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

.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: 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

.gitignore

@@ -404,3 +404,4 @@ FodyWeavers.xsd
 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

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 +1,4 @@
-using System.Reflection;
+namespace Common;
-using Microsoft.Extensions.DependencyInjection;
-
-namespace Common;
 
 public static class TypeExtensions
 {
@@ -10,8 +7,8 @@ public static class TypeExtensions
     /// </summary>
     public static T? DeepClone<T>(this T source)
     {
-        var json = System.Text.Json.JsonSerializer.Serialize(source);
+        var json = JsonSerializer.Serialize(source);
-        return System.Text.Json.JsonSerializer.Deserialize<T>(json);
+        return JsonSerializer.Deserialize<T>(json);
     }
 }
 
@@ -25,6 +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");
@@ -41,7 +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)
         {
@@ -71,14 +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 +22,7 @@
     <PackageVersion Include="Microsoft.AspNetCore.OpenApi" Version="10.0.0" />
     <PackageVersion Include="Scalar.AspNetCore" Version="2.11.9" />
     <!-- Database -->
-    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.304" />
+    <PackageVersion Include="FreeSql.Provider.Sqlite" Version="3.5.305" />
     <PackageVersion Include="WebPush" Version="1.0.12" />
     <PackageVersion Include="Yitter.IdGenerator" Version="1.0.14" />
     <!-- File Processing -->
@@ -33,5 +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
 
@@ -31,6 +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

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

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

Entity/BudgetRecord.cs

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

Entity/EmailMessage.cs

@@ -1,6 +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/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>
@@ -69,6 +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

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

Repository/BudgetArchiveRepository.cs

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

Repository/BudgetRepository.cs

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

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/TransactionRecordRepository.cs

@@ -1,4 +1,4 @@
-namespace Repository;
+namespace Repository;
 
 public interface ITransactionRecordRepository : IBaseRepository<TransactionRecord>
 {
@@ -6,202 +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="classifies">筛选分类列表</param>
-    /// <param name="type">筛选交易类型</param>
-    /// <param name="year">筛选年份</param>
-    /// <param name="month">筛选月份</param>
-    /// <param name="startDate">筛选开始日期</param>
-    /// <param name="endDate">筛选结束日期</param>
-    /// <param name="reason">筛选交易摘要</param>
-    /// <param name="sortByAmount">是否按金额降序排列，默认为false按时间降序</param>
-    /// <returns>交易记录列表</returns>
-    Task<List<TransactionRecord>> GetPagedListAsync(
-        int pageIndex = 1,
-        int pageSize = 20,
-        string? searchKeyword = null,
-        string[]? classifies = null,
-        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
+        TransactionType? type = null,
+        string[]? classifies = null,
+        string? searchKeyword = null,
         string? reason = null,
+        int pageIndex = 1,
+        int pageSize = int.MaxValue,
         bool sortByAmount = false);
 
-    /// <summary>
+    Task<long> CountAsync(
-    /// 获取总数
-    /// </summary>
-    Task<long> GetTotalCountAsync(
-        string? searchKeyword = null,
-        string[]? classifies = null,
-        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
+        TransactionType? type = null,
+        string[]? classifies = null,
+        string? searchKeyword = null,
         string? reason = null);
 
-    /// <summary>
-    /// 获取所有不同的交易分类
-    /// </summary>
     Task<List<string>> GetDistinctClassifyAsync();
 
-    /// <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>
-    /// 根据关键词查询已分类的账单（用于智能分类参考）
-    /// </summary>
-    /// <param name="keywords">关键词列表</param>
-    /// <param name="limit">返回结果数量限制</param>
-    /// <returns>已分类的账单列表</returns>
     Task<List<TransactionRecord>> GetClassifiedByKeywordsAsync(List<string> keywords, int limit = 10);
 
-    /// <summary>
-    /// 根据关键词查询已分类的账单，并计算相关度分数
-    /// </summary>
-    /// <param name="keywords">关键词列表</param>
-    /// <param name="minMatchRate">最小匹配率（0.0-1.0），默认0.3表示至少匹配30%的关键词</param>
-    /// <param name="limit">返回结果数量限制</param>
-    /// <returns>带相关度分数的已分类账单列表</returns>
-    Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10);
-
-    /// <summary>
-    /// 获取抵账候选列表
-    /// </summary>
-    /// <param name="currentId">当前交易ID</param>
-    /// <param name="amount">当前交易金额</param>
-    /// <param name="currentType">当前交易类型</param>
-    /// <returns>候选交易列表</returns>
-    Task<List<TransactionRecord>> GetCandidatesForOffsetAsync(long currentId, decimal amount, TransactionType currentType);
-
-    /// <summary>
-    /// 获取待确认分类的账单列表
-    /// </summary>
-    /// <returns>待确认账单列表</returns>
     Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync();
 
-    /// <summary>
+    Task<int> BatchUpdateByReasonAsync(string reason, TransactionType type, string classify);
-    /// 全部确认待确认的分类
-    /// </summary>
-    /// <returns>影响行数</returns>
-    Task<int> ConfirmAllUnconfirmedAsync(long[] ids);
 
-    /// <summary>
-    /// 更新分类名称
-    /// </summary>
-    /// <param name="oldName">旧分类名称</param>
-    /// <param name="newName">新分类名称</param>
-    /// <param name="type">交易类型</param>
-    /// <returns>影响行数</returns>
     Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type);
+
+    Task<int> ConfirmAllUnconfirmedAsync(long[] ids);
 }
 
 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>()
@@ -216,116 +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[]? classifies = null,
-        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
+        TransactionType? type = null,
+        string[]? classifies = null,
+        string? searchKeyword = null,
         string? reason = null,
+        int pageIndex = 1,
+        int pageSize = int.MaxValue,
         bool sortByAmount = false)
     {
-        var query = 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 (classifies != null && classifies.Length > 0)
-        {
-            var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
-            query = query.Where(t => filterClassifies.Contains(t.Classify));
-        }
-
-        // 按交易类型筛选
-        query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
-
-        // 按年月筛选
-        if (year.HasValue && month.HasValue)
-        {
-            var dateStart = new DateTime(year.Value, month.Value, 1);
-            var dateEnd = dateStart.AddMonths(1);
-            query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
-        }
-        
-        // 按日期范围筛选
-        query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
-                     .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
-
-        // 根据sortByAmount参数决定排序方式
         if (sortByAmount)
         {
-            // 按金额降序排列
             return await query
                 .OrderByDescending(t => t.Amount)
                 .OrderByDescending(t => t.Id)
                 .Page(pageIndex, pageSize)
                 .ToListAsync();
         }
-        else
+
-        {
-            // 按时间降序排列
         return await query
             .OrderByDescending(t => t.OccurredAt)
             .OrderByDescending(t => t.Id)
             .Page(pageIndex, pageSize)
             .ToListAsync();
     }
-    }
 
-    public async Task<long> GetTotalCountAsync(
+    public async Task<long> CountAsync(
-        string? searchKeyword = null,
-        string[]? classifies = null,
-        TransactionType? type = null,
         int? year = null,
         int? month = null,
         DateTime? startDate = null,
         DateTime? endDate = null,
+        TransactionType? type = null,
+        string[]? classifies = null,
+        string? searchKeyword = null,
         string? reason = null)
     {
-        var query = 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 (classifies != null && classifies.Length > 0)
-        {
-            var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
-            query = query.Where(t => filterClassifies.Contains(t.Classify));
-        }
-
-        // 按交易类型筛选
-        query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
-
-        // 按年月筛选
-        if (year.HasValue && month.HasValue)
-        {
-            var dateStart = new DateTime(year.Value, month.Value, 1);
-            var dateEnd = dateStart.AddMonths(1);
-            query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
-        }
-
-        // 按日期范围筛选
-        query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
-                     .WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
-
         return await query.CountAsync();
     }
 
@@ -337,48 +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>()
@@ -387,10 +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();
     }
 
@@ -403,207 +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<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)));
@@ -615,71 +214,21 @@ 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)
-        var currentRecord = await FreeSql.Select<TransactionRecord>()
+            .ExecuteAffrowsAsync();
-            .Where(t => t.Id == currentId)
-            .FirstAsync();
-
-        if (currentRecord == null)
-        {
-            return new List<TransactionRecord>();
-        }
-
-        var list = await FreeSql.Select<TransactionRecord>()
-            .Where(t => t.Id != currentId)
-            .Where(t => t.Type != currentType)
-            .Where(t => Math.Abs(t.Amount) >= minAmount && Math.Abs(t.Amount) <= maxAmount)
-            .Take(50)
-            .ToListAsync();
-            
-        return list.OrderBy(t => Math.Abs(Math.Abs(t.Amount) - absAmount))
-            .ThenBy(x=> Math.Abs((x.OccurredAt - currentRecord.OccurredAt).TotalSeconds))
-            .ToList();
     }
 
     public async Task<int> UpdateCategoryNameAsync(string oldName, string newName, TransactionType type)
@@ -690,14 +239,6 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ExecuteAffrowsAsync();
     }
 
-    public async Task<List<TransactionRecord>> GetUnconfirmedRecordsAsync()
-    {
-        return await FreeSql.Select<TransactionRecord>()
-            .Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
-            .OrderByDescending(t => t.OccurredAt)
-            .ToListAsync();
-    }
-
     public async Task<int> ConfirmAllUnconfirmedAsync(long[] ids)
     {
         return await FreeSql.Update<TransactionRecord>()
@@ -710,79 +251,3 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
             .ExecuteAffrowsAsync();
     }
 }
-
-/// <summary>
-/// 按Reason分组统计DTO
-/// </summary>
-public class ReasonGroupDto
-{
-    /// <summary>
-    /// 交易摘要
-    /// </summary>
-    public string Reason { get; set; } = string.Empty;
-
-    /// <summary>
-    /// 该摘要的记录数量
-    /// </summary>
-    public int Count { get; set; }
-
-    /// <summary>
-    /// 示例交易类型（该分组中第一条记录的类型）
-    /// </summary>
-    public TransactionType SampleType { get; set; }
-
-    /// <summary>
-    /// 示例分类（该分组中第一条记录的分类）
-    /// </summary>
-    public string SampleClassify { get; set; } = string.Empty;
-
-    /// <summary>
-    /// 该分组的所有账单ID列表
-    /// </summary>
-    public List<long> TransactionIds { get; set; } = new();
-
-    /// <summary>
-    /// 该分组的总金额（绝对值）
-    /// </summary>
-    public decimal TotalAmount { get; set; }
-}
-
-/// <summary>
-/// 月度统计数据
-/// </summary>
-public class MonthlyStatistics
-{
-    public int Year { get; set; }
-    public int Month { get; set; }
-    public decimal TotalExpense { get; set; }
-    public decimal TotalIncome { get; set; }
-    public decimal Balance { get; set; }
-    public int ExpenseCount { get; set; }
-    public int IncomeCount { get; set; }
-    public int TotalCount { get; set; }
-    public decimal MaxExpense { get; set; }
-    public decimal MaxIncome { get; set; }
-}
-
-/// <summary>
-/// 分类统计数据
-/// </summary>
-public class CategoryStatistics
-{
-    public string Classify { get; set; } = string.Empty;
-    public decimal Amount { get; set; }
-    public int Count { get; set; }
-    public decimal Percent { get; set; }
-}
-
-/// <summary>
-/// 趋势统计数据
-/// </summary>
-public class TrendStatistics
-{
-    public int Year { get; set; }
-    public int Month { get; set; }
-    public decimal Expense { get; set; }
-    public decimal Income { get; set; }
-    public decimal Balance { get; set; }
-}

