tmp2

- 创建 LogCleanupJob 替代 LogCleanupService (BackgroundService)
- 在 Expand.cs 中注册 LogCleanupJob (每天凌晨2点执行, 保留30天日志)
- 从 Program.cs 移除 LogCleanupService 的 HostedService 注册
- 删除 Service/LogCleanupService.cs
- 删除 Service/PeriodicBillBackgroundService.cs (已无用的重复服务)

所有后台任务现在统一通过 Quartz.NET 管理, 支持运行时控制

.eslintrc.js

@@ -0,0 +1,198 @@
+module.exports = {
+  root: true,
+  parserOptions: {
+    parser: 'babel-eslint',
+    sourceType: 'module'
+  },
+  env: {
+    browser: true,
+    node: true,
+    es6: true,
+  },
+  extends: ['plugin:vue/recommended', 'eslint:recommended'],
+
+  // add your custom rules here
+  //it is base on https://github.com/vuejs/eslint-config-vue
+  rules: {
+    "vue/max-attributes-per-line": [2, {
+      "singleline": 10,
+      // "multiline": {
+      //   "max": 1,
+      //   "allowFirstLine": false
+      // }
+    }],
+    "vue/singleline-html-element-content-newline": "off",
+    "vue/multiline-html-element-content-newline":"off",
+    "vue/name-property-casing": ["error", "PascalCase"],
+    "vue/no-v-html": "off",
+    'accessor-pairs': 2,
+    'arrow-spacing': [2, {
+      'before': true,
+      'after': true
+    }],
+    'block-spacing': [2, 'always'],
+    'brace-style': [2, '1tbs', {
+      'allowSingleLine': true
+    }],
+    'camelcase': [0, {
+      'properties': 'always'
+    }],
+    'comma-dangle': [2, 'never'],
+    'comma-spacing': [2, {
+      'before': false,
+      'after': true
+    }],
+    'comma-style': [2, 'last'],
+    'constructor-super': 2,
+    'curly': [2, 'multi-line'],
+    'dot-location': [2, 'property'],
+    'eol-last': 2,
+    'eqeqeq': ["error", "always", {"null": "ignore"}],
+    'generator-star-spacing': [2, {
+      'before': true,
+      'after': true
+    }],
+    'handle-callback-err': [2, '^(err|error)$'],
+    'indent': [2, 2, {
+      'SwitchCase': 1
+    }],
+    'jsx-quotes': [2, 'prefer-single'],
+    'key-spacing': [2, {
+      'beforeColon': false,
+      'afterColon': true
+    }],
+    'keyword-spacing': [2, {
+      'before': true,
+      'after': true
+    }],
+    'new-cap': [2, {
+      'newIsCap': true,
+      'capIsNew': false
+    }],
+    'new-parens': 2,
+    'no-array-constructor': 2,
+    'no-caller': 2,
+    'no-console': 'off',
+    'no-class-assign': 2,
+    'no-cond-assign': 2,
+    'no-const-assign': 2,
+    'no-control-regex': 0,
+    'no-delete-var': 2,
+    'no-dupe-args': 2,
+    'no-dupe-class-members': 2,
+    'no-dupe-keys': 2,
+    'no-duplicate-case': 2,
+    'no-empty-character-class': 2,
+    'no-empty-pattern': 2,
+    'no-eval': 2,
+    'no-ex-assign': 2,
+    'no-extend-native': 2,
+    'no-extra-bind': 2,
+    'no-extra-boolean-cast': 2,
+    'no-extra-parens': [2, 'functions'],
+    'no-fallthrough': 2,
+    'no-floating-decimal': 2,
+    'no-func-assign': 2,
+    'no-implied-eval': 2,
+    'no-inner-declarations': [2, 'functions'],
+    'no-invalid-regexp': 2,
+    'no-irregular-whitespace': 2,
+    'no-iterator': 2,
+    'no-label-var': 2,
+    'no-labels': [2, {
+      'allowLoop': false,
+      'allowSwitch': false
+    }],
+    'no-lone-blocks': 2,
+    'no-mixed-spaces-and-tabs': 2,
+    'no-multi-spaces': 2,
+    'no-multi-str': 2,
+    'no-multiple-empty-lines': [2, {
+      'max': 1
+    }],
+    'no-native-reassign': 2,
+    'no-negated-in-lhs': 2,
+    'no-new-object': 2,
+    'no-new-require': 2,
+    'no-new-symbol': 2,
+    'no-new-wrappers': 2,
+    'no-obj-calls': 2,
+    'no-octal': 2,
+    'no-octal-escape': 2,
+    'no-path-concat': 2,
+    'no-proto': 2,
+    'no-redeclare': 2,
+    'no-regex-spaces': 2,
+    'no-return-assign': [2, 'except-parens'],
+    'no-self-assign': 2,
+    'no-self-compare': 2,
+    'no-sequences': 2,
+    'no-shadow-restricted-names': 2,
+    'no-spaced-func': 2,
+    'no-sparse-arrays': 2,
+    'no-this-before-super': 2,
+    'no-throw-literal': 2,
+    'no-trailing-spaces': 2,
+    'no-undef': 2,
+    'no-undef-init': 2,
+    'no-unexpected-multiline': 2,
+    'no-unmodified-loop-condition': 2,
+    'no-unneeded-ternary': [2, {
+      'defaultAssignment': false
+    }],
+    'no-unreachable': 2,
+    'no-unsafe-finally': 2,
+    'no-unused-vars': [2, {
+      'vars': 'all',
+      'args': 'none'
+    }],
+    'no-useless-call': 2,
+    'no-useless-computed-key': 2,
+    'no-useless-constructor': 2,
+    'no-useless-escape': 0,
+    'no-whitespace-before-property': 2,
+    'no-with': 2,
+    'one-var': [2, {
+      'initialized': 'never'
+    }],
+    'operator-linebreak': [2, 'after', {
+      'overrides': {
+        '?': 'before',
+        ':': 'before'
+      }
+    }],
+    'padded-blocks': [2, 'never'],
+    'quotes': [2, 'single', {
+      'avoidEscape': true,
+      'allowTemplateLiterals': true
+    }],
+    'semi': [2, 'never'],
+    'semi-spacing': [2, {
+      'before': false,
+      'after': true
+    }],
+    'space-before-blocks': [2, 'always'],
+    'space-before-function-paren': [2, 'never'],
+    'space-in-parens': [2, 'never'],
+    'space-infix-ops': 2,
+    'space-unary-ops': [2, {
+      'words': true,
+      'nonwords': false
+    }],
+    'spaced-comment': [2, 'always', {
+      'markers': ['global', 'globals', 'eslint', 'eslint-disable', '*package', '!', ',']
+    }],
+    'template-curly-spacing': [2, 'never'],
+    'use-isnan': 2,
+    'valid-typeof': 2,
+    'wrap-iife': [2, 'any'],
+    'yield-star-spacing': [2, 'both'],
+    'yoda': [2, 'never'],
+    'prefer-const': 2,
+    'no-debugger': process.env.NODE_ENV === 'production' ? 2 : 0,
+    'object-curly-spacing': [2, 'always', {
+      objectsInObjects: false
+    }],
+    'array-bracket-spacing': [2, 'never']
+  }
+}

.gitea/workflows/push.yml

@@ -13,13 +13,64 @@ jobs:
     name: Build Docker Image
     runs-on: ubuntu-latest
     steps:
-      # ✅ 使用 Gitea 兼容的代码检出方式
+      # 网络连接测试
+      - 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: actions/checkout@v3
+        uses: https://gitea.com/actions/checkout@v3
-        with:
+        # 添加重试策略
-          gitea-server: http://192.168.31.14:14200
+        continue-on-error: true
-          token: ${{ secrets.GITEA_TOKEN }}
+      
-          ref: ${{ gitea.ref }} # 必须传递 Gitea 的 ref 参数
+      # 手动重试逻辑
+      - 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: |
@@ -28,7 +79,7 @@ jobs:
 
       - name: Build new image
         run: |
-          RETRIES=3
+          RETRIES=20
           DELAY=10
           count=0
           until docker build -t $IMAGE_NAME .; do
@@ -53,4 +104,76 @@ jobs:
       - name: Start containers
         run: |
           docker compose -p $COMPOSE_PROJECT_NAME down
-          docker compose -p $COMPOSE_PROJECT_NAME up -d --build
+          
+          # 添加重试逻辑
+          RETRIES=3
+          DELAY=10
+          count=0
+          until docker compose -p $COMPOSE_PROJECT_NAME up -d --build; do
+            count=$((count+1))
+            if [ $count -ge $RETRIES ]; then
+              echo "Deployment failed after $RETRIES attempts"
+              exit 1
+            fi
+            echo "Deployment failed. Retrying in $DELAY seconds... ($count/$RETRIES)"
+            sleep $DELAY
+          done
+
+  cleanup:
+    name: Cleanup Dangling Images
+    runs-on: ubuntu-latest
+    needs: deploy
+    if: always()
+    steps:
+      - name: Remove dangling images
+        run: |
+          docker rm $(docker images -f "dangling=true" -q) || true
+          echo "Cleanup completed."
+
+  notify:
+    name: WeChat Notification
+    runs-on: ubuntu-latest
+    needs: [build, deploy]
+    if: always()
+    steps:
+      - name: Send WeChat Notification
+        run: |
+          # 判断结果：只有 build 和 deploy 都成功才算成功
+          if [[ "${{ needs.build.result }}" == "success" && "${{ needs.deploy.result }}" == "success" ]]; then
+            MSG_TITLE="构建并部署成功"
+            RESULT_ICON="✅"
+            MSG_COLOR="info"
+          else
+            MSG_TITLE="自动部署发现异常"
+            RESULT_ICON="❌"
+            MSG_COLOR="warning"
+          fi
+
+          WEBHOOK_URL="https://qyapi.weixin.qq.com/cgi-bin/webhook/send?key=96f9fa23-a959-4492-ac3a-7415fae19680"
+
+          # 准备 Markdown 内容
+          cat <<EOF > wechat_payload.json
+          {
+            "msgtype": "markdown",
+            "markdown": {
+              "content": "### $RESULT_ICON $MSG_TITLE\n> **项目**: [${{ gitea.repository }}](${{ gitea.server_url }}/${{ gitea.repository }})\n> **状态**: <font color=\"$MSG_COLOR\">$MSG_TITLE</font>\n> **分支**: \`${{ gitea.ref_name }}\`\n> **触发者**: ${{ gitea.actor }}\n> **任务编号**: [#${{ gitea.run_number }}](${{ gitea.server_url }}/${{ gitea.repository }}/actions/runs/${{ gitea.run_id }})\n> **构建状态**: ${{ needs.build.result || 'skipped' }}\n> **部署状态**: ${{ needs.deploy.result || 'skipped' }}\n> **提交详情**: [${{ gitea.sha }}](${{ gitea.server_url }}/${{ gitea.repository }}/commit/${{ gitea.sha }})"
+            }
+          }
+          EOF
+
+          # 添加重试逻辑
+          RETRIES=3
+          DELAY=5
+          count=0
+          # 使用 -f 让 curl 在 HTTP 错误时返回非零退出码
+          until curl -s -f -X POST "$WEBHOOK_URL" \
+            -H "Content-Type: application/json" \
+            -d @wechat_payload.json; do
+            count=$((count+1))
+            if [ $count -ge $RETRIES ]; then
+              echo "WeChat notification failed after $RETRIES attempts"
+              exit 1
+            fi
+            echo "Notification failed. Retrying in $DELAY seconds... ($count/$RETRIES)"
+            sleep $DELAY
+          done

.github/csharpe.prompt.md

@@ -0,0 +1,6 @@
+# C# Developer Prompt
+- 优先使用新C#语法
+- 优先使用中文注释
+- 优先复用已有方法
+- 不要深嵌套代码
+- 保持代码简洁易读

.gitignore

@@ -402,3 +402,6 @@ FodyWeavers.xsd
 .idea/
 
 Web/dist
+# ESLint
+.eslintcache
+.aider*

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

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

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

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

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

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

.sql/init_categories.sql

@@ -0,0 +1,29 @@
+-- 支出分类 (Type = 0)
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10001, '2026-01-01 00:00:00', 'C餐饮美食', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10002, '2026-01-01 00:00:00', 'F服饰美容', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10003, '2026-01-01 00:00:00', 'S生活日用', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10004, '2026-01-01 00:00:00', 'G交通出行', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10005, '2026-01-01 00:00:00', 'X休闲娱乐', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10006, '2026-01-01 00:00:00', 'Y医疗保健', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10007, '2026-01-01 00:00:00', 'Z住房物业', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10008, '2026-01-01 00:00:00', 'S水电煤气', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10009, '2026-01-01 00:00:00', 'T通讯物流', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10010, '2026-01-01 00:00:00', 'S学习教育', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10011, '2026-01-01 00:00:00', 'R人情往来', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10012, '2026-01-01 00:00:00', 'Q其他支出', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10013, '2026-01-01 00:00:00', 'N奶茶咖啡', 0);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (10014, '2026-01-01 00:00:00', 'D钻石福袋', 0);
+
+
+-- 收入分类 (Type = 1)
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11001, '2026-01-01 00:00:00', 'G工资薪金', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11002, '2026-01-01 00:00:00', 'J奖金补贴', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11003, '2026-01-01 00:00:00', 'L理财收益', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11004, '2026-01-01 00:00:00', 'J兼职收入', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11005, '2026-01-01 00:00:00', 'L礼金收入', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11006, '2026-01-01 00:00:00', 'Q其他收入', 1);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (11007, '2026-01-01 00:00:00', 'X闲鱼收入', 1);
+-- 不记收支分类 (Type = 2)
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (12001, '2026-01-01 00:00:00', 'Z转账给自己', 2);
+INSERT INTO TransactionCategory (Id, CreateTime, Name, Type) VALUES (12002, '2026-01-01 00:00:00', 'Z转账到公共', 2);
+

.vscode/settings.json

@@ -1,3 +1,14 @@
 {
-    "vue3snippets.enable-compile-vue-file-on-did-save-code": false
+    "vue3snippets.enable-compile-vue-file-on-did-save-code": false,
+    "eslint.workingDirectories": [
+        "./Web"
+    ],
+    "editor.codeActionsOnSave": {
+        "source.fixAll.eslint": "explicit"
+    },
+    "eslint.validate": [
+        "javascript",
+        "javascriptreact",
+        "vue"
+    ]
 }

