtos = new List<BudgetResult?>();
-
-        foreach (var budget in budgets)
-        {
-            var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
-            dtos.Add(BudgetResult.FromEntity(budget, currentAmount, referenceDate));
-        }
-
-        // 创造虚拟的存款预算
-        dtos.Add(await budgetSavingsService.GetSavingsDtoAsync(
-            BudgetPeriodType.Month,
-            referenceDate,
-            budgets));
-        dtos.Add(await budgetSavingsService.GetSavingsDtoAsync(
-            BudgetPeriodType.Year,
-            referenceDate,
-            budgets));
-
-        dtos = dtos
-            .Where(x => x != null)
-            .Cast<BudgetResult>()
-            .OrderByDescending(x => x.IsMandatoryExpense)
-            .ThenBy(x => x.Type)
-            .ThenByDescending(x => x.Current)
-            .ToList()!;
-
-        return [.. dtos.Where(dto => dto != null).Cast<BudgetResult>()];
-    }
-
-    public async Task<BudgetResult?> GetSavingsBudgetAsync(int year, int month, BudgetPeriodType type)
-    {
-        var referenceDate = new DateTime(year, month, 1);
-        return await budgetSavingsService.GetSavingsDtoAsync(type, referenceDate);
-    }
-
-    public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
-    {
-        return await budgetStatsService.GetCategoryStatsAsync(category, referenceDate);
-    }
-
-    public async Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null)
-    {
-        var date = referenceDate ?? dateTimeProvider.Now;
-        var transactionType = category switch
-        {
-            BudgetCategory.Expense => TransactionType.Expense,
-            BudgetCategory.Income => TransactionType.Income,
-            _ => TransactionType.None
-        };
-
-        if (transactionType == TransactionType.None) return [];
-
-        // 1. 获取所有预算
-        var budgets = (await budgetRepository.GetAllAsync()).ToList();
-        var coveredCategories = budgets
-            .Where(b => b.Category == category)
-            .SelectMany(b => b.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries))
-            .ToHashSet();
-
-        // 2. 获取分类统计
-        var stats = await transactionStatisticsService.GetCategoryStatisticsAsync(date.Year, date.Month, transactionType);
-
-        // 3. 过滤未覆盖的
-        return stats
-            .Where(s => !coveredCategories.Contains(s.Classify))
-            .Select(s => new UncoveredCategoryDetail
-            {
-                Category = s.Classify,
-                TransactionCount = s.Count,
-                TotalAmount = s.Amount
-            })
-            .OrderByDescending(x => x.TotalAmount)
-            .ToList();
-    }
-
-    public async Task<string?> GetArchiveSummaryAsync(int year, int month)
-    {
-        var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
-        return archive?.Summary;
-    }
-
-
-
-    public async Task<string> ArchiveBudgetsAsync(int year, int month)
-    {
-        var referenceDate = new DateTime(year, month, 1);
-
-        var budgets = await GetListAsync(referenceDate);
-
-        var expenseSurplus = budgets
-            .Where(b => b.Category == BudgetCategory.Expense && !b.NoLimit && b.Type == BudgetPeriodType.Month)
-            .Sum(b => b.Limit - b.Current);
-
-        var incomeSurplus = budgets
-            .Where(b => b.Category == BudgetCategory.Income && !b.NoLimit && b.Type == BudgetPeriodType.Month)
-            .Sum(b => b.Current - b.Limit);
-
-        var content = budgets.Select(b => new BudgetArchiveContent
-        {
-            Id = b.Id,
-            Name = b.Name,
-            Type = b.Type,
-            Limit = b.Limit,
-            Actual = b.Current,
-            Category = b.Category,
-            SelectedCategories = b.SelectedCategories,
-            NoLimit = b.NoLimit,
-            IsMandatoryExpense = b.IsMandatoryExpense,
-            Description = b.Description
-        }).ToArray();
-
-        var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
-
-        if (archive != null)
-        {
-            archive.Content = content;
-            archive.ArchiveDate = dateTimeProvider.Now;
-            archive.ExpenseSurplus = expenseSurplus;
-            archive.IncomeSurplus = incomeSurplus;
-            if (!await budgetArchiveRepository.UpdateAsync(archive))
-            {
-                return "更新预算归档失败";
-            }
-        }
-        else
-        {
-            archive = new BudgetArchive
-            {
-                Year = year,
-                Month = month,
-                Content = content,
-                ArchiveDate = dateTimeProvider.Now,
-                ExpenseSurplus = expenseSurplus,
-                IncomeSurplus = incomeSurplus
-            };
-
-            if (!await budgetArchiveRepository.AddAsync(archive))
-            {
-                return "保存预算归档失败";
-            }
-        }
-
-        _ = NotifyAsync(year, month);
-
-        return string.Empty;
-    }
-
-    private async Task NotifyAsync(int year, int month)
-    {
-        try
-        {
-            var archives = await budgetArchiveRepository.GetListAsync(year, month);
-
-            var archiveData = archives.SelectMany(a => a.Content.Select(c => new
-            {
-                c.Name,
-                Type = c.Type.ToString(),
-                c.Limit,
-                c.Actual,
-                Category = c.Category.ToString(),
-                c.SelectedCategories
-            })).ToList();
-
-            var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
-                $"""
-                SELECT 
-                  COUNT(*) AS TransactionCount, 
-                  SUM(ABS(Amount)) AS TotalAmount, 
-                  Type, 
-                  Classify
-                FROM TransactionRecord
-                WHERE OccurredAt >= '{year}-01-01' 
-                  AND OccurredAt < '{year + 1}-01-01'
-                GROUP BY Type, Classify
-                ORDER BY TotalAmount DESC
-                """
-            );
-            var monthYear = new DateTime(year, month, 1).AddMonths(1);
-            var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
-                $"""
-                SELECT 
-                  COUNT(*) AS TransactionCount, 
-                  SUM(ABS(Amount)) AS TotalAmount, 
-                  Type, 
-                  Classify
-                FROM TransactionRecord
-                WHERE OccurredAt >= '{year}-{month:00}-01' 
-                  AND OccurredAt < '{monthYear:yyyy-MM-dd}'
-                GROUP BY Type, Classify
-                ORDER BY TotalAmount DESC
-                """
-            );
-
-            // 分析未被预算覆盖的分类 (仅针对支出类型 Type=0)
-            var budgetedCategories = archiveData
-                .SelectMany(b => b.SelectedCategories)
-                .Where(c => !string.IsNullOrEmpty(c))
-                .Distinct()
-                .ToHashSet();
-
-            var uncovered = monthTransactions
-                .Where(t =>
-                {
-                    var dict = (IDictionary<string, object>)t;
-                    var classify = dict["Classify"].ToString() ?? "";
-                    var type = Convert.ToInt32(dict["Type"]);
-                    return type == 0 && !budgetedCategories.Contains(classify);
-                })
-                .ToList();
-
-            logger.LogInformation("预算执行数据{JSON}", JsonSerializer.Serialize(archiveData));
-            logger.LogInformation("本月消费明细{JSON}", JsonSerializer.Serialize(monthTransactions));
-            logger.LogInformation("全年累计消费概况{JSON}", JsonSerializer.Serialize(yearTransactions));
-            logger.LogInformation("未被预算覆盖的分类{JSON}", JsonSerializer.Serialize(uncovered));
-
-            var dataPrompt = $"""
-            报告周期：{year}年{month}月
-
-            1. 预算执行数据（JSON）：
-            {JsonSerializer.Serialize(archiveData)}
-            
-            2. 本月账单类目明细（按分类, JSON）：
-            {JsonSerializer.Serialize(monthTransactions)}
-            
-            3. 全年累计账单类目明细（按分类, JSON）：
-            {JsonSerializer.Serialize(yearTransactions)}
-
-            4. 未被任何预算覆盖的支出分类（JSON）：
-            {JsonSerializer.Serialize(uncovered)}
-
-            请生成一份专业且美观的预算执行分析报告，严格遵守以下要求：
-            
-            【内容要求】
-            1. 概览：总结本月预算达成情况。
-            2. 预算详情：使用 HTML 表格展示预算执行明细（预算项、预算额、实际额、使用/达成率、状态）。
-            3. 超支/异常预警：重点分析超支项或支出异常的分类。
-            4. 消费透视：针对“未被预算覆盖的支出”提供分析建议。分析这些账单产生的合理性，并评估是否需要为其中的大额或频发分类建立新预算。
-            5. 改进建议：根据当前时间进度和预算完成进度，基于本月整体收入支出情况，给出下月预算调整或消费改进的专业化建议。
-            6. 语言风格：专业、清晰、简洁，适合财务报告阅读。
-            7. 如果报告月份是12月，需要报告年度预算的执行情况。
-            
-            【格式要求】
-            1. 使用HTML格式（移动端H5页面风格）
-            2. 生成清晰的报告标题（基于用户问题）
-            3. 使用表格展示统计数据（table > thead/tbody > tr > th/td），
-                3.1 table要求不能超过屏幕宽度，尽可能简洁明了，避免冗余信息
-                3.2 预算金额精确到整数即可，实际金额精确到小数点后1位
-            4. 使用合适的HTML标签：h2（标题）、h3（小节）、p（段落）、table（表格）、ul/li（列表）、strong（强调）
-            5. 支出金额用 <span class='expense-value'>金额</span> 包裹
-            6. 收入金额用 <span class='income-value'>金额</span> 包裹
-            7. 重要结论用 <span class='highlight'>内容</span> 高亮
-            
-            【样式限制（重要）】
-            8. 不要包含 html、body、head 标签
-            9. 不要使用任何 style 属性或 <style> 标签
-            10. 不要设置 background、background-color、color 等样式属性
-            11. 不要使用 div 包裹大段内容
-
-            【系统信息】
-            当前时间：{dateTimeProvider.Now:yyyy-MM-dd HH:mm:ss}
-            预算归档周期：{year}年{month}月
-            
-            直接输出纯净 HTML 内容，不要带有 Markdown 代码块包裹。
-            """;
-
-            var htmlReport = await openAiService.ChatAsync(dataPrompt);
-            if (!string.IsNullOrEmpty(htmlReport))
-            {
-                await messageService.AddAsync(
-                    title: $"{year}年{month}月 - 预算归档报告",
-                    content: htmlReport,
-                    type: MessageType.Html,
-                    url: "/balance?tab=message");
-
-                // 同时保存到归档总结
-                var first = archives.First();
-                first.Summary = htmlReport;
-                await budgetArchiveRepository.UpdateAsync(first);
-            }
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "生成预算执行通知报告失败");
-        }
-    }
-
-    private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
-    {
-        var referenceDate = now ?? dateTimeProvider.Now;
-        var (startDate, endDate) = GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
-
-        var actualAmount = await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
-
-        // 如果是硬性消费，且是当前年当前月，则根据经过的天数累加
-        if (actualAmount == 0
-            && budget.IsMandatoryExpense
-            && referenceDate.Year == startDate.Year
-            && (budget.Type == BudgetPeriodType.Year || referenceDate.Month == startDate.Month))
-        {
-            if (budget.Type == BudgetPeriodType.Month)
-            {
-                // 计算本月的天数
-                var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
-                // 计算当前已经过的天数（包括今天）
-                var daysElapsed = referenceDate.Day;
-                // 根据预算金额和经过天数计算应累加的金额
-                var mandatoryAccumulation = budget.Limit * daysElapsed / daysInMonth;
-                // 返回实际消费和硬性消费累加中的较大值
-                return mandatoryAccumulation;
-            }
-
-            if (budget.Type == BudgetPeriodType.Year)
-            {
-                // 计算本年的天数（考虑闰年）
-                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
-                // 计算当前已经过的天数（包括今天）
-                var daysElapsed = referenceDate.DayOfYear;
-                // 根据预算金额和经过天数计算应累加的金额
-                var mandatoryAccumulation = budget.Limit * daysElapsed / daysInYear;
-                // 返回实际消费和硬性消费累加中的较大值
-                return mandatoryAccumulation;
-            }
-
-        }
-
-        return actualAmount;
-    }
-
-    internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
-    {
-        DateTime start;
-        DateTime end;
-
-        if (type == BudgetPeriodType.Month)
-        {
-            start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
-            end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
-        }
-        else if (type == BudgetPeriodType.Year)
-        {
-            start = new DateTime(referenceDate.Year, 1, 1);
-            end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
-        }
-        else
-        {
-            start = startDate;
-            end = DateTime.MaxValue;
-        }
-
-        return (start, end);
-    }
-}
-
-public record BudgetResult
-{
-    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 BudgetCategory Category { get; set; }
-    public string[] SelectedCategories { get; set; } = [];
-    public string StartDate { get; set; } = string.Empty;
-    public string Period { get; set; } = string.Empty;
-    public DateTime? PeriodStart { get; set; }
-    public DateTime? PeriodEnd { get; set; }
-    public bool NoLimit { get; set; }
-    public bool IsMandatoryExpense { get; set; }
-    public string Description { get; set; } = string.Empty;
-
-    public static BudgetResult FromEntity(
-        BudgetRecord entity,
-        decimal currentAmount,
-        DateTime referenceDate,
-        string description = "")
-    {
-        var date = referenceDate;
-        var (start, end) = BudgetService.GetPeriodRange(entity.StartDate, entity.Type, date);
-
-        return new BudgetResult
-        {
-            Id = entity.Id,
-            Name = entity.Name,
-            Type = entity.Type,
-            Limit = entity.Limit,
-            Current = currentAmount,
-            Category = entity.Category,
-            SelectedCategories = string.IsNullOrEmpty(entity.SelectedCategories)
-                ? []
-                : entity.SelectedCategories.Split(','),
-            StartDate = entity.StartDate.ToString("yyyy-MM-dd"),
-            Period = entity.Type switch
-            {
-                BudgetPeriodType.Year => $"{start:yy}年",
-                BudgetPeriodType.Month => $"{start:yy}年第{start.Month}月",
-                _ => $"{start:yyyy-MM-dd} ~ {end:yyyy-MM-dd}"
-            },
-            PeriodStart = start,
-            PeriodEnd = end,
-            NoLimit = entity.NoLimit,
-            IsMandatoryExpense = entity.IsMandatoryExpense,
-            Description = description
-        };
-    }
-}
-/// <summary>
-/// 预算统计结果 DTO
-/// </summary>
-public class BudgetStatsDto
-{
-    /// <summary>
-    /// 统计周期类型（Month/Year）
-    /// </summary>
-    public BudgetPeriodType PeriodType { get; set; }
-
-    /// <summary>
-    /// 使用率百分比（0-100）
-    /// </summary>
-    public decimal Rate { get; set; }
-
-    /// <summary>
-    /// 实际金额
-    /// </summary>
-    public decimal Current { get; set; }
-
-    /// <summary>
-    /// 目标/限额金额
-    /// </summary>
-    public decimal Limit { get; set; }
-
-    /// <summary>
-    /// 预算项数量
-    /// </summary>
-    public int Count { get; set; }
-
-    /// <summary>
-    /// 每日/每月累计金额趋势（对应当前周期内的实际发生额累计值）
-    /// </summary>
-    public List<decimal?> Trend { get; set; } = [];
-
-    /// <summary>
-    /// HTML 格式的详细描述（罗列每个预算的额度和实际值及计算公式）
-    /// </summary>
-    public string Description { get; set; } = string.Empty;
-}
-
-/// <summary>
-/// 分类统计结果
-/// </summary>
-public class BudgetCategoryStats
-{
-    /// <summary>
-    /// 月度统计
-    /// </summary>
-    public BudgetStatsDto Month { get; set; } = new();
-
-    /// <summary>
-    /// 年度统计
-    /// </summary>
-    public BudgetStatsDto Year { get; set; } = new();
-}
-
-public class UncoveredCategoryDetail
-{
-    public string Category { get; set; } = string.Empty;
-    public int TransactionCount { get; set; }
-    public decimal TotalAmount { get; set; }
-}