Repository/TransactionRecordRepository.md

@@ -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(60 * 5);
+        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
 {
@@ -11,6 +13,7 @@ public interface ISmartHandleService
 
 public class SmartHandleService(
     ITransactionRecordRepository transactionRepository,
+    ITransactionStatisticsService transactionStatisticsService,
     ITextSegmentService textSegmentService,
     ILogger<SmartHandleService> logger,
     ITransactionCategoryRepository categoryRepository,
@@ -61,7 +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)
                     {
@@ -143,7 +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)
@@ -154,8 +157,11 @@ public class SmartHandleService(
                 if (group == null) return;
                 foreach (var id in group.Ids)
                 {
-                    if (sendedIds.Add(id))
+                    if (!sentIds.Add(id))
                     {
+                        continue;
+                    }
+
                     var resultJson = JsonSerializer.Serialize(new
                     {
                         id,
@@ -165,7 +171,6 @@ public class SmartHandleService(
                     chunkAction(("data", resultJson));
                 }
             }
-            }
 
             // 解析缓冲区中的所有完整 JSON 对象或数组
             void FlushBuffer(StringBuilder buffer)
@@ -193,7 +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);
                         }
                     }
                 }
@@ -336,7 +341,7 @@ public class SmartHandleService(
                 {
                     content = $"""
                     <pre style="max-height: 80px; font-size: 8px; overflow-y: auto; padding: 8px; border: 1px solid #3c3c3c">
-                    {System.Net.WebUtility.HtmlEncode(sqlText)}
+                    {WebUtility.HtmlEncode(sqlText)}
                     </pre>
                     """
                 })
@@ -361,7 +366,7 @@ 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");
@@ -429,7 +434,6 @@ public class SmartHandleService(
     {
         // 获取所有分类
         var categories = await categoryRepository.GetAllAsync();
-        var categoryList = string.Join("、", categories.Select(c => $"{GetTypeName(c.Type)}-{c.Name}"));
 
         // 构建分类信息
         var categoryInfo = new StringBuilder();
@@ -490,8 +494,8 @@ public class SmartHandleService(
     /// </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] == '}')
@@ -542,13 +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/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/BudgetService.cs

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

Service/ConfigService.cs

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

Service/EmailServices/EmailHandleService.cs

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

Service/EmailServices/EmailParse/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<(
@@ -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
@@ -122,23 +125,16 @@ 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));

Service/EmailServices/EmailParse/IEmailParseServices.cs

@@ -1,4 +1,6 @@
-namespace Service.EmailParseServices;
+using Service.AI;
+
+namespace Service.EmailServices.EmailParse;
 
 public interface IEmailParseServices
 {
@@ -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;
@@ -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

Service/GlobalUsings.cs

@@ -7,10 +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],
@@ -288,7 +288,7 @@ public class ImportService(
                 return DateTime.MinValue;
             }
 
-            foreach (var format in DateTimeFormats)
+            foreach (var format in _dateTimeFormats)
             {
                 if (DateTime.TryParseExact(
                     row[key],
@@ -358,15 +358,14 @@ public class ImportService(
         {
             return await ParseCsvAsync(file);
         }
-        else if (fileExtension == ".xlsx" || fileExtension == ".xls")
+
+        if (fileExtension == ".xlsx" || fileExtension == ".xls")
         {
             return await ParseExcelAsync(file);
         }
-        else
+
-        {
         throw new NotSupportedException("不支持的文件格式");
     }
-    }
 
     private async Task<IDictionary<string, string>[]> ParseCsvAsync(MemoryStream file)
     {
@@ -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

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

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

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;
 

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

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

Service/Message/NotificationService.cs

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

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" />

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);
@@ -160,7 +165,7 @@ 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)
             .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
@@ -223,7 +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();
 
@@ -253,7 +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/.prettierrc.json

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

Web/eslint.config.js

@@ -1,52 +1,82 @@
-import js from '@eslint/js'
+import js from '@eslint/js'
 import globals from 'globals'
 import pluginVue from 'eslint-plugin-vue'
-import skipFormatting from '@vue/eslint-config-prettier/skip-formatting'
 
 export default [
   {
-    ignores: ['**/dist/**', '**/dist-ssr/**', '**/coverage/**', '**/node_modules/**', '.nuxt/**'],
+    ignores: ['**/dist/**', '**/dist-ssr/**', '**/coverage/**', '**/node_modules/**', '.nuxt/**']
   },
+  // Load Vue recommended rules first (sets up parser etc.)
+  ...pluginVue.configs['flat/recommended'],
+
+  // General Configuration for all JS/Vue files
   {
-    files: ['**/*.{js,mjs,jsx}'],
+    files: ['**/*.{js,mjs,jsx,vue}'],
     languageOptions: {
       globals: {
-        ...globals.browser,
+        ...globals.browser
       },
-      parserOptions: {
       ecmaVersion: 'latest',
-        sourceType: 'module',
+      sourceType: 'module'
-      },
     },
     rules: {
+      // Import standard JS recommended rules
       ...js.configs.recommended.rules,
-      'indent': ['error', 2],
+
+      // --- Logic & Best Practices ---
+      'no-unused-vars': ['warn', {
+        argsIgnorePattern: '^_',
+        varsIgnorePattern: '^_',
+        caughtErrorsIgnorePattern: '^_'
+      }],
+      'no-undef': 'error',
+      'no-console': ['warn', { allow: ['warn', 'error', 'info'] }],
+      'no-debugger': 'warn',
+      'eqeqeq': ['error', 'always', { null: 'ignore' }],
+      'curly': ['error', 'all'],
+      'prefer-const': 'warn',
+      'no-var': 'error',
+
+      // --- Formatting & Style (User requested warnings) ---
+      'indent': ['error', 2, { SwitchCase: 1 }],
       'quotes': ['error', 'single', { avoidEscape: true }],
       'semi': ['error', 'never'],
-      'no-unused-vars': ['warn', { argsIgnorePattern: '^_' }],
       'comma-dangle': ['error', 'never'],
       'no-trailing-spaces': 'error',
       'no-multiple-empty-lines': ['error', { max: 1 }],
       'space-before-function-paren': ['error', 'always'],
+      'object-curly-spacing': ['error', 'always'],
+      'array-bracket-spacing': ['error', 'never']
+    }
   },
-  },
+
-  ...pluginVue.configs['flat/recommended'],
+  // Vue Specific Overrides
   {
     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: []
+      }]
+    }
   },
-  },
+
-  skipFormatting,
+  // Service Worker specific globals
   {
     files: ['**/service-worker.js', '**/src/registerServiceWorker.js'],
     languageOptions: {
       globals: {
-        ...globals.serviceworker,
+        ...globals.serviceworker
-        ...globals.browser,
+      }
-      },
+    }
-    },
+  }
-  },
 ]

Web/package.json

@@ -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/service-worker.js

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

@@ -1,12 +1,27 @@
 <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-show="showTabbar" v-model="active">
+      <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
@@ -18,17 +33,36 @@
         >
           账单
         </van-tabbar-item>
-        <van-tabbar-item name="budget" icon="bill-o" to="/budget" @click="handleTabClick('/budget')">
+        <van-tabbar-item
+          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 v-if="isShowAddBill" @success="handleAddTransactionSuccess"/>
+      <GlobalAddBill
+        v-if="isShowAddBill"
+        @success="handleAddTransactionSuccess"
+      />
 
-      <div v-if="needRefresh" class="update-toast" @click="updateServiceWorker">
+      <div
-        <van-icon name="upgrade" class="update-icon" />
+        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>
@@ -85,12 +119,14 @@ onUnmounted(() => {
 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 === '/budget'
+  )
 })
 
 const active = ref('')
@@ -116,11 +152,14 @@ setInterval(() => {
 }, 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(
+  () => route.path,
+  (newPath) => {
     setActive(newPath)
 
     messageStore.updateUnreadCount()
-})
+  }
+)
 
 const setActive = (path) => {
   active.value = (() => {
@@ -138,14 +177,10 @@ const setActive = (path) => {
         return 'statistics'
     }
   })()
-  console.log(active.value, path)
 }
 
 const isShowAddBill = computed(() => {
-  return route.path === '/' 
+  return route.path === '/' || route.path === '/balance' || route.path === '/message' || route.path === '/calendar'
-  || route.path === '/calendar' 
-  || route.path === '/balance'
-  || route.path === '/message'
 })
 
 onUnmounted(() => {
@@ -166,7 +201,6 @@ const handleAddTransactionSuccess = () => {
   const event = new Event('transactions-changed')
   window.dispatchEvent(event)
 }
-
 </script>
 
 <style scoped>

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

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

Web/src/api/budget.js

@@ -12,19 +12,6 @@ export function getBudgetList(referenceDate) {
   })
 }
 
-/**
- * 获取单个预算统计
- * @param {number} id 预算ID
- * @param {string} referenceDate 参考日期
- */
-export function getBudgetStatistics(id, referenceDate) {
-  return request({
-    url: '/Budget/GetStatistics',
-    method: 'get',
-    params: { id, referenceDate }
-  })
-}
-
 /**
  * 创建预算
  * @param {object} data 预算数据
@@ -84,15 +71,41 @@ export function getUncoveredCategories(category, referenceDate) {
     params: { category, referenceDate }
   })
 }
+
 /**
- * 归档预算
+ * 获取归档总结
- * @param {number} year 年份
+ * @param {string} referenceDate 参考日期
- * @param {number} month 月份
  */
-export function archiveBudgets(year, month) {
+export function getArchiveSummary (referenceDate) {
   return request({
-    url: `/Budget/ArchiveBudgetsAsync/${year}/${month}`,
+    url: '/Budget/GetArchiveSummary',
-    method: 'post'
+    method: 'get',
+    params: { referenceDate }
   })
 }
 
+/**
+ * 更新归档总结
+ * @param {object} data 数据 { referenceDate, summary }
+ */
+export function updateArchiveSummary (data) {
+  return request({
+    url: '/Budget/UpdateArchiveSummary',
+    method: 'post',
+    data
+  })
+}
+
+/**
+ * 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/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/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/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
@@ -58,7 +72,10 @@ request.interceptors.response.use(
           // 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:

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
@@ -82,6 +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) => {
@@ -99,7 +100,7 @@ export const updateTransaction = (data) => {
  */
 export const deleteTransaction = (id) => {
   return request({
-    url: `/TransactionRecord/DeleteById`,
+    url: '/TransactionRecord/DeleteById',
     method: 'post',
     params: { id }
   })
@@ -118,7 +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
 
@@ -160,7 +160,7 @@ export const smartClassify = (transactionIds = []) => {
     method: 'POST',
     headers: {
       'Content-Type': 'application/json',
-      'Authorization': `Bearer ${token}`
+      Authorization: `Bearer ${token}`
     },
     body: JSON.stringify({ transactionIds })
   })
@@ -224,32 +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

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

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>
@@ -34,20 +38,39 @@
         />
 
         <!-- 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" @change="handleTypeChange">
+            <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>
@@ -60,15 +83,26 @@
       </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>
 
     <!-- 日期选择弹窗 -->
-    <van-popup v-model:show="showDatePicker" position="bottom" round teleport="body">
+    <van-popup
+      v-model:show="showDatePicker"
+      position="bottom"
+      round
+      teleport="body"
+    >
       <van-date-picker
         v-model="currentDate"
         title="选择日期"
@@ -78,7 +112,12 @@
     </van-popup>
 
     <!-- 时间选择弹窗 -->
-    <van-popup v-model:show="showTimePicker" position="bottom" round teleport="body">
+    <van-popup
+      v-model:show="showTimePicker"
+      position="bottom"
+      round
+      teleport="body"
+    >
       <van-time-picker
         v-model="currentTime"
         title="选择时间"
@@ -146,9 +185,15 @@ 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
+    }
+    if (reason !== undefined) {
+      form.value.note = reason
+    }
+    if (type !== undefined) {
+      form.value.type = type
+    }
 