AGENTS.md

@@ -0,0 +1,218 @@
+# 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

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

Common/IDateTimeProvider.cs

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

Common/ServiceExtension.cs

@@ -1,7 +1,16 @@
-using System.Reflection;
+namespace Common;
-using Microsoft.Extensions.DependencyInjection;
 
-namespace Common;
+public static class TypeExtensions
+{
+    /// <summary>
+    /// 深度复制对象属性到目标对象
+    /// </summary>
+    public static T? DeepClone<T>(this T source)
+    {
+        var json = JsonSerializer.Serialize(source);
+        return JsonSerializer.Deserialize<T>(json);
+    }
+}
 
 /// <summary>
 /// 服务依赖注入扩展
@@ -13,6 +22,7 @@ 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");
@@ -29,7 +39,7 @@ public static class ServiceExtension
     private static void RegisterServices(IServiceCollection services, Assembly assembly)
     {
         var types = assembly.GetTypes()
-            .Where(t => t.IsClass && !t.IsAbstract);
+            .Where(t => t is { IsClass: true, IsAbstract: false });
 
         foreach (var type in types)
         {
@@ -59,14 +69,13 @@ public static class ServiceExtension
     private static void RegisterRepositories(IServiceCollection services, Assembly assembly)
     {
         var types = assembly.GetTypes()
-            .Where(t => t.IsClass && !t.IsAbstract);
+            .Where(t => t is { IsClass: true, IsAbstract: false });
 
         foreach (var type in types)
         {
             var interfaces = type.GetInterfaces()
                 .Where(i => i.Name.StartsWith("I")
-                         && i.Namespace == "Repository"
+                            && i is { Namespace: "Repository", IsGenericType: false }); // 排除泛型接口如 IBaseRepository<T>
-                         && !i.IsGenericType); // 排除泛型接口如 IBaseRepository<T>
 
             foreach (var @interface in interfaces)
             {

Directory.Packages.props

@@ -1,7 +1,9 @@
 <Project>
   <ItemGroup>
     <!-- Email & MIME Libraries -->
-    <PackageVersion Include="FreeSql" Version="3.5.304" />
+    <PackageVersion Include="FreeSql" Version="3.5.305" />
+    <PackageVersion Include="FreeSql.Extensions.JsonMap" Version="3.5.305" />
+    <PackageVersion Include="JetBrains.Annotations" Version="2025.2.4" />
     <PackageVersion Include="MailKit" Version="4.14.1" />
     <PackageVersion Include="Microsoft.AspNetCore.Authentication.JwtBearer" Version="10.0.1" />
     <PackageVersion Include="MimeKit" Version="4.14.0" />
@@ -20,7 +22,8 @@
     <PackageVersion Include="Microsoft.AspNetCore.OpenApi" Version="10.0.0" />
     <PackageVersion Include="Scalar.AspNetCore" Version="2.11.9" />
     <!-- Database -->
-    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.304" />
+    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.305" />
+    <PackageVersion Include="WebPush" Version="1.0.12" />
     <PackageVersion Include="Yitter.IdGenerator" Version="1.0.14" />
     <!-- File Processing -->
     <PackageVersion Include="CsvHelper" Version="33.0.1" />
@@ -32,5 +35,12 @@
     <!-- Text Processing -->
     <PackageVersion Include="JiebaNet.Analyser" Version="1.0.6" />
     <PackageVersion Include="Newtonsoft.Json" Version="13.0.4" />
+    <!-- Testing -->
+    <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-alpine AS frontend-build
+FROM node:20-slim AS frontend-build
 
 WORKDIR /app/frontend
 
@@ -15,6 +15,10 @@ RUN pnpm run build
 # 第二阶段：构建后端
 FROM mcr.microsoft.com/dotnet/sdk:10.0 AS backend-build
 
+# 禁用遥测和减少并行度以尝试修复 exit code 134 (常见于内存受限环境下的崩溃)
+ENV DOTNET_CLI_TELEMETRY_OPTOUT=1 \
+    DOTNET_SKIP_FIRST_TIME_EXPERIENCE=1
+
 WORKDIR /app
 
 # 复制解决方案文件和项目文件
@@ -27,6 +31,7 @@ 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
@@ -39,7 +44,8 @@ COPY Service/ ./Service/
 COPY WebApi/ ./WebApi/
 
 # 构建并发布
-RUN dotnet publish WebApi/WebApi.csproj -c Release -o /app/publish
+# 使用 -m:1 限制 CPU/内存并行度，减少容器构建崩溃风险
+RUN dotnet publish WebApi/WebApi.csproj -c Release -o /app/publish --no-restore -m:1
 
 # 将前端构建产物复制到后端的 wwwroot 目录
 COPY --from=frontend-build /app/frontend/dist /app/publish/wwwroot

EmailBill.sln

@@ -13,6 +13,8 @@ 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
@@ -83,6 +85,18 @@ 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

@@ -1,2 +1,4 @@
 <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/=fsql/@EntryIndexedValue">True</s:Boolean></wpf:ResourceDictionary>
+	<s:Boolean x:Key="/Default/UserDictionary/Words/=Ccsvc/@EntryIndexedValue">True</s:Boolean>
+	<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

@@ -0,0 +1,44 @@
+# 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

@@ -0,0 +1,90 @@
+namespace Entity;
+
+public class BudgetArchive : BaseEntity
+{
+    /// <summary>
+    /// 归档目标年份
+    /// </summary>
+    public int Year { get; set; }
+
+    /// <summary>
+    /// 归档目标月份
+    /// </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

@@ -0,0 +1,75 @@
+namespace Entity;
+
+/// <summary>
+/// 预算管理
+/// </summary>
+public class BudgetRecord : BaseEntity
+{
+    /// <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>
+    /// 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; } = string.Empty;
+
+    /// <summary>
+    /// 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
+{
+    /// <summary>
+    /// 月
+    /// </summary>
+    Month = 1,
+    /// <summary>
+    /// 年
+    /// </summary>
+    Year = 2
+}
+
+public enum BudgetCategory
+{
+    /// <summary>
+    /// 支出
+    /// </summary>
+    Expense = 0,
+    /// <summary>
+    /// 收入
+    /// </summary>
+    Income = 1,
+    /// <summary>
+    /// 存款
+    /// </summary>
+    Savings = 2
+}

Entity/ConfigEntity.cs

@@ -0,0 +1,31 @@
+namespace Entity;
+
+/// <summary>
+/// 配置实体
+/// </summary>
+[Table(Name = "Config")]
+public class ConfigEntity : BaseEntity
+{
+    /// <summary>
+    /// 配置Key
+    /// </summary>
+    public string Key { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 配置Value
+    /// </summary>
+    public string Value { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 配置类型
+    /// </summary>
+    public ConfigType Type { get; set; }
+}
+
+public enum ConfigType
+{
+    Boolean,
+    String,
+    Json,
+    Number
+}

Entity/EmailMessage.cs

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

Entity/Entity.csproj

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

Entity/GlobalUsings.cs

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

Entity/MessageRecord.cs

@@ -1,5 +1,24 @@
 namespace Entity;
 
+/// <summary>
+/// 消息类型
+/// </summary>
+public enum MessageType
+{
+    /// <summary>
+    /// 文本
+    /// </summary>
+    Text = 0,
+    /// <summary>
+    /// 跳转URL
+    /// </summary>
+    Url = 1,
+    /// <summary>
+    /// HTML内容
+    /// </summary>
+    Html = 2
+}
+
 /// <summary>
 /// 消息实体
 /// </summary>
@@ -15,8 +34,18 @@ public class MessageRecord : BaseEntity
     /// </summary>
     public string Content { get; set; } = string.Empty;
 
+    /// <summary>
+    /// 消息类型
+    /// </summary>
+    public MessageType MessageType { get; set; } = MessageType.Text;
+
     /// <summary>
     /// 是否已读
     /// </summary>
     public bool IsRead { get; set; } = false;
+
+    /// <summary>
+    /// 跳转URL
+    /// </summary>
+    public string? Url { get; set; }
 }

Entity/PushSubscription.cs

@@ -0,0 +1,17 @@
+using System.ComponentModel.DataAnnotations;
+
+namespace Entity;
+
+public class PushSubscription : BaseEntity
+{
+    [Required]
+    public string Endpoint { get; set; } = string.Empty;
+
+    public string? P256DH { get; set; }
+
+    public string? Auth { get; set; }
+
+    public string? UserId { get; set; } // Optional: if you have user authentication
+
+    public string? UserAgent { get; set; }
+}

Entity/TransactionCategory.cs

@@ -14,4 +14,11 @@ 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）
@@ -20,11 +20,6 @@ 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>
@@ -50,6 +45,16 @@ public class TransactionRecord : BaseEntity
     /// </summary>
     public string Classify { get; set; } = string.Empty;
 
+    /// <summary>
+    /// 待确认的分类（AI或规则建议，但尚未正式确认）
+    /// </summary>
+    public string? UnconfirmedClassify { get; set; }
+
+    /// <summary>
+    /// 待确认的类型
+    /// </summary>
+    public TransactionType? UnconfirmedType { get; set; }
+
     /// <summary>
     /// 导入编号
     /// </summary>
@@ -59,6 +64,11 @@ 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

@@ -0,0 +1,156 @@
+# 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

@@ -0,0 +1,46 @@
+# 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

@@ -45,6 +45,13 @@ public interface IBaseRepository<T> where T : BaseEntity
     /// 删除数据
     /// </summary>
     Task<bool> DeleteAsync(long id);
+
+    /// <summary>
+    /// 执行动态SQL查询，返回动态对象
+    /// </summary>
+    /// <param name="completeSql">完整的SELECT SQL语句</param>
+    /// <returns>动态查询结果列表</returns>
+    Task<List<dynamic>> ExecuteDynamicSqlAsync(string completeSql);
 }
 
 
@@ -157,4 +164,22 @@ public abstract class BaseRepository<T>(IFreeSql freeSql) : IBaseRepository<T> w
             return false;
         }
     }
+
+    public async Task<List<dynamic>> ExecuteDynamicSqlAsync(string completeSql)
+    {
+        var dt = await FreeSql.Ado.ExecuteDataTableAsync(completeSql);
+        var result = new List<dynamic>();
+
+        foreach (DataRow row in dt.Rows)
+        {
+            var expando = new ExpandoObject() as IDictionary<string, object>;
+            foreach (DataColumn column in dt.Columns)
+            {
+                expando[column.ColumnName] = row[column];
+            }
+            result.Add(expando);
+        }
+
+        return result;
+    }
 }

Repository/BudgetArchiveRepository.cs

@@ -0,0 +1,38 @@
+namespace Repository;
+
+public interface IBudgetArchiveRepository : IBaseRepository<BudgetArchive>
+{
+    Task<BudgetArchive?> GetArchiveAsync(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)
+    {
+        return await FreeSql.Select<BudgetArchive>()
+            .Where(a => a.Year == year &&
+                        a.Month == month)
+            .ToOneAsync();
+    }
+
+    public async Task<List<BudgetArchive>> GetListAsync(int year, int month)
+    {
+        return await FreeSql.Select<BudgetArchive>()
+            .Where(a => a.Year == year && a.Month == month)
+            .ToListAsync();
+    }
+
+    public async Task<List<BudgetArchive>> GetArchivesByYearAsync(int year)
+    {
+        return await FreeSql.Select<BudgetArchive>()
+            .Where(a => a.Year == year)
+            .OrderBy(a => a.Month)
+            .ToListAsync();
+    }
+}

Repository/BudgetRepository.cs

@@ -0,0 +1,60 @@
+namespace Repository;
+
+public interface IBudgetRepository : IBaseRepository<BudgetRecord>
+{
+    Task<decimal> GetCurrentAmountAsync(BudgetRecord budget, DateTime startDate, DateTime endDate);
+
+    Task UpdateBudgetCategoryNameAsync(string oldName, string newName, TransactionType type);
+}
+
+public class BudgetRepository(IFreeSql freeSql) : BaseRepository<BudgetRecord>(freeSql), IBudgetRepository
+{
+    public async Task<decimal> GetCurrentAmountAsync(BudgetRecord budget, DateTime startDate, DateTime endDate)
+    {
+        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);
+    }
+
+    public async Task UpdateBudgetCategoryNameAsync(string oldName, string newName, TransactionType type)
+    {
+        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)))
+            .ToListAsync();
+
+        foreach (var record in records)
+        {
+            var categories = record.SelectedCategories.Split(',').ToList();
+            for (var i = 0; i < categories.Count; i++)
+            {
+                if (categories[i] == oldName)
+                {
+                    categories[i] = newName;
+                }
+            }
+            record.SelectedCategories = string.Join(',', categories);
+        }
+
+        await FreeSql.Update<BudgetRecord>()
+            .SetSource(records)
+            .ExecuteAffrowsAsync();
+    }
+}

Repository/ConfigRepository.cs

@@ -0,0 +1,19 @@
+namespace Repository;
+
+public interface IConfigRepository : IBaseRepository<ConfigEntity>
+{
+    /// <summary>
+    /// 根据Key获取配置
+    /// </summary>
+    Task<ConfigEntity?> GetByKeyAsync(string key);
+}
+
+public class ConfigRepository(IFreeSql freeSql) : BaseRepository<ConfigEntity>(freeSql), IConfigRepository
+{
+    public async Task<ConfigEntity?> GetByKeyAsync(string key)
+    {
+        return await FreeSql.Select<ConfigEntity>()
+            .Where(c => c.Key == key)
+            .FirstAsync();
+    }
+}

Repository/GlobalUsings.cs

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

Repository/PushSubscriptionRepository.cs

@@ -0,0 +1,16 @@
+namespace Repository;
+
+public interface IPushSubscriptionRepository : IBaseRepository<PushSubscription>
+{
+    Task<PushSubscription?> GetByEndpointAsync(string endpoint);
+}
+
+public class PushSubscriptionRepository(IFreeSql freeSql) : BaseRepository<PushSubscription>(freeSql), IPushSubscriptionRepository
+{
+    public async Task<PushSubscription?> GetByEndpointAsync(string endpoint)
+    {
+        return await FreeSql.Select<PushSubscription>()
+            .Where(x => x.Endpoint == endpoint)
+            .FirstAsync();
+    }
+}

Repository/TransactionRecordRepository.cs

@@ -1,4 +1,4 @@
-namespace Repository;
+namespace Repository;
 
 public interface ITransactionRecordRepository : IBaseRepository<TransactionRecord>
 {
@@ -6,182 +6,102 @@ public interface ITransactionRecordRepository : IBaseRepository<TransactionRecor
 
     Task<TransactionRecord?> ExistsByImportNoAsync(string importNo, string importFrom);
 