Service/BudgetService.cs

@@ -0,0 +1,728 @@
+namespace Service;
+
+public interface IBudgetService
+{
+    Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null);
+
+    Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate);
+
+    Task<string> ArchiveBudgetsAsync(int year, int month);
+
+    /// <summary>
+    /// 获取指定分类的统计信息（月度和年度）
+    /// </summary>
+    Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null);
+
+    /// <summary>
+    /// 获取未被预算覆盖的分类统计信息
+    /// </summary>
+    Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null);
+}
+
+public class BudgetService(
+    IBudgetRepository budgetRepository,
+    IBudgetArchiveRepository budgetArchiveRepository,
+    ITransactionRecordRepository transactionRecordRepository,
+    IOpenAiService openAiService,
+    IConfigService configService,
+    IMessageService messageService,
+    ILogger<BudgetService> logger
+) : IBudgetService
+{
+    public async Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null)
+    {
+        var budgets = await budgetRepository.GetAllAsync();
+        var dtos = new List<BudgetResult?>();
+
+        foreach (var budget in budgets)
+        {
+            var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+            dtos.Add(BudgetResult.FromEntity(budget, currentAmount, referenceDate));
+        }
+
+        // 创造虚拟的存款预算
+        dtos.Add(await GetVirtualSavingsDtoAsync(
+            BudgetPeriodType.Month,
+            referenceDate,
+            budgets));
+        dtos.Add(await GetVirtualSavingsDtoAsync(
+            BudgetPeriodType.Year,
+            referenceDate,
+            budgets));
+
+        return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
+    }
+
+    public async Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate)
+    {
+        bool isArchive = false;
+        BudgetRecord? budget = null;
+        if (id == -1)
+        {
+            if (isAcrhiveFunc(BudgetPeriodType.Year))
+            {
+                isArchive = true;
+                budget = await BuildVirtualSavingsBudgetRecordAsync(-1, referenceDate, 0);
+            }
+
+        }
+        else if (id == -2)
+        {
+            if (isAcrhiveFunc(BudgetPeriodType.Month))
+            {
+                isArchive = true;
+                budget = await BuildVirtualSavingsBudgetRecordAsync(-2, referenceDate, 0);
+            }
+        }
+        else
+        {
+            budget = await budgetRepository.GetByIdAsync(id);
+
+            if (budget == null)
+            {
+                return null;
+            }
+
+            isArchive = isAcrhiveFunc(budget.Type);
+        }
+
+        if (isArchive && budget != null)
+        {
+            var archive = await budgetArchiveRepository.GetArchiveAsync(
+                id,
+                referenceDate.Year,
+                referenceDate.Month);
+
+            if (archive != null) // 存在归档 直接读取归档数据
+            {
+                budget.Limit = archive.BudgetedAmount;
+                return BudgetResult.FromEntity(
+                    budget, 
+                    archive.RealizedAmount, 
+                    referenceDate,
+                    archive.Description ?? string.Empty);
+            }
+        }
+
+
+        if (id == -1)
+        {
+            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Year, referenceDate);
+        }
+        if (id == -2)
+        {
+            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Month, referenceDate);
+        }
+
+        budget = await budgetRepository.GetByIdAsync(id);
+        if (budget == null)
+        {
+            return null;
+        }
+
+        var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+        return BudgetResult.FromEntity(budget, currentAmount, referenceDate);
+
+        bool isAcrhiveFunc(BudgetPeriodType periodType)
+        {
+            if (periodType == BudgetPeriodType.Year)
+            {
+                return DateTime.Now.Year > referenceDate.Year;
+            }
+            else if (periodType == BudgetPeriodType.Month)
+            {
+                return DateTime.Now.Year > referenceDate.Year
+                        || (DateTime.Now.Year == referenceDate.Year
+                            && DateTime.Now.Month > referenceDate.Month);
+            }
+            return false;
+        }
+    }
+
+    public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null)
+    {
+        var budgets = (await budgetRepository.GetAllAsync()).ToList();
+        var refDate = referenceDate ?? DateTime.Now;
+
+        var result = new BudgetCategoryStats();
+
+        // 获取月度统计
+        result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, refDate);
+
+        // 获取年度统计
+        result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, refDate);
+
+        return result;
+    }
+
+    public async Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null)
+    {
+        var date = referenceDate ?? DateTime.Now;
+        var transactionType = category switch
+        {
+            BudgetCategory.Expense => TransactionType.Expense,
+            BudgetCategory.Income => TransactionType.Income,
+            _ => TransactionType.None
+        };
+
+        if (transactionType == TransactionType.None) return new List<UncoveredCategoryDetail>();
+
+        // 1. 获取所有预算
+        var budgets = (await budgetRepository.GetAllAsync()).ToList();
+        var coveredCategories = budgets
+            .Where(b => b.Category == category)
+            .SelectMany(b => b.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries))
+            .ToHashSet();
+
+        // 2. 获取分类统计
+        var stats = await transactionRecordRepository.GetCategoryStatisticsAsync(date.Year, date.Month, transactionType);
+
+        // 3. 过滤未覆盖的
+        return stats
+            .Where(s => !coveredCategories.Contains(s.Classify))
+            .Select(s => new UncoveredCategoryDetail
+            {
+                Category = s.Classify,
+                TransactionCount = s.Count,
+                TotalAmount = s.Amount
+            })
+            .OrderByDescending(x => x.TotalAmount)
+            .ToList();
+    }
+
+    private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
+        List<BudgetRecord> budgets,
+        BudgetCategory category,
+        BudgetPeriodType statType,
+        DateTime referenceDate)
+    {
+        var result = new BudgetStatsDto
+        {
+            PeriodType = statType,
+            Rate = 0,
+            Current = 0,
+            Limit = 0,
+            Count = 0
+        };
+
+        // 获取当前分类下所有预算
+        var relevant = budgets
+            .Where(b => b.Category == category)
+            .ToList();
+
+        if (relevant.Count == 0)
+        {
+            return result;
+        }
+
+        result.Count = relevant.Count;
+        decimal totalCurrent = 0;
+        decimal totalLimit = 0;
+
+        foreach (var budget in relevant)
+        {
+            // 限额折算
+            var itemLimit = budget.Limit;
+            if (statType == BudgetPeriodType.Month && budget.Type == BudgetPeriodType.Year)
+            {
+                // 月度视图下，年度预算不参与限额计算
+                itemLimit = 0;
+            }
+            else if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
+            {
+                // 年度视图下，月度预算折算为年度
+                itemLimit = budget.Limit * 12;
+            }
+            totalLimit += itemLimit;
+
+            // 当前值累加
+            var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+            if (budget.Type == statType)
+            {
+                totalCurrent += currentAmount;
+            }
+            else
+            {
+                // 如果周期不匹配
+                if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
+                {
+                    // 在年度视图下，月度预算计入其当前值（作为对年度目前的贡献）
+                    totalCurrent += currentAmount;
+                }
+                // 月度视图下，年度预算的 current 不计入
+            }
+        }
+
+        result.Limit = totalLimit;
+        result.Current = totalCurrent;
+        result.Rate = totalLimit > 0 ? totalCurrent / totalLimit * 100 : 0;
+
+        return result;
+    }
+
+    public async Task<string> ArchiveBudgetsAsync(int year, int month)
+    {
+        var referenceDate = new DateTime(year, month, 1);
+        var budgets = await GetListAsync(referenceDate);
+
+        var addArchives = new List<BudgetArchive>();
+        var updateArchives = new List<BudgetArchive>();
+        foreach (var budget in budgets)
+        {
+            var archive = await budgetArchiveRepository.GetArchiveAsync(budget.Id, year, month);
+
+            if (archive != null)
+            {
+                archive.RealizedAmount = budget.Current;
+                archive.ArchiveDate = DateTime.Now;
+                archive.Description = budget.Description;
+                updateArchives.Add(archive);
+            }
+            else
+            {
+                archive = new BudgetArchive
+                {
+                    BudgetId = budget.Id,
+                    BudgetType = budget.Type,
+                    Year = year,
+                    Month = month,
+                    BudgetedAmount = budget.Limit,
+                    RealizedAmount = budget.Current,
+                    Description = budget.Description,
+                    ArchiveDate = DateTime.Now
+                };
+
+                addArchives.Add(archive);
+            }
+        }
+
+        if (addArchives.Count > 0)
+        {
+            if (!await budgetArchiveRepository.AddRangeAsync(addArchives))
+            {
+                return "保存预算归档失败";
+            }
+        }
+        if (updateArchives.Count > 0)
+        {
+            if (!await budgetArchiveRepository.UpdateRangeAsync(updateArchives))
+            {
+                return "更新预算归档失败";
+            }
+        }
+
+        _ = NotifyAsync(year, month);
+        return string.Empty;
+    }
+
+    private async Task NotifyAsync(int year, int month)
+    {
+        try
+        {
+            var archives = await budgetArchiveRepository.GetListAsync(year, month);
+            var budgets = await budgetRepository.GetAllAsync();
+            var budgetMap = budgets.ToDictionary(b => b.Id, b => b);
+
+            var archiveData = archives.Select(a =>
+            {
+                budgetMap.TryGetValue(a.BudgetId, out var br);
+                var name = br?.Name ?? (a.BudgetId == -1 ? "年度存款" : a.BudgetId == -2 ? "月度存款" : "未知");
+                return new
+                {
+                    Name = name,
+                    Type = a.BudgetType.ToString(),
+                    Limit = a.BudgetedAmount,
+                    Actual = a.RealizedAmount,
+                    Category = br?.Category.ToString() ?? (a.BudgetId < 0 ? "Savings" : "Unknown")
+                };
+            }).ToList();
+
+            var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
+                $"""
+                SELECT 
+                  COUNT(*) AS TransactionCount, 
+                  SUM(ABS(Amount)) AS TotalAmount, 
+                  Type, 
+                  Classify
+                FROM TransactionRecord
+                WHERE OccurredAt >= '{year}-01-01' 
+                  AND OccurredAt < '{year + 1}-01-01'
+                GROUP BY Type, Classify
+                ORDER BY TotalAmount DESC
+                """
+            );
+            var monthYear = new DateTime(year, month, 1).AddMonths(1);
+            var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
+                $"""
+                SELECT 
+                  COUNT(*) AS TransactionCount, 
+                  SUM(ABS(Amount)) AS TotalAmount, 
+                  Type, 
+                  Classify
+                FROM TransactionRecord
+                WHERE OccurredAt >= '{year}-{month:00}-01' 
+                  AND OccurredAt < '{monthYear:yyyy-MM-dd}'
+                GROUP BY Type, Classify
+                ORDER BY TotalAmount DESC
+                """
+            );
+
+            // 分析未被预算覆盖的分类 (仅针对支出类型 Type=0)
+            var budgetedCategories = budgets
+                .Where(b => !string.IsNullOrEmpty(b.SelectedCategories))
+                .SelectMany(b => b.SelectedCategories.Split(','))
+                .Distinct()
+                .ToHashSet();
+
+            var uncovered = monthTransactions
+                .Where(t =>
+                {
+                    var dict = (IDictionary<string, object>)t;
+                    var classify = dict["Classify"]?.ToString() ?? "";
+                    var type = Convert.ToInt32(dict["Type"]);
+                    return type == 0 && !budgetedCategories.Contains(classify);
+                })
+                .ToList();
+
+            logger.LogInformation("预算执行数据{JSON}", JsonSerializer.Serialize(archiveData));
+            logger.LogInformation("本月消费明细{JSON}", JsonSerializer.Serialize(monthTransactions));
+            logger.LogInformation("全年累计消费概况{JSON}", JsonSerializer.Serialize(yearTransactions));
+            logger.LogInformation("未被预算覆盖的分类{JSON}", JsonSerializer.Serialize(uncovered));
+
+            var dataPrompt = $"""
+            报告周期：{year}年{month}月
+            账单数据说明：支出金额已取绝对值（TotalAmount 为正数表示支出/收入的总量）。
+
+            1. 预算执行数据（JSON）：
+            {JsonSerializer.Serialize(archiveData)}
+            
+            2. 本月消费明细（按分类, JSON）：
+            {JsonSerializer.Serialize(monthTransactions)}
+            
+            3. 全年累计消费概况（按分类, JSON）：
+            {JsonSerializer.Serialize(yearTransactions)}
+
+            4. 未被任何预算覆盖的支出分类（JSON）：
+            {JsonSerializer.Serialize(uncovered)}
+
+            请生成一份专业且美观的预算执行分析报告，严格遵守以下要求：
+            
+            【内容要求】
+            1. 概览：总结本月预算达成情况。
+            2. 预算详情：使用 HTML 表格展示预算执行明细（预算项、预算额、实际额、使用/达成率、状态）。
+            3. 超支/异常预警：重点分析超支项或支出异常的分类。
+            4. 消费透视：针对“未被预算覆盖的支出”提供分析建议。分析这些账单产生的合理性，并评估是否需要为其中的大额或频发分类建立新预算。
+            5. 改进建议：根据当前时间进度和预算完成进度，基于本月整体收入支出情况，给出下月预算调整或消费改进的专业化建议。
+            6. 语言风格：专业、清晰、简洁，适合财务报告阅读。
+            7. 
+            
+            【格式要求】
+            1. 使用HTML格式（移动端H5页面风格）
+            2. 生成清晰的报告标题（基于用户问题）
+            3. 使用表格展示统计数据（table > thead/tbody > tr > th/td）
+            4. 使用合适的HTML标签：h2（标题）、h3（小节）、p（段落）、table（表格）、ul/li（列表）、strong（强调）
+            5. 支出金额用 <span class='expense-value'>金额</span> 包裹
+            6. 收入金额用 <span class='income-value'>金额</span> 包裹
+            7. 重要结论用 <span class='highlight'>内容</span> 高亮
+            
+            【样式限制（重要）】
+            8. 不要包含 html、body、head 标签
+            9. 不要使用任何 style 属性或 <style> 标签
+            10. 不要设置 background、background-color、color 等样式属性
+            11. 不要使用 div 包裹大段内容
+
+            【系统信息】
+            当前时间：{DateTime.Now:yyyy-MM-dd HH:mm:ss}
+            预算归档周期：{year}年{month}月
+            
+            直接输出纯净 HTML 内容，不要带有 Markdown 代码块包裹。
+            """;
+
+            var htmlReport = await openAiService.ChatAsync(dataPrompt);
+            if (!string.IsNullOrEmpty(htmlReport))
+            {
+                await messageService.AddAsync(
+                    title: $"{year}年{month}月 - 预算归档报告",
+                    content: htmlReport,
+                    type: MessageType.Html,
+                    url: "/balance?tab=message");
+            }
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "生成预算执行通知报告失败");
+        }
+    }
+
+    private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
+    {
+        var referenceDate = now ?? DateTime.Now;
+        var (startDate, endDate) = GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
+
+        return await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
+    }
+
+    internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
+    {
+        DateTime start;
+        DateTime end;
+
+        if (type == BudgetPeriodType.Month)
+        {
+            start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
+            end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
+        }
+        else if (type == BudgetPeriodType.Year)
+        {
+            start = new DateTime(referenceDate.Year, 1, 1);
+            end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
+        }
+        else
+        {
+            start = startDate;
+            end = DateTime.MaxValue;
+        }
+
+        return (start, end);
+    }
+
+    private async Task<BudgetResult?> GetVirtualSavingsDtoAsync(
+        BudgetPeriodType periodType,
+        DateTime? referenceDate = null,
+        IEnumerable<BudgetRecord>? existingBudgets = null)
+    {
+        var allBudgets = existingBudgets;
+
+        if (existingBudgets == null)
+        {
+            allBudgets = await budgetRepository.GetAllAsync();
+        }
+
+        if (allBudgets == null)
+        {
+            return null;
+        }
+
+        var date = referenceDate ?? DateTime.Now;
+
+        decimal incomeLimitAtPeriod = 0;
+        decimal expenseLimitAtPeriod = 0;
+
+        var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
+        var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
+
+        foreach (var b in allBudgets)
+        {
+            if (b.Category == BudgetCategory.Savings) continue;
+
+            // 折算系数：根据当前请求的 periodType (Year 或 Month)，将预算 b 的 Limit 折算过来
+            decimal factor = 1.0m;
+
+            if (periodType == BudgetPeriodType.Year)
+            {
+                factor = b.Type switch
+                {
+                    BudgetPeriodType.Month => 12,
+                    BudgetPeriodType.Year => 1,
+                    _ => 0
+                };
+            }
+            else if (periodType == BudgetPeriodType.Month)
+            {
+                factor = b.Type switch
+                {
+                    BudgetPeriodType.Month => 1,
+                    BudgetPeriodType.Year => 0,
+                    _ => 0
+                };
+            }
+            else
+            {
+                factor = 0; // 其他周期暂不计算虚拟存款
+            }
+
+            if (factor <= 0) continue;
+
+            var subtotal = b.Limit * factor;
+            if (b.Category == BudgetCategory.Income)
+            {
+                incomeLimitAtPeriod += subtotal;
+                incomeItems.Add((b.Name, b.Limit, factor, subtotal));
+            }
+            else if (b.Category == BudgetCategory.Expense)
+            {
+                expenseLimitAtPeriod += subtotal;
+                expenseItems.Add((b.Name, b.Limit, factor, subtotal));
+            }
+        }
+
+        var description = new StringBuilder();
+        description.Append("<h3>预算收入明细</h3>");
+        if (incomeItems.Count == 0) description.Append("<p>无收入预算</p>");
+        else
+        {
+            description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
+            foreach (var item in incomeItems)
+            {
+                description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='income-value'>{item.Total:N0}</span></td></tr>");
+            }
+            description.Append("</tbody></table>");
+        }
+        description.Append($"<p>收入合计: <span class='income-value'><strong>{incomeLimitAtPeriod:N0}</strong></span></p>");
+
+        description.Append("<h3>预算支出明细</h3>");
+        if (expenseItems.Count == 0) description.Append("<p>无支出预算</p>");
+        else
+        {
+            description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
+            foreach (var item in expenseItems)
+            {
+                description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='expense-value'>{item.Total:N0}</span></td></tr>");
+            }
+            description.Append("</tbody></table>");
+        }
+        description.Append($"<p>支出合计: <span class='expense-value'><strong>{expenseLimitAtPeriod:N0}</strong></span></p>");
+
+        description.Append("<h3>存款计划结论</h3>");
+        description.Append($"<p>计划存款 = 收入 <span class='income-value'>{incomeLimitAtPeriod:N0}</span> - 支出 <span class='expense-value'>{expenseLimitAtPeriod:N0}</span></p>");
+        description.Append($"<p>最终目标：<span class='highlight'><strong>{incomeLimitAtPeriod - expenseLimitAtPeriod:N0}</strong></span></p>");
+
+        var virtualBudget = await BuildVirtualSavingsBudgetRecordAsync(
+            periodType == BudgetPeriodType.Year ? -1 : -2,
+            date,
+            incomeLimitAtPeriod - expenseLimitAtPeriod);
+
+        // 计算实际发生的 收入 - 支出
+        var current = await CalculateCurrentAmountAsync(new BudgetRecord
+        {
+            Category = virtualBudget.Category,
+            Type = virtualBudget.Type,
+            SelectedCategories = virtualBudget.SelectedCategories,
+            StartDate = virtualBudget.StartDate,
+        }, date);
+
+        return BudgetResult.FromEntity(virtualBudget, current, date, description.ToString());
+    }
+
+    private async Task<BudgetRecord> BuildVirtualSavingsBudgetRecordAsync(
+        long id,
+        DateTime date,
+        decimal limit)
+    {
+        var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
+        return new BudgetRecord
+        {
+            Id = id,
+            Name = id == -1 ? "年度存款" : "月度存款",
+            Category = BudgetCategory.Savings,
+            Type = id == -1 ? BudgetPeriodType.Year : BudgetPeriodType.Month,
+            Limit = limit,
+            StartDate = id == -1
+                ? new DateTime(date.Year, 1, 1)
+                : new DateTime(date.Year, date.Month, 1),
+            SelectedCategories = savingsCategories
+        };
+    }
+}
+
+public record BudgetResult
+{
+    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 BudgetCategory Category { get; set; }
+    public string[] SelectedCategories { get; set; } = Array.Empty<string>();
+    public string StartDate { get; set; } = string.Empty;
+    public string Period { get; set; } = string.Empty;
+    public DateTime? PeriodStart { get; set; }
+    public DateTime? PeriodEnd { get; set; }
+
+    public string Description { get; set; } = string.Empty;
+
+    public static BudgetResult FromEntity(
+        BudgetRecord entity,
+        decimal currentAmount = 0,
+        DateTime? referenceDate = null,
+        string description = "")
+    {
+        var date = referenceDate ?? DateTime.Now;
+        var (start, end) = BudgetService.GetPeriodRange(entity.StartDate, entity.Type, date);
+
+        return new BudgetResult
+        {
+            Id = entity.Id,
+            Name = entity.Name,
+            Type = entity.Type,
+            Limit = entity.Limit,
+            Current = currentAmount,
+            Category = entity.Category,
+            SelectedCategories = string.IsNullOrEmpty(entity.SelectedCategories)
+                ? Array.Empty<string>()
+                : entity.SelectedCategories.Split(','),
+            StartDate = entity.StartDate.ToString("yyyy-MM-dd"),
+            Period = entity.Type switch
+            {
+                BudgetPeriodType.Year => $"{start:yy}年",
+                BudgetPeriodType.Month => $"{start:yy}年第{start.Month}月",
+                _ => $"{start:yyyy-MM-dd} ~ {end:yyyy-MM-dd}"
+            },
+            PeriodStart = start,
+            PeriodEnd = end,
+            Description = description
+        };
+    }
+}
+/// <summary>
+/// 预算统计结果 DTO
+/// </summary>
+public class BudgetStatsDto
+{
+    /// <summary>
+    /// 统计周期类型（Month/Year）
+    /// </summary>
+    public BudgetPeriodType PeriodType { get; set; }
+
+    /// <summary>
+    /// 使用率百分比（0-100）
+    /// </summary>
+    public decimal Rate { get; set; }
+
+    /// <summary>
+    /// 实际金额
+    /// </summary>
+    public decimal Current { get; set; }
+
+    /// <summary>
+    /// 目标/限额金额
+    /// </summary>
+    public decimal Limit { get; set; }
+
+    /// <summary>
+    /// 预算项数量
+    /// </summary>
+    public int Count { get; set; }
+}
+
+/// <summary>
+/// 分类统计结果
+/// </summary>
+public class BudgetCategoryStats
+{
+    /// <summary>
+    /// 月度统计
+    /// </summary>
+    public BudgetStatsDto Month { get; set; } = new();
+
+    /// <summary>
+    /// 年度统计
+    /// </summary>
+    public BudgetStatsDto Year { get; set; } = new();
+}
+public class UncoveredCategoryDetail
+{
+    public string Category { get; set; } = string.Empty;
+    public int TransactionCount { get; set; }
+    public decimal TotalAmount { get; set; }
+}

Service/ConfigService.cs

@@ -43,12 +43,12 @@ public class ConfigService(IConfigRepository configRepository) : IConfigService
         var config = await configRepository.GetByKeyAsync(key);
         var type = typeof(T) switch
         {
-            { } t when t == typeof(bool) => ConfigType.Boolean,
+            Type t when t == typeof(bool) => ConfigType.Boolean,
-            { } t when t == typeof(int)
+            Type t when t == typeof(int)
                 || t == typeof(double)
                 || t == typeof(float)
                 || t == typeof(decimal) => ConfigType.Number,
-            { } t when t == typeof(string) => ConfigType.String,
+            Type t when t == typeof(string) => ConfigType.String,
             _ => ConfigType.Json
         };
         var valueStr = type switch

Service/EmailServices/EmailHandleService.cs

@@ -1,6 +1,4 @@
-using Service.AI;
+using Service.EmailParseServices;
-using Service.EmailServices.EmailParse;
-using Service.Message;
 
 namespace Service.EmailServices;
 
@@ -67,7 +65,7 @@ public class EmailHandleService(
             await messageService.AddAsync(
                 "邮件解析失败",
                 $"来自 {from} 发送给 {to} 的邮件（主题：{subject}）未能成功解析内容，可能格式已变更或不受支持。",
-                url: "/balance?tab=email"
+                url: $"/balance?tab=email"
             );
             logger.LogWarning("未能成功解析邮件内容，跳过账单处理");
             return true;
@@ -75,7 +73,7 @@ public class EmailHandleService(
 
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        var allSuccess = true;
+        bool allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {
@@ -144,7 +142,7 @@ public class EmailHandleService(
 
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        var allSuccess = true;
+        bool allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {
@@ -179,7 +177,7 @@ public class EmailHandleService(
     {
         var clone = records.ToArray().DeepClone();
 
-        if (clone?.Any() != true)
+        if(clone?.Any() != true)
         {
             return;
         }

Service/EmailServices/EmailParse/EmailParseForm95555.cs

@@ -1,6 +1,4 @@
-using Service.AI;
+namespace Service.EmailParseServices;
-
-namespace Service.EmailServices.EmailParse;
 
 public class EmailParseForm95555(
     ILogger<EmailParseForm95555> logger,
@@ -28,7 +26,7 @@ public class EmailParseForm95555(
         return true;
     }
 
-    public override Task<(
+    public override async Task<(
         string card,
         string reason,
         decimal amount,
@@ -53,7 +51,7 @@ public class EmailParseForm95555(
         if (matches.Count <= 0)
         {
             logger.LogWarning("未能从招商银行邮件内容中解析出交易信息");
-            return Task.FromResult<(string card, string reason, decimal amount, decimal balance, TransactionType type, DateTime? occurredAt)[]>([]);
+            return [];
         }
 
         var results = new List<(
@@ -72,7 +70,7 @@ public class EmailParseForm95555(
             var balanceStr = match.Groups["balance"].Value;
             var typeStr = match.Groups["type"].Value;
             var reason = match.Groups["reason"].Value;
-            if (string.IsNullOrEmpty(reason))
+            if(string.IsNullOrEmpty(reason))
             {
                 reason = typeStr;
             }
@@ -87,7 +85,7 @@ public class EmailParseForm95555(
                 results.Add((card, reason, amount, balance, type, occurredAt));
             }
         }
-        return Task.FromResult(results.ToArray());
+        return results.ToArray();
     }
 
     private DateTime? ParseOccurredAt(string value)

Service/EmailServices/EmailParse/EmailParseFormCCSVC.cs

@@ -1,19 +1,12 @@
 using HtmlAgilityPack;
-using Service.AI;
-// ReSharper disable ConditionIsAlwaysTrueOrFalseAccordingToNullableAPIContract
-// ReSharper disable ConditionalAccessQualifierIsNonNullableAccordingToAPIContract
 