     // 如果有传入分类名称，尝试设置
     if (classify) {
@@ -166,9 +211,13 @@ onMounted(() => {
 })
 
 // 监听 initialData 变化 (例如重新解析后)
-watch(() => props.initialData, () => {
+watch(
+  () => props.initialData,
+  () => {
     initForm()
-}, { deep: true })
+  },
+  { deep: true }
+)
 
 const handleTypeChange = (newType) => {
   if (!isSyncing.value) {

Web/src/components/Bill/OneLineBillAdd.vue

@@ -1,6 +1,10 @@
 <template>
   <div>
-    <div v-if="!parseResult" class="input-section" 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"
@@ -23,7 +27,10 @@
       </div>
     </div>
 
-    <div v-if="parseResult" class="result-section">
+    <div
+      v-if="parseResult"
+      class="result-section"
+    >
       <BillForm
         :initial-data="parseResult"
         :loading="saving"
@@ -60,7 +67,9 @@ 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
@@ -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>

Web/src/components/Budget/BudgetCard.vue

@@ -1,8 +1,18 @@
-<template>
+<!-- eslint-disable vue/no-v-html -->
-  <div class="common-card budget-card" @click="toggleExpand">
+<template>
+  <!-- 普通预算卡片 -->
+  <div
+    v-if="!budget.noLimit"
+    class="common-card budget-card"
+    :class="{ 'cursor-default': budget.category === 2 }"
+    @click="toggleExpand"
+  >
     <div class="budget-content-wrapper">
       <!-- 折叠状态 -->
-      <div v-if="!isExpanded" class="budget-collapsed">
+      <div
+        v-if="!isExpanded"
+        class="budget-collapsed"
+      >
         <div class="collapsed-header">
           <div class="budget-info">
             <slot name="tag">
@@ -12,14 +22,26 @@
                 class="status-tag"
               >
                 {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
+                <span
+                  v-if="budget.isMandatoryExpense"
+                  class="mandatory-mark"
+                >📌</span>
               </van-tag>
             </slot>
-              <h3 class="card-title">{{ budget.name }}</h3>
+            <h3 class="card-title">
-              <span v-if="budget.selectedCategories?.length" class="card-subtitle">
+              {{ budget.name }}
+            </h3>
+            <span
+              v-if="budget.selectedCategories?.length"
+              class="card-subtitle"
+            >
               ({{ budget.selectedCategories.join('、') }})
             </span>
           </div>
-          <van-icon name="arrow-down" class="expand-icon" />
+          <van-icon
+            name="arrow-down"
+            class="expand-icon"
+          />
         </div>
 
         <div class="collapsed-footer">
@@ -27,24 +49,34 @@
             <span class="compact-label">实际/目标</span>
             <span class="compact-value">
               <slot name="collapsed-amount">
-                {{ budget.current !== undefined && budget.limit !== undefined 
+                {{
+                  budget.current !== undefined && budget.limit !== undefined
                     ? `¥${budget.current?.toFixed(0) || 0} / ¥${budget.limit?.toFixed(0) || 0}`
-                  : '--' }}
+                    : '--'
+                }}
               </slot>
             </span>
           </div>
 
           <div class="collapsed-item">
             <span class="compact-label">达成率</span>
-            <span class="compact-value" :class="percentClass">{{ percentage }}%</span>
+            <span
+              class="compact-value"
+              :class="percentClass"
+            >{{ percentage }}%</span>
           </div>
         </div>
       </div>
 
       <!-- 展开状态 -->
-      <Transition v-else :name="transitionName">
+      <div
-        <div :key="budget.period" class="budget-inner-card">
+        v-else
-          <div class="card-header" style="margin-bottom: 0;">
+        class="budget-inner-card"
+      >
+        <div
+          class="card-header"
+          style="margin-bottom: 0"
+        >
           <div class="budget-info">
             <slot name="tag">
               <van-tag
@@ -53,9 +85,18 @@
                 class="status-tag"
               >
                 {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
+                <span
+                  v-if="budget.isMandatoryExpense"
+                  class="mandatory-mark"
+                >📌</span>
               </van-tag>
             </slot>
-              <h3 class="card-title" style="max-width: 120px;">{{ budget.name }}</h3>
+            <h3
+              class="card-title"
+              style="max-width: 120px"
+            >
+              {{ budget.name }}
+            </h3>
           </div>
           <div class="header-actions">
             <slot name="actions">
@@ -82,13 +123,15 @@
                   @click.stop="$emit('click', budget)"
                 />
               </template>
-                
             </slot>
           </div>
         </div>
 
         <div class="budget-body">
-            <div v-if="budget.selectedCategories?.length" class="category-tags">
+          <div
+            v-if="budget.selectedCategories?.length"
+            class="category-tags"
+          >
             <van-tag
               v-for="cat in budget.selectedCategories"
               :key="cat"
@@ -101,7 +144,7 @@
             </van-tag>
           </div>
           <div class="amount-info">
-              <slot name="amount-info"></slot>
+            <slot name="amount-info" />
           </div>
 
           <div class="progress-section">
@@ -113,7 +156,10 @@
                 :color="progressColor"
                 :show-pivot="false"
               />
-                <span class="percent" :class="percentClass">{{ percentage }}%</span>
+              <span
+                class="percent"
+                :class="percentClass"
+              >{{ percentage }}%</span>
             </slot>
           </div>
           <div class="progress-section time-progress">
@@ -121,43 +167,224 @@
             <van-progress
               :percentage="timePercentage"
               stroke-width="4"
-                color="#969799"
+              color="var(--van-gray-6)"
               :show-pivot="false"
             />
             <span class="percent">{{ timePercentage }}%</span>
           </div>
 
-            <van-collapse-transition>
+          <transition
-              <div v-if="budget.description && showDescription" class="budget-description">
+            name="collapse"
-                <div class="description-content rich-html-content" v-html="budget.description"></div>
+            @enter="onEnter"
+            @after-enter="onAfterEnter"
+            @leave="onLeave"
+            @after-leave="onAfterLeave"
+          >
+            <div
+              v-if="budget.description && showDescription"
+              class="budget-collapse-wrapper"
+            >
+              <div class="budget-description">
+                <div
+                  class="description-content rich-html-content"
+                  v-html="budget.description"
+                />
               </div>
-            </van-collapse-transition>
+            </div>
+          </transition>
         </div>
 
         <div class="card-footer">
-            <div class="period-navigation" @click.stop>
+          <slot name="footer" />
-              <van-button 
+        </div>
-                icon="arrow-left" 
+      </div>
-                class="nav-icon"
+    </div>
-                plain 
+
-                size="small"
+    <!-- 关联账单列表弹窗 -->
-                style="width: 50px;"
+    <PopupContainer
-                @click="handleSwitch(-1)" 
+      v-model="showBillListModal"
+      title="关联账单列表"
+      height="75%"
+    >
+      <TransactionList
+        :transactions="billList"
+        :loading="billLoading"
+        :finished="true"
+        :show-delete="false"
+        :show-checkbox="false"
+        @click="handleBillClick"
+        @delete="handleBillDelete"
       />
-              <span class="period-text">{{ budget.period }}</span>
+    </PopupContainer>
-              <van-button 
+  </div>
-                icon="arrow" 
+
-                class="nav-icon"
+  <!-- 不记额预算卡片 -->
+  <div
+    v-else
+    class="common-card budget-card no-limit-card"
+    :class="{ 'cursor-default': budget.category === 2 }"
+    @click="toggleExpand"
+  >
+    <div class="budget-content-wrapper">
+      <!-- 折叠状态 -->
+      <div
+        v-if="!isExpanded"
+        class="budget-collapsed"
+      >
+        <div class="collapsed-header">
+          <div class="budget-info">
+            <slot name="tag">
+              <van-tag
+                type="success"
                 plain
+                class="status-tag"
+              >
+                {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
+              </van-tag>
+            </slot>
+            <h3 class="card-title">
+              {{ budget.name }}
+            </h3>
+            <span
+              v-if="budget.selectedCategories?.length"
+              class="card-subtitle"
+            >
+              ({{ budget.selectedCategories.join('、') }})
+            </span>
+          </div>
+          <van-icon
+            name="arrow-down"
+            class="expand-icon"
+          />
+        </div>
+
+        <div class="collapsed-footer no-limit-footer">
+          <div class="collapsed-item">
+            <span class="compact-label">实际</span>
+            <span class="compact-value">
+              <slot name="collapsed-amount">
+                {{ budget.current !== undefined ? `¥${budget.current?.toFixed(0) || 0}` : '--' }}
+              </slot>
+            </span>
+          </div>
+        </div>
+      </div>
+
+      <!-- 展开状态 -->
+      <div
+        v-else
+        class="budget-inner-card"
+      >
+        <div
+          class="card-header"
+          style="margin-bottom: 0"
+        >
+          <div class="budget-info">
+            <slot name="tag">
+              <van-tag
+                type="success"
+                plain
+                class="status-tag"
+              >
+                {{ budget.type === BudgetPeriodType.Year ? '年度' : '月度' }}
+              </van-tag>
+            </slot>
+            <h3
+              class="card-title"
+              style="max-width: 120px"
+            >
+              {{ budget.name }}
+            </h3>
+          </div>
+          <div class="header-actions">
+            <slot name="actions">
+              <van-button
+                v-if="budget.description"
+                :icon="showDescription ? 'info' : 'info-o'"
                 size="small"
-                style="width: 50px;"
+                :type="showDescription ? 'primary' : 'default'"
-                :disabled="isNextDisabled"
+                plain
-                @click="handleSwitch(1)"
+                @click.stop="showDescription = !showDescription"
+              />
+              <van-button
+                icon="orders-o"
+                size="small"
+                plain
+                title="查询关联账单"
+                @click.stop="handleQueryBills"
+              />
+              <template v-if="budget.category !== 2">
+                <van-button
+                  icon="edit"
+                  size="small"
+                  plain
+                  @click.stop="$emit('click', budget)"
+                />
+              </template>
+            </slot>
+          </div>
+        </div>
+
+        <div class="budget-body">
+          <div
+            v-if="budget.selectedCategories?.length"
+            class="category-tags"
+          >
+            <van-tag
+              v-for="cat in budget.selectedCategories"
+              :key="cat"
+              size="mini"
+              class="category-tag"
+              plain
+              round
+            >
+              {{ cat }}
+            </van-tag>
+          </div>
+
+          <div class="no-limit-amount-info">
+            <div class="amount-item">
+              <span>
+                <span class="label">实际</span>
+                <span
+                  class="value"
+                  style="margin-left: 12px"
+                >¥{{ budget.current?.toFixed(0) || 0 }}</span>
+              </span>
+            </div>
+          </div>
+
+          <div class="no-limit-notice">
+            <span>
+              <van-icon
+                name="info-o"
+                style="margin-right: 4px"
+              />
+              不记额预算 - 直接计入存款明细
+            </span>
+          </div>
+
+          <transition
+            name="collapse"
+            @enter="onEnter"
+            @after-enter="onAfterEnter"
+            @leave="onLeave"
+            @after-leave="onAfterLeave"
+          >
+            <div
+              v-if="budget.description && showDescription"
+              class="budget-collapse-wrapper"
+            >
+              <div class="budget-description">
+                <div
+                  class="description-content rich-html-content"
+                  v-html="budget.description"
                 />
               </div>
             </div>
+          </transition>
+        </div>
       </div>
-      </Transition>
     </div>
 