-    /// <summary>
+    Task<List<TransactionRecord>> QueryAsync(
-    /// 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="classify">筛选分类</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="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? classify = 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);
 
-    /// <summary>
+    Task<long> CountAsync(
-    /// 获取总数
-    /// </summary>
-    Task<long> GetTotalCountAsync(
-        string? searchKeyword = null,
-        string? classify = 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();
 
-    /// <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>
+    Task<int> GetCountByEmailIdAsync(long emailMessageId);
-    /// 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);
 
-    /// <summary>
-    /// 获取按交易摘要(Reason)分组的统计信息（支持分页）
-    /// </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);
-
-    /// <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>
-    /// 执行动态SQL查询，返回动态对象
-    /// </summary>
-    /// <param name="completeSql">完整的SELECT SQL语句</param>
-    /// <returns>动态查询结果列表</returns>
-    Task<List<dynamic>> ExecuteDynamicSqlAsync(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>
+    Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync();
-    /// 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>
+    Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify);
-    /// 获取抵账候选列表
+
-    /// </summary>
+    Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type);
-    /// <param name="currentId">当前交易ID</param>
+
-    /// <param name="amount">当前交易金额</param>
+    Task<int> ConfirmAllUnconfirmedAsync(long[] ids);
-    /// <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);
 }
 
 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>()
@@ -196,110 +116,48 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .FirstAsync();
     }
 
-    public async Task<List<TransactionRecord>> GetPagedListAsync(
+    public async Task<List<TransactionRecord>> QueryAsync(
-        int pageIndex = 1,
-        int pageSize = 20,
-        string? searchKeyword = null,
-        string? classify = 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 = FreeSql.Select<TransactionRecord>();
+        var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
 
-        // 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 (!string.IsNullOrWhiteSpace(classify))
-        {
-            if (classify == "未分类")
-            {
-                classify = string.Empty;
-            }
-            query = query.Where(t => t.Classify == 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 startDate = new DateTime(year.Value, month.Value, 1);
-            var endDate = startDate.AddMonths(1);
-            query = query.Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate);
-        }
-
-        // 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
+
-        {
+        return await query
-            // 按时间降序排列
+            .OrderByDescending(t => t.OccurredAt)
-            return await query
+            .OrderByDescending(t => t.Id)
-                .OrderByDescending(t => t.OccurredAt)
+            .Page(pageIndex, pageSize)
-                .OrderByDescending(t => t.Id)
+            .ToListAsync();
-                .Page(pageIndex, pageSize)
-                .ToListAsync();
-        }
     }
 
-    public async Task<long> GetTotalCountAsync(
+    public async Task<long> CountAsync(
-        string? searchKeyword = null,
-        string? classify = 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 = FreeSql.Select<TransactionRecord>();
+        var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
-
-        // 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 (!string.IsNullOrWhiteSpace(classify))
-        {
-            if (classify == "未分类")
-            {
-                classify = string.Empty;
-            }
-            query = query.Where(t => t.Classify == 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 startDate = new DateTime(year.Value, month.Value, 1);
-            var endDate = startDate.AddMonths(1);
-            query = query.Where(t => t.OccurredAt >= startDate && t.OccurredAt < endDate);
-        }
-
         return await query.CountAsync();
     }
 
@@ -311,48 +169,6 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync(t => t.Classify);
     }
 
-    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.OccurredAt >= startDate && t.OccurredAt <= endDate)
-            .OrderBy(t => t.OccurredAt)
-            .ToListAsync();
-    }
-
-    public async Task<int> GetCountByEmailIdAsync(long emailMessageId)
-    {
-        return (int)await FreeSql.Select<TransactionRecord>()
-            .Where(t => t.EmailMessageId == emailMessageId)
-            .CountAsync();
-    }
-
     public async Task<List<TransactionRecord>> GetByEmailIdAsync(long emailMessageId)
     {
         return await FreeSql.Select<TransactionRecord>()
@@ -361,10 +177,10 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync();
     }
 
-    public async Task<int> GetUnclassifiedCountAsync()
+    public async Task<int> GetCountByEmailIdAsync(long emailMessageId)
     {
         return (int)await FreeSql.Select<TransactionRecord>()
-            .Where(t => string.IsNullOrEmpty(t.Classify))
+            .Where(t => t.EmailMessageId == emailMessageId)
             .CountAsync();
     }
 
@@ -377,224 +193,16 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync();
     }
 
-    public async Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20)
-    {
-        // 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
-            {
-                Reason = g.Key,
-                Count = g.Count(),
-                TotalAmount = g.Sum(g.Value.Amount)
-            });
-
-        // 按总金额绝对值降序排序
-        var sortedGroups = groups.OrderByDescending(g => Math.Abs(g.TotalAmount)).ToList();
-        var total = sortedGroups.Count;
-
-        // 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)
-        {
-            // 获取该分组的所有记录
-            var records = await FreeSql.Select<TransactionRecord>()
-                .Where(t => t.Reason == group.Reason)
-                .Where(t => string.IsNullOrEmpty(t.Classify))
-                .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)
-                });
-            }
-        }
-
-        return (result, total);
-    }
-
-    public async Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify)
-    {
-        return await FreeSql.Update<TransactionRecord>()
-            .Set(t => t.Type, type)
-            .Set(t => t.Classify, classify)
-            .Where(t => t.Reason == reason)
-            .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<List<dynamic>> ExecuteDynamicSqlAsync(string completeSql)
-    {
-        var dt = await FreeSql.Ado.ExecuteDataTableAsync(completeSql);
-        var result = new List<dynamic>();
-
-        foreach (System.Data.DataRow row in dt.Rows)
-        {
-            var expando = new System.Dynamic.ExpandoObject() as IDictionary<string, object>;
-            foreach (System.Data.DataColumn column in dt.Columns)
-            {
-                expando[column.ColumnName] = row[column];
-            }
-            result.Add(expando);
-        }
-
-        return result;
-    }
-    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)
+        if (keywords.Count == 0)
         {
-            return new List<TransactionRecord>();
+            return [];
         }
 
         var query = FreeSql.Select<TransactionRecord>()
-            .Where(t => t.Classify != ""); // 只查询已分类的账单
+            .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)));
@@ -606,135 +214,40 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ToListAsync();
     }
 
-    public async Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10)
+    public async Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync()
     {
-        if (keywords == null || keywords.Count == 0)
+        return await FreeSql.Select<TransactionRecord>()
-        {
+            .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
-            return new List<(TransactionRecord, double)>();
+            .OrderByDescending(t => t.OccurredAt)
-        }
-
-        // 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)
+    public async Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify)
     {
-        var absAmount = Math.Abs(amount);
+        return await FreeSql.Update<TransactionRecord>()
-        var minAmount = absAmount - 5;
+            .Set(t => t.Type, type)
-        var maxAmount = absAmount + 5;
+            .Set(t => t.Classify, classify)
+            .Where(t => t.Reason == reason)
+            .ExecuteAffrowsAsync();
+    }
 
-        var list = await FreeSql.Select<TransactionRecord>()
+    public async Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type)
-            .Where(t => t.Id != currentId)
+    {
-            .Where(t => t.Type != currentType)
+        return await FreeSql.Update<TransactionRecord>()
-            .Where(t => Math.Abs(t.Amount) >= minAmount && Math.Abs(t.Amount) <= maxAmount)
+            .Set(a => a.Classify, newName)
-            .Take(50)
+            .Where(a => a.Classify == oldName && a.Type == type)
-            .ToListAsync();
+            .ExecuteAffrowsAsync();
+    }
 
-        return list.OrderBy(t => Math.Abs(Math.Abs(t.Amount) - absAmount)).ToList();
+    public async Task<int> ConfirmAllUnconfirmedAsync(long[] ids)
+    {
+        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();
     }
 }
-
-/// <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

@@ -0,0 +1,456 @@
+# 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

@@ -0,0 +1,55 @@
+# 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/AI/OpenAiService.cs

@@ -1,21 +1,21 @@
 using System.Net.Http.Headers;
 
-namespace Service;
+namespace Service.AI;
 
 public interface IOpenAiService
 {
-    Task<string?> ChatAsync(string systemPrompt, string userPrompt);
+    Task<string?> ChatAsync(string systemPrompt, string userPrompt, int timeoutSeconds = 15);
-    Task<string?> ChatAsync(string prompt);
+    Task<string?> ChatAsync(string prompt, int timeoutSeconds = 15);
     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)
+    public async Task<string?> ChatAsync(string systemPrompt, string userPrompt, int timeoutSeconds = 15)
     {
         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(15);
+        http.Timeout = TimeSpan.FromSeconds(timeoutSeconds);
         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)
+    public async Task<string?> ChatAsync(string prompt, int timeoutSeconds = 15)
     {
         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(30);
+        http.Timeout = TimeSpan.FromSeconds(timeoutSeconds);
         http.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", cfg.Key);
 
         var payload = new
@@ -158,10 +158,8 @@ 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)
@@ -232,10 +230,8 @@ 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/AI/SmartHandleService.cs

@@ -1,4 +1,6 @@
-namespace Service;
+using Service.Transaction;
+
+namespace Service.AI;
 
 public interface ISmartHandleService
 {
@@ -11,10 +13,12 @@ public interface ISmartHandleService
 
 public class SmartHandleService(
     ITransactionRecordRepository transactionRepository,
+    ITransactionStatisticsService transactionStatisticsService,
     ITextSegmentService textSegmentService,
     ILogger<SmartHandleService> logger,
     ITransactionCategoryRepository categoryRepository,
-    IOpenAiService openAiService
+    IOpenAiService openAiService,
+    IConfigService configService
 ) : ISmartHandleService
 {
     public async Task SmartClassifyAsync(long[] transactionIds, Action<(string, string)> chunkAction)
@@ -24,6 +28,10 @@ public class SmartHandleService(
             // 获取指定ID的账单（作为样本）
             var sampleRecords = await transactionRepository.GetByIdsAsync(transactionIds);
 
+            sampleRecords = sampleRecords
+                .Where(x => string.IsNullOrEmpty(x.Classify))
+                .ToArray();
+
             if (sampleRecords.Length == 0)
             {
                 // await WriteEventAsync("error", "找不到指定的账单");
@@ -56,7 +64,7 @@ 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 transactionRepository.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.4, limit: 10);
+                    var similarClassifiedWithScore = await transactionStatisticsService.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.4, limit: 10);
 
                     if (similarClassifiedWithScore.Count > 0)
                     {
@@ -80,21 +88,8 @@ public class SmartHandleService(
                 }
             }
 
-            // 获取所有分类
-            var categories = await categoryRepository.GetAllAsync();
-
             // 构建分类信息
-            var categoryInfo = new StringBuilder();
+            var categoryInfo = await GetCategoryInfoAsync();
-            foreach (var type in new[] { 0, 1, 2 })
-            {
-                var typeName = GetTypeName((TransactionType)type);
-                categoryInfo.AppendLine($"{typeName}: ");
-                var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
-                foreach (var category in categoriesOfType)
-                {
-                    categoryInfo.AppendLine($"- {category.Name}");
-                }
-            }
 
             // 构建账单分组信息
             var billsInfo = new StringBuilder();
@@ -127,9 +122,14 @@ public class SmartHandleService(
 
             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": 0, "classify": "分类名称"}
+            - 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，请将 "classify" 设为 "其他"，并确保仍然输出 JSON 行
+            - 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。
             """;
@@ -146,7 +146,7 @@ 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 sendedIds = new HashSet<long>();
+            var sentIds = 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 +157,18 @@ public class SmartHandleService(
                 if (group == null) return;
                 foreach (var id in group.Ids)
                 {
-                    if (sendedIds.Add(id))
+                    if (!sentIds.Add(id))
                     {
-                        var resultJson = JsonSerializer.Serialize(new { id, result.Classify, result.Type });
+                        continue;
-                        chunkAction(("data", resultJson));
                     }
+
+                    var resultJson = JsonSerializer.Serialize(new
+                    {
+                        id,
+                        result.Classify,
+                        result.Type
+                    });
+                    chunkAction(("data", resultJson));
                 }
             }
 
@@ -191,7 +198,7 @@ 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);
                         }
                     }
                 }
@@ -252,11 +259,14 @@ public class SmartHandleService(
     {
         try
         {
+            // 构建分类信息
+            var categoryInfo = await GetCategoryInfoAsync();
+
             // 第一步：使用AI生成聚合SQL查询
             var now = DateTime.Now;
-            var sqlPrompt = $"""
+            var sqlPrompt = $$"""
-            当前日期：{now:yyyy年M月d日}（{now:yyyy-MM-dd}）
+            当前日期：{{now:yyyy年M月d日}}（{{now:yyyy-MM-dd}}）
-            用户问题：{userInput}
+            用户问题：{{userInput}}
             
             数据库类型：SQLite
             数据库表名：TransactionRecord
@@ -287,21 +297,29 @@ public class SmartHandleService(
             - 提取日期：strftime('%Y-%m-%d', OccurredAt)
             - 不要使用 YEAR()、MONTH()、DAY() 函数，SQLite不支持
             
-            示例1（按分类统计）：
+            【重要】最终的SQL会被一下DOTNET代码执行, 请确保你生成的代码可执行，不报错
-            用户：这三个月坐车花了多少钱？
+            ```C#
-            返回：SELECT Classify, COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount, AVG(ABS(Amount)) as AvgAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-10-01' AND OccurredAt < '2026-01-01' AND (Classify LIKE '%交通%' OR Reason LIKE '%打车%' OR Reason LIKE '%公交%' OR Reason LIKE '%地铁%') GROUP BY Classify ORDER BY TotalAmount DESC
+            public async Task<List<dynamic>> ExecuteDynamicSqlAsync(string completeSql)
+            {
+                var dt = await FreeSql.Ado.ExecuteDataTableAsync(completeSql);
+                var result = new List<dynamic>();
 
-            示例2（按月统计）：
+                foreach (System.Data.DataRow row in dt.Rows)
-            用户：最近半年每月支出情况
+                {
-            返回：SELECT strftime('%Y', OccurredAt) as Year, strftime('%m', OccurredAt) as Month, COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-06-01' GROUP BY strftime('%Y', OccurredAt), strftime('%m', OccurredAt) ORDER BY Year, Month
+                    var expando = new System.Dynamic.ExpandoObject() as IDictionary<string, object>;
+                    foreach (System.Data.DataColumn column in dt.Columns)
+                    {
+                        expando[column.ColumnName] = row[column];
+                    }
+                    result.Add(expando);
+                }
 
-            示例3（总体统计）：
+                return result;
-            用户：本月花了多少钱？
+            }
-            返回：SELECT COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount, AVG(ABS(Amount)) as AvgAmount, MAX(ABS(Amount)) as MaxAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-12-01' AND OccurredAt < '2026-01-01'
+            ```
 