-namespace Service.EmailServices.EmailParse;
+namespace Service.EmailParseServices;
 
-[UsedImplicitly]
+public class EmailParseFormCCSVC(
-public partial class EmailParseFormCcsvc(
+    ILogger<EmailParseFormCCSVC> logger,
-    ILogger<EmailParseFormCcsvc> logger,
     IOpenAiService openAiService
 ) : EmailParseServicesBase(logger, openAiService)
 {
-    [GeneratedRegex("<.*?>")]
-    private static partial Regex HtmlRegex();
-
     public override bool CanParse(string from, string subject, string body)
     {
         if (!from.Contains("ccsvc@message.cmbchina.com"))
@@ -27,7 +20,12 @@ public partial class EmailParseFormCcsvc(
         }
 
         // 必须包含HTML标签
-        return HtmlRegex().IsMatch(body);
+        if (!Regex.IsMatch(body, "<.*?>"))
+        {
+            return false;
+        }
+
+        return true;
     }
 
     public override async Task<(
@@ -49,7 +47,7 @@ public partial class EmailParseFormCcsvc(
         if (dateNode == null)
         {
             logger.LogWarning("Date node not found");
-            return [];
+            return Array.Empty<(string, string, decimal, decimal, TransactionType, DateTime?)>();
         }
 
         var dateText = dateNode.InnerText.Trim();
@@ -58,7 +56,7 @@ public partial class EmailParseFormCcsvc(
         if (!dateMatch.Success || !DateTime.TryParse(dateMatch.Value, out var date))
         {
             logger.LogWarning("Failed to parse date from: {DateText}", dateText);
-            return [];
+            return Array.Empty<(string, string, decimal, decimal, TransactionType, DateTime?)>();
         }
 
         // 2. Get Balance (Available Limit)
@@ -92,7 +90,6 @@ public partial class EmailParseFormCcsvc(
         {
             foreach (var node in transactionNodes)
             {
-                var card = "";
                 try
                 {
                     // Time
@@ -125,23 +122,30 @@ public partial class EmailParseFormCcsvc(
                     descText = HtmlEntity.DeEntitize(descText).Replace((char)160, ' ').Trim();
 
                     // Parse Description: "尾号4390 消费 财付通-luckincoffee瑞幸咖啡"
-                    var parts = descText.Split([' '], StringSplitOptions.RemoveEmptyEntries);
+                    var parts = descText.Split(new[] { ' ' }, StringSplitOptions.RemoveEmptyEntries);
 
-                    var reason = descText;
+                    string card = "";
-                    TransactionType type;
+                    string reason = descText;
+                    TransactionType type = TransactionType.Expense;
 
                     if (parts.Length > 0 && parts[0].StartsWith("尾号"))
                     {
                         card = parts[0].Replace("尾号", "");
                     }
 
+                    if (parts.Length > 1)
+                    {
+                        var typeStr = parts[1];
+                        type = DetermineTransactionType(typeStr, reason, amount);
+                    }
+
                     if (parts.Length > 2)
                     {
                         reason = string.Join(" ", parts.Skip(2));
                     }
 
                     // 招商信用卡特殊，消费金额为正数，退款为负数
-                    if (amount > 0)
+                    if(amount > 0)
                     {
                         type = TransactionType.Expense;
                     }

Service/EmailServices/EmailParse/IEmailParseServices.cs

@@ -1,6 +1,4 @@
-using Service.AI;
+namespace Service.EmailParseServices;
-
-namespace Service.EmailServices.EmailParse;
 
 public interface IEmailParseServices
 {
@@ -47,7 +45,7 @@ public abstract class EmailParseServicesBase(
         // AI兜底
         result = await ParseByAiAsync(emailContent) ?? [];
 
-        if (result.Length == 0)
+        if(result.Length == 0)
         {
             logger.LogWarning("AI解析邮件内容也未能提取到任何交易记录");
         }
@@ -150,19 +148,19 @@ public abstract class EmailParseServicesBase(
 
     private (string card, string reason, decimal amount, decimal balance, TransactionType type, DateTime? occurredAt)? ParseSingleRecord(JsonElement obj)
     {
-        var card = obj.TryGetProperty("card", out var pCard) ? pCard.GetString() ?? string.Empty : string.Empty;
+        string 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;
+        string 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;
+        string 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;
+        string occurredAtStr = obj.TryGetProperty("occurredAt", out var pOccurredAt) ? pOccurredAt.GetString() ?? string.Empty : string.Empty;
 
-        var amount = 0m;
+        decimal 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;
         }
 
-        var balance = 0m;
+        decimal balance = 0m;
         if (obj.TryGetProperty("balance", out var pBalance))
         {
             if (pBalance.ValueKind == JsonValueKind.Number && pBalance.TryGetDecimal(out var d2)) balance = d2;
@@ -175,7 +173,7 @@ public abstract class EmailParseServicesBase(
         }
 
         var occurredAt = (DateTime?)null;
-        if (DateTime.TryParse(occurredAtStr, out var occurredAtValue))
+        if(DateTime.TryParse(occurredAtStr, out var occurredAtValue))
         {
             occurredAt = occurredAtValue;
         }
@@ -203,7 +201,7 @@ public abstract class EmailParseServicesBase(
 
         // 收入关键词
         string[] incomeKeywords =
-        [
+        {
             "工资", "奖金", "退款",
             "返现", "收入", "转入",
             "存入", "利息", "分红",
@@ -235,13 +233,13 @@ public abstract class EmailParseServicesBase(
             // 存取类
             "现金存入", "柜台存入", "ATM存入",
             "他人转入", "他人汇入"
-        ];
+        };
         if (incomeKeywords.Any(k => lowerReason.Contains(k)))
             return TransactionType.Income;
 
         // 支出关键词
         string[] expenseKeywords =
-        [
+        {
             "消费", "支付", "购买",
             "转出", "取款", "支出",
             "扣款", "缴费", "付款",
@@ -271,7 +269,7 @@ public abstract class EmailParseServicesBase(
             // 信用卡/花呗等场景
             "信用卡还款", "花呗还款", "白条还款",
             "分期还款", "账单还款", "自动还款"
-        ];
+        };
         if (expenseKeywords.Any(k => lowerReason.Contains(k)))
             return TransactionType.Expense;
 

Service/EmailServices/EmailSyncService.cs

@@ -182,7 +182,6 @@ public class EmailSyncService(
                     var unreadMessages = await emailFetchService.FetchUnreadMessagesAsync();
                     logger.LogInformation("邮箱 {Email} 获取到 {MessageCount} 封未读邮件", email, unreadMessages.Count);
 
-                    // ReSharper disable once UnusedVariable
                     foreach (var (message, uid) in unreadMessages)
                     {
                         try
@@ -199,12 +198,12 @@ public class EmailSyncService(
                                     message.TextBody ?? message.HtmlBody ?? string.Empty
                                 ) || (DateTime.Now - message.Date.DateTime > TimeSpan.FromDays(3)))
                             {
-#if DEBUG
+                                #if DEBUG
                                 logger.LogDebug("DEBUG 模式下，跳过标记已读步骤");
-#else
+                                #else
                                 // 标记邮件为已读
                                 await emailFetchService.MarkAsReadAsync(uid);    
-#endif
+                                #endif
                             }
                         }
                         catch (Exception ex)

Service/GlobalUsings.cs

@@ -7,12 +7,11 @@ global using System.Globalization;
 global using System.Text;
 global using System.Text.Json;
 global using Entity;
+global using FreeSql;
 global using System.Linq;
 global using Service.AppSettingModel;
 global using System.Text.Json.Serialization;
 global using System.Text.Json.Nodes;
 global using Microsoft.Extensions.Configuration;
 global using Common;
-global using System.Net;
+global using Service.AgentFramework;
-global using System.Text.Encodings.Web;
-global using JetBrains.Annotations;

Service/ImportService.cs

@@ -133,7 +133,7 @@ public class ImportService(
                 return DateTime.MinValue;
             }
 
-            foreach (var format in _dateTimeFormats)
+            foreach (var format in DateTimeFormats)
             {
                 if (DateTime.TryParseExact(
                     row[key],
@@ -283,12 +283,12 @@ public class ImportService(
 
         DateTime GetDateTimeValue(IDictionary<string, string> row, string key)
         {
-            if (!row.ContainsKey(key))
+            if(!row.ContainsKey(key))
             {
                 return DateTime.MinValue;
             }
 
-            foreach (var format in _dateTimeFormats)
+            foreach (var format in DateTimeFormats)
             {
                 if (DateTime.TryParseExact(
                     row[key],
@@ -358,14 +358,15 @@ public class ImportService(
         {
             return await ParseCsvAsync(file);
         }
-
+        else if (fileExtension == ".xlsx" || fileExtension == ".xls")
-        if (fileExtension == ".xlsx" || fileExtension == ".xls")
         {
             return await ParseExcelAsync(file);
         }
-
+        else
+        {
             throw new NotSupportedException("不支持的文件格式");
         }
+    }
 
     private async Task<IDictionary<string, string>[]> ParseCsvAsync(MemoryStream file)
     {
@@ -387,7 +388,7 @@ public class ImportService(
 
         if (headers == null || headers.Length == 0)
         {
-            return [];
+            return Array.Empty<IDictionary<string, string>>();
         }
 
         var result = new List<IDictionary<string, string>>();
@@ -419,7 +420,7 @@ public class ImportService(
 
         if (worksheet == null || worksheet.Dimension == null)
         {
-            return [];
+            return Array.Empty<IDictionary<string, string>>();
         }
 
         var rowCount = worksheet.Dimension.End.Row;
@@ -427,12 +428,12 @@ public class ImportService(
 
         if (rowCount < 2)
         {
-            return [];
+            return Array.Empty<IDictionary<string, string>>();
         }
 
         // 读取表头（第一行）
         var headers = new List<string>();
-        for (var col = 1; col <= colCount; col++)
+        for (int col = 1; col <= colCount; col++)
         {
             var header = worksheet.Cells[1, col].Text?.Trim() ?? string.Empty;
             headers.Add(header);
@@ -441,10 +442,10 @@ public class ImportService(
         var result = new List<IDictionary<string, string>>();
 
         // 读取数据行（从第二行开始）
-        for (var row = 2; row <= rowCount; row++)
+        for (int row = 2; row <= rowCount; row++)
         {
             var rowData = new Dictionary<string, string>();
-            for (var col = 1; col <= colCount; col++)
+            for (int col = 1; col <= colCount; col++)
             {
                 var header = headers[col - 1];
                 var value = worksheet.Cells[row, col].Text?.Trim() ?? string.Empty;
@@ -457,7 +458,7 @@ public class ImportService(
         return await Task.FromResult(result.ToArray());
     }
 
-    private static string[] _dateTimeFormats =
+    private static string[] DateTimeFormats =
     [
         "yyyy-MM-dd",
         "yyyy-MM-dd HH",

Service/Jobs/BudgetArchiveJob.cs

@@ -1,5 +1,4 @@
 using Quartz;
-using Service.Budget;
 
 namespace Service.Jobs;
 
@@ -24,8 +23,6 @@ public class BudgetArchiveJob(
 
             using var scope = serviceProvider.CreateScope();
             var budgetService = scope.ServiceProvider.GetRequiredService<IBudgetService>();
-
-            // 归档月度数据
             var result = await budgetService.ArchiveBudgetsAsync(year, month);
 
             if (string.IsNullOrEmpty(result))

Service/Jobs/CategoryIconGenerationJob.cs

@@ -1,150 +0,0 @@
-using Quartz;
-using Service.AI;
-
-namespace Service.Jobs;
-
-/// <summary>
-/// 分类图标生成定时任务
-/// 每10分钟扫描一次，为没有图标的分类生成 5 个 SVG 图标
-/// </summary>
-public class CategoryIconGenerationJob(
-    ITransactionCategoryRepository categoryRepository,
-    IOpenAiService openAiService,
-    ILogger<CategoryIconGenerationJob> logger) : IJob
-{
-    private static readonly SemaphoreSlim _semaphore = new(1, 1);
-
-    public async Task Execute(IJobExecutionContext context)
-    {
-        // 尝试获取锁，如果失败则跳过本次执行
-        if (!await _semaphore.WaitAsync(0))
-        {
-            logger.LogInformation("上一个分类图标生成任务尚未完成，跳过本次执行");
-            return;
-        }
-
-        try
-        {
-
-            logger.LogInformation("开始执行分类图标生成任务");
-
-            // 查询所有分类，然后过滤出没有图标的
-            var allCategories = await categoryRepository.GetAllAsync();
-            var categoriesWithoutIcon = allCategories
-                .Where(c => string.IsNullOrEmpty(c.Icon))
-                .ToList();
-
-            if (categoriesWithoutIcon.Count == 0)
-            {
-                logger.LogInformation("所有分类都已有图标，跳过本次任务");
-                return;
-            }
-
-            logger.LogInformation("发现 {Count} 个分类没有图标，开始生成", categoriesWithoutIcon.Count);
-
-            // 为每个分类生成图标
-            foreach (var category in categoriesWithoutIcon)
-            {
-                try
-                {
-                    await GenerateIconsForCategoryAsync(category);
-                }
-                catch (Exception ex)
-                {
-                    logger.LogError(ex, "为分类 {CategoryName}(ID:{CategoryId}) 生成图标失败",
-                        category.Name, category.Id);
-                }
-            }
-
-            logger.LogInformation("分类图标生成任务执行完成");
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "分类图标生成任务执行出错");
-            throw;
-        }
-        finally
-        {
-            _semaphore.Release();
-        }
-    }
-
-    /// <summary>
-    /// 为单个分类生成 5 个 SVG 图标
-    /// </summary>
-    private async Task GenerateIconsForCategoryAsync(TransactionCategory category)
-    {
-        logger.LogInformation("正在为分类 {CategoryName}(ID:{CategoryId}) 生成图标",
-            category.Name, category.Id);
-
-        var typeText = category.Type == TransactionType.Expense ? "支出" : "收入";
-
-        var systemPrompt = """
-            你是一个专业的 SVG 图标设计师，擅长创作精美、富有表现力的图标。
-            请根据分类名称和类型，生成 5 个风格迥异、视觉效果突出的 SVG 图标。
-            
-            设计要求：
-            1. 尺寸：24x24，viewBox="0 0 24 24"
-            2. 色彩：使用丰富的渐变色和多色搭配，让图标更有吸引力和辨识度
-               - 可以使用 <linearGradient> 或 <radialGradient> 创建渐变效果
-               - 不同元素使用不同颜色，增加层次感
-               - 根据分类含义选择合适的配色方案（如餐饮用暖色系、交通用蓝色系等）
-            3. 设计风格：5 个图标必须风格明显不同，避免雷同
-               - 第1个：扁平化风格，色彩鲜明，使用渐变
-               - 第2个：线性风格，多色描边，细节丰富
-               - 第3个：3D立体风格，使用阴影和高光效果
-               - 第4个：卡通可爱风格，圆润造型，活泼配色
-               - 第5个：现代简约风格，几何与曲线结合，优雅配色
-            4. 细节丰富：不要只用简单的几何图形，添加特征性的细节元素
-               - 例如：餐饮可以加刀叉、蒸汽、食材纹理等
-               - 交通可以加轮胎、车窗、尾气等
-               - 每个图标要有独特的视觉记忆点
-            5. 图标要直观表达分类含义，让人一眼就能识别
-            6. 只返回 JSON 数组格式，包含 5 个完整的 SVG 字符串，不要有任何其他文字说明
-            
-            重要：每个 SVG 必须是自包含的完整代码，包含所有必要的 gradient 定义。
-            """;
-
-        var userPrompt = $"""
-            分类名称：{category.Name}
-            分类类型：{typeText}
-            
-            请为这个分类生成 5 个精美的、风格各异的彩色 SVG 图标。
-            确保每个图标都有独特的视觉特征，不会与其他图标混淆。
-            
-            返回格式（纯 JSON 数组，无其他内容）：
-            ["<svg>...</svg>", "<svg>...</svg>", "<svg>...</svg>", "<svg>...</svg>", "<svg>...</svg>"]
-            """;
-
-        var response = await openAiService.ChatAsync(systemPrompt, userPrompt, timeoutSeconds: 60 * 10);
-
-        if (string.IsNullOrWhiteSpace(response))
-        {
-            logger.LogWarning("AI 未返回有效的图标数据，分类: {CategoryName}", category.Name);
-            return;
-        }
-
-        // 验证返回的是有效的 JSON 数组
-        try
-        {
-            var icons = JsonSerializer.Deserialize<List<string>>(response);
-            if (icons == null || icons.Count != 5)
-            {
-                logger.LogWarning("AI 返回的图标数量不正确（期望5个），分类: {CategoryName}", category.Name);
-                return;
-            }
-
-            // 保存图标到数据库
-            category.Icon = response;
-            await categoryRepository.UpdateAsync(category);
-
-            logger.LogInformation("成功为分类 {CategoryName}(ID:{CategoryId}) 生成并保存了 5 个图标",
-                category.Name, category.Id);
-        }
-        catch (JsonException ex)
-        {
-            logger.LogError(ex, "解析 AI 返回的图标数据失败，分类: {CategoryName}，响应内容: {Response}",
-                category.Name, response);
-        }
-    }
-}

Service/Jobs/DbBackupJob.cs

@@ -1,70 +0,0 @@
-using Microsoft.Extensions.Hosting;
-using Quartz;
-
-namespace Service.Jobs;
-
-/// <summary>
-/// 数据库备份任务
-/// </summary>
-public class DbBackupJob(
-    IHostEnvironment env,
-    ILogger<DbBackupJob> logger) : IJob
-{
-    public Task Execute(IJobExecutionContext context)
-    {
-        try
-        {
-            logger.LogInformation("开始执行数据库备份任务");
-
-            // 数据库文件路径 (基于 appsettings.json 中的配置: database/EmailBill.db)
-            var dbPath = Path.Combine(env.ContentRootPath, "database", "EmailBill.db");
-            var backupDir = Path.Combine(env.ContentRootPath, "database", "backups");
-
-            if (!File.Exists(dbPath))
-            {
-                logger.LogWarning("数据库文件不存在，跳过备份: {Path}", dbPath);
-                return Task.CompletedTask;
-            }
-
-            if (!Directory.Exists(backupDir))
-            {
-                Directory.CreateDirectory(backupDir);
-            }
-
-            // 创建备份
-            var backupFileName = $"EmailBill_backup_{DateTime.Now:yyyyMMdd}.db";
-            var backupPath = Path.Combine(backupDir, backupFileName);
-
-            File.Copy(dbPath, backupPath, true);
-            logger.LogInformation("数据库备份成功: {Path}", backupPath);
-
-            // 清理旧备份 (保留最近20个)
-            var files = new DirectoryInfo(backupDir).GetFiles("EmailBill_backup_*.db")
-                .OrderByDescending(f => f.LastWriteTime) // 使用 LastWriteTime 排序
-                .ToList();
-
-            if (files.Count > 20)
-            {
-                var filesToDelete = files.Skip(20);
-                foreach (var file in filesToDelete)
-                {
-                    try
-                    {
-                        file.Delete();
-                        logger.LogInformation("删除过期备份: {Name}", file.Name);
-                    }
-                    catch (Exception ex)
-                    {
-                        logger.LogError(ex, "删除过期备份失败: {Name}", file.Name);
-                    }
-                }
-            }
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "数据库备份任务执行失败");
-        }
-
-        return Task.CompletedTask;
-    }
-}

Service/Jobs/EmailSyncJob.cs

@@ -127,7 +127,6 @@ public class EmailSyncJob(
                     var unreadMessages = await emailFetchService.FetchUnreadMessagesAsync();
                     logger.LogInformation("邮箱 {Email} 获取到 {MessageCount} 封未读邮件", email, unreadMessages.Count);
 
-                    // ReSharper disable once UnusedVariable
                     foreach (var (message, uid) in unreadMessages)
                     {
                         try
@@ -144,12 +143,12 @@ public class EmailSyncJob(
                                     message.TextBody ?? message.HtmlBody ?? string.Empty
                                 ) || (DateTime.Now - message.Date.DateTime > TimeSpan.FromDays(3)))
                             {
-#if DEBUG
+                                #if DEBUG
                                 logger.LogDebug("DEBUG 模式下，跳过标记已读步骤");
-#else
+                                #else
                                 // 标记邮件为已读
                                 await emailFetchService.MarkAsReadAsync(uid);    
-#endif
+                                #endif
                             }
                         }
                         catch (Exception ex)