     <!-- 关联账单列表弹窗 -->
@@ -193,7 +420,7 @@ const props = defineProps({
   },
   progressColor: {
     type: String,
-    default: '#1989fa'
+    default: 'var(--van-primary-color)'
   },
   percentClass: {
     type: [String, Object],
@@ -205,27 +432,20 @@ const props = defineProps({
   }
 })
 
-const emit = defineEmits(['switch-period', 'click'])
+const emit = defineEmits(['click'])
 
 const isExpanded = ref(props.budget.category === 2)
-const transitionName = ref('slide-left')
 const showDescription = ref(false)
 const showBillListModal = ref(false)
 const billList = ref([])
 const billLoading = ref(false)
 
 const toggleExpand = () => {
-  isExpanded.value = !isExpanded.value
+  // 存款类型（category === 2）强制保持展开状态，不可折叠
+  if (props.budget.category === 2) {
+    return
   }
-
+  isExpanded.value = !isExpanded.value
-const isNextDisabled = computed(() => {
-  if (!props.budget.periodEnd) return false
-  return new Date(props.budget.periodEnd) > new Date()
-})
-
-const handleSwitch = (direction) => {
-  transitionName.value = direction > 0 ? 'slide-left' : 'slide-right'
-  emit('switch-period', direction)
 }
 
 const handleQueryBills = async () => {
@@ -259,7 +479,6 @@ const handleQueryBills = async () => {
     } else {
       billList.value = []
     }
-
   } catch (error) {
     console.error('查询账单列表失败:', error)
     billList.value = []
@@ -269,21 +488,59 @@ const handleQueryBills = async () => {
 }
 
 const percentage = computed(() => {
-  if (!props.budget.limit) return 0
+  if (!props.budget.limit) {
+    return 0
+  }
   return Math.round((props.budget.current / props.budget.limit) * 100)
 })
 
 const timePercentage = computed(() => {
-  if (!props.budget.periodStart || !props.budget.periodEnd) return 0
+  if (!props.budget.periodStart || !props.budget.periodEnd) {
+    return 0
+  }
   const start = new Date(props.budget.periodStart).getTime()
   const end = new Date(props.budget.periodEnd).getTime()
   const now = new Date().getTime()
 
-  if (now <= start) return 0
+  if (now <= start) {
-  if (now >= end) return 100
+    return 0
+  }
+  if (now >= end) {
+    return 100
+  }
 
   return Math.round(((now - start) / (end - start)) * 100)
 })
+
+const onEnter = (el) => {
+  el.style.height = '0'
+  el.style.overflow = 'hidden'
+  // Force reflow
+  el.offsetHeight
+  el.style.transition = 'height 0.3s ease-in-out'
+  el.style.height = `${el.scrollHeight}px`
+}
+
+const onAfterEnter = (el) => {
+  el.style.height = ''
+  el.style.overflow = ''
+  el.style.transition = ''
+}
+
+const onLeave = (el) => {
+  el.style.height = `${el.scrollHeight}px`
+  el.style.overflow = 'hidden'
+  // Force reflow
+  el.offsetHeight
+  el.style.transition = 'height 0.3s ease-in-out'
+  el.style.height = '0'
+}
+
+const onAfterLeave = (el) => {
+  el.style.height = ''
+  el.style.overflow = ''
+  el.style.transition = ''
+}
 </script>
 
 <style scoped>
@@ -297,6 +554,18 @@ const timePercentage = computed(() => {
   cursor: pointer;
 }
 
+.budget-card.cursor-default {
+  cursor: default;
+}
+
+.no-limit-card {
+  border-left: 3px solid var(--van-success-color);
+}
+
+.collapsed-footer.no-limit-footer {
+  justify-content: flex-start;
+}
+
 .budget-content-wrapper {
   position: relative;
   width: 100%;
@@ -368,7 +637,7 @@ const timePercentage = computed(() => {
 
 .compact-label {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   line-height: 1.2;
 }
 
@@ -382,60 +651,26 @@ const timePercentage = computed(() => {
 }
 
 .compact-value.warning {
-  color: #ff976a;
+  color: var(--van-warning-color);
 }
 
 .compact-value.income {
-  color: #07c160;
+  color: var(--van-success-color);
 }
 
 .expand-icon {
-  color: #1989fa;
+  color: var(--van-primary-color);
   font-size: 14px;
   transition: transform 0.3s ease;
   flex-shrink: 0;
 }
 
 .collapse-icon {
-  color: #1989fa;
+  color: var(--van-primary-color);
   font-size: 16px;
   cursor: pointer;
 }
 
-/* 切换动画 */
-.slide-left-enter-active,
-.slide-left-leave-active,
-.slide-right-enter-active,
-.slide-right-leave-active {
-  transition: all 0.35s cubic-bezier(0.4, 0, 0.2, 1);
-}
-
-.slide-left-enter-from {
-  transform: translateX(100%);
-  opacity: 0;
-}
-.slide-left-leave-to {
-  transform: translateX(-100%);
-  opacity: 0;
-}
-
-.slide-right-enter-from {
-  transform: translateX(-100%);
-  opacity: 0;
-}
-.slide-right-leave-to {
-  transform: translateX(100%);
-  opacity: 0;
-}
-
-.slide-left-leave-active,
-.slide-right-leave-active {
-  position: absolute;
-  top: 0;
-  left: 0;
-  width: 100%;
-}
-
 .budget-info {
   display: flex;
   align-items: center;
@@ -456,7 +691,7 @@ const timePercentage = computed(() => {
 
 .card-subtitle {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   font-weight: normal;
   white-space: nowrap;
   overflow: hidden;
@@ -490,7 +725,7 @@ const timePercentage = computed(() => {
 
 :deep(.info-item) .label {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   margin-bottom: 2px;
 }
 
@@ -500,11 +735,11 @@ const timePercentage = computed(() => {
 }
 
 :deep(.value.expense) {
-  color: #ee0a24;
+  color: var(--van-danger-color);
 }
 
 :deep(.value.income) {
-  color: #07c160;
+  color: var(--van-success-color);
 }
 
 .progress-section {
@@ -513,7 +748,7 @@ const timePercentage = computed(() => {
   gap: 12px;
   margin-bottom: 12px;
   font-size: 13px;
-  color: #646566;
+  color: var(--van-gray-6);
 }
 
 .progress-section :deep(.van-progress) {
@@ -532,12 +767,12 @@ const timePercentage = computed(() => {
 }
 
 .percent.warning {
-  color: #ff976a;
+  color: var(--van-warning-color);
   font-weight: bold;
 }
 
 .percent.income {
-  color: #07c160;
+  color: var(--van-success-color);
   font-weight: bold;
 }
 
@@ -551,63 +786,58 @@ const timePercentage = computed(() => {
   font-size: 11px;
 }
 
-.budget-description {
+.no-limit-notice {
-  margin-top: 8px;
+  text-align: center;
-  background-color: #f7f8fa;
+  font-size: 12px;
+  color: var(--van-text-color-2);
+  background-color: var(--van-light-gray);
   border-radius: 4px;
-  padding: 8px;
+  margin-top: 8px;
+}
+
+.no-limit-amount-info {
+  display: flex;
+  justify-content: center;
+  margin: 0px 0;
+}
+
+.amount-item {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 4px;
+}
+
+.amount-item .label {
+  font-size: 12px;
+  color: var(--van-text-color-2);
+}
+
+.amount-item .value {
+  font-size: 20px;
+  font-weight: 600;
+  color: var(--van-success-color);
+}
+
+.budget-collapse-wrapper {
+  overflow: hidden;
+}
+
+.budget-description {
+  border-top: 1px solid var(--van-border-color);
+  margin-top: 8px;
 }
 
 .description-content {
   font-size: 11px;
-  color: #646566;
+  color: var(--van-gray-6);
   line-height: 1.4;
 }
 
-.card-footer {
+.mandatory-mark {
-  display: flex;
+  margin-left: 4px;
-  justify-content: space-between;
-  align-items: center;
-  color: #969799;
-  padding: 12px 12px 0;
-  padding-top: 8px;
-  border-top: 1px solid #ebedf0;
-}
-
-.period-navigation {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  width: 100%;
-}
-
-.period-text {
   font-size: 14px;
-  font-weight: 500;
+  display: inline-block;
-  color: #323233;
 }
 
-.nav-icon {
-  padding: 4px;
-  font-size: 12px;
-  color: #1989fa;
-}
-
-@media (prefers-color-scheme: dark) {
-  .card-footer {
-    border-top-color: #2c2c2c;
-  }
-  .period-text {
-    color: #f5f5f5;
-  }
-  .budget-description {
-    background-color: #2c2c2c;
-  }
-  .description-content {
-    color: #969799;
-  }
-  .collapsed-row .value {
-    color: #f5f5f5;
-  }
-}
 </style>

Web/src/components/Budget/BudgetEditPopup.vue

@@ -1,7 +1,11 @@
 <template>
   <PopupContainer
     v-model="visible"
-    :title="isEdit ? `编辑${getCategoryName(form.category)}预算` : `新增${getCategoryName(form.category)}预算`" 
+    :title="
+      isEdit
+        ? `编辑${getCategoryName(form.category)}预算`
+        : `新增${getCategoryName(form.category)}预算`
+    "
     height="75%"
   >
     <div class="add-budget-form">
@@ -14,19 +18,55 @@
             placeholder="例如：每月餐饮、年度奖金"
             :rules="[{ required: true, message: '请填写预算名称' }]"
           />
-          <van-field name="type" label="统计周期">
+          <!-- 新增：不记额预算复选框 -->
+          <van-field label="不记额预算">
+            <template #input>
+              <van-checkbox
+                v-model="form.noLimit"
+                @update:model-value="onNoLimitChange"
+              >
+                不记额预算
+              </van-checkbox>
+            </template>
+          </van-field>
+          <!-- 新增：硬性消费复选框 -->
+          <van-field :label="form.category === BudgetCategory.Expense ? '硬性消费' : '硬性收入'">
+            <template #input>
+              <div class="mandatory-wrapper">
+                <van-checkbox
+                  v-model="form.isMandatoryExpense"
+                  :disabled="form.noLimit"
+                >
+                  {{ form.category === BudgetCategory.Expense ? '硬性消费' : '硬性收入' }}
+                  <span class="mandatory-tip">
+                    当前周期 月/年 按天数自动累加(无记录时)
+                  </span>
+                </van-checkbox>
+              </div>
+            </template>
+          </van-field>
+          <van-field
+            name="type"
+            label="统计周期"
+          >
             <template #input>
               <van-radio-group
                 v-model="form.type"
                 direction="horizontal"
-                :disabled="isEdit"
+                :disabled="isEdit || form.noLimit"
               >
-                <van-radio :name="BudgetPeriodType.Month">月</van-radio>
+                <van-radio :name="BudgetPeriodType.Month">
-                <van-radio :name="BudgetPeriodType.Year">年</van-radio>
+                  月
+                </van-radio>
+                <van-radio :name="BudgetPeriodType.Year">
+                  年
+                </van-radio>
               </van-radio-group>
             </template>
           </van-field>
+          <!-- 仅当未选中"不记额预算"时显示预算金额 -->
           <van-field
+            v-if="!form.noLimit"
             v-model="form.limit"
             type="number"
             name="limit"
@@ -40,8 +80,16 @@
           </van-field>
           <van-field label="相关分类">
             <template #input>
-              <div v-if="form.selectedCategories.length === 0" style="color: #c8c9cc;">可多选分类</div>
+              <div
-              <div v-else class="selected-categories">
+                v-if="form.selectedCategories.length === 0"
+                style="color: var(--van-text-color-3)"
+              >
+                可多选分类
+              </div>
+              <div
+                v-else
+                class="selected-categories"
+              >
                 <span class="ellipsis-text">
                   {{ form.selectedCategories.join('、') }}
                 </span>
@@ -59,7 +107,14 @@
       </van-form>
     </div>
     <template #footer>
-        <van-button block round type="primary" @click="onSubmit">保存预算</van-button>
+      <van-button
+        block
+        round
+        type="primary"
+        @click="onSubmit"
+      >
+        保存预算
+      </van-button>
     </template>
   </PopupContainer>
 </template>
@@ -83,14 +138,12 @@ const form = reactive({
   type: BudgetPeriodType.Month,
   category: BudgetCategory.Expense,
   limit: '',
-  selectedCategories: []
+  selectedCategories: [],
+  noLimit: false, // 新增字段
+  isMandatoryExpense: false // 新增：硬性消费
 })
 