-            示例4（详细记录 - 仅在用户明确要求详情时使用）：
+            【重要】必须从以下分类列表中选择分类：
-            用户：单笔超过1000元的支出有哪些？
+            {{categoryInfo}}
-            返回：SELECT OccurredAt, Classify, Reason, ABS(Amount) as Amount FROM TransactionRecord WHERE Type = 0 AND ABS(Amount) > 1000 ORDER BY Amount DESC LIMIT 50
 
             只返回SQL语句。
             """;
@@ -318,6 +336,17 @@ public class SmartHandleService(
 
             logger.LogInformation("AI生成的SQL: {Sql}", sqlText);
 
+            chunkAction(
+                JsonSerializer.Serialize(new
+                {
+                    content = $"""
+                    <pre style="max-height: 80px; font-size: 8px; overflow-y: auto; padding: 8px; border: 1px solid #3c3c3c">
+                    {WebUtility.HtmlEncode(sqlText)}
+                    </pre>
+                    """
+                })
+            );
+
             // 第二步：执行动态SQL查询
             List<dynamic> queryResults;
             try
@@ -337,13 +366,18 @@ public class SmartHandleService(
             var dataJson = JsonSerializer.Serialize(queryResults, new JsonSerializerOptions
             {
                 WriteIndented = true,
-                Encoder = System.Text.Encodings.Web.JavaScriptEncoder.UnsafeRelaxedJsonEscaping
+                Encoder = JavaScriptEncoder.UnsafeRelaxedJsonEscaping
             });
 
+            var userPromptExtra = await configService.GetConfigByKeyAsync<string>("BillAnalysisPrompt");
+
             var dataPrompt = $"""
             当前日期：{DateTime.Now:yyyy年M月d日}
             用户问题：{userInput}
             
+            【用户要求（重要）】
+            {userInput}
+
             查询结果数据（JSON格式）：
             {dataJson}
             
@@ -372,6 +406,9 @@ public class SmartHandleService(
             14. 给出实用建议：基于数据提供合理的财务建议
             15. 语言专业、清晰、简洁
 
+            【用户补充（重要）】
+            {userPromptExtra}
+            
             直接输出纯净的HTML内容，不要markdown代码块标记。
             """;
 
@@ -393,13 +430,72 @@ public class SmartHandleService(
         }
     }
 
+    public async Task<TransactionParseResult?> ParseOneLineBillAsync(string text)
+    {
+        // 获取所有分类
+        var categories = await categoryRepository.GetAllAsync();
+
+        // 构建分类信息
+        var categoryInfo = new StringBuilder();
+        foreach (var type in new[] { 0, 1, 2 })
+        {
+            var typeName = GetTypeName((TransactionType)type);
+            categoryInfo.AppendLine($"{typeName}: ");
+            var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
+            foreach (var category in categoriesOfType)
+            {
+                categoryInfo.AppendLine($"- {category.Name}");
+            }
+        }
+
+        var sysPrompt = $$"""
+        你是一个智能账单解析助手。请从用户提供的文本中提取交易信息，包括日期、金额、摘要、类型和分类。
+
+        可用的分类列表：
+        {{categoryInfo}}
+
+        请返回 JSON 格式，包含以下字段：
+        - OccurredAt: 日期时间，格式 yyyy-MM-dd HH:mm:ss。当前系统时间为{{DateTime.Now:yyyy-MM-dd HH:mm:ss}}。
+        - Amount: 金额，数字。
+        - Reason: 备注/摘要，原文或其他补充信息。
+        - Type: 交易类型，0=支出，1=收入，2=不计入收支。根据语义判断。
+        - Classify: 分类，请从以下现有分类中选择最匹配的一个：如果无法匹配，请留空。
+
+        返回示例
+        {
+            "OccurredAt": "2024-06-15 14:30:00",
+            "Amount": 150.75,
+            "Reason": "午餐消费",
+            "Type": 0,
+            "Classify": "餐饮"
+        }
+
+        只返回 JSON，不要包含 markdown 标记。
+        """;
+        var json = await openAiService.ChatAsync(sysPrompt, text);
+        if (string.IsNullOrWhiteSpace(json)) return null;
+
+        try
+        {
+            // 清理可能的 markdown 标记
+            json = json.Replace("```json", "").Replace("```", "").Trim();
+            var options = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
+            return JsonSerializer.Deserialize<TransactionParseResult>(json, options);
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "解析账单失败");
+            return null;
+        }
+    }
+
     /// <summary>
     /// 查找匹配的右括号
     /// </summary>
     private static int FindMatchingBrace(string str, int startPos)
     {
-        int braceCount = 0;
+        var braceCount = 0;
-        for (int i = startPos; i < str.Length; i++)
+        for (var i = startPos; i < str.Length; i++)
         {
             if (str[i] == '{') braceCount++;
             else if (str[i] == '}')
@@ -422,39 +518,25 @@ public class SmartHandleService(
         };
     }
 
-    public async Task<TransactionParseResult?> ParseOneLineBillAsync(string text)
+    private async Task<string> GetCategoryInfoAsync()
     {
         // 获取所有分类
         var categories = await categoryRepository.GetAllAsync();
-        var categoryList = string.Join("、", categories.Select(c => $"{GetTypeName(c.Type)}-{c.Name}"));
 
-        var sysPrompt = $"""
+        // 构建分类信息
-        你是一个智能账单解析助手。请从用户提供的文本中提取交易信息，包括日期、金额、摘要、类型和分类。
+        var categoryInfo = new StringBuilder();
-
+        foreach (var type in new[] { 0, 1, 2 })
-        请返回 JSON 格式，包含以下字段：
-        - OccurredAt: 日期时间，格式 yyyy-MM-dd HH:mm:ss。当前系统时间为{DateTime.Now:yyyy-MM-dd HH:mm:ss}。
-        - Amount: 金额，数字。
-        - Reason: 备注/摘要，原文或其他补充信息。
-        - Type: 交易类型，0=支出，1=收入，2=不计入收支。根据语义判断。
-        - Classify: 分类，请从以下现有分类中选择最匹配的一个：{categoryList}。如果无法匹配，请返回""其他""。
-
-        只返回 JSON，不要包含 markdown 标记。
-        """;
-        var json = await openAiService.ChatAsync(sysPrompt, text);
-        if (string.IsNullOrWhiteSpace(json)) return null;
-
-        try 
         {
-            // 清理可能的 markdown 标记
+            var typeName = GetTypeName((TransactionType)type);
-            json = json.Replace("```json", "").Replace("```", "").Trim();
+            categoryInfo.AppendLine($"{typeName}: ");
-            var options = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
+            var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
-            return JsonSerializer.Deserialize<TransactionParseResult>(json, options);
+            foreach (var category in categoriesOfType)
-        }
+            {
-        catch (Exception ex)
+                categoryInfo.AppendLine($"- {category.Name}");
-        {
+            }
-            logger.LogError(ex, "解析账单失败");
-            return null;
         }
+
+        return categoryInfo.ToString();
     }
 }
 
@@ -464,13 +546,13 @@ public class SmartHandleService(
 public record GroupClassifyResult
 {
     [JsonPropertyName("reason")]
-    public string Reason { get; set; } = string.Empty;
+    public string Reason { get; init; } = string.Empty;
 
     [JsonPropertyName("classify")]
-    public string? Classify { get; set; }
+    public string? Classify { get; init; }
 
     [JsonPropertyName("type")]
-    public TransactionType Type { get; set; }
+    public TransactionType Type { get; init; }
 }
 
 public record TransactionParseResult(string OccurredAt, string Classify, decimal Amount, string Reason, TransactionType Type);

Service/AI/TextSegmentService.cs

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

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/AppSettingModel/NotificationSettings.cs

@@ -0,0 +1,8 @@
+namespace Service.AppSettingModel;
+
+public class NotificationSettings
+{
+    public string Subject { get; set; } = string.Empty;
+    public string PublicKey { get; set; } = string.Empty;
+    public string PrivateKey { get; set; } = string.Empty;
+}

Service/Budget/BudgetSavingsService.cs

@@ -0,0 +1,929 @@
+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

@@ -0,0 +1,548 @@
+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/ConfigService.cs

@@ -0,0 +1,77 @@
+namespace Service;
+
+public interface IConfigService
+{
+    /// <summary>
+    /// 根据Key获取配置值
+    /// </summary>
+    Task<T?> GetConfigByKeyAsync<T>(string key);
+
+    /// <summary>
+    /// 设置配置值
+    /// </summary>
+    Task<bool> SetConfigByKeyAsync<T>(string key, T value);
+}
+
+public class ConfigService(IConfigRepository configRepository) : IConfigService
+{
+    public async Task<T?> GetConfigByKeyAsync<T>(string key)
+    {
+        var config = await configRepository.GetByKeyAsync(key);
+        if (config == null || string.IsNullOrEmpty(config.Value))
+        {
+            return default;
+        }
+
+        return config.Type switch
+        {
+            ConfigType.Boolean => (T)(object)bool.Parse(config.Value),
+            ConfigType.String => (T)(object)config.Value,
+            ConfigType.Number => (T)Convert.ChangeType(config.Value, typeof(T)),
+            ConfigType.Json => JsonSerializer.Deserialize<T>(config.Value) ?? default,
+            _ => default
+        };
+    }
+
+    public async Task<bool> SetConfigByKeyAsync<T>(string key, T value)
+    {
+        if (value == null)
+        {
+            return false;
+        }
+
+        var config = await configRepository.GetByKeyAsync(key);
+        var type = typeof(T) switch
+        {
+            { } t when t == typeof(bool) => ConfigType.Boolean,
+            { } t when t == typeof(int)
+                       || t == typeof(double)
+                       || t == typeof(float)
+                       || t == typeof(decimal) => ConfigType.Number,
+            { } t when t == typeof(string) => ConfigType.String,
+            _ => ConfigType.Json
+        };
+        var valueStr = type switch
+        {
+            ConfigType.Boolean => value.ToString()!.ToLower(),
+            ConfigType.Number => value.ToString()!,
+            ConfigType.String => value as string ?? string.Empty,
+            ConfigType.Json => JsonSerializer.Serialize(value),
+            _ => throw new InvalidOperationException("Unsupported config type")
+        };
+        if (config == null)
+        {
+            config = new ConfigEntity
+            {
+                Key = key,
+                Type = type,
+
+            };
+            return await configRepository.AddAsync(config);
+        }
+
+        config.Value = valueStr;
+        config.Type = type;
+        return await configRepository.UpdateAsync(config);
+    }
+}

Service/EmailServices/EmailHandleService.cs

@@ -1,4 +1,6 @@
-using Service.EmailParseServices;
+using Service.AI;
+using Service.EmailServices.EmailParse;
+using Service.Message;
 
 namespace Service.EmailServices;
 
@@ -21,7 +23,7 @@ public class EmailHandleService(
     IEmailMessageRepository emailRepo,
     ITransactionRecordRepository trxRepo,
     IEnumerable<IEmailParseServices> emailParsers,
-    IMessageRecordService messageRecordService,
+    IMessageService messageService,
     ISmartHandleService smartHandleService
 ) : IEmailHandleService
 {
@@ -62,24 +64,18 @@ public class EmailHandleService(
             );
         if (parsed == null || parsed.Length == 0)
         {
-            await messageRecordService.AddAsync(
+            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。"
+                $"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"
             );
             logger.LogWarning("未能成功解析邮件内容，跳过账单处理");
             return true;
         }
 
-        await messageRecordService.AddAsync(
-            "邮件解析成功",
-            $"来自 {from} 发送给 {to} 的邮件（主题：{subject}）已成功解析出 {parsed.Length} 条交易记录。"
-        );
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        // TODO 接入AI分类
+        var allSuccess = true;
-        // 目前已经
-
-        bool allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {
@@ -92,7 +88,8 @@ public class EmailHandleService(
                 balance,
                 type,
                 occurredAt ?? date,
-                emailMessage.Id
+                emailMessage.Id,
+                $"邮件 By {GetEmailByName(to)}"
             );
 
             if (record == null)
@@ -104,7 +101,7 @@ public class EmailHandleService(
             records.Add(record);
         }
 
-        _ = await AnalyzeClassifyAsync(records.ToArray());
+        _ = AutoClassifyAsync(records.ToArray());
 
         return allSuccess;
     }
@@ -147,7 +144,7 @@ public class EmailHandleService(
 
         logger.LogInformation("成功解析邮件，共 {Count} 条交易记录", parsed.Length);
 
-        bool allSuccess = true;
+        var allSuccess = true;
         var records = new List<TransactionRecord>();
         foreach (var (card, reason, amount, balance, type, occurredAt) in parsed)
         {
@@ -160,7 +157,8 @@ public class EmailHandleService(
                 balance,
                 type,
                 occurredAt ?? emailMessage.ReceivedDate,
-                emailMessage.Id
+                emailMessage.Id,
+                $"邮件 By {GetEmailByName(emailMessage.To)}"
             );
 
             if (record == null)
@@ -172,11 +170,53 @@ public class EmailHandleService(
             records.Add(record);
         }
 
-        _ = await AnalyzeClassifyAsync(records.ToArray());
+        _ = AutoClassifyAsync(records.ToArray());
 
         return allSuccess;
     }
 
+    private async Task AutoClassifyAsync(TransactionRecord[] records)
+    {
+        var clone = records.ToArray().DeepClone();
+
+        if (clone?.Any() != true)
+        {
+            return;
+        }
+
+        var analyzedList = await AnalyzeClassifyAsync(clone);
+
+        foreach (var analyzed in analyzedList)
+        {
+            var record = records.FirstOrDefault(r => r.Id == analyzed.Id);
+
+            if (record == null)
+            {
+                continue;
+            }
+
+            record.UnconfirmedClassify = analyzed.Classify;
+            record.UnconfirmedType = analyzed.Type;
+
+            record.Classify = string.Empty;
+        }
+
+        await trxRepo.UpdateRangeAsync(records);
+
+        // 消息
+        await messageService.AddAsync(
+            "交易记录待确认分类",
+            $"共有 {records.Length} 条交易记录待确认分类，请点击前往确认。",
+            MessageType.Url,
+            "/unconfirmed-classification"
+        );
+    }
+
+    private string GetEmailByName(string to)
+    {
+        return emailSettings.Value.SmtpList.FirstOrDefault(s => s.Email == to)?.Name ?? to;
+    }
+
     private async Task<EmailMessage?> SaveEmailAsync(
         string to,
         string from,
@@ -241,7 +281,8 @@ public class EmailHandleService(
         decimal balance,
         TransactionType type,
         DateTime occurredAt,
-        long emailMessageId
+        long emailMessageId,
+        string importFrom
     )
     {
         // 根据 emailMessageId 检查是否已存在记录：存在则更新，否则新增
@@ -279,7 +320,7 @@ public class EmailHandleService(
             Type = type,
             OccurredAt = occurredAt,
             EmailMessageId = emailMessageId,
-            ImportFrom = $"邮件"
+            ImportFrom = importFrom
         };
 
         var inserted = await trxRepo.AddAsync(trx);