Service/Jobs/LogCleanupJob.cs

@@ -1,78 +0,0 @@
-using Quartz;
-
-namespace Service.Jobs;
-
-/// <summary>
-/// 日志清理定时任务
-/// </summary>
-[DisallowConcurrentExecution]
-public class LogCleanupJob(ILogger<LogCleanupJob> logger) : IJob
-{
-    private const int RetentionDays = 30; // 保留30天的日志
-
-    public Task Execute(IJobExecutionContext context)
-    {
-        try
-        {
-            logger.LogInformation("开始执行日志清理任务");
-
-            var logDirectory = Path.Combine(Directory.GetCurrentDirectory(), "logs");
-            if (!Directory.Exists(logDirectory))
-            {
-                logger.LogWarning("日志目录不存在: {LogDirectory}", logDirectory);
-                return Task.CompletedTask;
-            }
-
-            var cutoffDate = DateTime.Now.AddDays(-RetentionDays);
-            var logFiles = Directory.GetFiles(logDirectory, "log-*.txt");
-            var deletedCount = 0;
-
-            foreach (var logFile in logFiles)
-            {
-                try
-                {
-                    var fileName = Path.GetFileNameWithoutExtension(logFile);
-                    var dateStr = fileName.Replace("log-", "");
-
-                    // 尝试解析日期 (格式: yyyyMMdd)
-                    if (DateTime.TryParseExact(dateStr, "yyyyMMdd",
-                        CultureInfo.InvariantCulture,
-                        DateTimeStyles.None,
-                        out var logDate))
-                    {
-                        if (logDate < cutoffDate)
-                        {
-                            File.Delete(logFile);
-                            deletedCount++;
-                            logger.LogInformation("已删除过期日志文件: {LogFile} (日期: {LogDate})",
-                                Path.GetFileName(logFile), logDate.ToString("yyyy-MM-dd"));
-                        }
-                    }
-                }
-                catch (Exception ex)
-                {
-                    logger.LogError(ex, "删除日志文件失败: {LogFile}", logFile);
-                }
-            }
-
-            if (deletedCount > 0)
-            {
-                logger.LogInformation("日志清理完成,共删除 {DeletedCount} 个过期日志文件(保留 {RetentionDays} 天)",
-                    deletedCount, RetentionDays);
-            }
-            else
-            {
-                logger.LogDebug("没有需要清理的过期日志文件");
-            }
-
-            logger.LogInformation("日志清理任务执行完成");
-        }
-        catch (Exception ex)
-        {
-            logger.LogError(ex, "日志清理任务执行出错");
-            throw; // 让 Quartz 知道任务失败
-        }
-
-        return Task.CompletedTask;
-    }
-}

Service/Jobs/PeriodicBillJob.cs

@@ -1,5 +1,4 @@
 using Quartz;
-using Service.Transaction;
 
 namespace Service.Jobs;
 

Service/LogCleanupService.cs

@@ -0,0 +1,106 @@
+using Microsoft.Extensions.Hosting;
+
+namespace Service;
+
+/// <summary>
+/// 日志清理后台服务
+/// </summary>
+public class LogCleanupService(ILogger<LogCleanupService> logger) : BackgroundService
+{
+    private readonly TimeSpan _checkInterval = TimeSpan.FromHours(24); // 每24小时检查一次
+    private const int RetentionDays = 30; // 保留30天的日志
+
+    protected override async Task ExecuteAsync(CancellationToken stoppingToken)
+    {
+        logger.LogInformation("日志清理服务已启动");
+
+        // 启动时立即执行一次清理
+        await CleanupOldLogsAsync();
+
+        // 定期清理
+        while (!stoppingToken.IsCancellationRequested)
+        {
+            try
+            {
+                await Task.Delay(_checkInterval, stoppingToken);
+                await CleanupOldLogsAsync();
+            }
+            catch (OperationCanceledException)
+            {
+                // 服务正在停止
+                break;
+            }
+            catch (Exception ex)
+            {
+                logger.LogError(ex, "清理日志时发生错误");
+            }
+        }
+
+        logger.LogInformation("日志清理服务已停止");
+    }
+
+    /// <summary>
+    /// 清理过期的日志文件
+    /// </summary>
+    private async Task CleanupOldLogsAsync()
+    {
+        await Task.Run(() =>
+        {
+            try
+            {
+                var logDirectory = Path.Combine(Directory.GetCurrentDirectory(), "logs");
+                if (!Directory.Exists(logDirectory))
+                {
+                    logger.LogWarning("日志目录不存在: {LogDirectory}", logDirectory);
+                    return;
+                }
+
+                var cutoffDate = DateTime.Now.AddDays(-RetentionDays);
+                var logFiles = Directory.GetFiles(logDirectory, "log-*.txt");
+                var deletedCount = 0;
+
+                foreach (var logFile in logFiles)
+                {
+                    try
+                    {
+                        var fileName = Path.GetFileNameWithoutExtension(logFile);
+                        var dateStr = fileName.Replace("log-", "");
+
+                        // 尝试解析日期 (格式: yyyyMMdd)
+                        if (DateTime.TryParseExact(dateStr, "yyyyMMdd", 
+                            System.Globalization.CultureInfo.InvariantCulture, 
+                            System.Globalization.DateTimeStyles.None, 
+                            out var logDate))
+                        {
+                            if (logDate < cutoffDate)
+                            {
+                                File.Delete(logFile);
+                                deletedCount++;
+                                logger.LogInformation("已删除过期日志文件: {LogFile} (日期: {LogDate})", 
+                                    Path.GetFileName(logFile), logDate.ToString("yyyy-MM-dd"));
+                            }
+                        }
+                    }
+                    catch (Exception ex)
+                    {
+                        logger.LogError(ex, "删除日志文件失败: {LogFile}", logFile);
+                    }
+                }
+
+                if (deletedCount > 0)
+                {
+                    logger.LogInformation("日志清理完成,共删除 {DeletedCount} 个过期日志文件(保留 {RetentionDays} 天)", 
+                        deletedCount, RetentionDays);
+                }
+                else
+                {
+                    logger.LogDebug("没有需要清理的过期日志文件");
+                }
+            }
+            catch (Exception ex)
+            {
+                logger.LogError(ex, "清理日志过程中发生错误");
+            }
+        });
+    }
+}

Service/MessageService.cs

@@ -1,4 +1,4 @@
-namespace Service.Message;
+namespace Service;
 
 public interface IMessageService
 {

Service/NotificationService.cs

@@ -1,12 +1,11 @@
 using WebPush;
-using PushSubscription = Entity.PushSubscription;
 
-namespace Service.Message;
+namespace Service;
 
 public interface INotificationService
 {
     Task<string> GetVapidPublicKeyAsync();
-    Task SubscribeAsync(PushSubscription subscription);
+    Task SubscribeAsync(Entity.PushSubscription subscription);
     Task SendNotificationAsync(string message, string? url = null);
 }
 
@@ -33,7 +32,7 @@ public class NotificationService(
         return Task.FromResult(GetSettings().PublicKey);
     }
 
-    public async Task SubscribeAsync(PushSubscription subscription)
+    public async Task SubscribeAsync(Entity.PushSubscription subscription)
     {
         var existing = await subscriptionRepo.GetByEndpointAsync(subscription.Endpoint);
         if (existing != null)
@@ -62,7 +61,7 @@ public class NotificationService(
         var webPushClient = new WebPushClient();
 
         var subscriptions = await subscriptionRepo.GetAllAsync();
-        var payload = JsonSerializer.Serialize(new
+        var payload = System.Text.Json.JsonSerializer.Serialize(new
         {
             title = "System Notification",
             body = message,
@@ -79,7 +78,7 @@ public class NotificationService(
             }
             catch (WebPushException ex)
             {
-                if (ex.StatusCode == HttpStatusCode.Gone || ex.StatusCode == HttpStatusCode.NotFound)
+                if (ex.StatusCode == System.Net.HttpStatusCode.Gone || ex.StatusCode == System.Net.HttpStatusCode.NotFound)
                 {
                     await subscriptionRepo.DeleteAsync(sub.Id);
                 }

Service/OpenAiService.cs

@@ -1,21 +1,21 @@
 using System.Net.Http.Headers;
 
-namespace Service.AI;
+namespace Service;
 
 public interface IOpenAiService
 {
-    Task<string?> ChatAsync(string systemPrompt, string userPrompt, int timeoutSeconds = 15);
+    Task<string?> ChatAsync(string systemPrompt, string userPrompt);
-    Task<string?> ChatAsync(string prompt, int timeoutSeconds = 15);
+    Task<string?> ChatAsync(string prompt);
     IAsyncEnumerable<string> ChatStreamAsync(string systemPrompt, string userPrompt);
     IAsyncEnumerable<string> ChatStreamAsync(string prompt);
 }
 
 public class OpenAiService(
-    IOptions<AiSettings> aiSettings,
+    IOptions<AISettings> aiSettings,
     ILogger<OpenAiService> logger
 ) : IOpenAiService
 {
-    public async Task<string?> ChatAsync(string systemPrompt, string userPrompt, int timeoutSeconds = 15)
+    public async Task<string?> ChatAsync(string systemPrompt, string userPrompt)
     {
         var cfg = aiSettings.Value;
         if (string.IsNullOrWhiteSpace(cfg.Endpoint) || 
@@ -27,7 +27,7 @@ public class OpenAiService(
         }
 
         using var http = new HttpClient();
-        http.Timeout = TimeSpan.FromSeconds(timeoutSeconds);
+        http.Timeout = TimeSpan.FromSeconds(15);
         http.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", cfg.Key);
 
         var payload = new
@@ -72,7 +72,7 @@ public class OpenAiService(
         }
     }
 
-    public async Task<string?> ChatAsync(string prompt, int timeoutSeconds = 15)
+    public async Task<string?> ChatAsync(string prompt)
     {
         var cfg = aiSettings.Value;
         if (string.IsNullOrWhiteSpace(cfg.Endpoint) || 
@@ -84,7 +84,7 @@ public class OpenAiService(
         }
 
         using var http = new HttpClient();
-        http.Timeout = TimeSpan.FromSeconds(timeoutSeconds);
+        http.Timeout = TimeSpan.FromSeconds(60 * 5);
         http.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", cfg.Key);
 
         var payload = new
@@ -158,8 +158,10 @@ public class OpenAiService(
         var json = JsonSerializer.Serialize(payload);
         using var content = new StringContent(json, Encoding.UTF8, "application/json");
     
-        using var request = new HttpRequestMessage(HttpMethod.Post, url);
+        using var request = new HttpRequestMessage(HttpMethod.Post, url)
-        request.Content = content;
+        {
+            Content = content
+        };
         using var resp = await http.SendAsync(request, HttpCompletionOption.ResponseHeadersRead);
     
         if (!resp.IsSuccessStatusCode)
@@ -230,8 +232,10 @@ public class OpenAiService(
         using var content = new StringContent(json, Encoding.UTF8, "application/json");
     
         // 使用 SendAsync 来支持 HttpCompletionOption
-        using var request = new HttpRequestMessage(HttpMethod.Post, url);
+        using var request = new HttpRequestMessage(HttpMethod.Post, url)
-        request.Content = content;
+        {
+            Content = content
+        };
         using var resp = await http.SendAsync(request, HttpCompletionOption.ResponseHeadersRead);
     
         if (!resp.IsSuccessStatusCode)

Service/PeriodicBillBackgroundService.cs

@@ -0,0 +1,61 @@
+using Microsoft.Extensions.Hosting;
+
+namespace Service;
+
+/// <summary>
+/// 周期性账单后台服务
+/// </summary>
+public class PeriodicBillBackgroundService(
+    IServiceProvider serviceProvider,
+    ILogger<PeriodicBillBackgroundService> logger
+) : BackgroundService
+{
+    protected override async Task ExecuteAsync(CancellationToken stoppingToken)
+    {
+        logger.LogInformation("周期性账单后台服务已启动");
+
+        while (!stoppingToken.IsCancellationRequested)
+        {
+            try
+            {
+                var now = DateTime.Now;
+            
+                // 计算下次执行时间（每天早上6点）
+                var nextRun = now.Date.AddHours(6);
+                if (now >= nextRun)
+                {
+                    nextRun = nextRun.AddDays(1);
+                }
+
+                var delay = nextRun - now;
+                logger.LogInformation("下次执行周期性账单检查时间: {NextRun}, 延迟: {Delay}", 
+                    nextRun.ToString("yyyy-MM-dd HH:mm:ss"), delay);
+
+                await Task.Delay(delay, stoppingToken);
+
+                if (stoppingToken.IsCancellationRequested)
+                    break;
+
+                // 执行周期性账单检查
+                using (var scope = serviceProvider.CreateScope())
+                {
+                    var periodicService = scope.ServiceProvider.GetRequiredService<ITransactionPeriodicService>();
+                    await periodicService.ExecutePeriodicBillsAsync();
+                }
+            }
+            catch (OperationCanceledException)
+            {
+                logger.LogInformation("周期性账单后台服务已取消");
+                break;
+            }
+            catch (Exception ex)
+            {
+                logger.LogError(ex, "周期性账单后台服务执行出错");
+                // 出错后等待1小时再重试
+                await Task.Delay(TimeSpan.FromHours(1), stoppingToken);
+            }
+        }
+
+        logger.LogInformation("周期性账单后台服务已停止");
+    }
+}

Service/Service.csproj

@@ -5,16 +5,16 @@
   </ItemGroup>
 
   <ItemGroup>
-    <PackageReference Include="JetBrains.Annotations" />
     <PackageReference Include="MailKit" />
+    <PackageReference Include="Microsoft.Agents.AI" />
     <PackageReference Include="MimeKit" />
     <PackageReference Include="Microsoft.Extensions.Configuration" />
     <PackageReference Include="Microsoft.Extensions.Configuration.Binder" />
     <PackageReference Include="Microsoft.Extensions.DependencyInjection" />
     <PackageReference Include="Microsoft.Extensions.Hosting.Abstractions" />
+    <PackageReference Include="Microsoft.Extensions.Logging" />
     <PackageReference Include="Serilog" />
     <PackageReference Include="Serilog.Extensions.Logging" />
-    <PackageReference Include="Microsoft.Extensions.Logging" />
     <PackageReference Include="CsvHelper" />
     <PackageReference Include="EPPlus" />
     <PackageReference Include="HtmlAgilityPack" />
@@ -23,6 +23,7 @@
     <PackageReference Include="JiebaNet.Analyser" />
     <PackageReference Include="Newtonsoft.Json" />
     <PackageReference Include="WebPush" />
+    <PackageReference Include="Microsoft.Extensions.AI" />
   </ItemGroup>
 
 </Project>

Service/SmartHandleService.cs

@@ -1,6 +1,4 @@
-using Service.Transaction;
+namespace Service;
-
-namespace Service.AI;
 
 public interface ISmartHandleService
 {
@@ -13,7 +11,6 @@ public interface ISmartHandleService
 
 public class SmartHandleService(
     ITransactionRecordRepository transactionRepository,
-    ITransactionStatisticsService transactionStatisticsService,
     ITextSegmentService textSegmentService,
     ILogger<SmartHandleService> logger,
     ITransactionCategoryRepository categoryRepository,
@@ -64,7 +61,7 @@ public class SmartHandleService(
                 {
                     // 查询包含这些关键词且已分类的账单（带相关度评分）
                     // minMatchRate=0.4 表示至少匹配40%的关键词才被认为是相似的
-                    var similarClassifiedWithScore = await transactionStatisticsService.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.4, limit: 10);
+                    var similarClassifiedWithScore = await transactionRepository.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.4, limit: 10);
 
                     if (similarClassifiedWithScore.Count > 0)
                     {
@@ -146,7 +143,7 @@ public class SmartHandleService(
             chunkAction(("start", $"开始分类，共 {sampleRecords.Length} 条账单"));
 
             var classifyResults = new List<(string Reason, string Classify, TransactionType Type)>();
-            var sentIds = new HashSet<long>();
+            var sendedIds = new HashSet<long>();
 
             // 将流解析逻辑提取为本地函数以减少嵌套
             void HandleResult(GroupClassifyResult? result)
@@ -157,11 +154,8 @@ public class SmartHandleService(
                 if (group == null) return;
                 foreach (var id in group.Ids)
                 {
-                    if (!sentIds.Add(id))
+                    if (sendedIds.Add(id))
                     {
-                        continue;
-                    }
-
                         var resultJson = JsonSerializer.Serialize(new
                         {
                             id,
@@ -171,6 +165,7 @@ public class SmartHandleService(
                         chunkAction(("data", resultJson));
                     }
                 }
+            }
 
             // 解析缓冲区中的所有完整 JSON 对象或数组
             void FlushBuffer(StringBuilder buffer)
@@ -198,7 +193,7 @@ public class SmartHandleService(
                         }
                         catch (Exception exArr)
                         {
-                            logger.LogDebug(exArr, "按数组解析AI返回失败，回退到逐对象解析。预览: {Preview}", arrJson.Length > 200 ? arrJson.Substring(0, 200) + "..." : arrJson);
+                            logger.LogDebug(exArr, "按数组解析AI返回失败，回退到逐对象解析。预览: {Preview}", arrJson?.Length > 200 ? arrJson.Substring(0, 200) + "..." : arrJson);
                         }
                     }
                 }
@@ -341,7 +336,7 @@ public class SmartHandleService(
                 {
                     content = $"""
                     <pre style="max-height: 80px; font-size: 8px; overflow-y: auto; padding: 8px; border: 1px solid #3c3c3c">
-                    {WebUtility.HtmlEncode(sqlText)}
+                    {System.Net.WebUtility.HtmlEncode(sqlText)}
                     </pre>
                     """
                 })
@@ -366,7 +361,7 @@ public class SmartHandleService(
             var dataJson = JsonSerializer.Serialize(queryResults, new JsonSerializerOptions
             {
                 WriteIndented = true,
-                Encoder = JavaScriptEncoder.UnsafeRelaxedJsonEscaping
+                Encoder = System.Text.Encodings.Web.JavaScriptEncoder.UnsafeRelaxedJsonEscaping
             });
 
             var userPromptExtra = await configService.GetConfigByKeyAsync<string>("BillAnalysisPrompt");
@@ -434,6 +429,7 @@ public class SmartHandleService(
     {
         // 获取所有分类
         var categories = await categoryRepository.GetAllAsync();
+        var categoryList = string.Join("、", categories.Select(c => $"{GetTypeName(c.Type)}-{c.Name}"));
 
         // 构建分类信息
         var categoryInfo = new StringBuilder();
@@ -494,8 +490,8 @@ public class SmartHandleService(
     /// </summary>
     private static int FindMatchingBrace(string str, int startPos)
     {
-        var braceCount = 0;
+        int braceCount = 0;
-        for (var i = startPos; i < str.Length; i++)
+        for (int i = startPos; i < str.Length; i++)
         {
             if (str[i] == '{') braceCount++;
             else if (str[i] == '}')
@@ -546,13 +542,13 @@ public class SmartHandleService(
 public record GroupClassifyResult
 {
     [JsonPropertyName("reason")]
-    public string Reason { get; init; } = string.Empty;
+    public string Reason { get; set; } = string.Empty;
 
     [JsonPropertyName("classify")]
-    public string? Classify { get; init; }
+    public string? Classify { get; set; }
 
     [JsonPropertyName("type")]
-    public TransactionType Type { get; init; }
+    public TransactionType Type { get; set; }
 }
 
 public record TransactionParseResult(string OccurredAt, string Classify, decimal Amount, string Reason, TransactionType Type);

Service/SmartHandleServiceV2.cs

@@ -0,0 +1,82 @@
+namespace Service;
+
+/// <summary>
+/// 智能处理服务 - 使用 Agent Framework 重构
+/// </summary>
+public interface ISmartHandleServiceV2
+{
+    /// <summary>
+    /// 使用 Agent Framework 进行智能分类
+    /// </summary>
+    Task<AgentResult<ClassificationResult[]>> SmartClassifyAgentAsync(
+        long[] transactionIds,
+        Action<(string type, string data)> chunkAction);
+
+    /// <summary>
+    /// 使用 Agent Framework 解析单行账单
+    /// </summary>
+    Task<AgentResult<AgentFramework.TransactionParseResult?>> ParseOneLineBillAgentAsync(string text);
+}
+
+/// <summary>
+/// 智能处理服务实现 - Agent Framework 版本
+/// </summary>
+public class SmartHandleServiceV2(
+    ClassificationAgent classificationAgent,
+    ParsingAgent parsingAgent,
+    ITransactionCategoryRepository categoryRepository,
+    ILogger<SmartHandleServiceV2> logger
+) : ISmartHandleServiceV2
+{
+    /// <summary>
+    /// 使用 Agent Framework 进行智能分类
+    /// </summary>
+    public async Task<AgentResult<ClassificationResult[]>> SmartClassifyAgentAsync(
+        long[] transactionIds,
+        Action<(string type, string data)> chunkAction)
+    {
+        try
+        {
+            logger.LogInformation("开始执行智能分类 Agent，ID 数量: {Count}", transactionIds.Length);
+            
+            var result = await classificationAgent.ExecuteAsync(transactionIds, categoryRepository);
+            
+            logger.LogInformation("分类完成：{Summary}", result.Summary);
+            return result;
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "智能分类 Agent 执行失败");
+            throw;
+        }
+    }
+
+    /// <summary>
+    /// 使用 Agent Framework 解析单行账单
+    /// </summary>
+    public async Task<AgentResult<AgentFramework.TransactionParseResult?>> ParseOneLineBillAgentAsync(string text)
+    {
+        try
+        {
+            logger.LogInformation("开始解析账单: {Text}", text);
+            
+            var result = await parsingAgent.ExecuteAsync(text);
+            
+            if (result.Success)
+            {
+                logger.LogInformation("解析成功: {Summary}", result.Summary);
+            }
+            else
+            {
+                logger.LogWarning("解析失败: {Error}", result.Error);
+            }
+            
+            return result;
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "解析 Agent 执行失败");
+            throw;
+        }
+    }
+}