-const open = ({
+const open = ({ data, isEditFlag, category }) => {
-  data, 
-  isEditFlag,
-  category
-}) => {
   if (category === undefined) {
     showToast('缺少必要参数：category')
     return
@@ -104,7 +157,9 @@ const open = ({
       type: data.type,
       category: category,
       limit: data.limit,
-      selectedCategories: data.selectedCategories ? [...data.selectedCategories] : []
+      selectedCategories: data.selectedCategories ? [...data.selectedCategories] : [],
+      noLimit: data.noLimit || false, // 新增
+      isMandatoryExpense: data.isMandatoryExpense || false // 新增：硬性消费
     })
   } else {
     Object.assign(form, {
@@ -113,7 +168,9 @@ const open = ({
       type: BudgetPeriodType.Month,
       category: category,
       limit: '',
-      selectedCategories: []
+      selectedCategories: [],
+      noLimit: false, // 新增
+      isMandatoryExpense: false // 新增：硬性消费
     })
   }
   visible.value = true
@@ -124,15 +181,21 @@ defineExpose({
 })
 
 const budgetType = computed(() => {
-  return form.category === BudgetCategory.Expense ? 0 : (form.category === BudgetCategory.Income ? 1 : 2)
+  return form.category === BudgetCategory.Expense
+    ? 0
+    : form.category === BudgetCategory.Income
+      ? 1
+      : 2
 })
 
 const onSubmit = async () => {
   try {
     const data = {
       ...form,
-      limit: parseFloat(form.limit),
+      limit: form.noLimit ? 0 : parseFloat(form.limit), // 不记额时金额为0
-      selectedCategories: form.selectedCategories
+      selectedCategories: form.selectedCategories,
+      noLimit: form.noLimit, // 新增
+      isMandatoryExpense: form.isMandatoryExpense // 新增：硬性消费
     }
 
     const res = form.id ? await updateBudget(data) : await createBudget(data)
@@ -159,6 +222,15 @@ const getCategoryName = (category) => {
       return ''
   }
 }
+
+const onNoLimitChange = (value) => {
+  if (value) {
+    // 选中不记额时，自动设为年度预算
+    form.type = BudgetPeriodType.Year
+    // 选中不记额时，清除硬性消费选择
+    form.isMandatoryExpense = false
+  }
+}
 </script>
 
 <style scoped>
@@ -176,7 +248,7 @@ const getCategoryName = (category) => {
 
 .ellipsis-text {
   font-size: 14px;
-  color: #323233;
+  color: var(--van-text-color);
   white-space: nowrap;
   overflow: hidden;
   text-overflow: ellipsis;
@@ -185,7 +257,19 @@ const getCategoryName = (category) => {
 
 .no-data {
   font-size: 13px;
-  color: #969799;
+  color: var(--van-text-color-2);
   padding: 8px 16px;
 }
+
+.mandatory-wrapper {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+}
+
+.mandatory-tip {
+  font-size: 11px;
+  color: var(--van-text-color-3);
+  margin-left: 6px;
+}
 </style>

Web/src/components/Budget/BudgetSummary.vue

@@ -1,17 +1,35 @@
 <template>
   <div class="summary-container">
-    <transition :name="transitionName" mode="out-in">
+    <transition
-      <div v-if="stats && (stats.month || stats.year)" :key="dateKey" class="summary-card common-card">
+      :name="transitionName"
+      mode="out-in"
+    >
+      <div
+        v-if="stats && (stats.month || stats.year)"
+        :key="dateKey"
+        class="summary-card common-card"
+      >
         <!-- 左切换按钮 -->
-        <div class="nav-arrow left" @click.stop="changeMonth(-1)">
+        <div
+          class="nav-arrow left"
+          @click.stop="changeMonth(-1)"
+        >
           <van-icon name="arrow-left" />
         </div>
 
         <div class="summary-content">
-          <template v-for="(config, key) in periodConfigs" :key="key">
+          <template
+            v-for="(config, key) in periodConfigs"
+            :key="key"
+          >
             <div class="summary-item">
-              <div class="label">{{ config.label }}{{ title }}率</div>
+              <div class="label">
-              <div class="value" :class="getValueClass(stats[key]?.rate || '0.0')">
+                {{ config.label }}{{ title }}率
+              </div>
+              <div
+                class="value"
+                :class="getValueClass(stats[key]?.rate || '0.0')"
+              >
                 {{ stats[key]?.rate || '0.0' }}<span class="unit">%</span>
               </div>
               <div class="sub-info">
@@ -20,7 +38,10 @@
                 <span class="amount">¥{{ formatMoney(stats[key]?.limit || 0) }}</span>
               </div>
             </div>
-            <div v-if="config.showDivider" class="divider"></div>
+            <div
+              v-if="config.showDivider"
+              class="divider"
+            />
           </template>
         </div>
 
@@ -34,7 +55,10 @@
         </div>
 
         <!-- 非本月时显示的日期标识 -->
-        <div v-if="!isCurrentMonth" class="date-tag">
+        <div
+          v-if="!isCurrentMonth"
+          class="date-tag"
+        >
           {{ props.date.getFullYear() }}年{{ props.date.getMonth() + 1 }}月
         </div>
       </div>
@@ -71,8 +95,7 @@ const dateKey = computed(() => props.date.getFullYear() + '-' + props.date.getMo
 
 const isCurrentMonth = computed(() => {
   const now = new Date()
-  return props.date.getFullYear() === now.getFullYear() && 
+  return props.date.getFullYear() === now.getFullYear() && props.date.getMonth() === now.getMonth()
-         props.date.getMonth() === now.getMonth()
 })
 
 const periodConfigs = computed(() => ({
@@ -94,7 +117,10 @@ const changeMonth = (delta) => {
 }
 
 const formatMoney = (val) => {
-  return parseFloat(val || 0).toLocaleString(undefined, { minimumFractionDigits: 0, maximumFractionDigits: 0 })
+  return parseFloat(val || 0).toLocaleString(undefined, {
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0
+  })
 }
 </script>
 
@@ -130,7 +156,7 @@ const formatMoney = (val) => {
   justify-content: center;
   align-items: center;
   font-size: 18px;
-  color: #c8c9cc;
+  color: var(--van-gray-5);
   cursor: pointer;
   transition: all 0.2s;
   z-index: 1;
@@ -141,6 +167,17 @@ const formatMoney = (val) => {
   background-color: rgba(0, 0, 0, 0.02);
 }
 
+.nav-arrow.disabled {
+  color: #c8c9cc;
+  cursor: not-allowed;
+  opacity: 0.35;
+  pointer-events: none;
+}
+
+.nav-arrow.disabled:active {
+  background-color: transparent;
+}
+
 .nav-arrow.left {
   left: 0;
 }
@@ -150,7 +187,7 @@ const formatMoney = (val) => {
 }
 
 .nav-arrow.disabled {
-  color: #f2f3f5;
+  color: var(--van-gray-3);
   cursor: not-allowed;
 }
 
@@ -200,26 +237,26 @@ const formatMoney = (val) => {
 
 .summary-item .label {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   margin-bottom: 6px;
 }
 
 .summary-item .value {
   font-size: 20px;
   font-weight: bold;
-  color: #323233;
+  color: var(--van-text-color);
 }
 
 .summary-item :deep(.value.expense) {
-  color: #ee0a24;
+  color: var(--van-danger-color);
 }
 
 .summary-item :deep(.value.income) {
-  color: #07c160;
+  color: var(--van-success-color);
 }
 
 .summary-item :deep(.value.warning) {
-  color: #ff976a;
+  color: var(--van-warning-color);
 }
 
 .summary-item .unit {
@@ -230,7 +267,7 @@ const formatMoney = (val) => {
 
 .summary-item .sub-info {
   font-size: 12px;
-  color: #c8c9cc;
+  color: var(--van-text-color-3);
   display: flex;
   justify-content: center;
   align-items: center;
@@ -238,35 +275,35 @@ const formatMoney = (val) => {
 }
 
 .summary-item .amount {
-  color: #646566;
+  color: var(--van-text-color-2);
 }
 
 .summary-item .separator {
-  color: #c8c9cc;
+  color: var(--van-text-color-3);
 }
 
 .divider {
   width: 1px;
   height: 24px;
-  background-color: #ebedf0;
+  background-color: var(--van-border-color);
   margin: 0 4px;
 }
 
-@media (prefers-color-scheme: dark) {
+/* @media (prefers-color-scheme: dark) {
   .nav-arrow:active {
     background-color: rgba(255, 255, 255, 0.05);
   }
   .nav-arrow.disabled {
-    color: #323233;
+    color: var(--van-text-color);
   }
   .summary-item .value {
-    color: #f5f5f5;
+    color: var(--van-text-color);
   }
   .summary-item .amount {
-    color: #c8c9cc;
+    color: var(--van-text-color-3);
   }
   .divider {
-    background-color: #2c2c2c;
+    background-color: var(--van-border-color);
-  }
   }
+} */
 </style>

Web/src/components/Budget/SavingsConfigPopup.vue

@@ -6,11 +6,15 @@
   >
     <div class="savings-config-content">
       <div class="config-header">
-        <p class="subtitle">这些分类的统计值将计入“存款”中</p>
+        <p class="subtitle">
+          这些分类的统计值将计入“存款”中
+        </p>
       </div>
 
       <div class="category-section">
-        <div class="section-title">可多选分类</div>
+        <div class="section-title">
+          可多选分类
+        </div>
         <ClassifySelector
           v-model="selectedCategories"
           :type="2"
@@ -22,7 +26,14 @@
     </div>
 
     <template #footer>
-      <van-button block round type="primary" @click="onSubmit">保存配置</van-button>
+      <van-button
+        block
+        round
+        type="primary"
+        @click="onSubmit"
+      >
+        保存配置
+      </van-button>
     </template>
   </PopupContainer>
 </template>
@@ -52,7 +63,7 @@ const fetchConfig = async () => {
   try {
     const res = await getConfig('SavingsCategories')
     if (res.success && res.data) {
-      selectedCategories.value = res.data.split(',').filter(x => x)
+      selectedCategories.value = res.data.split(',').filter((x) => x)
     } else {
       selectedCategories.value = []
     }
@@ -91,7 +102,7 @@ const onSubmit = async () => {
 
 .subtitle {
   font-size: 14px;
-  color: #969799;
+  color: var(--van-text-color-2);
   margin: 0;
 }
 
@@ -103,7 +114,7 @@ const onSubmit = async () => {
 
 .no-data {
   text-align: center;
-  color: #969799;
+  color: var(--van-text-color-2);
   width: 100%;
   padding: 20px 0;
 }