Service/EmailServices/EmailParse/EmailParseForm95555.cs

@@ -1,4 +1,6 @@
-namespace Service.EmailParseServices;
+using Service.AI;
+
+namespace Service.EmailServices.EmailParse;
 
 public class EmailParseForm95555(
     ILogger<EmailParseForm95555> logger,
@@ -26,7 +28,7 @@ public class EmailParseForm95555(
         return true;
     }
 
-    public override async Task<(
+    public override Task<(
         string card,
         string reason,
         decimal amount,
@@ -51,7 +53,7 @@ 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 [];
+            return Task.FromResult<(string card, string reason, decimal amount, decimal balance, TransactionType type, DateTime? occurredAt)[]>([]);
         }
 
         var results = new List<(
@@ -70,7 +72,7 @@ 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;
             }
@@ -85,7 +87,7 @@ public class EmailParseForm95555(
                 results.Add((card, reason, amount, balance, type, occurredAt));
             }
         }
-        return results.ToArray();
+        return Task.FromResult(results.ToArray());
     }
 
     private DateTime? ParseOccurredAt(string value)

Service/EmailServices/EmailParse/EmailParseFormCcsvc.cs

@@ -1,12 +1,19 @@
 using HtmlAgilityPack;
+using Service.AI;
+// ReSharper disable ConditionIsAlwaysTrueOrFalseAccordingToNullableAPIContract
+// ReSharper disable ConditionalAccessQualifierIsNonNullableAccordingToAPIContract
 
-namespace Service.EmailParseServices;
+namespace Service.EmailServices.EmailParse;
 
-public class EmailParseFormCCSVC(
+[UsedImplicitly]
-    ILogger<EmailParseFormCCSVC> logger,
+public partial class EmailParseFormCcsvc(
+    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"))
@@ -20,12 +27,7 @@ public class EmailParseFormCCSVC(
         }
 
         // 必须包含HTML标签
-        if (!Regex.IsMatch(body, "<.*?>"))
+        return HtmlRegex().IsMatch(body);
-        {
-            return false;
-        }
-
-        return true;
     }
 
     public override async Task<(
@@ -47,7 +49,7 @@ public class EmailParseFormCCSVC(
         if (dateNode == null)
         {
             logger.LogWarning("Date node not found");
-            return Array.Empty<(string, string, decimal, decimal, TransactionType, DateTime?)>();
+            return [];
         }
 
         var dateText = dateNode.InnerText.Trim();
@@ -56,7 +58,7 @@ public class EmailParseFormCCSVC(
         if (!dateMatch.Success || !DateTime.TryParse(dateMatch.Value, out var date))
         {
             logger.LogWarning("Failed to parse date from: {DateText}", dateText);
-            return Array.Empty<(string, string, decimal, decimal, TransactionType, DateTime?)>();
+            return [];
         }
 
         // 2. Get Balance (Available Limit)
@@ -90,6 +92,7 @@ public class EmailParseFormCCSVC(
         {
             foreach (var node in transactionNodes)
             {
+                var card = "";
                 try
                 {
                     // Time
@@ -122,30 +125,23 @@ public 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(new[] { ' ' }, StringSplitOptions.RemoveEmptyEntries);
+                    var parts = descText.Split([' '], StringSplitOptions.RemoveEmptyEntries);
 
-                    string card = "";
+                    var reason = descText;
-                    string reason = descText;
+                    TransactionType type;
-                    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

@@ -1,4 +1,6 @@
-namespace Service.EmailParseServices;
+using Service.AI;
+
+namespace Service.EmailServices.EmailParse;
 
 public interface IEmailParseServices
 {
@@ -45,7 +47,7 @@ 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");
         }
@@ -148,19 +150,19 @@ public abstract class EmailParseServicesBase(
 
     private (string card, string reason, decimal amount, decimal balance, TransactionType type, DateTime? occurredAt)? ParseSingleRecord(JsonElement obj)
     {
-        string card = obj.TryGetProperty("card", out var pCard) ? pCard.GetString() ?? string.Empty : string.Empty;
+        var card = obj.TryGetProperty("card", out var pCard) ? pCard.GetString() ?? string.Empty : string.Empty;
-        string reason = obj.TryGetProperty("reason", out var pReason) ? pReason.GetString() ?? string.Empty : string.Empty;
+        var reason = obj.TryGetProperty("reason", out var pReason) ? pReason.GetString() ?? string.Empty : string.Empty;
-        string typeStr = obj.TryGetProperty("type", out var pType) ? pType.GetString() ?? string.Empty : string.Empty;
+        var typeStr = obj.TryGetProperty("type", out var pType) ? pType.GetString() ?? string.Empty : string.Empty;
-        string occurredAtStr = obj.TryGetProperty("occurredAt", out var pOccurredAt) ? pOccurredAt.GetString() ?? string.Empty : string.Empty;
+        var occurredAtStr = obj.TryGetProperty("occurredAt", out var pOccurredAt) ? pOccurredAt.GetString() ?? string.Empty : string.Empty;
 
-        decimal amount = 0m;
+        var amount = 0m;
         if (obj.TryGetProperty("amount", out var pAmount))
         {
             if (pAmount.ValueKind == JsonValueKind.Number && pAmount.TryGetDecimal(out var d)) amount = d;
             else if (pAmount.ValueKind == JsonValueKind.String && decimal.TryParse(pAmount.GetString(), NumberStyles.Any, CultureInfo.InvariantCulture, out var ds)) amount = ds;
         }
 
-        decimal balance = 0m;
+        var balance = 0m;
         if (obj.TryGetProperty("balance", out var pBalance))
         {
             if (pBalance.ValueKind == JsonValueKind.Number && pBalance.TryGetDecimal(out var d2)) balance = d2;
@@ -173,7 +175,7 @@ public abstract class EmailParseServicesBase(
         }
 
         var occurredAt = (DateTime?)null;
-        if(DateTime.TryParse(occurredAtStr, out var occurredAtValue))
+        if (DateTime.TryParse(occurredAtStr, out var occurredAtValue))
         {
             occurredAt = occurredAtValue;
         }
@@ -201,7 +203,7 @@ 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",
@@ -233,13 +235,13 @@ 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",
@@ -269,7 +271,7 @@ 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

@@ -182,6 +182,7 @@ 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
@@ -198,12 +199,12 @@ 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

@@ -7,8 +7,12 @@ 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 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 +358,13 @@ 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");
-            throw new NotSupportedException("不支持的文件格式");
-        }
     }
 
     private async Task<IDictionary<string, string>[]> ParseCsvAsync(MemoryStream file)
@@ -388,7 +387,7 @@ public class ImportService(
 
         if (headers == null || headers.Length == 0)
         {
-            return Array.Empty<IDictionary<string, string>>();
+            return [];
         }
 
         var result = new List<IDictionary<string, string>>();
@@ -420,7 +419,7 @@ public class ImportService(
 
         if (worksheet == null || worksheet.Dimension == null)
         {
-            return Array.Empty<IDictionary<string, string>>();
+            return [];
         }
 
         var rowCount = worksheet.Dimension.End.Row;
@@ -428,12 +427,12 @@ public class ImportService(
 
         if (rowCount < 2)
         {
-            return Array.Empty<IDictionary<string, string>>();
+            return [];
         }
 
         // 读取表头（第一行）
         var headers = new List<string>();
-        for (int col = 1; col <= colCount; col++)
+        for (var col = 1; col <= colCount; col++)
         {
             var header = worksheet.Cells[1, col].Text?.Trim() ?? string.Empty;
             headers.Add(header);
@@ -442,10 +441,10 @@ public class ImportService(
         var result = new List<IDictionary<string, string>>();
 
         // 读取数据行（从第二行开始）
-        for (int row = 2; row <= rowCount; row++)
+        for (var row = 2; row <= rowCount; row++)
         {
             var rowData = new Dictionary<string, string>();
-            for (int col = 1; col <= colCount; col++)
+            for (var col = 1; col <= colCount; col++)
             {
                 var header = headers[col - 1];
                 var value = worksheet.Cells[row, col].Text?.Trim() ?? string.Empty;
@@ -458,7 +457,7 @@ 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

@@ -0,0 +1,45 @@
+using Quartz;
+using Service.Budget;
+
+namespace Service.Jobs;
+
+/// <summary>
+/// 预算归档定时任务
+/// </summary>
+[DisallowConcurrentExecution]
+public class BudgetArchiveJob(
+    IServiceProvider serviceProvider,
+    ILogger<BudgetArchiveJob> logger) : IJob
+{
+    public async Task Execute(IJobExecutionContext context)
+    {
+        try
+        {
+            logger.LogInformation("开始执行预算归档任务");
+
+            // 每个月1号执行，归档上个月的数据
+            var targetDate = DateTime.Now.AddMonths(-1);
+            var year = targetDate.Year;
+            var month = targetDate.Month;
+
+            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))
+            {
+                logger.LogInformation("归档 {Year}年{Month}月 预算任务执行成功", year, month);
+            }
+            else
+            {
+                logger.LogWarning("归档 {Year}年{Month}月 预算任务提示: {Result}", year, month, result);
+            }
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "预算归档任务执行出错");
+        }
+    }
+}

Service/Jobs/CategoryIconGenerationJob.cs

@@ -0,0 +1,150 @@
+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

@@ -0,0 +1,70 @@
+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

@@ -127,6 +127,7 @@ 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
@@ -143,12 +144,12 @@ 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

@@ -0,0 +1,78 @@
+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

@@ -1,4 +1,5 @@
 using Quartz;
+using Service.Transaction;
 
 namespace Service.Jobs;
 
@@ -17,11 +18,9 @@ public class PeriodicBillJob(
             logger.LogInformation("开始执行周期性账单检查任务");
 
             // 执行周期性账单检查
-            using (var scope = serviceProvider.CreateScope())
+            using var scope = serviceProvider.CreateScope();
-            {
+            var periodicService = scope.ServiceProvider.GetRequiredService<ITransactionPeriodicService>();
-                var periodicService = scope.ServiceProvider.GetRequiredService<ITransactionPeriodicService>();
+            await periodicService.ExecutePeriodicBillsAsync();
-                await periodicService.ExecutePeriodicBillsAsync();
-            }
 
             logger.LogInformation("周期性账单检查任务执行完成");
         }

Service/LogCleanupService.cs

@@ -1,106 +0,0 @@
-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/Message/MessageService.cs

@@ -1,18 +1,18 @@
-namespace Service;
+namespace Service.Message;
 
-public interface IMessageRecordService
+public interface IMessageService
 {
     Task<(IEnumerable<MessageRecord> List, long Total)> GetPagedListAsync(int pageIndex, int pageSize);
     Task<MessageRecord?> GetByIdAsync(long id);
     Task<bool> AddAsync(MessageRecord message);
-    Task<bool> AddAsync(string title, string content);
+    Task<bool> AddAsync(string title, string content, MessageType type = MessageType.Text, string? url = null);
     Task<bool> MarkAsReadAsync(long id);
     Task<bool> MarkAllAsReadAsync();
     Task<bool> DeleteAsync(long id);
     Task<long> GetUnreadCountAsync();
 }
 
-public class MessageRecordService(IMessageRecordRepository messageRepo) : IMessageRecordService
+public class MessageService(IMessageRecordRepository messageRepo, INotificationService notificationService) : IMessageService
 {
     public async Task<(IEnumerable<MessageRecord> List, long Total)> GetPagedListAsync(int pageIndex, int pageSize)
     {
@@ -29,15 +29,27 @@ public class MessageRecordService(IMessageRecordRepository messageRepo) : IMessa
         return await messageRepo.AddAsync(message);
     }
 
-    public async Task<bool> AddAsync(string title, string content)
+    public async Task<bool> AddAsync(
+        string title,
+        string content,
+        MessageType type = MessageType.Text,
+        string? url = null
+    )
     {
         var message = new MessageRecord
         {
             Title = title,
             Content = content,
+            MessageType = type,
+            Url = url,
             IsRead = false
         };
-        return await messageRepo.AddAsync(message);
+        var result = await messageRepo.AddAsync(message);
+        if (result)
+        {
+            await notificationService.SendNotificationAsync(title, url);
+        }
+        return result;
     }
 
     public async Task<bool> MarkAsReadAsync(long id)