Service/TextSegmentService.cs

@@ -1,7 +1,8 @@
-using JiebaNet.Analyser;
+namespace Service;
-using JiebaNet.Segmenter;
 
-namespace Service.AI;
+using JiebaNet.Segmenter;
+using JiebaNet.Analyser;
+using Microsoft.Extensions.Logging;
 
 /// <summary>
 /// 文本分词服务接口
@@ -77,7 +78,7 @@ public class TextSegmentService : ITextSegmentService
     {
         if (string.IsNullOrWhiteSpace(text))
         {
-            return [];
+            return new List<string>();
         }
 
         try
@@ -118,7 +119,7 @@ public class TextSegmentService : ITextSegmentService
         {
             _logger.LogError(ex, "提取关键词失败，文本: {Text}", text);
             // 降级处理：返回原文
-            return [text.Length > 10 ? text.Substring(0, 10) : text];
+            return new List<string> { text.Length > 10 ? text.Substring(0, 10) : text };
         }
     }
 
@@ -126,7 +127,7 @@ public class TextSegmentService : ITextSegmentService
     {
         if (string.IsNullOrWhiteSpace(text))
         {
-            return [];
+            return new List<string>();
         }
 
         try
@@ -145,7 +146,7 @@ public class TextSegmentService : ITextSegmentService
         catch (Exception ex)
         {
             _logger.LogError(ex, "分词失败，文本: {Text}", text);
-            return [text];
+            return new List<string> { text };
         }
     }
 }

Service/Transaction/TransactionStatisticsService.cs

@@ -1,350 +0,0 @@
-namespace Service.Transaction;
-
-public interface ITransactionStatisticsService
-{
-    Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsAsync(int year, int month, string? savingClassify = null);
-
-    Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsByRangeAsync(DateTime startDate, DateTime endDate, string? savingClassify = null);
-
-    Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month);
-
-    Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type);
-
-    Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount);
-
-    Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20);
-
-    Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10);
-
-    Task<Dictionary<DateTime, decimal>> GetFilteredTrendStatisticsAsync(
-        DateTime startDate,
-        DateTime endDate,
-        TransactionType type,
-        IEnumerable<string> classifies,
-        bool groupByMonth = false);
-
-    Task<Dictionary<(string, TransactionType), decimal>> GetAmountGroupByClassifyAsync(DateTime startTime, DateTime endTime);
-}
-
-public class TransactionStatisticsService(
-    ITransactionRecordRepository transactionRepository
-) : ITransactionStatisticsService
-{
-    public async Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsAsync(int year, int month, string? savingClassify = null)
-    {
-        // 当 month=0 时，表示查询整年数据
-        DateTime startDate;
-        DateTime endDate;
-        
-        if (month == 0)
-        {
-            // 查询整年：1月1日至12月31日
-            startDate = new DateTime(year, 1, 1);
-            endDate = new DateTime(year, 12, 31).AddDays(1); // 包含12月31日
-        }
-        else
-        {
-            // 查询指定月份
-            startDate = new DateTime(year, month, 1);
-            endDate = startDate.AddMonths(1);
-        }
-
-        return await GetDailyStatisticsByRangeAsync(startDate, endDate, savingClassify);
-    }
-
-    public async Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsByRangeAsync(DateTime startDate, DateTime endDate, string? savingClassify = null)
-    {
-        var records = await transactionRepository.QueryAsync(
-            startDate: startDate,
-            endDate: endDate,
-            pageSize: int.MaxValue);
-
-        return records
-            .GroupBy(t => t.OccurredAt.ToString("yyyy-MM-dd"))
-            .ToDictionary(
-                g => g.Key,
-                g =>
-                {
-                    var income = g.Where(t => t.Type == TransactionType.Income).Sum(t => Math.Abs(t.Amount));
-                    var expense = g.Where(t => t.Type == TransactionType.Expense).Sum(t => Math.Abs(t.Amount));
-
-                    var saving = 0m;
-                    if (!string.IsNullOrEmpty(savingClassify))
-                    {
-                        saving = g.Where(t => savingClassify.Split(',').Contains(t.Classify)).Sum(t => Math.Abs(t.Amount));
-                    }
-
-                    return (count: g.Count(), expense, income, saving);
-                }
-            );
-    }
-
-    public async Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month)
-    {
-        var records = await transactionRepository.QueryAsync(
-            year: year,
-            month: month,
-            pageSize: int.MaxValue);
-
-        var statistics = new MonthlyStatistics
-        {
-            Year = year,
-            Month = month
-        };
-
-        foreach (var record in records)
-        {
-            var amount = Math.Abs(record.Amount);
-
-            if (record.Type == TransactionType.Expense)
-            {
-                statistics.TotalExpense += amount;
-                statistics.ExpenseCount++;
-            }
-            else if (record.Type == TransactionType.Income)
-            {
-                statistics.TotalIncome += amount;
-                statistics.IncomeCount++;
-            }
-        }
-
-        statistics.Balance = statistics.TotalIncome - statistics.TotalExpense;
-        statistics.TotalCount = records.Count;
-
-        return statistics;
-    }
-
-    public async Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type)
-    {
-        var records = await transactionRepository.QueryAsync(
-            year: year,
-            month: month,
-            type: type,
-            pageSize: int.MaxValue);
-
-        var categoryGroups = records
-            .GroupBy(t => t.Classify)
-            .Select(g => new CategoryStatistics
-            {
-                Classify = g.Key,
-                Amount = g.Sum(t => Math.Abs(t.Amount)),
-                Count = g.Count()
-            })
-            .OrderByDescending(c => c.Amount)
-            .ToList();
-
-        var total = categoryGroups.Sum(c => c.Amount);
-        if (total > 0)
-        {
-            foreach (var category in categoryGroups)
-            {
-                category.Percent = Math.Round((category.Amount / total) * 100, 1);
-            }
-        }
-
-        return categoryGroups;
-    }
-
-    public async Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount)
-    {
-        var trends = new List<TrendStatistics>();
-
-        for (var i = 0; i < monthCount; i++)
-        {
-            var targetYear = startYear;
-            var targetMonth = startMonth + i;
-
-            while (targetMonth > 12)
-            {
-                targetMonth -= 12;
-                targetYear++;
-            }
-
-            var records = await transactionRepository.QueryAsync(
-                year: targetYear,
-                month: targetMonth,
-                pageSize: int.MaxValue);
-
-            var expense = records.Where(t => t.Type == TransactionType.Expense).Sum(t => Math.Abs(t.Amount));
-            var income = records.Where(t => t.Type == TransactionType.Income).Sum(t => Math.Abs(t.Amount));
-
-            trends.Add(new TrendStatistics
-            {
-                Year = targetYear,
-                Month = targetMonth,
-                Expense = expense,
-                Income = income,
-                Balance = income - expense
-            });
-        }
-
-        return trends;
-    }
-
-    public async Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20)
-    {
-        var records = await transactionRepository.QueryAsync(
-            pageSize: int.MaxValue);
-
-        var unclassifiedRecords = records
-            .Where(t => !string.IsNullOrEmpty(t.Reason) && string.IsNullOrEmpty(t.Classify))
-            .GroupBy(t => t.Reason)
-            .Select(g => new
-            {
-                Reason = g.Key,
-                Count = g.Count(),
-                TotalAmount = g.Sum(r => r.Amount),
-                SampleType = g.First().Type,
-                SampleClassify = g.First().Classify,
-                TransactionIds = g.Select(r => r.Id).ToList()
-            })
-            .OrderByDescending(g => Math.Abs(g.TotalAmount))
-            .ToList();
-
-        var total = unclassifiedRecords.Count;
-        var pagedGroups = unclassifiedRecords
-            .Skip((pageIndex - 1) * pageSize)
-            .Take(pageSize)
-            .Select(g => new ReasonGroupDto
-            {
-                Reason = g.Reason,
-                Count = g.Count,
-                SampleType = g.SampleType,
-                SampleClassify = g.SampleClassify,
-                TransactionIds = g.TransactionIds,
-                TotalAmount = Math.Abs(g.TotalAmount)
-            })
-            .ToList();
-
-        return (pagedGroups, total);
-    }
-
-    public async Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10)
-    {
-        if (keywords.Count == 0)
-        {
-            return [];
-        }
-
-        var candidates = await transactionRepository.GetClassifiedByKeywordsAsync(keywords, limit: int.MaxValue);
-
-        var scoredResults = candidates
-            .Select(record =>
-            {
-                var matchedCount = keywords.Count(keyword => record.Reason.Contains(keyword, StringComparison.OrdinalIgnoreCase));
-                var matchRate = (double)matchedCount / keywords.Count;
-
-                var exactMatchBonus = keywords.Any(k => record.Reason.Equals(k, StringComparison.OrdinalIgnoreCase)) ? 0.2 : 0.0;
-
-                var avgKeywordLength = keywords.Average(k => k.Length);
-                var lengthSimilarity = 1.0 - Math.Min(1.0, Math.Abs(record.Reason.Length - avgKeywordLength) / Math.Max(record.Reason.Length, avgKeywordLength));
-                var lengthBonus = lengthSimilarity * 0.1;
-
-                var score = matchRate + exactMatchBonus + lengthBonus;
-                return (record, score);
-            })
-            .Where(x => x.score >= minMatchRate)
-            .OrderByDescending(x => x.score)
-            .ThenByDescending(x => x.record.OccurredAt)
-            .Take(limit)
-            .ToList();
-
-        return scoredResults;
-    }
-
-    public async Task<Dictionary<DateTime, decimal>> GetFilteredTrendStatisticsAsync(
-        DateTime startDate,
-        DateTime endDate,
-        TransactionType type,
-        IEnumerable<string> classifies,
-        bool groupByMonth = false)
-    {
-        var records = await transactionRepository.QueryAsync(
-            startDate: startDate,
-            endDate: endDate,
-            type: type,
-            classifies: classifies.ToArray(),
-            pageSize: int.MaxValue);
-
-        if (groupByMonth)
-        {
-            return records
-                .GroupBy(t => new DateTime(t.OccurredAt.Year, t.OccurredAt.Month, 1))
-                .ToDictionary(g => g.Key, g => g.Sum(x => Math.Abs(x.Amount)));
-        }
-
-        return records
-            .GroupBy(t => t.OccurredAt.Date)
-            .ToDictionary(g => g.Key, g => g.Sum(x => Math.Abs(x.Amount)));
-    }
-
-    public async Task<Dictionary<(string, TransactionType), decimal>> GetAmountGroupByClassifyAsync(DateTime startTime, DateTime endTime)
-    {
-        var records = await transactionRepository.QueryAsync(
-            startDate: startTime,
-            endDate: endTime,
-            pageSize: int.MaxValue);
-
-        return records
-            .GroupBy(t => new { t.Classify, t.Type })
-            .ToDictionary(g => (g.Key.Classify, g.Key.Type), g => g.Sum(t => t.Amount));
-    }
-}
-
-public record ReasonGroupDto
-{
-    public string Reason { get; set; } = string.Empty;
-
-    public int Count { get; set; }
-
-    public TransactionType SampleType { get; set; }
-
-    public string SampleClassify { get; set; } = string.Empty;
-
-    public List<long> TransactionIds { get; set; } = [];
-
-    public decimal TotalAmount { get; set; }
-}
-
-public record MonthlyStatistics
-{
-    public int Year { get; set; }
-
-    public int Month { get; set; }
-
-    public decimal TotalExpense { get; set; }
-
-    public decimal TotalIncome { get; set; }
-
-    public decimal Balance { get; set; }
-
-    public int ExpenseCount { get; set; }
-
-    public int IncomeCount { get; set; }
-
-    public int TotalCount { get; set; }
-}
-
-public record CategoryStatistics
-{
-    public string Classify { get; set; } = string.Empty;
-
-    public decimal Amount { get; set; }
-
-    public int Count { get; set; }
-
-    public decimal Percent { get; set; }
-}
-
-public record TrendStatistics
-{
-    public int Year { get; set; }
-
-    public int Month { get; set; }
-
-    public decimal Expense { get; set; }
-
-    public decimal Income { get; set; }
-
-    public decimal Balance { get; set; }
-}

Service/TransactionPeriodicService.cs

@@ -1,4 +1,4 @@
-namespace Service.Transaction;
+namespace Service;
 
 /// <summary>
 /// 周期性账单服务接口
@@ -108,11 +108,6 @@ public class TransactionPeriodicService(
     /// </summary>
     private bool ShouldExecuteToday(TransactionPeriodic bill)
     {
-        if (!bill.IsEnabled)
-        {
-            return false;
-        }
-
         var today = DateTime.Today;
     
         // 如果从未执行过，需要执行
@@ -149,7 +144,7 @@ public class TransactionPeriodicService(
         var dayOfWeek = (int)today.DayOfWeek; // 0=Sunday, 1=Monday, ..., 6=Saturday
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d is >= 0 and <= 6)
+            .Where(d => d >= 0 && d <= 6)
             .ToList();
 
         return executeDays.Contains(dayOfWeek);
@@ -165,7 +160,7 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d is >= 1 and <= 31)
+            .Where(d => d >= 1 && d <= 31)
             .ToList();
 
         // 如果当前为月末，且配置中有大于当月天数的日期，则也执行
@@ -228,7 +223,7 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d is >= 0 and <= 6)
+            .Where(d => d >= 0 && d <= 6)
             .OrderBy(d => d)
             .ToList();
 
@@ -258,7 +253,7 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d is >= 1 and <= 31)
+            .Where(d => d >= 1 && d <= 31)
             .OrderBy(d => d)
             .ToList();
 

Web/.prettierrc.json

@@ -2,6 +2,5 @@
   "$schema": "https://json.schemastore.org/prettierrc",
   "semi": false,
   "singleQuote": true,
-  "printWidth": 100,
+  "printWidth": 100
-  "trailingComma": "none"
 }

Web/eslint.config.js

@@ -1,82 +1,52 @@
-import js from '@eslint/js'
+import js from '@eslint/js'
 import globals from 'globals'
 import pluginVue from 'eslint-plugin-vue'
+import skipFormatting from '@vue/eslint-config-prettier/skip-formatting'
 
 export default [
   {
-    ignores: ['**/dist/**', '**/dist-ssr/**', '**/coverage/**', '**/node_modules/**', '.nuxt/**']
+    ignores: ['**/dist/**', '**/dist-ssr/**', '**/coverage/**', '**/node_modules/**', '.nuxt/**'],
   },
-  // Load Vue recommended rules first (sets up parser etc.)
-  ...pluginVue.configs['flat/recommended'],
-
-  // General Configuration for all JS/Vue files
   {
-    files: ['**/*.{js,mjs,jsx,vue}'],
+    files: ['**/*.{js,mjs,jsx}'],
     languageOptions: {
       globals: {
-        ...globals.browser
+        ...globals.browser,
       },
+      parserOptions: {
         ecmaVersion: 'latest',
-      sourceType: 'module'
+        sourceType: 'module',
+      },
     },
     rules: {
-      // Import standard JS recommended rules
       ...js.configs.recommended.rules,
-
+      'indent': ['error', 2],
-      // --- Logic & Best Practices ---
-      'no-unused-vars': ['warn', {
-        argsIgnorePattern: '^_',
-        varsIgnorePattern: '^_',
-        caughtErrorsIgnorePattern: '^_'
-      }],
-      'no-undef': 'error',
-      'no-console': ['warn', { allow: ['warn', 'error', 'info'] }],
-      'no-debugger': 'warn',
-      'eqeqeq': ['error', 'always', { null: 'ignore' }],
-      'curly': ['error', 'all'],
-      'prefer-const': 'warn',
-      'no-var': 'error',
-
-      // --- Formatting & Style (User requested warnings) ---
-      'indent': ['error', 2, { SwitchCase: 1 }],
       'quotes': ['error', 'single', { avoidEscape: true }],
       'semi': ['error', 'never'],
+      'no-unused-vars': ['warn', { argsIgnorePattern: '^_' }],
       'comma-dangle': ['error', 'never'],
       'no-trailing-spaces': 'error',
       'no-multiple-empty-lines': ['error', { max: 1 }],
       'space-before-function-paren': ['error', 'always'],
-      'object-curly-spacing': ['error', 'always'],
-      'array-bracket-spacing': ['error', 'never']
-    }
     },
-
+  },
-  // Vue Specific Overrides
+  ...pluginVue.configs['flat/recommended'],
   {
     files: ['**/*.vue'],
     rules: {
       'vue/multi-word-component-names': 'off',
       'vue/no-v-html': 'warn',
-
-      // Turn off standard indent for Vue files to avoid conflicts with vue/html-indent
-      // or script indentation issues. Vue plugin handles this better.
       'indent': 'off',
-      // Ensure Vue's own indentation rules are active (they are in 'recommended' but let's be explicit if needed)
-      'vue/html-indent': ['error', 2],
-      'vue/script-indent': ['error', 2, {
-        baseIndent: 0,
-        switchCase: 1,
-        ignores: []
-      }]
-    }
     },
-
+  },
-  // Service Worker specific globals
+  skipFormatting,
   {
     files: ['**/service-worker.js', '**/src/registerServiceWorker.js'],
     languageOptions: {
       globals: {
-        ...globals.serviceworker
+        ...globals.serviceworker,
-      }
+        ...globals.browser,
-    }
+      },
-  }
+    },
+  },
 ]

Web/package.json

@@ -11,12 +11,11 @@
     "build": "vite build",
     "preview": "vite preview",
     "lint": "eslint . --fix --cache",
-    "format": "prettier --write src/"
+    "format": "prettier --write --experimental-cli src/"
   },
   "dependencies": {
     "axios": "^1.13.2",
     "dayjs": "^1.11.19",
-    "echarts": "^6.0.0",
     "pinia": "^3.0.4",
     "vant": "^4.9.22",
     "vue": "^3.5.25",

Web/pnpm-lock.yaml

@@ -14,9 +14,6 @@ importers:
       dayjs:
         specifier: ^1.11.19
         version: 1.11.19
-      echarts:
-        specifier: ^6.0.0
-        version: 6.0.0
       pinia:
         specifier: ^3.0.4
         version: 3.0.4(vue@3.5.26)
@@ -790,9 +787,6 @@ packages:
     resolution: {integrity: sha512-KIN/nDJBQRcXw0MLVhZE9iQHmG68qAVIBg9CqmUYjmQIhgij9U5MFvrqkUL5FbtyyzZuOeOt0zdeRe4UY7ct+A==}
     engines: {node: '>= 0.4'}
 
-  echarts@6.0.0:
-    resolution: {integrity: sha512-Tte/grDQRiETQP4xz3iZWSvoHrkCQtwqd6hs+mifXcjrCuo2iKWbajFObuLJVBlDIJlOzgQPd1hsaKt/3+OMkQ==}
-
   electron-to-chromium@1.5.267:
     resolution: {integrity: sha512-0Drusm6MVRXSOJpGbaSVgcQsuB4hEkMpHXaVstcPmhu5LIedxs1xNK/nIxmQIU/RPC0+1/o0AVZfBTkTNJOdUw==}
 
@@ -1302,9 +1296,6 @@ packages:
     resolution: {integrity: sha512-sf4i37nQ2LBx4m3wB74y+ubopq6W/dIzXg0FDGjsYnZHVa1Da8FH853wlL2gtUhg+xJXjfk3kUZS3BRoQeoQBQ==}
     engines: {node: '>=6'}
 
-  tslib@2.3.0:
-    resolution: {integrity: sha512-N82ooyxVNm6h1riLCoyS9e3fuJ3AMG2zIZs2Gd1ATcSFjSA23Q0fzjjZeh0jbJvWVDZ0cJT8yaNNaaXHzueNjg==}
-
   type-check@0.4.0:
     resolution: {integrity: sha512-XleUoc9uwGXqjWwXaUTZAmzMcFZ5858QA2vvx1Ur5xIcixXIP+8LnFDgRplU30us6teqdlskFfu+ae4K79Ooew==}
     engines: {node: '>= 0.8.0'}
@@ -1444,9 +1435,6 @@ packages:
     resolution: {integrity: sha512-rVksvsnNCdJ/ohGc6xgPwyN8eheCxsiLM8mxuE/t/mOVqJewPuO1miLpTHQiRgTKCLexL4MeAFVagts7HmNZ2Q==}
     engines: {node: '>=10'}
 
-  zrender@6.0.0:
-    resolution: {integrity: sha512-41dFXEEXuJpNecuUQq6JlbybmnHaqqpGlbH1yxnA5V9MMP4SbohSVZsJIwz+zdjQXSSlR1Vc34EgH1zxyTDvhg==}
-
 snapshots:
 
   '@babel/code-frame@7.27.1':
@@ -2143,11 +2131,6 @@ snapshots:
       es-errors: 1.3.0
       gopd: 1.2.0
 