Web/src/components/ClassifySelector.vue

@@ -98,17 +98,21 @@ const innerOptions = ref([])
 const addClassifyDialogRef = ref()
 
 const displayOptions = computed(() => {
-  if (props.options) return props.options
+  if (props.options) {
+    return props.options
+  }
   return innerOptions.value
 })
 
 const fetchOptions = async () => {
-  if (props.options) return
+  if (props.options) {
+    return
+  }
 
   try {
     const response = await getCategoryList(props.type)
     if (response.success) {
-      innerOptions.value = (response.data || []).map(item => ({
+      innerOptions.value = (response.data || []).map((item) => ({
         text: item.name,
         value: item.name,
         id: item.id
@@ -152,9 +156,12 @@ const handleAddConfirm = async (categoryName) => {
   }
 }
 
-watch(() => props.type, () => {
+watch(
+  () => props.type,
+  () => {
     fetchOptions()
-})
+  }
+)
 
 onMounted(() => {
   fetchOptions()
@@ -175,8 +182,10 @@ const isSelected = (item) => {
 
 // 是否全部选中
 const isAllSelected = computed(() => {
-  if (!props.multiple || displayOptions.value.length === 0) return false
+  if (!props.multiple || displayOptions.value.length === 0) {
-  return displayOptions.value.every(item => props.modelValue.includes(item.text))
+    return false
+  }
+  return displayOptions.value.every((item) => props.modelValue.includes(item.text))
 })
 
 // 是否有任何选中
@@ -208,13 +217,15 @@ const toggleItem = (item) => {
 
 // 切换全选
 const toggleAll = () => {
-  if (!props.multiple) return
+  if (!props.multiple) {
+    return
+  }
 
   if (isAllSelected.value) {
     emit('update:modelValue', [])
     emit('change', [])
   } else {
-    const allValues = displayOptions.value.map(item => item.text)
+    const allValues = displayOptions.value.map((item) => item.text)
     emit('update:modelValue', allValues)
     emit('change', allValues)
   }

Web/src/components/Global/GlobalAddBill.vue

@@ -1,7 +1,10 @@
 <template>
   <div class="global-add-bill">
     <!-- Floating Add Bill Button -->
-    <div class="floating-add" @click="openAddBill">
+    <div
+      class="floating-add"
+      @click="openAddBill"
+    >
       <van-icon name="plus" />
     </div>
 
@@ -11,12 +14,27 @@
       title="记一笔"
       height="75%"
     >
-      <van-tabs v-model:active="activeTab" shrink>
+      <van-tabs
-        <van-tab title="一句话录账" name="one">
+        v-model:active="activeTab"
-          <OneLineBillAdd :key="componentKey" @success="handleSuccess" />
+        shrink
+      >
+        <van-tab
+          title="一句话录账"
+          name="one"
+        >
+          <OneLineBillAdd
+            :key="componentKey"
+            @success="handleSuccess"
+          />
         </van-tab>
-        <van-tab title="手动录账" name="manual">
+        <van-tab
-          <ManualBillAdd :key="componentKey" @success="handleSuccess" />
+          title="手动录账"
+          name="manual"
+        >
+          <ManualBillAdd
+            :key="componentKey"
+            @success="handleSuccess"
+          />
         </van-tab>
       </van-tabs>
     </PopupContainer>
@@ -79,6 +97,6 @@ const handleSuccess = () => {
   position: sticky;
   top: 0;
   z-index: 10;
-  background-color: #fff;
+  background-color: var(--van-background-2);
 }
 </style>

Web/src/components/PopupContainer.vue

@@ -12,30 +12,50 @@
       <!-- 头部区域 -->
       <div class="popup-header-fixed">
         <!-- 标题行 (无子标题且有操作时使用 Grid 布局) -->
-        <div class="header-title-row" :class="{ 'has-actions': !subtitle && hasActions }">
+        <div
-          <h3 class="popup-title">{{ title }}</h3>
+          class="header-title-row"
+          :class="{ 'has-actions': !subtitle && hasActions }"
+        >
+          <h3 class="popup-title">
+            {{ title }}
+          </h3>
           <!-- 无子标题时，操作按钮与标题同行 -->
-          <div v-if="!subtitle && hasActions" class="header-actions-inline">
+          <div
-            <slot name="header-actions"></slot>
+            v-if="!subtitle && hasActions"
+            class="header-actions-inline"
+          >
+            <slot name="header-actions" />
           </div>
         </div>
 
         <!-- 子标题/统计信息 -->
-        <div v-if="subtitle" class="header-stats">
+        <div
-          <span class="stats-text" v-html="subtitle" />
+          v-if="subtitle"
+          class="header-stats"
+        >
+          <span
+            class="stats-text"
+            v-html="subtitle"
+          />
           <!-- 额外操作插槽 -->
-          <slot v-if="hasActions" name="header-actions"></slot>
+          <slot
+            v-if="hasActions"
+            name="header-actions"
+          />
         </div>
       </div>
 
       <!-- 内容区域（可滚动） -->
       <div class="popup-scroll-content">
-        <slot></slot>
+        <slot />
       </div>
 
       <!-- 底部页脚，固定不可滚动 -->
-      <div v-if="slots.footer" class="popup-footer-fixed">
+      <div
-        <slot name="footer"></slot>
+        v-if="slots.footer"
+        class="popup-footer-fixed"
+      >
+        <slot name="footer" />
       </div>
     </div>
   </van-popup>
@@ -47,24 +67,24 @@ import { computed, useSlots } from 'vue'
 const props = defineProps({
   modelValue: {
     type: Boolean,
-    required: true,
+    required: true
   },
   title: {
     type: String,
-    default: '',
+    default: ''
   },
   subtitle: {
     type: String,
-    default: '',
+    default: ''
   },
   height: {
     type: String,
-    default: '80%',
+    default: '80%'
   },
   closeable: {
     type: Boolean,
-    default: true,
+    default: true
-  },
+  }
 })
 
 const emit = defineEmits(['update:modelValue'])
@@ -74,7 +94,7 @@ const slots = useSlots()
 // 双向绑定
 const visible = computed({
   get: () => props.modelValue,
-  set: (value) => emit('update:modelValue', value),
+  set: (value) => emit('update:modelValue', value)
 })
 
 // 判断是否有操作按钮
@@ -91,8 +111,8 @@ const hasActions = computed(() => !!slots['header-actions'])
 .popup-header-fixed {
   flex-shrink: 0;
   padding: 16px;
-  background-color: var(--van-background-2, #f7f8fa);
+  background-color: var(--van-background-2);
-  border-bottom: 1px solid var(--van-border-color, #ebedf0);
+  border-bottom: 1px solid var(--van-border-color);
   position: sticky;
   top: 0;
   z-index: 10;
@@ -121,7 +141,7 @@ const hasActions = computed(() => !!slots['header-actions'])
   font-weight: 500;
   margin: 0;
   text-align: center;
-  color: var(--van-text-color, #323233);
+  color: var(--van-text-color);
   /*超出长度*/
   overflow: hidden;
   text-overflow: ellipsis;
@@ -139,7 +159,7 @@ const hasActions = computed(() => !!slots['header-actions'])
 .stats-text {
   margin: 0;
   font-size: 14px;
-  color: var(--van-text-color-2, #646566);
+  color: var(--van-text-color-2);
   grid-column: 2;
   text-align: center;
 }
@@ -159,8 +179,8 @@ const hasActions = computed(() => !!slots['header-actions'])
 
 .popup-footer-fixed {
   flex-shrink: 0;
-  border-top: 1px solid var(--van-border-color, #ebedf0);
+  border-top: 1px solid var(--van-border-color);
-  background-color: var(--van-background-2, #f7f8fa);
+  background-color: var(--van-background-2);
   padding: 12px 16px;
 }
 </style>

Web/src/components/ReasonGroupList.vue

@@ -1,8 +1,14 @@
 <template>
   <div class="reason-group-list-v2">
-    <van-empty v-if="groups.length === 0 && !loading" description="暂无数据" />
+    <van-empty
+      v-if="groups.length === 0 && !loading"
+      description="暂无数据"
+    />
 
-    <van-cell-group v-else inset>
+    <van-cell-group
+      v-else
+      inset
+    >
       <van-cell
         v-for="group in groups"
         :key="group.reason"
@@ -27,7 +33,7 @@
             <van-tag
               :type="getTypeColor(group.sampleType)"
               size="medium"
-              style="margin-right: 8px;"
+              style="margin-right: 8px"
             >
               {{ getTypeName(group.sampleType) }}
             </van-tag>
@@ -35,12 +41,15 @@
               v-if="group.sampleClassify"
               type="primary"
               size="medium"
-              style="margin-right: 8px;"
+              style="margin-right: 8px"
             >
               {{ group.sampleClassify }}
             </van-tag>
             <span class="count-text">{{ group.count }} 条</span>
-            <span v-if="group.totalAmount" class="amount-text">
+            <span
+              v-if="group.totalAmount"
+              class="amount-text"
+            >
               ¥{{ Math.abs(group.totalAmount).toFixed(2) }}
             </span>
           </div>
@@ -92,7 +101,10 @@
       title="批量设置分类"
       height="60%"
     >
-      <van-form ref="batchFormRef" class="setting-form">
+      <van-form
+        ref="batchFormRef"
+        class="setting-form"
+      >
         <van-cell-group inset>
           <!-- 显示选中的摘要 -->
           <van-field
@@ -111,20 +123,38 @@
           />
 
           <!-- 交易类型 -->
-          <van-field name="type" label="交易类型">
+          <van-field
+            name="type"
+            label="交易类型"
+          >
             <template #input>
-              <van-radio-group v-model="batchForm.type" direction="horizontal">
+              <van-radio-group
-                <van-radio :name="0">支出</van-radio>
+                v-model="batchForm.type"
-                <van-radio :name="1">收入</van-radio>
+                direction="horizontal"
-                <van-radio :name="2">不计</van-radio>
+              >
+                <van-radio :name="0">
+                  支出
+                </van-radio>
+                <van-radio :name="1">
+                  收入
+                </van-radio>
+                <van-radio :name="2">
+                  不计
+                </van-radio>
               </van-radio-group>
             </template>
           </van-field>
 
           <!-- 分类选择 -->
-          <van-field name="classify" label="分类">
+          <van-field
+            name="classify"
+            label="分类"
+          >
             <template #input>
-              <span v-if="!batchForm.classify" style="opacity: 0.4;">请选择分类</span>
+              <span
+                v-if="!batchForm.classify"
+                style="opacity: 0.4"
+              >请选择分类</span>
               <span v-else>{{ batchForm.classify }}</span>
             </template>
           </van-field>
@@ -152,13 +182,7 @@
 
 <script setup>
 import { ref, computed, watch, onBeforeUnmount } from 'vue'
-import { 
+import { showToast, showSuccessToast, showLoadingToast, closeToast, showConfirmDialog } from 'vant'
-  showToast, 
-  showSuccessToast, 
-  showLoadingToast, 
-  closeToast,
-  showConfirmDialog
-} from 'vant'
 import { getReasonGroups, batchUpdateByReason, getTransactionList } from '@/api/transactionRecord'
 import ClassifySelector from './ClassifySelector.vue'
 import TransactionList from './TransactionList.vue'
@@ -212,9 +236,12 @@ const batchForm = ref({
 })
 
 // 监听交易类型变化，重新加载分类
-watch(() => batchForm.value.type, (newVal) => {
+watch(
+  () => batchForm.value.type,
+  (newVal) => {
     batchForm.value.classify = ''
-})
+  }
+)
 
 // 获取类型名称
 const getTypeName = (type) => {
@@ -256,7 +283,9 @@ const handleGroupClick = async (group) => {
 