Service/Message/NotificationService.cs

@@ -0,0 +1,94 @@
+using WebPush;
+using PushSubscription = Entity.PushSubscription;
+
+namespace Service.Message;
+
+public interface INotificationService
+{
+    Task<string> GetVapidPublicKeyAsync();
+    Task SubscribeAsync(PushSubscription subscription);
+    Task SendNotificationAsync(string message, string? url = null);
+}
+
+public class NotificationService(
+    IPushSubscriptionRepository subscriptionRepo,
+    IConfiguration configuration,
+    ILogger<NotificationService> logger) : INotificationService
+{
+    private NotificationSettings GetSettings()
+    {
+        var settings = configuration.GetSection("NotificationSettings").Get<NotificationSettings>();
+        if (settings == null)
+        {
+            // Fallback or throw. For now, let's return empty to avoid crashing if not configured, 
+            // but logging error is better.
+            logger.LogWarning("NotificationSettings not configured");
+            return new NotificationSettings();
+        }
+        return settings;
+    }
+
+    public Task<string> GetVapidPublicKeyAsync()
+    {
+        return Task.FromResult(GetSettings().PublicKey);
+    }
+
+    public async Task SubscribeAsync(PushSubscription subscription)
+    {
+        var existing = await subscriptionRepo.GetByEndpointAsync(subscription.Endpoint);
+        if (existing != null)
+        {
+            existing.P256DH = subscription.P256DH;
+            existing.Auth = subscription.Auth;
+            existing.UpdateTime = DateTime.Now;
+            await subscriptionRepo.UpdateAsync(existing);
+        }
+        else
+        {
+            await subscriptionRepo.AddAsync(subscription);
+        }
+    }
+
+    public async Task SendNotificationAsync(string message, string? url = null)
+    {
+        var settings = GetSettings();
+        if (string.IsNullOrEmpty(settings.PublicKey) || string.IsNullOrEmpty(settings.PrivateKey))
+        {
+            logger.LogWarning("VAPID keys not configured, skipping notification");
+            return;
+        }
+
+        var vapidDetails = new VapidDetails(settings.Subject, settings.PublicKey, settings.PrivateKey);
+        var webPushClient = new WebPushClient();
+
+        var subscriptions = await subscriptionRepo.GetAllAsync();
+        var payload = JsonSerializer.Serialize(new
+        {
+            title = "System Notification",
+            body = message,
+            url = url ?? "/",
+            icon = "/pwa-192x192.png"
+        });
+
+        foreach (var sub in subscriptions)
+        {
+            try
+            {
+                var pushSubscription = new WebPush.PushSubscription(sub.Endpoint, sub.P256DH, sub.Auth);
+                await webPushClient.SendNotificationAsync(pushSubscription, payload, vapidDetails);
+            }
+            catch (WebPushException ex)
+            {
+                if (ex.StatusCode == HttpStatusCode.Gone || ex.StatusCode == HttpStatusCode.NotFound)
+                {
+                    await subscriptionRepo.DeleteAsync(sub.Id);
+                }
+                logger.LogError(ex, "Error sending push notification to {Endpoint}", sub.Endpoint);
+            }
+            catch (Exception ex)
+            {
+                logger.LogError(ex, "Error sending push notification to {Endpoint}", sub.Endpoint);
+            }
+        }
+    }
+}

Service/PeriodicBillBackgroundService.cs

@@ -1,61 +0,0 @@
-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

@@ -5,6 +5,7 @@
   </ItemGroup>
 
   <ItemGroup>
+    <PackageReference Include="JetBrains.Annotations" />
     <PackageReference Include="MailKit" />
     <PackageReference Include="MimeKit" />
     <PackageReference Include="Microsoft.Extensions.Configuration" />
@@ -21,6 +22,7 @@
     <PackageReference Include="Quartz.Extensions.Hosting" />
     <PackageReference Include="JiebaNet.Analyser" />
     <PackageReference Include="Newtonsoft.Json" />
+    <PackageReference Include="WebPush" />
   </ItemGroup>
 
 </Project>

Service/Transaction/TransactionPeriodicService.cs

@@ -1,4 +1,4 @@
-namespace Service;
+namespace Service.Transaction;
 
 /// <summary>
 /// 周期性账单服务接口
@@ -108,6 +108,11 @@ 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
@@ -144,7 +149,7 @@ 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 >= 0 && d <= 6)
+            .Where(d => d is >= 0 and <= 6)
             .ToList();
 
         return executeDays.Contains(dayOfWeek);
@@ -160,9 +165,16 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d >= 1 && d <= 31)
+            .Where(d => d is >= 1 and <= 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
+        var daysInMonth = DateTime.DaysInMonth(today.Year, today.Month);
+        if (today.Day == daysInMonth && executeDays.Any(d => d > daysInMonth))
+        {
+            return true;
+        }
+
         return executeDays.Contains(today.Day);
     }
 
@@ -175,7 +187,7 @@ public class TransactionPeriodicService(
             return false;
 
         // 计算当前是本季度的第几天
-        var quarterStartMonth = ((today.Month - 1) / 3) * 3 + 1;
+        var quarterStartMonth = (today.Month - 1) / 3 * 3 + 1;
         var quarterStart = new DateTime(today.Year, quarterStartMonth, 1);
         var daysSinceQuarterStart = (today - quarterStart).Days + 1;
 
@@ -216,7 +228,7 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d >= 0 && d <= 6)
+            .Where(d => d is >= 0 and <= 6)
             .OrderBy(d => d)
             .ToList();
 
@@ -246,7 +258,7 @@ public class TransactionPeriodicService(
 
         var executeDays = config.Split(',', StringSplitOptions.RemoveEmptyEntries)
             .Select(d => int.TryParse(d.Trim(), out var day) ? day : -1)
-            .Where(d => d >= 1 && d <= 31)
+            .Where(d => d is >= 1 and <= 31)
             .OrderBy(d => d)
             .ToList();
 

Service/Transaction/TransactionStatisticsService.cs

@@ -0,0 +1,350 @@
+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; }
+}

Web/.gitignore

@@ -400,3 +400,5 @@ FodyWeavers.xsd
 
 
 .idea/
+# ESLint
+.eslintcache

Web/.prettierrc.json

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

Web/.vscode/settings.json

@@ -6,8 +6,31 @@
     "package.json": "package-lock.json, pnpm*, .yarnrc*, yarn*, .eslint*, eslint*, .oxlint*, oxlint*, .prettier*, prettier*, .editorconfig"
   },
   "editor.codeActionsOnSave": {
-    "source.fixAll": "explicit"
+    "source.fixAll": "explicit",
+    "source.fixAll.eslint": "explicit"
   },
   "editor.formatOnSave": true,
-  "editor.defaultFormatter": "esbenp.prettier-vscode"
+  "editor.defaultFormatter": "esbenp.prettier-vscode",
+  "[javascript]": {
+    "editor.defaultFormatter": "esbenp.prettier-vscode"
+  },
+  "[vue]": {
+    "editor.defaultFormatter": "esbenp.prettier-vscode"
+  },
+  "[css]": {
+    "editor.defaultFormatter": "esbenp.prettier-vscode"
+  },
+  "eslint.validate": [
+    "javascript",
+    "javascriptreact",
+    "vue"
+  ],
+  "eslint.format.enable": false,
+  "prettier.documentSelectors": [
+    "**/*.vue",
+    "**/*.js",
+    "**/*.jsx",
+    "**/*.css",
+    "**/*.html"
+  ]
 }

Web/PWA-README.md

@@ -1 +0,0 @@
-

Web/README.md

@@ -1,44 +0,0 @@
-# email-bill
-
-This template should help get you started developing with Vue 3 in Vite.
-
-## Recommended IDE Setup
-
-[VS Code](https://code.visualstudio.com/) + [Vue (Official)](https://marketplace.visualstudio.com/items?itemName=Vue.volar) (and disable Vetur).
-
-## Recommended Browser Setup
-
-- Chromium-based browsers (Chrome, Edge, Brave, etc.):
-  - [Vue.js devtools](https://chromewebstore.google.com/detail/vuejs-devtools/nhdogjmejiglipccpnnnanhbledajbpd) 
-  - [Turn on Custom Object Formatter in Chrome DevTools](http://bit.ly/object-formatters)
-- Firefox:
-  - [Vue.js devtools](https://addons.mozilla.org/en-US/firefox/addon/vue-js-devtools/)
-  - [Turn on Custom Object Formatter in Firefox DevTools](https://fxdx.dev/firefox-devtools-custom-object-formatters/)
-
-## Customize configuration
-
-See [Vite Configuration Reference](https://vite.dev/config/).
-
-## Project Setup
-
-```sh
-pnpm install
-```
-
-### Compile and Hot-Reload for Development
-
-```sh
-pnpm dev
-```
-
-### Compile and Minify for Production
-
-```sh
-pnpm build
-```
-
-### Lint with [ESLint](https://eslint.org/)
-
-```sh
-pnpm lint
-```

Web/eslint.config.js

@@ -1,26 +1,82 @@
-import { defineConfig, globalIgnores } from 'eslint/config'
+import js from '@eslint/js'
 import globals from 'globals'
-import js from '@eslint/js'
 import pluginVue from 'eslint-plugin-vue'
-import skipFormatting from '@vue/eslint-config-prettier/skip-formatting'
 
-export default defineConfig([
+export default [
   {
-    name: 'app/files-to-lint',
+    ignores: ['**/dist/**', '**/dist-ssr/**', '**/coverage/**', '**/node_modules/**', '.nuxt/**']
-    files: ['**/*.{js,mjs,jsx,vue}'],
   },
+  // Load Vue recommended rules first (sets up parser etc.)
+  ...pluginVue.configs['flat/recommended'],
 
-  globalIgnores(['**/dist/**', '**/dist-ssr/**', '**/coverage/**']),
+  // General Configuration for all JS/Vue files
-
   {
+    files: ['**/*.{js,mjs,jsx,vue}'],
     languageOptions: {
       globals: {
-        ...globals.browser,
+        ...globals.browser
       },
+      ecmaVersion: 'latest',
+      sourceType: 'module'
     },
+    rules: {
+      // Import standard JS recommended rules
+      ...js.configs.recommended.rules,
+
+      // --- 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'],
+      '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']
+    }
   },
 
-  js.configs.recommended,
+  // Vue Specific Overrides
-  ...pluginVue.configs['flat/essential'],
+  {
-  skipFormatting,
+    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
+  {
+    files: ['**/service-worker.js', '**/src/registerServiceWorker.js'],
+    languageOptions: {
+      globals: {
+        ...globals.serviceworker
+      }
+    }
+  }
+]

Web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "email-bill",
-  "version": "0.0.0",
+  "version": "1.0.0",
   "private": true,
   "type": "module",
   "engines": {
@@ -11,11 +11,12 @@
     "build": "vite build",
     "preview": "vite preview",
     "lint": "eslint . --fix --cache",
-    "format": "prettier --write --experimental-cli src/"
+    "format": "prettier --write 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

@@ -14,6 +14,9 @@ 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)
@@ -787,6 +790,9 @@ 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==}
 
@@ -1296,6 +1302,9 @@ 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'}
@@ -1435,6 +1444,9 @@ 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':
@@ -2131,6 +2143,11 @@ 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: {}
@@ -2611,6 +2628,8 @@ snapshots:
 
   totalist@3.0.1: {}
 
+  tslib@2.3.0: {}
+
   type-check@0.4.0:
     dependencies:
       prelude-ls: 1.2.1
@@ -2744,3 +2763,7 @@ snapshots:
   yallist@3.1.1: {}
 
   yocto-queue@0.1.0: {}
+
+  zrender@6.0.0:
+    dependencies:
+      tslib: 2.3.0

Web/public/manifest.json

@@ -3,7 +3,7 @@
   "short_name": "账单",
   "description": "个人账单管理与邮件解析",
   "start_url": "/",
-  "display": "minimal-ui",
+  "display": "standalone",
   "background_color": "#ffffff",
   "theme_color": "#1989fa",
   "orientation": "portrait-primary",

Web/public/service-worker.js

@@ -1,49 +1,56 @@
-const CACHE_NAME = 'emailbill-v1';
+const VERSION = '1.0.0' // Build Time: 2026-01-07 15:59:36
+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)
       })
-      .then(() => self.skipWaiting())
+  )
-  );
+})
-});
+
+// 监听跳过等待消息
+self.addEventListener('message', (event) => {
+  if (event.data && event.data.type === 'SKIP_WAITING') {
+    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
@@ -51,91 +58,136 @@ self.addEventListener('fetch', (event) => {
     event.respondWith(
       fetch(request)
         .then((response) => {
-          // 克隆响应以便缓存
+          // 只针对成功的GET请求进行缓存
-          const responseClone = response.clone();
+          if (request.method === 'GET' && response.status === 200) {
-          caches.open(CACHE_NAME).then((cache) => {
+            const responseClone = response.clone()
-            cache.put(request, responseClone);
+            caches.open(CACHE_NAME).then((cache) => {
-          });
+              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
   }
 
-  // 静态资源使用缓存优先策略
+  // 页面请求使用网络优先策略，确保能获取到最新的 index.html
+  if (request.mode === 'navigate') {
+    event.respondWith(
+      fetch(request)
+        .then((response) => {
+          const responseClone = response.clone()
+          caches.open(CACHE_NAME).then((cache) => {
+            cache.put(request, responseClone)
+          })
+          return response
+        })
+        .catch(() => {
+          return caches.match('/index.html') || caches.match(request)
+        })
+    )
+    return
+  }
+
+  // 其他静态资源使用缓存优先策略
   event.respondWith(
     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' }
+
+  if (event.data) {
+    try {
+      const json = event.data.json()
+      data = { ...data, ...json }
+    } catch {
+      data.body = event.data.text()
+    }
+  }
+
   const options = {
-    body: event.data ? event.data.text() : '您有新的账单消息',
+    body: data.body,
-    icon: '/icons/icon-192x192.png',
+    icon: data.icon,
     badge: '/icons/icon-72x72.png',
     vibrate: [200, 100, 200],
     tag: 'emailbill-notification',
-    requireInteraction: false
+    requireInteraction: false,
-  };
+    data: { url: data.url }
+  }
 
   event.waitUntil(
-    self.registration.showNotification('账单管理', options)
+    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 || '/'
   event.waitUntil(
-    clients.openWindow('/')
+    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]
+        if (client.url === urlToOpen && 'focus' in client) {
+          return client.focus()
+        }
+      }
+      // 否则打开新窗口
+      if (clients.openWindow) {
+        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