-  echarts@6.0.0:
-    dependencies:
-      tslib: 2.3.0
-      zrender: 6.0.0
-
   electron-to-chromium@1.5.267: {}
 
   entities@7.0.0: {}
@@ -2628,8 +2611,6 @@ snapshots:
 
   totalist@3.0.1: {}
 
-  tslib@2.3.0: {}
-
   type-check@0.4.0:
     dependencies:
       prelude-ls: 1.2.1
@@ -2763,7 +2744,3 @@ snapshots:
   yallist@3.1.1: {}
 
   yocto-queue@0.1.0: {}
-
-  zrender@6.0.0:
-    dependencies:
-      tslib: 2.3.0

Web/public/service-worker.js

@@ -1,56 +1,56 @@
-const VERSION = '1.0.0' // Build Time: 2026-01-07 15:59:36
+const VERSION = '1.0.0'; // Build Time: 2026-01-07 15:59:36
-const CACHE_NAME = `emailbill-${VERSION}`
+const CACHE_NAME = `emailbill-${VERSION}`;
 const urlsToCache = [
   '/',
   '/index.html',
   '/favicon.ico',
   '/manifest.json'
-]
+];
 
 // 安装 Service Worker
 self.addEventListener('install', (event) => {
-  console.log('[Service Worker] 安装中...')
+  console.log('[Service Worker] 安装中...');
   event.waitUntil(
     caches.open(CACHE_NAME)
       .then((cache) => {
-        console.log('[Service Worker] 缓存文件')
+        console.log('[Service Worker] 缓存文件');
-        return cache.addAll(urlsToCache)
+        return cache.addAll(urlsToCache);
       })
-  )
+  );
-})
+});
 
 // 监听跳过等待消息
 self.addEventListener('message', (event) => {
   if (event.data && event.data.type === 'SKIP_WAITING') {
-    self.skipWaiting()
+    self.skipWaiting();
   }
-})
+});
 
 // 激活 Service Worker
 self.addEventListener('activate', (event) => {
-  console.log('[Service Worker] 激活中...')
+  console.log('[Service Worker] 激活中...');
   event.waitUntil(
     caches.keys().then((cacheNames) => {
       return Promise.all(
         cacheNames.map((cacheName) => {
           if (cacheName !== CACHE_NAME) {
-            console.log('[Service Worker] 删除旧缓存:', cacheName)
+            console.log('[Service Worker] 删除旧缓存:', cacheName);
-            return caches.delete(cacheName)
+            return caches.delete(cacheName);
           }
         })
-      )
+      );
     }).then(() => self.clients.claim())
-  )
+  );
-})
+});
 
 // 拦截请求
 self.addEventListener('fetch', (event) => {
-  const { request } = event
+  const { request } = event;
-  const url = new URL(request.url)
+  const url = new URL(request.url);
 
   // 跳过跨域请求
   if (url.origin !== location.origin) {
-    return
+    return;
   }
 
   // API请求使用网络优先策略
@@ -60,19 +60,19 @@ self.addEventListener('fetch', (event) => {
         .then((response) => {
           // 只针对成功的GET请求进行缓存
           if (request.method === 'GET' && response.status === 200) {
-            const responseClone = response.clone()
+            const responseClone = response.clone();
             caches.open(CACHE_NAME).then((cache) => {
-              cache.put(request, responseClone)
+              cache.put(request, responseClone);
-            })
+            });
           }
-          return response
+          return response;
         })
         .catch(() => {
           // 网络失败时尝试从缓存获取
-          return caches.match(request)
+          return caches.match(request);
         })
-    )
+    );
-    return
+    return;
   }
 
   // 页面请求使用网络优先策略，确保能获取到最新的 index.html
@@ -80,17 +80,17 @@ self.addEventListener('fetch', (event) => {
     event.respondWith(
       fetch(request)
         .then((response) => {
-          const responseClone = response.clone()
+          const responseClone = response.clone();
           caches.open(CACHE_NAME).then((cache) => {
-            cache.put(request, responseClone)
+            cache.put(request, responseClone);
-          })
+          });
-          return response
+          return response;
         })
         .catch(() => {
-          return caches.match('/index.html') || caches.match(request)
+          return caches.match('/index.html') || caches.match(request);
         })
-    )
+    );
-    return
+    return;
   }
 
   // 其他静态资源使用缓存优先策略
@@ -98,50 +98,50 @@ self.addEventListener('fetch', (event) => {
     caches.match(request)
       .then((response) => {
         if (response) {
-          return response
+          return response;
         }
         return fetch(request).then((response) => {
           // 检查是否是有效响应
           if (!response || response.status !== 200 || response.type !== 'basic') {
-            return response
+            return response;
           }
 
-          const responseClone = response.clone()
+          const responseClone = response.clone();
           caches.open(CACHE_NAME).then((cache) => {
-            cache.put(request, responseClone)
+            cache.put(request, responseClone);
-          })
+          });
 
-          return response
+          return response;
-        })
+        });
       })
       .catch(() => {
         // 返回离线页面或默认内容
         if (request.destination === 'document') {
-          return caches.match('/index.html')
+          return caches.match('/index.html');
         }
       })
-  )
+  );
-})
+});
 
 // 后台同步
 self.addEventListener('sync', (event) => {
-  console.log('[Service Worker] 后台同步:', event.tag)
+  console.log('[Service Worker] 后台同步:', event.tag);
   if (event.tag === 'sync-data') {
-    event.waitUntil(syncData())
+    event.waitUntil(syncData());
   }
-})
+});
 
 // 推送通知
 self.addEventListener('push', (event) => {
-  console.log('[Service Worker] 收到推送消息')
+  console.log('[Service Worker] 收到推送消息');
-  let data = { title: '账单管理', body: '您有新的消息', url: '/', icon: '/icons/icon-192x192.png' }
+  let data = { title: '账单管理', body: '您有新的消息', url: '/', icon: '/icons/icon-192x192.png' };
   
   if (event.data) {
     try {
-      const json = event.data.json()
+      const json = event.data.json();
-      data = { ...data, ...json }
+      data = { ...data, ...json };
     } catch {
-      data.body = event.data.text()
+      data.body = event.data.text();
     }
   }
 
@@ -153,41 +153,41 @@ self.addEventListener('push', (event) => {
     tag: 'emailbill-notification',
     requireInteraction: false,
     data: { url: data.url }
-  }
+  };
 
   event.waitUntil(
     self.registration.showNotification(data.title, options)
-  )
+  );
-})
+});
 
 // 通知点击
 self.addEventListener('notificationclick', (event) => {
-  console.log('[Service Worker] 通知被点击')
+  console.log('[Service Worker] 通知被点击');
-  event.notification.close()
+  event.notification.close();
-  const urlToOpen = event.notification.data?.url || '/'
+  const urlToOpen = event.notification.data?.url || '/';
   event.waitUntil(
     clients.matchAll({ type: 'window', includeUncontrolled: true }).then((windowClients) => {
       // 如果已经打开了该 URL，则聚焦
       for (let i = 0; i < windowClients.length; i++) {
-        const client = windowClients[i]
+        const client = windowClients[i];
         if (client.url === urlToOpen && 'focus' in client) {
-          return client.focus()
+          return client.focus();
         }
       }
       // 否则打开新窗口
       if (clients.openWindow) {
-        return clients.openWindow(urlToOpen)
+        return clients.openWindow(urlToOpen);
       }
     })
-  )
+  );
-})
+});
 
 // 数据同步函数
-async function syncData () {
+async function syncData() {
   try {
     // 这里添加需要同步的逻辑
-    console.log('[Service Worker] 执行数据同步')
+    console.log('[Service Worker] 执行数据同步');
   } catch (error) {
-    console.error('[Service Worker] 同步失败:', error)
+    console.error('[Service Worker] 同步失败:', error);
   }
 }

Web/src/App.vue

@@ -1,27 +1,12 @@
 <template>
-  <van-config-provider
+  <van-config-provider :theme="theme" class="app-provider">
-    :theme="theme"
-    class="app-provider"
-  >
     <div class="app-root">
       <RouterView />
-      <van-tabbar
+      <van-tabbar v-show="showTabbar" v-model="active">
-        v-show="showTabbar"
+        <van-tabbar-item name="ccalendar" icon="notes" to="/calendar">
-        v-model="active"
-      >
-        <van-tabbar-item
-          name="ccalendar"
-          icon="notes"
-          to="/calendar"
-        >
           日历
         </van-tabbar-item>
-        <van-tabbar-item
+        <van-tabbar-item name="statistics" icon="chart-trending-o" to="/" @click="handleTabClick('/statistics')">
-          name="statistics"
-          icon="chart-trending-o"
-          to="/"
-          @click="handleTabClick('/statistics')"
-        >
           统计
         </van-tabbar-item>
         <van-tabbar-item 
@@ -33,36 +18,17 @@
         >
           账单
         </van-tabbar-item>
-        <van-tabbar-item
+        <van-tabbar-item name="budget" icon="bill-o" to="/budget" @click="handleTabClick('/budget')">
-          name="budget"
-          icon="bill-o"
-          to="/budget"
-          @click="handleTabClick('/budget')"
-        >
           预算
         </van-tabbar-item>
-        <van-tabbar-item
+        <van-tabbar-item name="setting" icon="setting" to="/setting">
-          name="setting"
-          icon="setting"
-          to="/setting"
-        >
           设置
         </van-tabbar-item>
       </van-tabbar>
-      <GlobalAddBill
+      <GlobalAddBill v-if="isShowAddBill" @success="handleAddTransactionSuccess"/>
-        v-if="isShowAddBill"
-        @success="handleAddTransactionSuccess"
-      />
       
-      <div
+      <div v-if="needRefresh" class="update-toast" @click="updateServiceWorker">
-        v-if="needRefresh"
+        <van-icon name="upgrade" class="update-icon" />
-        class="update-toast"
-        @click="updateServiceWorker"
-      >
-        <van-icon
-          name="upgrade"
-          class="update-icon"
-        />
         <span>新版本可用，点击刷新</span>
       </div>
     </div>
@@ -119,14 +85,12 @@ onUnmounted(() => {
 const route = useRoute()
 // 根据路由判断是否显示Tabbar
 const showTabbar = computed(() => {
-  return (
+  return route.path === '/' ||
-    route.path === '/' ||
     route.path === '/calendar' ||
     route.path === '/message' ||
     route.path === '/setting' ||
     route.path === '/balance' ||
     route.path === '/budget'
-  )
 })
 
 const active = ref('')
@@ -152,14 +116,11 @@ setInterval(() => {
 }, 60 * 1000) // 每60秒更新一次未读消息数
 
 // 监听路由变化调整
-watch(
+watch(() => route.path, (newPath) => {
-  () => route.path,
-  (newPath) => {
   setActive(newPath)
 
   messageStore.updateUnreadCount()
-  }
+})
-)
 
 const setActive = (path) => {
   active.value = (() => {
@@ -177,10 +138,14 @@ const setActive = (path) => {
         return 'statistics'
     }
   })()
+  console.log(active.value, path)
 }
 
 const isShowAddBill = computed(() => {
-  return route.path === '/' || route.path === '/balance' || route.path === '/message' || route.path === '/calendar'
+  return route.path === '/' 
+  || route.path === '/calendar' 
+  || route.path === '/balance'
+  || route.path === '/message'
 })
 
 onUnmounted(() => {
@@ -201,6 +166,7 @@ const handleAddTransactionSuccess = () => {
   const event = new Event('transactions-changed')
   window.dispatchEvent(event)
 }
+
 </script>
 
 <style scoped>

Web/src/api/AGENTS.md

@@ -1,59 +0,0 @@
-# API CLIENTS KNOWLEDGE BASE
-
-**Generated:** 2026-01-28
-**Parent:** EmailBill/AGENTS.md
-
-## OVERVIEW
-Axios-based HTTP client modules for backend API integration with request/response interceptors.
-
-## STRUCTURE
-```
-Web/src/api/
-├── request.js                 # Base HTTP client setup
-├── auth.js                    # Authentication API
-├── budget.js                  # Budget management API
-├── transactionRecord.js       # Transaction CRUD API
-├── transactionCategory.js     # Category management
-├── transactionPeriodic.js     # Periodic transactions
-├── statistics.js              # Analytics API
-├── message.js                 # Message API
-├── notification.js           # Push notifications
-├── emailRecord.js            # Email records
-├── config.js                 # Configuration API
-├── billImport.js             # Bill import
-├── log.js                    # Application logs
-└── job.js                    # Background job management
-```
-
-## WHERE TO LOOK
-| Task | Location | Notes |
-|------|----------|-------|
-| Base HTTP setup | request.js | Axios interceptors, error handling |
-| Authentication | auth.js | Login, token management |
-| Budget data | budget.js | Budget CRUD, statistics |
-| Transactions | transactionRecord.js | Transaction operations |
-| Categories | transactionCategory.js | Category management |
-| Statistics | statistics.js | Analytics, reports |
-| Notifications | notification.js | Push subscription handling |
-
-## CONVENTIONS
-- All functions return Promises with async/await
-- Error handling via try/catch with user messages
-- HTTP methods: get, post, put, delete mapping to REST
-- Request/response data transformation
-- Token-based authentication via headers
-- Consistent error message format
-
-## ANTI-PATTERNS (THIS LAYER)
-- Never fetch directly without going through these modules
-- Don't hardcode API endpoints (use environment variables)
-- Avoid synchronous operations
-- Don't duplicate request logic across components
-- No business logic in API clients
-
-## UNIQUE STYLES
-- Chinese error messages for user feedback
-- Automatic token refresh handling
-- Request/response logging for debugging
-- Paged query patterns for list endpoints
-- File upload handling for imports

Web/src/api/billImport.js

@@ -26,8 +26,7 @@ export const uploadBillFile = (file, type) => {
       Authorization: `Bearer ${useAuthStore().token || ''}`
     },
     timeout: 60000 // 文件上传增加超时时间
-  })
+  }).then(response => {
-    .then((response) => {
     const { data } = response
     
     if (data.success === false) {
@@ -36,8 +35,7 @@ export const uploadBillFile = (file, type) => {
     }
     
     return data
-    })
+  }).catch(error => {
-    .catch((error) => {
     console.error('上传错误:', error)
     
     if (error.response) {

Web/src/api/budget.js

@@ -4,7 +4,7 @@
  * 获取预算列表
  * @param {string} referenceDate 参考日期 (可选)
  */
-export function getBudgetList (referenceDate) {
+export function getBudgetList(referenceDate) {
   return request({
     url: '/Budget/GetList',
     method: 'get',
@@ -12,11 +12,24 @@ export function getBudgetList (referenceDate) {
   })
 }
 
+/**
+ * 获取单个预算统计
+ * @param {number} id 预算ID
+ * @param {string} referenceDate 参考日期
+ */
+export function getBudgetStatistics(id, referenceDate) {
+  return request({
+    url: '/Budget/GetStatistics',
+    method: 'get',
+    params: { id, referenceDate }
+  })
+}
+
 /**
  * 创建预算
  * @param {object} data 预算数据
  */
-export function createBudget (data) {
+export function createBudget(data) {
   return request({
     url: '/Budget/Create',
     method: 'post',
@@ -28,7 +41,7 @@ export function createBudget (data) {
  * 更新预算
  * @param {object} data 预算数据
  */
-export function updateBudget (data) {
+export function updateBudget(data) {
   return request({
     url: '/Budget/Update',
     method: 'post',
@@ -40,7 +53,7 @@ export function updateBudget (data) {
  * 删除预算
  * @param {number} id 预算ID
  */
-export function deleteBudget (id) {
+export function deleteBudget(id) {
   return request({
     url: `/Budget/DeleteById/${id}`,
     method: 'delete'
@@ -52,7 +65,7 @@ export function deleteBudget (id) {
  * @param {string} category 分类 (Expense/Income/Savings)
  * @param {string} referenceDate 参考日期 (可选)
  */
-export function getCategoryStats (category, referenceDate) {
+export function getCategoryStats(category, referenceDate) {
   return request({
     url: '/Budget/GetCategoryStats',
     method: 'get',
@@ -64,48 +77,22 @@ export function getCategoryStats (category, referenceDate) {
  * @param {number} category 预算分类
  * @param {string} referenceDate 参考日期
  */
-export function getUncoveredCategories (category, referenceDate) {
+export function getUncoveredCategories(category, referenceDate) {
   return request({
     url: '/Budget/GetUncoveredCategories',
     method: 'get',
     params: { category, referenceDate }
   })
 }
-
 /**
- * 获取归档总结
+ * 归档预算
- * @param {string} referenceDate 参考日期
- */
-export function getArchiveSummary (referenceDate) {
-  return request({
-    url: '/Budget/GetArchiveSummary',
-    method: 'get',
-    params: { referenceDate }
-  })
-}
-
-/**
- * 更新归档总结
- * @param {object} data 数据 { referenceDate, summary }
- */
-export function updateArchiveSummary (data) {
-  return request({
-    url: '/Budget/UpdateArchiveSummary',
-    method: 'post',
-    data
-  })
-}
-
-/**
- * 获取指定周期的存款预算信息
  * @param {number} year 年份
  * @param {number} month 月份
- * @param {number} type 周期类型 (1:Month, 2:Year)
  */
-export function getSavingsBudget (year, month, type) {
+export function archiveBudgets(year, month) {
   return request({
-    url: '/Budget/GetSavingsBudget',
+    url: `/Budget/ArchiveBudgetsAsync/${year}/${month}`,
-    method: 'get',
+    method: 'post'
-    params: { year, month, type }
   })
 }
+

Web/src/api/emailRecord.js

@@ -37,7 +37,7 @@ export const getEmailDetail = (id) => {
  */
 export const deleteEmail = (id) => {
   return request({
-    url: '/EmailMessage/DeleteById',
+    url: `/EmailMessage/DeleteById`,
     method: 'post',
     params: { id }
   })
@@ -50,7 +50,7 @@ export const deleteEmail = (id) => {
  */
 export const refreshTransactionRecords = (id) => {
   return request({
-    url: '/EmailMessage/RefreshTransactionRecords',
+    url: `/EmailMessage/RefreshTransactionRecords`,
     method: 'post',
     params: { id }
   })
@@ -62,7 +62,7 @@ export const refreshTransactionRecords = (id) => {
  */
 export const syncEmails = () => {
   return request({
-    url: '/EmailMessage/SyncEmails',
+    url: `/EmailMessage/SyncEmails`,
     method: 'post'
   })
 }

Web/src/api/job.js

@@ -1,13 +1,13 @@
 import request from '@/api/request'
 
-export function getJobs () {
+export function getJobs() {
   return request({
     url: '/Job/GetJobs',
     method: 'get'
   })
 }
 
-export function executeJob (jobName) {
+export function executeJob(jobName) {
   return request({
     url: '/Job/Execute',
     method: 'post',
@@ -15,7 +15,7 @@ export function executeJob (jobName) {
   })
 }
 
-export function pauseJob (jobName) {
+export function pauseJob(jobName) {
   return request({
     url: '/Job/Pause',
     method: 'post',
@@ -23,7 +23,7 @@ export function pauseJob (jobName) {
   })
 }
 
-export function resumeJob (jobName) {
+export function resumeJob(jobName) {
   return request({
     url: '/Job/Resume',
     method: 'post',

Web/src/api/log.js

@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 日志相关 API
@@ -12,7 +12,6 @@ import request from './request'
  * @param {string} [params.searchKeyword] - 搜索关键词
  * @param {string} [params.logLevel] - 日志级别
  * @param {string} [params.date] - 日期 (yyyyMMdd)
- * @param {string} [params.className] - 类名
  * @returns {Promise<{success: boolean, data: Array, total: number}>}
  */
 export const getLogList = (params = {}) => {
@@ -33,34 +32,3 @@ export const getAvailableDates = () => {
     method: 'get'
   })
 }
-
-/**
- * 获取可用的类名列表
- * @param {Object} params - 查询参数
- * @param {string} [params.date] - 日期 (yyyyMMdd)
- * @returns {Promise<{success: boolean, data: Array}>}
- */
-export const getAvailableClassNames = (params = {}) => {
-  return request({
-    url: '/Log/GetAvailableClassNames',
-    method: 'get',
-    params
-  })
-}
-
-/**
- * 根据请求ID查询关联日志
- * @param {Object} params - 查询参数
- * @param {string} params.requestId - 请求ID
- * @param {number} [params.pageIndex=1] - 页码
- * @param {number} [params.pageSize=50] - 每页条数
- * @param {string} [params.date] - 日期 (yyyyMMdd)
- * @returns {Promise<{success: boolean, data: Array, total: number}>}
- */
-export const getLogsByRequestId = (params = {}) => {
-  return request({
-    url: '/Log/GetLogsByRequestId',
-    method: 'get',
-    params
-  })
-}

Web/src/api/notification.js

@@ -1,13 +1,13 @@
 import request from './request'
 
-export function getVapidPublicKey () {
+export function getVapidPublicKey() {
   return request({
     url: '/Notification/GetVapidPublicKey',
     method: 'get'
   })
 }
 
-export function subscribe (data) {
+export function subscribe(data) {
   return request({
     url: '/Notification/Subscribe',
     method: 'post',
@@ -15,7 +15,7 @@ export function subscribe (data) {
   })
 }
 
-export function testNotification (message) {
+export function testNotification(message) {
   return request({
     url: '/Notification/TestNotification',
     method: 'post',

Web/src/api/request.js

@@ -1,4 +1,4 @@
-import axios from 'axios'
+import axios from 'axios'
 import { showToast } from 'vant'
 import { useAuthStore } from '@/stores/auth'
 import router from '@/router'
@@ -12,31 +12,17 @@ const request = axios.create({
   }
 })
 