 // 加载分组的交易记录
 const loadGroupTransactions = async () => {
-  if (transactionFinished.value || !selectedGroup.value) return
+  if (transactionFinished.value || !selectedGroup.value) {
+    return
+  }
 
   transactionLoading.value = true
   try {
@@ -354,9 +383,7 @@ const handleConfirmBatchUpdate = async () => {
       emit('data-changed')
       try {
         window.dispatchEvent(
-          new CustomEvent(
+          new CustomEvent('transactions-changed', {
-            'transactions-changed', 
-            { 
             detail: {
               reason: batchGroup.value.reason
             }
@@ -398,7 +425,7 @@ const handleTransactionClick = (transaction) => {
 
 // 处理分组中的删除事件
 const handleGroupTransactionDelete = async (transactionId) => {
-  groupTransactions.value = groupTransactions.value.filter(t => t.id !== transactionId)
+  groupTransactions.value = groupTransactions.value.filter((t) => t.id !== transactionId)
   groupTransactionsTotal.value = Math.max(0, (groupTransactionsTotal.value || 0) - 1)
 
   if (groupTransactions.value.length === 0 && !transactionFinished.value) {
@@ -409,7 +436,7 @@ const handleGroupTransactionDelete = async (transactionId) => {
   if (groupTransactions.value.length === 0) {
     // 如果删除后当前分组没有交易了，关闭弹窗
     showTransactionList.value = false
-    groups.value = groups.value.filter(g => g.reason !== selectedGroup.value.reason)
+    groups.value = groups.value.filter((g) => g.reason !== selectedGroup.value.reason)
     selectedGroup.value = null
     total.value--
   }
@@ -433,10 +460,12 @@ const onGlobalTransactionDeleted = () => {
   }
 }
 
-window.addEventListener && window.addEventListener('transaction-deleted', onGlobalTransactionDeleted)
+window.addEventListener &&
+  window.addEventListener('transaction-deleted', onGlobalTransactionDeleted)
 
 onBeforeUnmount(() => {
-  window.removeEventListener && window.removeEventListener('transaction-deleted', onGlobalTransactionDeleted)
+  window.removeEventListener &&
+    window.removeEventListener('transaction-deleted', onGlobalTransactionDeleted)
 })
 
 // 当有交易新增/修改/批量更新时的刷新监听
@@ -451,10 +480,12 @@ const onGlobalTransactionsChanged = () => {
   }
 }
 
-window.addEventListener && window.addEventListener('transactions-changed', onGlobalTransactionsChanged)
+window.addEventListener &&
+  window.addEventListener('transactions-changed', onGlobalTransactionsChanged)
 
 onBeforeUnmount(() => {
-  window.removeEventListener && window.removeEventListener('transactions-changed', onGlobalTransactionsChanged)
+  window.removeEventListener &&
+    window.removeEventListener('transactions-changed', onGlobalTransactionsChanged)
 })
 
 // 处理账单保存后的回调
@@ -471,7 +502,9 @@ const handleTransactionSaved = async () => {
  * 加载数据（支持分页）
  */
 const loadData = async () => {
-  if (finished.value) return
+  if (finished.value) {
+    return
+  }
 
   loading.value = true
   try {
@@ -522,7 +555,7 @@ const refresh = async () => {
  */
 const getList = (onlySelected = false) => {
   if (onlySelected && props.selectable) {
-    return groups.value.filter(g => selectedReasons.value.has(g.reason))
+    return groups.value.filter((g) => selectedReasons.value.has(g.reason))
   }
   return [...groups.value]
 }
@@ -564,7 +597,7 @@ const clearSelection = () => {
  * 全选
  */
 const selectAll = () => {
-  selectedReasons.value = new Set(groups.value.map(g => g.reason))
+  selectedReasons.value = new Set(groups.value.map((g) => g.reason))
 }
 
 // 暴露方法给父组件
@@ -627,13 +660,13 @@ defineExpose({
 
 .count-text {
   font-size: 13px;
-  color: #969799;
+  color: var(--van-text-color-2);
 }
 
 .amount-text {
   font-size: 14px;
   font-weight: 500;
-  color: #ff976a;
+  color: var(--van-orange);
 }
 
 :deep(.van-cell-group--inset) {

Web/src/components/SmartClassifyButton.vue

@@ -11,7 +11,7 @@
   >
     <template v-if="!loading && !saving">
       <van-icon :name="buttonIcon" />
-      <span style="margin-left: 4px;">{{ buttonText }}</span>
+      <span style="margin-left: 4px">{{ buttonText }}</span>
     </template>
   </van-button>
 </template>
@@ -52,28 +52,42 @@ const hasClassifiedResults = computed(() => {
 
 // 按钮类型
 const buttonType = computed(() => {
-  if (saving.value) return 'warning'
+  if (saving.value) {
-  if (loading.value) return 'primary'
+    return 'warning'
-  if (hasClassifiedResults.value) return 'success'
+  }
+  if (loading.value) {
+    return 'primary'
+  }
+  if (hasClassifiedResults.value) {
+    return 'success'
+  }
   return 'primary'
 })
 
 // 按钮图标
 const buttonIcon = computed(() => {
-  if (hasClassifiedResults.value) return 'success'
+  if (hasClassifiedResults.value) {
+    return 'success'
+  }
   return 'fire'
 })
 
 // 按钮文字（非加载状态）
 const buttonText = computed(() => {
-  if (hasClassifiedResults.value) return '保存分类'
+  if (hasClassifiedResults.value) {
+    return '保存分类'
+  }
   return '智能分类'
 })
 
 // 加载中文字
 const loadingText = computed(() => {
-  if (saving.value) return '保存中...'
+  if (saving.value) {
-  if (loading.value) return '分类中...'
+    return '保存中...'
+  }
+  if (loading.value) {
+    return '分类中...'
+  }
   return ''
 })
 
@@ -92,7 +106,9 @@ const handleClick = () => {
  * 保存分类结果
  */
 const handleSaveClassify = async () => {
-  if (saving.value || loading.value) return
+  if (saving.value || loading.value) {
+    return
+  }
 
   try {
     saving.value = true
@@ -104,7 +120,7 @@ const handleSaveClassify = async () => {
     })
 
     // 准备批量更新数据
-    const items = classifiedResults.value.map(item => ({
+    const items = classifiedResults.value.map((item) => ({
       id: item.id,
       classify: item.classify,
       type: item.type
@@ -200,7 +216,7 @@ const handleSmartClassify = async () => {
     // 分批处理
     for (let i = 0; i < allTransactions.length; i += batchSize) {
       const batch = allTransactions.slice(i, i + batchSize)
-      const transactionIds = batch.map(t => t.id)
+      const transactionIds = batch.map((t) => t.id)
       const currentBatch = Math.floor(i / batchSize) + 1
       const totalBatches = Math.ceil(allTransactions.length / batchSize)
 
@@ -229,7 +245,9 @@ const handleSmartClassify = async () => {
       while (true) {
         const { done, value } = await reader.read()
 
-        if (done) break
+        if (done) {
+          break
+        }
 
         buffer += decoder.decode(value, { stream: true })
 
@@ -238,7 +256,9 @@ const handleSmartClassify = async () => {
         buffer = events.pop() || '' // 保留最后一个不完整的部分
 
         for (const eventBlock of events) {
-          if (!eventBlock.trim()) continue
+          if (!eventBlock.trim()) {
+            continue
+          }
 
           try {
             const lines = eventBlock.split('\n')
@@ -276,7 +296,7 @@ const handleSmartClassify = async () => {
               })
 
               // 实时更新交易记录的分类信息
-              const index = props.transactions.findIndex(t => t.id === data.id)
+              const index = props.transactions.findIndex((t) => t.id === data.id)
               if (index !== -1) {
                 const transaction = props.transactions[index]
                 transaction.upsetedClassify = data.Classify
@@ -344,7 +364,7 @@ const handleSmartClassify = async () => {
 
 const removeClassifiedTransaction = (transactionId) => {
   // 从已分类结果中移除指定ID的项
-  classifiedResults.value = classifiedResults.value.filter(item => item.id !== transactionId)
+  classifiedResults.value = classifiedResults.value.filter((item) => item.id !== transactionId)
 }
 
 /**
@@ -365,8 +385,7 @@ const reset = () => {
 defineExpose({
   reset,
   removeClassifiedTransaction
-});
+})
-
 </script>
 
 <style scoped>

Web/src/components/TransactionDetail.vue

@@ -1,20 +1,22 @@
-<template>
+<template>
   <PopupContainer
     v-model="visible"
     title="交易详情"
     height="75%"
     :closeable="false"
   >
-    <template #header-actions>
+    <van-form style="margin-top: 12px">
-      <van-button size="small" type="primary" plain @click="handleOffsetClick">抵账</van-button>
-    </template>
-
-    <van-form style="margin-top: 12px;">
       <van-cell-group inset>
-          <van-cell title="记录时间" :value="formatDate(transaction.createTime)" />
+        <van-cell
+          title="记录时间"
+          :value="formatDate(transaction.createTime)"
+        />
       </van-cell-group>
 
-        <van-cell-group inset title="交易明细">
+      <van-cell-group
+        inset
+        title="交易明细"
+      >
         <van-field
           v-model="occurredAtLabel"
           name="occurredAt"
@@ -53,34 +55,68 @@
           :rules="[{ required: true, message: '请输入交易后余额' }]"
         />
 
-          <van-field name="type" label="交易类型">
+        <van-field
+          name="type"
+          label="交易类型"
+        >
           <template #input>
-              <van-radio-group v-model="editForm.type" direction="horizontal" @change="handleTypeChange">
+            <van-radio-group
-                <van-radio :name="0">支出</van-radio>
+              v-model="editForm.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>
 
-          <van-field name="classify" label="交易分类">
+        <van-field
+          name="classify"
+          label="交易分类"
+        >
           <template #input>
-              <div style="flex: 1;">
+            <div style="flex: 1">
               <div
-                  v-if="transaction && transaction.unconfirmedClassify && transaction.unconfirmedClassify !== editForm.classify" 
+                v-if="
+                  transaction &&
+                    transaction.unconfirmedClassify &&
+                    transaction.unconfirmedClassify !== editForm.classify
+                "
                 class="suggestion-tip"
                 @click="applySuggestion"
               >
-                  <van-icon name="bulb-o" class="suggestion-icon" />
+                <van-icon
+                  name="bulb-o"
+                  class="suggestion-icon"
+                />
                 <span class="suggestion-text">
                   建议: {{ transaction.unconfirmedClassify }}
-                    <span v-if="transaction.unconfirmedType !== null && transaction.unconfirmedType !== undefined && transaction.unconfirmedType !== editForm.type">
+                  <span
+                    v-if="
+                      transaction.unconfirmedType !== null &&
+                        transaction.unconfirmedType !== undefined &&
+                        transaction.unconfirmedType !== editForm.type
+                    "
+                  >
                     ({{ getTypeName(transaction.unconfirmedType) }})
                   </span>
                 </span>
-                  <div class="suggestion-apply">应用</div>
+                <div class="suggestion-apply">
+                  应用
                 </div>
-                <span v-else-if="!editForm.classify" style="color: #c8c9cc;">请选择交易分类</span>
+              </div>
+              <span
+                v-else-if="!editForm.classify"
+                style="color: var(--van-gray-5)"
+              >请选择交易分类</span>
               <span v-else>{{ editForm.classify }}</span>
             </div>
           </template>
@@ -107,28 +143,13 @@
     </template>
   </PopupContainer>
 