@@ -1,25 +1,70 @@
 <template>
-  <van-config-provider :theme="theme" class="app-provider">
+  <van-config-provider
+    :theme="theme"
+    class="app-provider"
+  >
     <div class="app-root">
       <RouterView />
-      <van-tabbar v-model="active" v-show="showTabbar">
+      <van-tabbar
-        <van-tabbar-item name="ccalendar" icon="notes" to="/calendar">
+        v-show="showTabbar"
+        v-model="active"
+      >
+        <van-tabbar-item
+          name="ccalendar"
+          icon="notes"
+          to="/calendar"
+        >
           日历
         </van-tabbar-item>
-        <van-tabbar-item name="statistics" icon="chart-trending-o" to="/" @click="handleTabClick('/statistics')">
+        <van-tabbar-item
+          name="statistics"
+          icon="chart-trending-o"
+          to="/"
+          @click="handleTabClick('/statistics')"
+        >
           统计
         </van-tabbar-item>
-        <van-tabbar-item name="balance" icon="balance-list" to="/balance" @click="handleTabClick('/balance')">
+        <van-tabbar-item
+          name="balance"
+          icon="balance-list"
+          :to="messageStore.unreadCount > 0 ? '/balance?tab=message' : '/balance'"
+          :badge="messageStore.unreadCount || null"
+          @click="handleTabClick('/balance')"
+        >
           账单
         </van-tabbar-item>
-        <van-tabbar-item name="message" icon="comment" to="/message" @click="handleTabClick('/message')" :badge="messageStore.unreadCount || null">
+        <van-tabbar-item
-          消息
+          name="budget"
+          icon="bill-o"
+          to="/budget"
+          @click="handleTabClick('/budget')"
+        >
+          预算
         </van-tabbar-item>
-        <van-tabbar-item name="setting" icon="setting" to="/setting">
+        <van-tabbar-item
+          name="setting"
+          icon="setting"
+          to="/setting"
+        >
           设置
         </van-tabbar-item>
       </van-tabbar>
-      <GlobalAddBill @success="handleAddTransactionSuccess"/>
+      <GlobalAddBill
+        v-if="isShowAddBill"
+        @success="handleAddTransactionSuccess"
+      />
+
+      <div
+        v-if="needRefresh"
+        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>
   </van-config-provider>
 </template>
@@ -29,24 +74,37 @@ import { RouterView, useRoute } from 'vue-router'
 import { ref, onMounted, onUnmounted, computed, watch } from 'vue'
 import { useMessageStore } from '@/stores/message'
 import GlobalAddBill from '@/components/Global/GlobalAddBill.vue'
+import { needRefresh, updateServiceWorker } from './registerServiceWorker'
 import '@/styles/common.css'
 
 const messageStore = useMessageStore()
 
 const updateVh = () => {
-  // 获取真实的视口高度（PWA 模式下准确）
   const vh = window.innerHeight
-  // 设置 CSS 变量，让所有组件使用准确的视口高度
   document.documentElement.style.setProperty('--vh', `${vh}px`)
 }
 
+// 修复 PWA 模式下键盘收起页面不回弹的问题
+const handleFocusOut = () => {
+  if (/(iPhone|iPad|iPod|iOS|Android)/i.test(navigator.userAgent)) {
+    // 延迟一小段时间执行，确保键盘收起动作已开始
+    setTimeout(() => {
+      // 强制回到顶部
+      window.scrollTo(0, 0)
+      // 同时也触发一次高度更新
+      updateVh()
+    }, 100)
+  }
+}
+
 onMounted(() => {
   updateVh()
   window.addEventListener('resize', updateVh)
-  // 监听 iOS Safari 视口变化
   if (window.visualViewport) {
     window.visualViewport.addEventListener('resize', updateVh)
   }
+  // 注册全局失去焦点监听
+  document.addEventListener('focusout', handleFocusOut)
 })
 
 onUnmounted(() => {
@@ -54,16 +112,21 @@ onUnmounted(() => {
   if (window.visualViewport) {
     window.visualViewport.removeEventListener('resize', updateVh)
   }
+  // 销毁监听
+  document.removeEventListener('focusout', handleFocusOut)
 })
 
 const route = useRoute()
 // 根据路由判断是否显示Tabbar
 const showTabbar = computed(() => {
-  return route.path === '/' ||
+  return (
+    route.path === '/' ||
     route.path === '/calendar' ||
     route.path === '/message' ||
     route.path === '/setting' ||
-    route.path === '/balance'
+    route.path === '/balance' ||
+    route.path === '/budget'
+  )
 })
 
 const active = ref('')
@@ -79,16 +142,24 @@ const updateTheme = () => {
 let mediaQuery
 onMounted(() => {
   updateTheme()
-  messageStore.updateUnreadCount()
   mediaQuery = window.matchMedia('(prefers-color-scheme: dark)')
   mediaQuery.addEventListener('change', updateTheme)
   setActive(route.path)
 })
 
+setInterval(() => {
+  messageStore.updateUnreadCount()
+}, 60 * 1000) // 每60秒更新一次未读消息数
+
 // 监听路由变化调整
-watch(() => route.path, (newPath) => {
+watch(
-  setActive(newPath)
+  () => route.path,
-})
+  (newPath) => {
+    setActive(newPath)
+
+    messageStore.updateUnreadCount()
+  }
+)
 
 const setActive = (path) => {
   active.value = (() => {
@@ -96,18 +167,22 @@ const setActive = (path) => {
       case '/calendar':
         return 'ccalendar'
       case '/balance':
-        return 'balance'
       case '/message':
-        return 'message'
+        return 'balance'
       case '/setting':
         return 'setting'
+      case '/budget':
+        return 'budget'
       default:
         return 'statistics'
     }
   })()
-  console.log(active.value, path)
 }
 
+const isShowAddBill = computed(() => {
+  return route.path === '/' || route.path === '/balance' || route.path === '/message' || route.path === '/calendar'
+})
+
 onUnmounted(() => {
   if (mediaQuery) {
     mediaQuery.removeEventListener('change', updateTheme)
@@ -126,7 +201,6 @@ const handleAddTransactionSuccess = () => {
   const event = new Event('transactions-changed')
   window.dispatchEvent(event)
 }
-
 </script>
 
 <style scoped>
@@ -176,4 +250,31 @@ const handleAddTransactionSuccess = () => {
   font-size: 12px;
   pointer-events: auto;
 }
+
+.update-toast {
+  position: fixed;
+  bottom: 80px;
+  left: 50%;
+  transform: translateX(-50%);
+  background-color: var(--van-primary-color);
+  color: white;
+  padding: 10px 20px;
+  border-radius: 24px;
+  box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15);
+  z-index: 2000;
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 14px;
+  cursor: pointer;
+  transition: all 0.3s ease;
+}
+
+.update-toast:active {
+  transform: translateX(-50%) scale(0.95);
+}
+
+.update-icon {
+  font-size: 18px;
+}
 </style>

Web/src/api/AGENTS.md

@@ -0,0 +1,59 @@
+# 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

@@ -1,5 +1,6 @@
 import axios from 'axios'
 import { showToast } from 'vant'
+import { useAuthStore } from '@/stores/auth'
 
 /**
  * 账单导入相关 API
@@ -21,48 +22,51 @@ export const uploadBillFile = (file, type) => {
     method: 'post',
     data: formData,
     headers: {
-      'Content-Type': 'multipart/form-data'
+      'Content-Type': 'multipart/form-data',
+      Authorization: `Bearer ${useAuthStore().token || ''}`
     },
     timeout: 60000 // 文件上传增加超时时间
-  }).then(response => {
+  })
-    const { data } = response
+    .then((response) => {
+      const { data } = response
 
-    if (data.success === false) {
+      if (data.success === false) {
-      showToast(data.message || '上传失败')
+        showToast(data.message || '上传失败')
-      return Promise.reject(new Error(data.message || '上传失败'))
+        return Promise.reject(new Error(data.message || '上传失败'))
-    }
-    
-    return data
-  }).catch(error => {
-    console.error('上传错误:', error)
-    
-    if (error.response) {
-      const { status, data } = error.response
-      let message = '上传失败'
-      
-      switch (status) {
-        case 400:
-          message = data?.message || '请求参数错误'
-          break
-        case 401:
-          message = '未授权，请先登录'
-          break
-        case 403:
-          message = '没有权限'
-          break
-        case 413:
-          message = '文件过大'
-          break
-        case 500:
-          message = '服务器错误'
-          break
       }
 
-      showToast(message)
+      return data
-      return Promise.reject(new Error(message))
+    })
-    }
+    .catch((error) => {
+      console.error('上传错误:', error)
 
-    showToast('网络错误，请检查网络连接')
+      if (error.response) {
-    return Promise.reject(error)
+        const { status, data } = error.response
-  })
+        let message = '上传失败'
+
+        switch (status) {
+          case 400:
+            message = data?.message || '请求参数错误'
+            break
+          case 401:
+            message = '未授权，请先登录'
+            break
+          case 403:
+            message = '没有权限'
+            break
+          case 413:
+            message = '文件过大'
+            break
+          case 500:
+            message = '服务器错误'
+            break
+        }
+
+        showToast(message)
+        return Promise.reject(new Error(message))
+      }
+
+      showToast('网络错误，请检查网络连接')
+      return Promise.reject(error)
+    })
 }

Web/src/api/budget.js

@@ -0,0 +1,111 @@
+import request from './request'
+
+/**
+ * 获取预算列表
+ * @param {string} referenceDate 参考日期 (可选)
+ */
+export function getBudgetList (referenceDate) {
+  return request({
+    url: '/Budget/GetList',
+    method: 'get',
+    params: { referenceDate }
+  })
+}
+
+/**
+ * 创建预算
+ * @param {object} data 预算数据
+ */
+export function createBudget (data) {
+  return request({
+    url: '/Budget/Create',
+    method: 'post',
+    data
+  })
+}
+
+/**
+ * 更新预算
+ * @param {object} data 预算数据
+ */
+export function updateBudget (data) {
+  return request({
+    url: '/Budget/Update',
+    method: 'post',
+    data
+  })
+}
+
+/**
+ * 删除预算
+ * @param {number} id 预算ID
+ */
+export function deleteBudget (id) {
+  return request({
+    url: `/Budget/DeleteById/${id}`,
+    method: 'delete'
+  })
+}
+
+/**
+ * 获取分类统计信息（月度和年度）
+ * @param {string} category 分类 (Expense/Income/Savings)
+ * @param {string} referenceDate 参考日期 (可选)
+ */
+export function getCategoryStats (category, referenceDate) {
+  return request({
+    url: '/Budget/GetCategoryStats',
+    method: 'get',
+    params: { category, referenceDate }
+  })
+}
+/**
+ * 获取未被预算覆盖的分类统计信息
+ * @param {number} category 预算分类
+ * @param {string} referenceDate 参考日期
+ */
+export function getUncoveredCategories (category, referenceDate) {
+  return request({
+    url: '/Budget/GetUncoveredCategories',
+    method: 'get',
+    params: { category, referenceDate }
+  })
+}
+
+/**
+ * 获取归档总结
+ * @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) {
+  return request({
+    url: '/Budget/GetSavingsBudget',
+    method: 'get',
+    params: { year, month, type }
+  })
+}

Web/src/api/config.js

@@ -0,0 +1,28 @@
+import request from './request'
+
+/**
+ * 获取配置值
+ * @param {string} key - 配置的key
+ * @returns {Promise<{success: boolean, data: string}>}
+ */
+export const getConfig = (key) => {
+  return request({
+    url: '/Config/GetConfig',
+    method: 'get',
+    params: { key }
+  })
+}
+
+/**
+ * 设置配置值
+ * @param {string} key - 配置的key
+ * @param {string} value - 配置的值
+ * @returns {Promise<{success: boolean}>}
+ */
+export const setConfig = (key, value) => {
+  return request({
+    url: '/Config/SetConfig',
+    method: 'post',
+    params: { key, value }
+  })
+}

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

@@ -0,0 +1,32 @@
+import request from '@/api/request'
+
+export function getJobs () {
+  return request({
+    url: '/Job/GetJobs',
+    method: 'get'
+  })
+}
+
+export function executeJob (jobName) {
+  return request({
+    url: '/Job/Execute',
+    method: 'post',
+    data: { jobName }
+  })
+}
+
+export function pauseJob (jobName) {
+  return request({
+    url: '/Job/Pause',
+    method: 'post',
+    data: { jobName }
+  })
+}
+
+export function resumeJob (jobName) {
+  return request({
+    url: '/Job/Resume',
+    method: 'post',
+    data: { jobName }
+  })
+}

Web/src/api/log.js

@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 日志相关 API
@@ -12,6 +12,7 @@
  * @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 = {}) => {
@@ -32,3 +33,34 @@ 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

@@ -0,0 +1,24 @@
+import request from './request'
+
+export function getVapidPublicKey () {
+  return request({
+    url: '/Notification/GetVapidPublicKey',
+    method: 'get'
+  })
+}
+
+export function subscribe (data) {
+  return request({
+    url: '/Notification/Subscribe',
+    method: 'post',
+    data
+  })
+}
+
+export function testNotification (message) {
+  return request({
+    url: '/Notification/TestNotification',
+    method: 'post',
+    params: { message }
+  })
+}

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'
@@ -12,17 +12,31 @@ 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)
   }
@@ -30,7 +44,7 @@ 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
@@ -41,7 +55,7 @@ request.interceptors.response.use(
 
     return data
   },
-  error => {
+  (error) => {
     console.error('响应错误:', error)
 
     // 统一处理 HTTP 错误
@@ -53,13 +67,17 @@ request.interceptors.response.use(
         case 400:
           message = data?.message || '请求参数错误'
           break
-        case 401:
+        case 401: {
           message = '未授权，请重新登录'
           // 清除登录状态并跳转到登录页
           const authStore = useAuthStore()
           authStore.logout()
-          router.push({ name: 'login', query: { redirect: router.currentRoute.value.fullPath } })
+          router.push({
+            name: 'login',
+            query: { redirect: router.currentRoute.value.fullPath }
+          })
           break
+        }
         case 403:
           message = '拒绝访问'
           break

Web/src/api/statistics.js

@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 统计相关 API
@@ -17,8 +17,6 @@
  * @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({
@@ -88,3 +86,21 @@ 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

@@ -76,3 +76,30 @@ 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
@@ -19,6 +19,29 @@ export const getTransactionList = (params = {}) => {
   })
 }
 
+/**
+ * 获取待确认分类的交易记录列表
+ * @returns {Promise<{success: boolean, data: Array}>}
+ */
+export const getUnconfirmedTransactionList = () => {
+  return request({
+    url: '/TransactionRecord/GetUnconfirmedList',
+    method: 'get'
+  })
+}
+
+/**
+ * 全部确认待确认的交易分类
+ * @returns {Promise<{success: boolean, data: number}>}
+ */
+export const confirmAllUnconfirmed = (ids) => {
+  return request({
+    url: '/TransactionRecord/ConfirmAllUnconfirmed',
+    method: 'post',
+    data: { ids }
+  })
+}
+
 /**
  * 根据ID获取交易记录详情
  * @param {number} id - 交易记录ID
@@ -59,6 +82,7 @@ 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) => {
@@ -76,7 +100,7 @@ export const updateTransaction = (data) => {
  */
 export const deleteTransaction = (id) => {
   return request({
-    url: `/TransactionRecord/DeleteById`,
+    url: '/TransactionRecord/DeleteById',
     method: 'post',
     params: { id }
   })
@@ -95,7 +119,6 @@ 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
 
@@ -137,7 +160,7 @@ export const smartClassify = (transactionIds = []) => {
     method: 'POST',
     headers: {
       'Content-Type': 'application/json',
-      'Authorization': `Bearer ${token}`
+      Authorization: `Bearer ${token}`
     },
     body: JSON.stringify({ transactionIds })
   })
@@ -201,32 +224,6 @@ 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