-// 生成请求ID
-const generateRequestId = () => {
-  return 'xxxxxxxx-xxxx-4xxx-yxxx-xxxxxxxxxxxx'.replace(/[xy]/g, function (c) {
-    const r = Math.random() * 16 | 0
-    const v = c === 'x' ? r : (r & 0x3 | 0x8)
-    return v.toString(16)
-  })
-}
-
 // 请求拦截器
 request.interceptors.request.use(
-  (config) => {
+  config => {
     // 添加 token 认证信息
     const authStore = useAuthStore()
     if (authStore.token) {
       config.headers.Authorization = `Bearer ${authStore.token}`
     }
-
-    // 添加请求ID
-    const requestId = generateRequestId()
-    config.headers['X-Request-ID'] = requestId
-
     return config
   },
-  (error) => {
+  error => {
     console.error('请求错误:', error)
     return Promise.reject(error)
   }
@@ -44,7 +30,7 @@ request.interceptors.request.use(
 
 // 响应拦截器
 request.interceptors.response.use(
-  (response) => {
+  response => {
     const { data } = response
     
     // 统一处理业务错误
@@ -55,7 +41,7 @@ request.interceptors.response.use(
     
     return data
   },
-  (error) => {
+  error => {
     console.error('响应错误:', error)
     
     // 统一处理 HTTP 错误
@@ -72,10 +58,7 @@ request.interceptors.response.use(
           // 清除登录状态并跳转到登录页
           const authStore = useAuthStore()
           authStore.logout()
-          router.push({
+          router.push({ name: 'login', query: { redirect: router.currentRoute.value.fullPath } })
-            name: 'login',
-            query: { redirect: router.currentRoute.value.fullPath }
-          })
           break
         }
         case 403:

Web/src/api/statistics.js

@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 统计相关 API
@@ -17,6 +17,8 @@ import request from './request'
  * @returns {Object} data.expenseCount - 支出笔数
  * @returns {Object} data.incomeCount - 收入笔数
  * @returns {Object} data.totalCount - 总笔数
+ * @returns {Object} data.maxExpense - 最大单笔支出
+ * @returns {Object} data.maxIncome - 最大单笔收入
  */
 export const getMonthlyStatistics = (params) => {
   return request({
@@ -86,21 +88,3 @@ export const getDailyStatistics = (params) => {
     params
   })
 }
-
-/**
- * 获取累积余额统计数据（用于余额卡片）
- * @param {Object} params - 查询参数
- * @param {number} params.year - 年份
- * @param {number} params.month - 月份
- * @returns {Promise<{success: boolean, data: Array}>}
- * @returns {Array} data - 每日累积余额列表
- * @returns {string} data[].date - 日期
- * @returns {number} data[].cumulativeBalance - 累积余额
- */
-export const getBalanceStatistics = (params) => {
-  return request({
-    url: '/TransactionRecord/GetBalanceStatistics',
-    method: 'get',
-    params
-  })
-}

Web/src/api/transactionCategory.js

@@ -76,30 +76,3 @@ export const batchCreateCategories = (dataList) => {
     data: dataList
   })
 }
-
-/**
- * 为指定分类生成新的SVG图标
- * @param {number} categoryId - 分类ID
- * @returns {Promise<{success: boolean, data: string}>} 返回生成的SVG内容
- */
-export const generateIcon = (categoryId) => {
-  return request({
-    url: '/TransactionCategory/GenerateIcon',
-    method: 'post',
-    data: { categoryId }
-  })
-}
-
-/**
- * 更新分类的选中图标索引
- * @param {number} categoryId - 分类ID
- * @param {number} selectedIndex - 选中的图标索引
- * @returns {Promise<{success: boolean}>}
- */
-export const updateSelectedIcon = (categoryId, selectedIndex) => {
-  return request({
-    url: '/TransactionCategory/UpdateSelectedIcon',
-    method: 'post',
-    data: { categoryId, selectedIndex }
-  })
-}

Web/src/api/transactionPeriodic.js

@@ -79,7 +79,7 @@ export const updatePeriodic = (data) => {
  */
 export const deletePeriodic = (id) => {
   return request({
-    url: '/TransactionPeriodic/DeleteById',
+    url: `/TransactionPeriodic/DeleteById`,
     method: 'post',
     params: { id }
   })

Web/src/api/transactionRecord.js

@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 交易记录相关 API
@@ -82,7 +82,6 @@ export const createTransaction = (data) => {
  * @param {number} data.balance - 交易后余额
  * @param {number} data.type - 交易类型 (0:支出, 1:收入, 2:不计入收支)
  * @param {string} data.classify - 交易分类
- * @param {string} [data.occurredAt] - 交易时间
  * @returns {Promise<{success: boolean}>}
  */
 export const updateTransaction = (data) => {
@@ -100,7 +99,7 @@ export const updateTransaction = (data) => {
  */
 export const deleteTransaction = (id) => {
   return request({
-    url: '/TransactionRecord/DeleteById',
+    url: `/TransactionRecord/DeleteById`,
     method: 'post',
     params: { id }
   })
@@ -119,6 +118,7 @@ export const getTransactionsByDate = (date) => {
   })
 }
 
+
 // 注意：分类相关的API已迁移到 transactionCategory.js
 // 请使用 getCategoryList 等新接口
 
@@ -160,7 +160,7 @@ export const smartClassify = (transactionIds = []) => {
     method: 'POST',
     headers: {
       'Content-Type': 'application/json',
-      Authorization: `Bearer ${token}`
+      'Authorization': `Bearer ${token}`
     },
     body: JSON.stringify({ transactionIds })
   })
@@ -224,6 +224,32 @@ export const nlpAnalysis = (userInput) => {
   })
 }
 
+/**
+ * 获取抵账候选列表
+ * @param {number} id - 当前交易ID
+ * @returns {Promise<{success: boolean, data: Array}>}
+ */
+export const getCandidatesForOffset = (id) => {
+  return request({
+    url: `/TransactionRecord/GetCandidatesForOffset/${id}`,
+    method: 'get'
+  })
+}
+
+/**
+ * 抵账（删除两笔交易）
+ * @param {number} id1 - 交易ID 1
+ * @param {number} id2 - 交易ID 2
+ * @returns {Promise<{success: boolean}>}
+ */
+export const offsetTransactions = (id1, id2) => {
+  return request({
+    url: '/TransactionRecord/OffsetTransactions',
+    method: 'post',
+    data: { id1, id2 }
+  })
+}
+
 /**
  * 一句话录账解析
  * @param {string} text - 用户输入的自然语言文本

Web/src/assets/base.css

@@ -1,75 +1,55 @@
-/* color palette from <https://github.com/vuejs/theme> */
+/* color palette from <https://github.com/vuejs/theme> */
-/* 
-   Most variables are replaced by Vant CSS variables.
-   Keeping only what's necessary or mapping to Vant.
-*/
-
 :root {
-  --van-danger-color: rgb(255, 107, 107) !important; /* 覆盖默认的深红色 #ee0a24 */
+  --vt-c-white: #ffffff;
-  --color-background: var(--van-background);
+  --vt-c-white-soft: #f8f8f8;
-  --color-background-soft: var(--van-background-2);
+  --vt-c-white-mute: #f2f2f2;
-  --color-background-mute: var(--van-gray-1);
 
-  --color-border: var(--van-border-color);
+  --vt-c-black: #181818;
-  --color-border-hover: var(--van-gray-5);
+  --vt-c-black-soft: #222222;
+  --vt-c-black-mute: #282828;
 
-  --color-heading: var(--van-text-color);
+  --vt-c-indigo: #2c3e50;
-  --color-text: var(--van-text-color);
+
+  --vt-c-divider-light-1: rgba(60, 60, 60, 0.29);
+  --vt-c-divider-light-2: rgba(60, 60, 60, 0.12);
+  --vt-c-divider-dark-1: rgba(84, 84, 84, 0.65);
+  --vt-c-divider-dark-2: rgba(84, 84, 84, 0.48);
+
+  --vt-c-text-light-1: var(--vt-c-indigo);
+  --vt-c-text-light-2: rgba(60, 60, 60, 0.66);
+  --vt-c-text-dark-1: var(--vt-c-white);
+  --vt-c-text-dark-2: rgba(235, 235, 235, 0.64);
+}
+
+/* semantic color variables for this project */
+:root {
+  --color-background: var(--vt-c-white);
+  --color-background-soft: var(--vt-c-white-soft);
+  --color-background-mute: var(--vt-c-white-mute);
+
+  --color-border: var(--vt-c-divider-light-2);
+  --color-border-hover: var(--vt-c-divider-light-1);
+
+  --color-heading: var(--vt-c-text-light-1);
+  --color-text: var(--vt-c-text-light-1);
 
   --section-gap: 160px;
-
-  /* Chart Colors */
-  --chart-color-1: #ff6b6b;
-  --chart-color-2: #4ecdc4;
-  --chart-color-3: #45b7d1;
-  --chart-color-4: #ffa07a;
-  --chart-color-5: #98d8c8;
-  --chart-color-6: #f7dc6f;
-  --chart-color-7: #bb8fce;
-  --chart-color-8: #85c1e2;
-  --chart-color-9: #f8b88b;
-  --chart-color-10: #aab7b8;
-  --chart-color-11: #ff8ed4;
-  --chart-color-12: #67e6dc;
-  --chart-color-13: #5b8dee;
-  --chart-color-14: #c9b1ff;
-  --chart-color-15: #7bdff2;
-
-  /* Status Colors for Charts */
-  --chart-success: #52c41a;
-  --chart-warning: #faad14;
-  --chart-danger: #f5222d;
-  --chart-primary: #1890ff;
-  --chart-shadow: rgba(0, 138, 255, 0.45);
-  --chart-axis: #e6ebf8;
-  --chart-split: #eee;
-  --chart-text-muted: #999;
-
-  /* Heatmap Colors - Light Mode */
-  --heatmap-level-0: var(--van-gray-2);
-  --heatmap-level-1: #9be9a8;
-  --heatmap-level-2: #40c463;
-  --heatmap-level-3: #30a14e;
-  --heatmap-level-4: #216e39;
 }
 
 @media (prefers-color-scheme: dark) {
   :root {
-    --chart-axis: #333;
+    --color-background: var(--vt-c-black);
-    --chart-split: #333;
+    --color-background-soft: var(--vt-c-black-soft);
-    --chart-text-muted: #666;
+    --color-background-mute: var(--vt-c-black-mute);
 
-    /* Heatmap Colors - Dark Mode (GitHub Style) */
+    --color-border: var(--vt-c-divider-dark-2);
-    --heatmap-level-0: var(--van-gray-2);
+    --color-border-hover: var(--vt-c-divider-dark-1);
-    --heatmap-level-1: #9be9a8;
+
-    --heatmap-level-2: #40c463;
+    --color-heading: var(--vt-c-text-dark-1);
-    --heatmap-level-3: #30a14e;
+    --color-text: var(--vt-c-text-dark-2);
-    --heatmap-level-4: #216e39;
   }
 }
 
-/* Removed manual dark mode media query as Vant handles it */
-
 *,
 *::before,
 *::after {
@@ -80,13 +60,14 @@
 
 body {
   min-height: 100vh;
-  color: var(--van-text-color);
+  color: var(--color-text);
-  background: var(--van-background);
+  background: var(--color-background);
   transition:
     color 0.5s,
     background-color 0.5s;
   line-height: 1.6;
   font-family:
+    Inter,
     -apple-system,
     BlinkMacSystemFont,
     'Segoe UI',

Web/src/assets/main.css

@@ -1,8 +1,7 @@
 @import './base.css';
 
 /* 禁用页面弹性缩放和橡皮筋效果 */
-html,
+html, body {
-body {
   overscroll-behavior: none;
   overscroll-behavior-y: none;
   -webkit-overflow-scrolling: touch;
@@ -58,9 +57,7 @@ a,
   }
 }
 
-html,
+html, body, #app {
-body,
-#app {
   margin: 0;
   padding: 0;
   height: 100%;

Web/src/assets/theme.css

@@ -1,184 +0,0 @@
-/**
- * EmailBill 主题系统 - 根据 v2.pen 设计稿
- * 用于保持整个应用色彩和布局一致性
- */
-
-:root {
-  /* ============ 颜色变量 - 浅色主题 ============ */
-  
-  /* 背景色 */
-  --bg-primary: #FFFFFF;
-  --bg-secondary: #F6F7F8;
-  --bg-tertiary: #F3F4F6;
-  --bg-button: #F5F5F5;
-  
-  /* 文字颜色 */
-  --text-primary: #1A1A1A;
-  --text-secondary: #6B7280;
-  --text-tertiary: #9CA3AF;
-  
-  /* 强调色 */
-  --accent-primary: #FF6B6B;
-  --accent-danger: #EF4444;
-  --accent-warning: #D97706;
-  --accent-warning-bg: #FFFBEB;
-  --accent-success: #22C55E;
-  --accent-success-bg: #F0FDF4;
-  --accent-info: #6366F1;
-  --accent-info-bg: #E0E7FF;
-  
-  /* 图标色 */
-  --icon-star: #FF6B6B;
-  --icon-coffee: #FCD34D;
-  
-  /* ============ 布局变量 ============ */
-  
-  /* 间距 */
-  --spacing-xs: 2px;
-  --spacing-sm: 4px;
-  --spacing-md: 8px
-  --spacing-lg: 12px;
-  --spacing-xl: 16px;
-  --spacing-2xl: 20px;
-  --spacing-3xl: 24px;
-  
-  /* 圆角 */
-  --radius-sm: 12px;
-  --radius-md: 16px;
-  --radius-lg: 20px;
-  --radius-full: 22px;
-  
-  /* 字体大小 */
-  --font-xs: 9px;
-  --font-sm: 11px;
-  --font-base: 12px;
-  --font-md: 13px;
-  --font-lg: 15px;
-  --font-xl: 18px;
-  --font-2xl: 24px;
-  --font-3xl: 32px;
-  
-  /* 字体粗细 */
-  --font-medium: 500;
-  --font-semibold: 600;
-  --font-bold: 700;
-  --font-extrabold: 800;
-  
-  /* 字体 */
-  --font-primary: 'DM Sans', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
-  --font-display: 'Bricolage Grotesque', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
-  
-  /* 阴影 (可选) */
-  --shadow-sm: 0 1px 2px rgba(0, 0, 0, 0.05);
-  --shadow-md: 0 4px 6px rgba(0, 0, 0, 0.05);
-  --shadow-lg: 0 10px 15px rgba(0, 0, 0, 0.05);
-}
-
-/* ============ 深色主题 ============ */
-[data-theme="dark"] {
-  /* 背景色 */
-  --bg-primary: #09090B;
-  --bg-secondary: #18181b;
-  --bg-tertiary: #27272a;
-  --bg-button: #27272a;
-  
-  /* 文字颜色 */
-  --text-primary: #f4f4f5;
-  --text-secondary: #a1a1aa;
-  --text-tertiary: #71717a;
-  
-  /* 强调色 (深色主题调整) */
-  --accent-primary: #FF6B6B;
-  --accent-danger: #f87171;
-  --accent-warning: #fbbf24;
-  --accent-warning-bg: #451a03;
-  --accent-success: #4ade80;
-  --accent-success-bg: #064e3b;
-  --accent-info: #818cf8;
-  --accent-info-bg: #312e81;
-  
-  /* 图标色 (深色主题) */
-  --icon-star: #FF6B6B;
-  --icon-coffee: #FCD34D;
-}
-
-/* ============ 通用工具类 ============ */
-
-/* 文字 */
-.text-primary {
-  color: var(--text-primary);
-}
-
-.text-secondary {
-  color: var(--text-secondary);
-}
-
-.text-tertiary {
-  color: var(--text-tertiary);
-}
-
-.text-danger {
-  color: var(--accent-danger);
-}
-
-/* 背景 */
-.bg-primary {
-  background-color: var(--bg-primary);
-}
-
-.bg-secondary {
-  background-color: var(--bg-secondary);
-}
-
-.bg-tertiary {
-  background-color: var(--bg-tertiary);
-}
-
-/* 布局容器 */
-.container-fluid {
-  width: 100%;
-  max-width: 402px;
-  margin: 0 auto;
-}
-
-/* Flex 布局 */
-.flex {
-  display: flex;
-}
-
-.flex-col {
-  flex-direction: column;
-}
-
-.items-center {
-  align-items: center;
-}
-
-.justify-between {
-  justify-content: space-between;
-}
-
-.justify-center {
-  justify-content: center;
-}
-
-/* 间距 */
-.gap-xs { gap: var(--spacing-xs); }
-.gap-sm { gap: var(--spacing-sm); }
-.gap-md { gap: var(--spacing-md); }
-.gap-lg { gap: var(--spacing-lg); }
-.gap-xl { gap: var(--spacing-xl); }
-.gap-2xl { gap: var(--spacing-2xl); }
-.gap-3xl { gap: var(--spacing-3xl); }
-
-/* 内边距 */
-.p-sm { padding: var(--spacing-md); }
-.p-md { padding: var(--spacing-xl); }
-.p-lg { padding: var(--spacing-2xl); }
-.p-xl { padding: var(--spacing-3xl); }
-
-/* 圆角 */
-.rounded-sm { border-radius: var(--radius-sm); }
-.rounded-md { border-radius: var(--radius-md); }
-.rounded-lg { border-radius: var(--radius-lg); }
-.rounded-full { border-radius: var(--radius-full); }

Web/src/components/AddClassifyDialog.vue

@@ -5,10 +5,7 @@
     show-cancel-button
     @confirm="handleConfirm"
   >
-    <van-field
+    <van-field v-model="classifyName" placeholder="请输入新的交易分类" />
-      v-model="classifyName"
-      placeholder="请输入新的交易分类"
-    />
   </van-dialog>
 </template>
 

Web/src/components/Bill/BillForm.vue

@@ -6,12 +6,8 @@
         <van-field label="时间">
           <template #input>
             <div style="display: flex; gap: 16px">
-              <div @click="showDatePicker = true">
+              <div @click="showDatePicker = true">{{ form.date }}</div>
-                {{ form.date }}
+              <div @click="showTimePicker = true">{{ form.time }}</div>
-              </div>
-              <div @click="showTimePicker = true">
-                {{ form.time }}
-              </div>
             </div>
           </template>
         </van-field>
@@ -38,39 +34,20 @@
         />
 
         <!-- 交易类型 -->
-        <van-field
+        <van-field name="type" label="类型">
-          name="type"
-          label="类型"
-        >
           <template #input>
-            <van-radio-group
+            <van-radio-group v-model="form.type" direction="horizontal" @change="handleTypeChange">
-              v-model="form.type"
+              <van-radio :name="0">支出</van-radio>
-              direction="horizontal"
+              <van-radio :name="1">收入</van-radio>
-              @change="handleTypeChange"
+              <van-radio :name="2">不计</van-radio>
-            >
-              <van-radio :name="0">
-                支出
-              </van-radio>
-              <van-radio :name="1">
-                收入
-              </van-radio>
-              <van-radio :name="2">
-                不计
-              </van-radio>
             </van-radio-group>
           </template>
         </van-field>
 
         <!-- 分类 -->
-        <van-field
+        <van-field name="category" label="分类">
-          name="category"
-          label="分类"
-        >
           <template #input>
-            <span
+            <span v-if="!categoryName" style="color: #c8c9cc;">请选择分类</span>
-              v-if="!categoryName"
-              style="color: var(--van-text-color-3)"
-            >请选择分类</span>
             <span v-else>{{ categoryName }}</span>
           </template>
         </van-field>
@@ -83,26 +60,15 @@
       </van-cell-group>
 
       <div class="actions">
-        <van-button
+        <van-button round block type="primary" native-type="submit" :loading="loading">
-          round
-          block
-          type="primary"
-          native-type="submit"
-          :loading="loading"
-        >
           {{ submitText }}
         </van-button>
-        <slot name="actions" />
+        <slot name="actions"></slot>
       </div>
     </van-form>
 
     <!-- 日期选择弹窗 -->
-    <van-popup
+    <van-popup v-model:show="showDatePicker" position="bottom" round teleport="body">
-      v-model:show="showDatePicker"
-      position="bottom"
-      round
-      teleport="body"
-    >
       <van-date-picker
         v-model="currentDate"
         title="选择日期"
@@ -112,12 +78,7 @@
     </van-popup>
 
     <!-- 时间选择弹窗 -->
-    <van-popup
+    <van-popup v-model:show="showTimePicker" position="bottom" round teleport="body">
-      v-model:show="showTimePicker"
-      position="bottom"
-      round
-      teleport="body"
-    >
       <van-time-picker
         v-model="currentTime"
         title="选择时间"
@@ -185,15 +146,9 @@ const initForm = async () => {
       currentTime.value = form.value.time.split(':')
     }
     
-    if (amount !== undefined) {
+    if (amount !== undefined) form.value.amount = amount
-      form.value.amount = amount
+    if (reason !== undefined) form.value.note = reason
-    }
+    if (type !== undefined) form.value.type = type
-    if (reason !== undefined) {
-      form.value.note = reason
-    }
-    if (type !== undefined) {
-      form.value.type = type
-    }
     
     // 如果有传入分类名称，尝试设置
     if (classify) {
@@ -211,13 +166,9 @@ onMounted(() => {
 })
 