@@ -1,55 +1,75 @@
-/* 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 {
-  --vt-c-white: #ffffff;
+  --van-danger-color: rgb(255, 107, 107) !important; /* 覆盖默认的深红色 #ee0a24 */
-  --vt-c-white-soft: #f8f8f8;
+  --color-background: var(--van-background);
-  --vt-c-white-mute: #f2f2f2;
+  --color-background-soft: var(--van-background-2);
+  --color-background-mute: var(--van-gray-1);
 
-  --vt-c-black: #181818;
+  --color-border: var(--van-border-color);
-  --vt-c-black-soft: #222222;
+  --color-border-hover: var(--van-gray-5);
-  --vt-c-black-mute: #282828;
 
-  --vt-c-indigo: #2c3e50;
+  --color-heading: var(--van-text-color);
-
+  --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 {
-    --color-background: var(--vt-c-black);
+    --chart-axis: #333;
-    --color-background-soft: var(--vt-c-black-soft);
+    --chart-split: #333;
-    --color-background-mute: var(--vt-c-black-mute);
+    --chart-text-muted: #666;
 
-    --color-border: var(--vt-c-divider-dark-2);
+    /* Heatmap Colors - Dark Mode (GitHub Style) */
-    --color-border-hover: var(--vt-c-divider-dark-1);
+    --heatmap-level-0: var(--van-gray-2);
-
+    --heatmap-level-1: #9be9a8;
-    --color-heading: var(--vt-c-text-dark-1);
+    --heatmap-level-2: #40c463;
-    --color-text: var(--vt-c-text-dark-2);
+    --heatmap-level-3: #30a14e;
+    --heatmap-level-4: #216e39;
   }
 }
 
+/* Removed manual dark mode media query as Vant handles it */
+
 *,
 *::before,
 *::after {
@@ -60,14 +80,13 @@
 
 body {
   min-height: 100vh;
-  color: var(--color-text);
+  color: var(--van-text-color);
-  background: var(--color-background);
+  background: var(--van-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

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

Web/src/assets/theme.css

@@ -0,0 +1,184 @@
+/**
+ * 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

@@ -0,0 +1,46 @@
+<template>
+  <van-dialog
+    v-model:show="show"
+    title="新增交易分类"
+    show-cancel-button
+    @confirm="handleConfirm"
+  >
+    <van-field
+      v-model="classifyName"
+      placeholder="请输入新的交易分类"
+    />
+  </van-dialog>
+</template>
+
+<script setup>
+import { ref } from 'vue'
+import { showToast } from 'vant'
+
+const emit = defineEmits(['confirm'])
+
+const show = ref(false)
+const classifyName = ref('')
+
+// 打开弹窗
+const open = () => {
+  classifyName.value = ''
+  show.value = true
+}
+
+// 确认
+const handleConfirm = () => {
+  if (!classifyName.value.trim()) {
+    showToast('请输入分类名称')
+    return
+  }
+
+  emit('confirm', classifyName.value.trim())
+  show.value = false
+  classifyName.value = ''
+}
+
+// 暴露方法给父组件
+defineExpose({
+  open
+})
+</script>

Web/src/components/Bill/BillForm.vue

@@ -6,8 +6,12 @@
         <van-field label="时间">
           <template #input>
             <div style="display: flex; gap: 16px">
-              <div @click="showDatePicker = true">{{ form.date }}</div>
+              <div @click="showDatePicker = true">
-              <div @click="showTimePicker = true">{{ form.time }}</div>
+                {{ form.date }}
+              </div>
+              <div @click="showTimePicker = true">
+                {{ form.time }}
+              </div>
             </div>
           </template>
         </van-field>
@@ -34,67 +38,71 @@
         />
 
         <!-- 交易类型 -->
-        <van-field name="type" label="类型">
+        <van-field
+          name="type"
+          label="类型"
+        >
           <template #input>
-            <van-radio-group v-model="form.type" direction="horizontal">
+            <van-radio-group
-              <van-radio :name="0">支出</van-radio>
+              v-model="form.type"
-              <van-radio :name="1">收入</van-radio>
+              direction="horizontal"
-              <van-radio :name="2">不计</van-radio>
+              @change="handleTypeChange"
+            >
+              <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 name="category" label="分类">
+        <van-field
+          name="category"
+          label="分类"
+        >
           <template #input>
-            <span v-if="!categoryName" style="color: #c8c9cc;">请选择分类</span>
+            <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>
 
-        <!-- 分类按钮网格 -->
+        <!-- 分类选择组件 -->
-        <div class="classify-buttons">
+        <ClassifySelector
-          <van-button
+          v-model="categoryName"
-            type="success"
+          :type="form.type"
-            size="small"
+        />
-            class="classify-btn"
-            @click="showAddClassify = true"
-          >
-            + 新增
-          </van-button>
-          <van-button
-            v-for="item in categoryList"
-            :key="item.id"
-            :type="categoryName === item.name ? 'primary' : 'default'"
-            size="small"
-            class="classify-btn"
-            @click="selectClassify(item)"
-          >
-            {{ item.name }}
-          </van-button>
-        </div>
       </van-cell-group>
 
       <div class="actions">
-        <van-button round block type="primary" native-type="submit" :loading="loading">
+        <van-button
+          round
+          block
+          type="primary"
+          native-type="submit"
+          :loading="loading"
+        >
           {{ submitText }}
         </van-button>
-        <slot name="actions"></slot>
+        <slot name="actions" />
       </div>
     </van-form>
 
-    <!-- 新增分类对话框 -->
-    <van-dialog 
-      v-model:show="showAddClassify" 
-      title="新增交易分类" 
-      show-cancel-button
-      @confirm="addNewClassify"
-    >
-      <van-field v-model="newClassify" placeholder="请输入新的交易分类" />
-    </van-dialog>
-
     <!-- 日期选择弹窗 -->
-    <van-popup v-model:show="showDatePicker" position="bottom" round>
+    <van-popup
+      v-model:show="showDatePicker"
+      position="bottom"
+      round
+      teleport="body"
+    >
       <van-date-picker
         v-model="currentDate"
         title="选择日期"
@@ -104,7 +112,12 @@
     </van-popup>
 
     <!-- 时间选择弹窗 -->
-    <van-popup v-model:show="showTimePicker" position="bottom" round>
+    <van-popup
+      v-model:show="showTimePicker"
+      position="bottom"
+      round
+      teleport="body"
+    >
       <van-time-picker
         v-model="currentTime"
         title="选择时间"
@@ -116,10 +129,10 @@
 </template>
 
 <script setup>
-import { ref, onMounted, watch, toRefs } from 'vue'
+import { ref, onMounted, watch, nextTick } from 'vue'
 import { showToast } from 'vant'
 import dayjs from 'dayjs'
-import { getCategoryList, createCategory } from '@/api/transactionCategory'
+import ClassifySelector from '@/components/ClassifySelector.vue'
 
 const props = defineProps({
   initialData: {
@@ -142,30 +155,26 @@ const emit = defineEmits(['submit'])
 const form = ref({
   type: 0, // 0: 支出, 1: 收入, 2: 不计
   amount: '',
-  categoryId: null,
   date: dayjs().format('YYYY-MM-DD'),
   time: dayjs().format('HH:mm'),
   note: ''
 })
 
 const categoryName = ref('')
+const isSyncing = ref(false)
 
 // 弹窗控制
 const showDatePicker = ref(false)
 const showTimePicker = ref(false)
-const showAddClassify = ref(false)
-const newClassify = ref('')
 
-// 选择器数据
+// 日期时间临时变量 (Vant DatePicker 需要数组 or 特定格式)
-const categoryList = ref([])
-
-// 日期时间临时变量 (Vant DatePicker 需要数组或特定格式)
 const currentDate = ref(dayjs().format('YYYY-MM-DD').split('-'))
 const currentTime = ref(dayjs().format('HH:mm').split(':'))
 
 // 初始化数据
 const initForm = async () => {
   if (props.initialData) {
+    isSyncing.value = true
     const { occurredAt, amount, reason, type, classify } = props.initialData
 
     if (occurredAt) {
@@ -176,32 +185,24 @@ const initForm = async () => {
       currentTime.value = form.value.time.split(':')
     }
 
-    if (amount !== undefined) form.value.amount = amount
+    if (amount !== undefined) {
-    if (reason !== undefined) form.value.note = reason
+      form.value.amount = amount
-    if (type !== undefined) form.value.type = type
-    
-    // 加载分类列表
-    await loadClassifyList(form.value.type)
-    
-    // 如果有传入分类名称，尝试匹配
-    if (classify) {
-      const found = categoryList.value.find(c => c.name === classify)
-      if (found) {
-        selectClassify(found)
-      } else {
-        // 如果没找到对应分类，但有分类名称，可能需要特殊处理或者就显示名称但不关联ID？
-        // 这里暂时只显示名称，ID为空，或者需要自动创建？
-        // 按照原有逻辑，后端需要分类名称，所以这里只要设置 categoryName 即可
-        // 但是 ManualBillAdd 原逻辑是需要 categoryId 的。
-        // 不过 createTransaction 接口传的是 classify (name)。
-        // 让我们看 ManualBillAdd 的 handleSave:
-        // classify: categoryName.value
-        // 所以只要 categoryName 有值就行。
-        categoryName.value = classify
-      }
     }
-  } else {
+    if (reason !== undefined) {
-    await loadClassifyList(form.value.type)
+      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) {
+      categoryName.value = classify
+    }
+
+    nextTick(() => {
+      isSyncing.value = false
+    })
   }
 }
 
@@ -210,96 +211,17 @@ onMounted(() => {
 })
 
 // 监听 initialData 变化 (例如重新解析后)
-watch(() => props.initialData, () => {
+watch(
-  initForm()
+  () => props.initialData,
-}, { deep: true })
+  () => {
-
+    initForm()
-// 监听交易类型变化，重新加载分类
+  },
-watch(() => form.value.type, (newVal) => {
+  { deep: true }
-  // 如果是初始化过程中导致的类型变化，可能不需要清空分类（如果已经匹配好了）
+)
-  // 但如果是用户手动切换，应该清空
-  // 这里简单处理：如果是用户切换，通常需要重新选择。
-  // 为了避免初始化时的冲突，可以在 initForm 里处理好。
-  // 这里主要响应用户操作。
-  
-  // 只有当当前分类不属于新类型时才清空？或者总是清空？
-  // 原逻辑是总是清空。
-  // 但是如果是 initForm 引起的，我们不希望清空。
-  // 暂时保持原逻辑，但在 initForm 里调用 loadClassifyList 后再设置 categoryName
-  
-  // 简单的做法：在 watch 内部判断是否正在初始化？比较麻烦。
-  // 或者：只在用户点击 radio 时触发？
-  // watch 是最稳妥的，但要注意 initForm 里的顺序。
-  // 在 initForm 里，我们先设置 type，这会触发 watch。
-  // 所以 initForm 里的 loadClassifyList 可能会被 watch 里的覆盖。
-  // 让我们调整一下策略：
-  // 不在 watch 里加载，而是由 radio change 事件触发？
-  // 或者在 watch 里判断，如果 categoryName 已经有值且符合当前类型（这个很难判断），就不清空。
-  
-  // 实际上，initForm 里设置 type 后，watch 会执行。
-  // watch 会清空 categoryName。
-  // 所以 initForm 里设置 type 后，再设置 categoryName 是没用的，除非 watch 是异步的或者我们在 nextTick 设置。
-  
-  // 让我们修改 watch 逻辑，或者在 initForm 里处理。
-  // 更好的方式：
-  // 移除 watch，改为在 radio group 上 @change="handleTypeChange"
-})
 
 const handleTypeChange = (newType) => {
-  categoryName.value = ''
+  if (!isSyncing.value) {
-  form.value.categoryId = null
+    categoryName.value = ''
-  loadClassifyList(newType)
-}
-
-const loadClassifyList = async (type = null) => {
-  try {
-    const response = await getCategoryList(type)
-    if (response.success) {
-      categoryList.value = response.data || []
-    }
-  } catch (error) {
-    console.error('加载分类列表出错:', error)
-  }
-}
-
-const selectClassify = (item) => {
-  categoryName.value = item.name
-  form.value.categoryId = item.id
-}
-
-const addNewClassify = async () => {
-  if (!newClassify.value.trim()) {
-    showToast('请输入分类名称')
-    return
-  }
-  
-  try {
-    const name = newClassify.value.trim()
-    
-    // 调用API创建分类
-    const response = await createCategory({
-      name: name,
-      type: form.value.type
-    })
-    
-    if (response.success) {
-      showToast('分类创建成功')
-      const newId = response.data
-      // 重新加载分类列表
-      await loadClassifyList(form.value.type)
-      
-      // 选中新创建的分类
-      categoryName.value = name
-      form.value.categoryId = newId
-    } else {
-      showToast(response.message || '创建分类失败')
-    }
-  } catch (error) {
-    console.error('创建分类出错:', error)
-    showToast('创建分类失败')
-  } finally {
-    newClassify.value = ''
-    showAddClassify.value = false
   }
 }
 

Web/src/components/Bill/OneLineBillAdd.vue

@@ -1,6 +1,10 @@
 <template>
   <div>
-    <div class="input-section" v-if="!parseResult" style="margin: 12px 12px 0 16px;">
+    <div
+      v-if="!parseResult"
+      class="input-section"
+      style="margin: 12px 12px 0 16px"
+    >
       <van-field
         v-model="text"
         type="textarea"
@@ -14,16 +18,19 @@
           type="primary"
           round
           block
-          @click="handleParse" 
           :loading="parsing"
           :disabled="!text.trim()"
+          @click="handleParse"
         >
           智能解析
         </van-button>
       </div>
     </div>
 
-    <div v-if="parseResult" class="result-section">
+    <div
+      v-if="parseResult"
+      class="result-section"
+    >
       <BillForm
         :initial-data="parseResult"
         :loading="saving"
@@ -35,8 +42,8 @@
             plain
             round
             block
-            @click="parseResult = null" 
             class="mt-2"
+            @click="parseResult = null"
           >
             重新输入
           </van-button>
@@ -60,14 +67,16 @@ const saving = ref(false)
 const parseResult = ref(null)
 
 const handleParse = async () => {
-  if (!text.value.trim()) return
+  if (!text.value.trim()) {
+    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')
     }
 
@@ -121,6 +130,6 @@ const handleSave = async (payload) => {
   margin-bottom: 16px;
   border-radius: 8px;
   overflow: hidden;
-  border: 1px solid #ebedf0;
+  border: 1px solid var(--van-border-color);
 }
 </style>