 // 监听 initialData 变化 (例如重新解析后)
-watch(
+watch(() => props.initialData, () => {
-  () => props.initialData,
-  () => {
   initForm()
-  },
+}, { deep: true })
-  { deep: true }
-)
 
 const handleTypeChange = (newType) => {
   if (!isSyncing.value) {

Web/src/components/Bill/OneLineBillAdd.vue

@@ -1,10 +1,6 @@
 <template>
   <div>
-    <div
+    <div v-if="!parseResult" class="input-section" style="margin: 12px 12px 0 16px;">
-      v-if="!parseResult"
-      class="input-section"
-      style="margin: 12px 12px 0 16px"
-    >
       <van-field
         v-model="text"
         type="textarea"
@@ -27,10 +23,7 @@
       </div>
     </div>
 
-    <div
+    <div v-if="parseResult" class="result-section">
-      v-if="parseResult"
-      class="result-section"
-    >
       <BillForm
         :initial-data="parseResult"
         :loading="saving"
@@ -67,16 +60,14 @@ const saving = ref(false)
 const parseResult = ref(null)
 
 const handleParse = async () => {
-  if (!text.value.trim()) {
+  if (!text.value.trim()) return
-    return
-  }
   
   parsing.value = true
   parseResult.value = null
   
   try {
     const res = await parseOneLine(text.value)
-    if (!res.success) {
+    if(!res.success){
       throw new Error(res.message || '解析失败')
     }
     
@@ -130,6 +121,6 @@ const handleSave = async (payload) => {
   margin-bottom: 16px;
   border-radius: 8px;
   overflow: hidden;
-  border: 1px solid var(--van-border-color);
+  border: 1px solid #ebedf0;
 }
 </style>

Web/src/components/Budget/BudgetCard.vue

@@ -1,18 +1,8 @@
-<!-- eslint-disable vue/no-v-html -->
+<template>
-<template>
+  <div class="common-card budget-card" @click="toggleExpand">
-  <!-- 普通预算卡片 -->
-  <div
-    v-if="!budget.noLimit"
-    class="common-card budget-card"
-    :class="{ 'cursor-default': budget.category === 2 }"
-    @click="toggleExpand"
-  >
     <div class="budget-content-wrapper">
       <!-- 折叠状态 -->
-      <div
+      <div v-if="!isExpanded" class="budget-collapsed">
-        v-if="!isExpanded"
-        class="budget-collapsed"
-      >
         <div class="collapsed-header">
             <div class="budget-info">
               <slot name="tag">
@@ -22,26 +12,14 @@
                   class="status-tag"
                 >
                   {{ budget.type ===  BudgetPeriodType.Year ? '年度' : '月度' }}
-                <span
-                  v-if="budget.isMandatoryExpense"
-                  class="mandatory-mark"
-                >📌</span>
                 </van-tag>
               </slot>
-            <h3 class="card-title">
+              <h3 class="card-title">{{ budget.name }}</h3>
-              {{ budget.name }}
+              <span v-if="budget.selectedCategories?.length" class="card-subtitle">
-            </h3>
-            <span
-              v-if="budget.selectedCategories?.length"
-              class="card-subtitle"
-            >
                 ({{ budget.selectedCategories.join('、') }})
               </span>
             </div>
-          <van-icon
+          <van-icon name="arrow-down" class="expand-icon" />
-            name="arrow-down"
-            class="expand-icon"
-          />
         </div>
         
         <div class="collapsed-footer">
@@ -49,34 +27,24 @@
             <span class="compact-label">实际/目标</span>
             <span class="compact-value">
               <slot name="collapsed-amount">
-                {{
+                {{ budget.current !== undefined && budget.limit !== undefined 
-                  budget.current !== undefined && budget.limit !== undefined
                   ? `¥${budget.current?.toFixed(0) || 0} / ¥${budget.limit?.toFixed(0) || 0}` 
-                    : '--'
+                  : '--' }}
-                }}
               </slot>
             </span>
           </div>
           
           <div class="collapsed-item">
             <span class="compact-label">达成率</span>
-            <span
+            <span class="compact-value" :class="percentClass">{{ percentage }}%</span>
-              class="compact-value"
-              :class="percentClass"
-            >{{ percentage }}%</span>
           </div>
         </div>
       </div>
 
       <!-- 展开状态 -->
-      <div
+      <Transition v-else :name="transitionName">
-        v-else
+        <div :key="budget.period" class="budget-inner-card">
-        class="budget-inner-card"
+          <div class="card-header" style="margin-bottom: 0;">
-      >
-        <div
-          class="card-header"
-          style="margin-bottom: 0"
-        >
             <div class="budget-info">
               <slot name="tag">
                 <van-tag 
@@ -85,18 +53,9 @@
                   class="status-tag"
                 >
                   {{ budget.type ===  BudgetPeriodType.Year ? '年度' : '月度' }}
-                <span
-                  v-if="budget.isMandatoryExpense"
-                  class="mandatory-mark"
-                >📌</span>
                 </van-tag>
               </slot>
-            <h3
+              <h3 class="card-title" style="max-width: 120px;">{{ budget.name }}</h3>
-              class="card-title"
-              style="max-width: 120px"
-            >
-              {{ budget.name }}
-            </h3>
             </div>
             <div class="header-actions">
               <slot name="actions">
@@ -123,15 +82,13 @@
                     @click.stop="$emit('click', budget)" 
                   />
                 </template>
+                
               </slot>
             </div>
           </div>
           
           <div class="budget-body">
-          <div
+            <div v-if="budget.selectedCategories?.length" class="category-tags">
-            v-if="budget.selectedCategories?.length"
-            class="category-tags"
-          >
               <van-tag 
                 v-for="cat in budget.selectedCategories" 
                 :key="cat"
@@ -144,7 +101,7 @@
               </van-tag>
             </div>
             <div class="amount-info">
-            <slot name="amount-info" />
+              <slot name="amount-info"></slot>
             </div>
 
             <div class="progress-section">
@@ -156,10 +113,7 @@
                   :color="progressColor"
                   :show-pivot="false"
                 />
-              <span
+                <span class="percent" :class="percentClass">{{ percentage }}%</span>
-                class="percent"
-                :class="percentClass"
-              >{{ percentage }}%</span>
               </slot>
             </div>
             <div class="progress-section time-progress">
@@ -167,224 +121,43 @@
               <van-progress 
                 :percentage="timePercentage" 
                 stroke-width="4"
-              color="var(--van-gray-6)"
+                color="#969799"
                 :show-pivot="false"
               />
               <span class="percent">{{ timePercentage }}%</span>
             </div>
 
-          <transition
+            <van-collapse-transition>
-            name="collapse"
+              <div v-if="budget.description && showDescription" class="budget-description">
-            @enter="onEnter"
+                <div class="description-content rich-html-content" v-html="budget.description"></div>
-            @after-enter="onAfterEnter"
-            @leave="onLeave"
-            @after-leave="onAfterLeave"
-          >
-            <div
-              v-if="budget.description && showDescription"
-              class="budget-collapse-wrapper"
-            >
-              <div class="budget-description">
-                <div
-                  class="description-content rich-html-content"
-                  v-html="budget.description"
-                />
               </div>
-            </div>
+            </van-collapse-transition>
-          </transition>
           </div>
 
           <div class="card-footer">
-          <slot name="footer" />
+            <div class="period-navigation" @click.stop>
-        </div>
-      </div>
-    </div>
-
-    <!-- 关联账单列表弹窗 -->
-    <PopupContainer
-      v-model="showBillListModal"
-      title="关联账单列表"
-      height="75%"
-    >
-      <TransactionList
-        :transactions="billList"
-        :loading="billLoading"
-        :finished="true"
-        :show-delete="false"
-        :show-checkbox="false"
-        @click="handleBillClick"
-        @delete="handleBillDelete"
-      />
-    </PopupContainer>
-  </div>
-
-  <!-- 不记额预算卡片 -->
-  <div
-    v-else
-    class="common-card budget-card no-limit-card"
-    :class="{ 'cursor-default': budget.category === 2 }"
-    @click="toggleExpand"
-  >
-    <div class="budget-content-wrapper">
-      <!-- 折叠状态 -->
-      <div
-        v-if="!isExpanded"
-        class="budget-collapsed"
-      >
-        <div class="collapsed-header">
-          <div class="budget-info">
-            <slot name="tag">
-              <van-tag
-                type="success"
-                plain
-                class="status-tag"
-              >
-                {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
-              </van-tag>
-            </slot>
-            <h3 class="card-title">
-              {{ budget.name }}
-            </h3>
-            <span
-              v-if="budget.selectedCategories?.length"
-              class="card-subtitle"
-            >
-              ({{ budget.selectedCategories.join('、') }})
-            </span>
-          </div>
-          <van-icon
-            name="arrow-down"
-            class="expand-icon"
-          />
-        </div>
-
-        <div class="collapsed-footer no-limit-footer">
-          <div class="collapsed-item">
-            <span class="compact-label">实际</span>
-            <span class="compact-value">
-              <slot name="collapsed-amount">
-                {{ budget.current !== undefined ? `¥${budget.current?.toFixed(0) || 0}` : '--' }}
-              </slot>
-            </span>
-          </div>
-        </div>
-      </div>
-
-      <!-- 展开状态 -->
-      <div
-        v-else
-        class="budget-inner-card"
-      >
-        <div
-          class="card-header"
-          style="margin-bottom: 0"
-        >
-          <div class="budget-info">
-            <slot name="tag">
-              <van-tag
-                type="success"
-                plain
-                class="status-tag"
-              >
-                {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
-              </van-tag>
-            </slot>
-            <h3
-              class="card-title"
-              style="max-width: 120px"
-            >
-              {{ budget.name }}
-            </h3>
-          </div>
-          <div class="header-actions">
-            <slot name="actions">
               <van-button 
-                v-if="budget.description"
+                icon="arrow-left" 
-                :icon="showDescription ? 'info' : 'info-o'"
+                class="nav-icon"
-                size="small"
-                :type="showDescription ? 'primary' : 'default'"
                 plain 
-                @click.stop="showDescription = !showDescription"
+                size="small"
+                style="width: 50px;"
+                @click="handleSwitch(-1)" 
               />
+              <span class="period-text">{{ budget.period }}</span>
               <van-button 
-                icon="orders-o"
+                icon="arrow" 
+                class="nav-icon"
+                plain 
                 size="small"
-                plain
+                style="width: 50px;"
-                title="查询关联账单"
+                :disabled="isNextDisabled"
-                @click.stop="handleQueryBills"
+                @click="handleSwitch(1)"
-              />
-              <template v-if="budget.category !== 2">
-                <van-button
-                  icon="edit"
-                  size="small"
-                  plain
-                  @click.stop="$emit('click', budget)"
-                />
-              </template>
-            </slot>
-          </div>
-        </div>
-
-        <div class="budget-body">
-          <div
-            v-if="budget.selectedCategories?.length"
-            class="category-tags"
-          >
-            <van-tag
-              v-for="cat in budget.selectedCategories"
-              :key="cat"
-              size="mini"
-              class="category-tag"
-              plain
-              round
-            >
-              {{ cat }}
-            </van-tag>
-          </div>
-
-          <div class="no-limit-amount-info">
-            <div class="amount-item">
-              <span>
-                <span class="label">实际</span>
-                <span
-                  class="value"
-                  style="margin-left: 12px"
-                >¥{{ budget.current?.toFixed(0) || 0 }}</span>
-              </span>
-            </div>
-          </div>
-
-          <div class="no-limit-notice">
-            <span>
-              <van-icon
-                name="info-o"
-                style="margin-right: 4px"
-              />
-              不记额预算 - 直接计入存款明细
-            </span>
-          </div>
-
-          <transition
-            name="collapse"
-            @enter="onEnter"
-            @after-enter="onAfterEnter"
-            @leave="onLeave"
-            @after-leave="onAfterLeave"
-          >
-            <div
-              v-if="budget.description && showDescription"
-              class="budget-collapse-wrapper"
-            >
-              <div class="budget-description">
-                <div
-                  class="description-content rich-html-content"
-                  v-html="budget.description"
               />
             </div>
           </div>
-          </transition>
-        </div>
         </div>
+      </Transition>
     </div>
 
     <!-- 关联账单列表弹窗 -->
@@ -420,7 +193,7 @@ const props = defineProps({
   },
   progressColor: {
     type: String,
-    default: 'var(--van-primary-color)'
+    default: '#1989fa'
   },
   percentClass: {
     type: [String, Object],
@@ -432,22 +205,29 @@ const props = defineProps({
   }
 })
 
-const emit = defineEmits(['click'])
+const emit = defineEmits(['switch-period', 'click'])
 
 const isExpanded = ref(props.budget.category === 2)
+const transitionName = ref('slide-left')
 const showDescription = ref(false)
 const showBillListModal = ref(false)
 const billList = ref([])
 const billLoading = ref(false)
 
 const toggleExpand = () => {
-  // 存款类型（category === 2）强制保持展开状态，不可折叠
-  if (props.budget.category === 2) {
-    return
-  }
   isExpanded.value = !isExpanded.value
 }
 
+const isNextDisabled = computed(() => {
+  if (!props.budget.periodEnd) return false
+  return new Date(props.budget.periodEnd) > new Date()
+})
+
+const handleSwitch = (direction) => {
+  transitionName.value = direction > 0 ? 'slide-left' : 'slide-right'
+  emit('switch-period', direction)
+}
+
 const handleQueryBills = async () => {
   showBillListModal.value = true
   billLoading.value = true
@@ -474,11 +254,12 @@ const handleQueryBills = async () => {
       sortByAmount: true
     })
 
-    if (response.success) {
+    if(response.success) {
       billList.value = response.data || []
     } else {
       billList.value = []
     }
+
   } catch (error) {
     console.error('查询账单列表失败:', error)
     billList.value = []
@@ -488,59 +269,21 @@ const handleQueryBills = async () => {
 }
 
 const percentage = computed(() => {
-  if (!props.budget.limit) {
+  if (!props.budget.limit) return 0
-    return 0
-  }
   return Math.round((props.budget.current / props.budget.limit) * 100)
 })
 
 const timePercentage = computed(() => {
-  if (!props.budget.periodStart || !props.budget.periodEnd) {
+  if (!props.budget.periodStart || !props.budget.periodEnd) return 0
-    return 0
-  }
   const start = new Date(props.budget.periodStart).getTime()
   const end = new Date(props.budget.periodEnd).getTime()
   const now = new Date().getTime()
   
-  if (now <= start) {
+  if (now <= start) return 0
-    return 0
+  if (now >= end) return 100
-  }
-  if (now >= end) {
-    return 100
-  }
   
   return Math.round(((now - start) / (end - start)) * 100)
 })
-
-const onEnter = (el) => {
-  el.style.height = '0'
-  el.style.overflow = 'hidden'
-  // Force reflow
-  el.offsetHeight
-  el.style.transition = 'height 0.3s ease-in-out'
-  el.style.height = `${el.scrollHeight}px`
-}
-
-const onAfterEnter = (el) => {
-  el.style.height = ''
-  el.style.overflow = ''
-  el.style.transition = ''
-}
-
-const onLeave = (el) => {
-  el.style.height = `${el.scrollHeight}px`
-  el.style.overflow = 'hidden'
-  // Force reflow
-  el.offsetHeight
-  el.style.transition = 'height 0.3s ease-in-out'
-  el.style.height = '0'
-}
-
-const onAfterLeave = (el) => {
-  el.style.height = ''
-  el.style.overflow = ''
-  el.style.transition = ''
-}
 </script>
 
 <style scoped>
@@ -554,18 +297,6 @@ const onAfterLeave = (el) => {
   cursor: pointer;
 }
 
-.budget-card.cursor-default {
-  cursor: default;
-}
-
-.no-limit-card {
-  border-left: 3px solid var(--van-success-color);
-}
-
-.collapsed-footer.no-limit-footer {
-  justify-content: flex-start;
-}
-
 .budget-content-wrapper {
   position: relative;
   width: 100%;
@@ -637,7 +368,7 @@ const onAfterLeave = (el) => {
 
 .compact-label {
   font-size: 12px;
-  color: var(--van-text-color-2);
+  color: #969799;
   line-height: 1.2;
 }
 
@@ -651,26 +382,60 @@ const onAfterLeave = (el) => {
 }
 
 .compact-value.warning {
-  color: var(--van-warning-color);
+  color: #ff976a;
 }
 
 .compact-value.income {
-  color: var(--van-success-color);
+  color: #07c160;
 }
 
 .expand-icon {
-  color: var(--van-primary-color);
+  color: #1989fa;
   font-size: 14px;
   transition: transform 0.3s ease;
   flex-shrink: 0;
 }
 
 .collapse-icon {
-  color: var(--van-primary-color);
+  color: #1989fa;
   font-size: 16px;
   cursor: pointer;
 }
 
+/* 切换动画 */
+.slide-left-enter-active,
+.slide-left-leave-active,
+.slide-right-enter-active,
+.slide-right-leave-active {
+  transition: all 0.35s cubic-bezier(0.4, 0, 0.2, 1);
+}
+
+.slide-left-enter-from {
+  transform: translateX(100%);
+  opacity: 0;
+}
+.slide-left-leave-to {
+  transform: translateX(-100%);
+  opacity: 0;
+}
+
+.slide-right-enter-from {
+  transform: translateX(-100%);
+  opacity: 0;
+}
+.slide-right-leave-to {
+  transform: translateX(100%);
+  opacity: 0;
+}
+
+.slide-left-leave-active,
+.slide-right-leave-active {
+  position: absolute;
+  top: 0;
+  left: 0;
+  width: 100%;
+}
+
 .budget-info {
   display: flex;
   align-items: center;
@@ -691,7 +456,7 @@ const onAfterLeave = (el) => {
 
 .card-subtitle {
   font-size: 12px;
-  color: var(--van-text-color-2);
+  color: #969799;
   font-weight: normal;
   white-space: nowrap;
   overflow: hidden;
@@ -725,7 +490,7 @@ const onAfterLeave = (el) => {
 
 :deep(.info-item) .label {
   font-size: 12px;
-  color: var(--van-text-color-2);
+  color: #969799;
   margin-bottom: 2px;
 }
 
@@ -735,11 +500,11 @@ const onAfterLeave = (el) => {
 }
 
 :deep(.value.expense) {
-  color: var(--van-danger-color);
+  color: #ee0a24;
 }
 
 :deep(.value.income) {
-  color: var(--van-success-color);
+  color: #07c160;
 }
 
 .progress-section {
@@ -748,7 +513,7 @@ const onAfterLeave = (el) => {
   gap: 12px;
   margin-bottom: 12px;
   font-size: 13px;
-  color: var(--van-gray-6);
+  color: #646566;
 }
 
 .progress-section :deep(.van-progress) {
@@ -767,12 +532,12 @@ const onAfterLeave = (el) => {
 }
 
 .percent.warning {
-  color: var(--van-warning-color);
+  color: #ff976a;
   font-weight: bold;
 }
 
 .percent.income {
-  color: var(--van-success-color);
+  color: #07c160;
   font-weight: bold;
 }
 
@@ -786,58 +551,63 @@ const onAfterLeave = (el) => {
   font-size: 11px;
 }
 
-.no-limit-notice {
-  text-align: center;
-  font-size: 12px;
-  color: var(--van-text-color-2);
-  background-color: var(--van-light-gray);
-  border-radius: 4px;
-  margin-top: 8px;
-}
-
-.no-limit-amount-info {
-  display: flex;
-  justify-content: center;
-  margin: 0px 0;
-}
-
-.amount-item {
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-  gap: 4px;
-}
-
-.amount-item .label {
-  font-size: 12px;
-  color: var(--van-text-color-2);
-}
-
-.amount-item .value {
-  font-size: 20px;
-  font-weight: 600;
-  color: var(--van-success-color);
-}
-
-.budget-collapse-wrapper {
-  overflow: hidden;
-}
-
 .budget-description {
-  border-top: 1px solid var(--van-border-color);
   margin-top: 8px;
+  background-color: #f7f8fa;
+  border-radius: 4px;
+  padding: 8px;
 }
 
 .description-content {
   font-size: 11px;
-  color: var(--van-gray-6);
+  color: #646566;
   line-height: 1.4;
 }
 
-.mandatory-mark {
+.card-footer {
-  margin-left: 4px;
+  display: flex;
-  font-size: 14px;
+  justify-content: space-between;
-  display: inline-block;
+  align-items: center;
+  color: #969799;
+  padding: 12px 12px 0;
+  padding-top: 8px;
+  border-top: 1px solid #ebedf0;
 }
 
+.period-navigation {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  width: 100%;
+}
+
+.period-text {
+  font-size: 14px;
+  font-weight: 500;
+  color: #323233;
+}
+
+.nav-icon {
+  padding: 4px;
+  font-size: 12px;
+  color: #1989fa;
+}
+
+@media (prefers-color-scheme: dark) {
+  .card-footer {
+    border-top-color: #2c2c2c;
+  }
+  .period-text {
+    color: #f5f5f5;
+  }
+  .budget-description {
+    background-color: #2c2c2c;
+  }
+  .description-content {
+    color: #969799;
+  }
+  .collapsed-row .value {
+    color: #f5f5f5;
+  }
+}
 </style>