-  <!-- 抵账候选列表弹窗 -->
-  <PopupContainer
-    v-model="showOffsetPopup"
-    title="选择抵账交易"
-    height="75%"
-  >
-    <van-list>
-      <van-cell 
-        v-for="item in offsetCandidates" 
-        :key="item.id" 
-        :title="item.reason" 
-        :label="formatDate(item.occurredAt)"
-        :value="item.amount"
-        is-link
-        @click="handleCandidateSelect(item)"
-      />
-      <van-empty v-if="offsetCandidates.length === 0" description="暂无匹配的抵账交易" />
-    </van-list>
-  </PopupContainer>
-
   <!-- 日期选择弹窗 -->
-  <van-popup v-model:show="showDatePicker" position="bottom" round teleport="body">
+  <van-popup
+    v-model:show="showDatePicker"
+    position="bottom"
+    round
+    teleport="body"
+  >
     <van-date-picker
       v-model="currentDate"
       title="选择日期"
@@ -138,7 +159,12 @@
   </van-popup>
 
   <!-- 时间选择弹窗 -->
-  <van-popup v-model:show="showTimePicker" position="bottom" round teleport="body">
+  <van-popup
+    v-model:show="showTimePicker"
+    position="bottom"
+    round
+    teleport="body"
+  >
     <van-time-picker
       v-model="currentTime"
       title="选择时间"
@@ -150,11 +176,13 @@
 
 <script setup>
 import { ref, reactive, watch, defineProps, defineEmits, computed, nextTick } from 'vue'
-import { showToast, showConfirmDialog } from 'vant'
+import { showToast } from 'vant'
 import dayjs from 'dayjs'
 import PopupContainer from '@/components/PopupContainer.vue'
 import ClassifySelector from '@/components/ClassifySelector.vue'
-import { updateTransaction, getCandidatesForOffset, offsetTransactions } from '@/api/transactionRecord'
+import {
+  updateTransaction
+} from '@/api/transactionRecord'
 
 const props = defineProps({
   show: {
@@ -196,11 +224,16 @@ const occurredAtLabel = computed(() => {
 })
 
 // 监听props变化
-watch(() => props.show, (newVal) => {
+watch(
+  () => props.show,
+  (newVal) => {
     visible.value = newVal
-})
+  }
+)
 
-watch(() => props.transaction, (newVal) => {
+watch(
+  () => props.transaction,
+  (newVal) => {
     if (newVal) {
       isSyncing.value = true
       // 填充编辑表单
@@ -224,7 +257,8 @@ watch(() => props.transaction, (newVal) => {
         isSyncing.value = false
       })
     }
-})
+  }
+)
 
 watch(visible, (newVal) => {
   emit('update:show', newVal)
@@ -241,7 +275,7 @@ const handleTypeChange = () => {
 const onConfirmDate = ({ selectedValues }) => {
   const dateStr = selectedValues.join('-')
   const timeStr = currentTime.value.join(':')
-  editForm.occurredAt = dayjs(`${dateStr} ${timeStr}`).toISOString()
+  editForm.occurredAt = dayjs(`${dateStr} ${timeStr}`).format('YYYY-MM-DDTHH:mm:ss')
   showDatePicker.value = false
   // 接着选时间
   showTimePicker.value = true
@@ -251,14 +285,17 @@ const onConfirmTime = ({ selectedValues }) => {
   currentTime.value = selectedValues
   const dateStr = currentDate.value.join('-')
   const timeStr = selectedValues.join(':')
-  editForm.occurredAt = dayjs(`${dateStr} ${timeStr}`).toISOString()
+  editForm.occurredAt = dayjs(`${dateStr} ${timeStr}`).format('YYYY-MM-DDTHH:mm:ss')
   showTimePicker.value = false
 }
 
 const applySuggestion = () => {
   if (props.transaction.unconfirmedClassify) {
     editForm.classify = props.transaction.unconfirmedClassify
-    if (props.transaction.unconfirmedType !== null && props.transaction.unconfirmedType !== undefined) {
+    if (
+      props.transaction.unconfirmedType !== null &&
+      props.transaction.unconfirmedType !== undefined
+    ) {
       editForm.type = props.transaction.unconfirmedType
     }
   }
@@ -314,7 +351,9 @@ const handleClassifyChange = () => {
 
 // 清空分类
 const formatDate = (dateString) => {
-  if (!dateString) return ''
+  if (!dateString) {
+    return ''
+  }
   const date = new Date(dateString)
   return date.toLocaleString('zh-CN', {
     year: 'numeric',
@@ -325,50 +364,6 @@ const formatDate = (dateString) => {
   })
 }
 
-// 抵账相关
-const showOffsetPopup = ref(false)
-const offsetCandidates = ref([])
-
-const handleOffsetClick = async () => {
-  try {
-    const res = await getCandidatesForOffset(editForm.id)
-    if (res.success) {
-      offsetCandidates.value = res.data || []
-      showOffsetPopup.value = true
-    } else {
-      showToast(res.message || '获取抵账列表失败')
-    }
-  } catch (error) {
-    console.error('获取抵账列表出错:', error)
-    showToast('获取抵账列表失败')
-  }
-}
-
-const handleCandidateSelect = (candidate) => {
-  showConfirmDialog({
-    title: '确认抵账',
-    message: `确认将当前交易与 "${candidate.reason}" (${candidate.amount}) 互相抵消吗？\n抵消后两笔交易将被删除。`,
-  })
-    .then(async () => {
-      try {
-        const res = await offsetTransactions(editForm.id, candidate.id)
-        if (res.success) {
-          showToast('抵账成功')
-          showOffsetPopup.value = false
-          visible.value = false
-          emit('save') // 触发列表刷新
-        } else {
-          showToast(res.message || '抵账失败')
-        }
-      } catch (error) {
-        console.error('抵账出错:', error)
-        showToast('抵账失败')
-      }
-    })
-    .catch(() => {
-      // on cancel
-    });
-}
 </script>
 
 <style scoped>
@@ -377,17 +372,18 @@ const handleCandidateSelect = (candidate) => {
   display: flex;
   align-items: center;
   padding: 6px 10px;
-  background: #ecf9ff;
+  background: var(--van-active-color);
-  color: #1989fa;
+  color: var(--van-primary-color);
   border-radius: 8px;
   cursor: pointer;
   transition: opacity 0.2s;
-  border: 1px solid rgba(25, 137, 250, 0.1);
+  border: 1px solid var(--van-primary-color);
   width: fit-content;
+  opacity: 0.1;
 }
 
 .suggestion-tip:active {
-  opacity: 0.7;
+  opacity: 0.2;
 }
 
 .suggestion-icon {
@@ -402,23 +398,12 @@ const handleCandidateSelect = (candidate) => {
 .suggestion-apply {
   margin-left: 8px;
   padding: 0 6px;
-  background: #1989fa;
+  background: var(--van-primary-color);
-  color: #fff;
+  color: var(--van-white);
   border-radius: 4px;
   font-size: 10px;
   height: 18px;
   line-height: 18px;
   font-weight: bold;
 }
-
-@media (prefers-color-scheme: dark) {
-  .suggestion-tip {
-    background: rgba(25, 137, 250, 0.15);
-    border-color: rgba(25, 137, 250, 0.2);
-    color: #58a6ff;
-  }
-  .suggestion-apply {
-    background: #58a6ff;
-  }
-}
 </style>

Web/src/components/TransactionList.vue

@@ -1,4 +1,4 @@
-<template>
+<template>
   <div class="transaction-list-container transaction-list">
     <van-list
       :loading="loading"
@@ -6,7 +6,11 @@
       finished-text="没有更多了"
       @load="onLoad"
     >
-      <van-cell-group v-if="transactions && transactions.length" inset style="margin-top: 10px">
+      <van-cell-group
+        v-if="transactions && transactions.length"
+        inset
+        style="margin-top: 10px"
+      >
         <van-swipe-cell
           v-for="transaction in transactions"
           :key="transaction.id"
@@ -30,13 +34,16 @@
                 <div class="transaction-info">
                   <div>交易时间: {{ formatDate(transaction.occurredAt) }}</div>
                   <div>
-                    <span v-if="transaction.classify">
+                    <span v-if="transaction.classify"> 分类: {{ transaction.classify }} </span>
-                      分类: {{ transaction.classify }}
+                    <span
-                    </span>
+                      v-if="
-                    <span v-if="transaction.upsetedClassify && transaction.upsetedClassify !== transaction.classify" style="color: #ff976a">
+                        transaction.upsetedClassify &&
+                          transaction.upsetedClassify !== transaction.classify
+                      "
+                      style="color: var(--van-warning-color)"
+                    >
                       → {{ transaction.upsetedClassify }}
                     </span>
-                    
                   </div>
                   <div v-if="transaction.importFrom">
                     来源: {{ transaction.importFrom }}
@@ -51,7 +58,10 @@
                   {{ getTypeName(transaction.type) }}
                 </van-tag>
                 <template
-                  v-if="Number.isFinite(transaction.upsetedType) && transaction.upsetedType !== transaction.type" 
+                  v-if="
+                    Number.isFinite(transaction.upsetedType) &&
+                      transaction.upsetedType !== transaction.type
+                  "
                 >
                   →
                   <van-tag
@@ -67,18 +77,25 @@
                   <div :class="['amount', getAmountClass(transaction.type)]">
                     {{ formatAmount(transaction.amount, transaction.type) }}
                   </div>
-                  <div v-if="transaction.balance && transaction.balance > 0" class="balance">
+                  <div
+                    v-if="transaction.balance && transaction.balance > 0"
+                    class="balance"
+                  >
                     余额: {{ formatMoney(transaction.balance) }}
                   </div>
-                  <div v-if="transaction.refundAmount && transaction.refundAmount > 0" class="balance">
-                    退款: {{ formatMoney(transaction.refundAmount) }}
                 </div>
-                </div>
+                <van-icon
-                <van-icon name="arrow" size="16" color="#c8c9cc" />
+                  name="arrow"
+                  size="16"
+                  color="var(--van-gray-5)"
+                />
               </div>
             </div>
           </div>
-          <template v-if="showDelete" #right>
+          <template
+            v-if="showDelete"
+            #right
+          >
             <van-button
               square
               type="danger"
@@ -212,16 +229,24 @@ const getTypeTagType = (type) => {
 
 // 获取金额样式类
 const getAmountClass = (type) => {
-  if (type === 0) return 'expense'
+  if (type === 0) {
-  if (type === 1) return 'income'
+    return 'expense'
+  }
+  if (type === 1) {
+    return 'income'
+  }
   return 'neutral'
 }
 
 // 格式化金额（带符号）
 const formatAmount = (amount, type) => {
   const formatted = formatMoney(amount)
-  if (type === 0) return `- ${formatted}`
+  if (type === 0) {
-  if (type === 1) return `+ ${formatted}`
+    return `- ${formatted}`
+  }
+  if (type === 1) {
+    return `+ ${formatted}`
+  }
   return formatted
 }
 
@@ -232,7 +257,9 @@ const formatMoney = (amount) => {
 
 // 格式化日期
 const formatDate = (dateString) => {
-  if (!dateString) return ''
+  if (!dateString) {
+    return ''
+  }
   const date = new Date(dateString)
   return date.toLocaleString('zh-CN', {
     year: 'numeric',
@@ -315,12 +342,12 @@ const formatDate = (dateString) => {
 
 .transaction-info {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   line-height: 1.6;
 }
 
 .original-info {
-  color: #ff976a;
+  color: var(--van-orange);
   font-style: italic;
   display: flex;
   align-items: center;
@@ -343,16 +370,16 @@ const formatDate = (dateString) => {
 }
 
 .amount.expense {
-  color: #ee0a24;
+  color: var(--van-danger-color);
 }
 
 .amount.income {
-  color: #07c160;
+  color: var(--van-success-color);
 }
 
 .balance {
   font-size: 12px;
-  color: #969799;
+  color: var(--van-text-color-2);
   white-space: nowrap;
 }
 

Web/src/main.js

@@ -1,4 +1,5 @@
 import './assets/main.css'
+import './assets/theme.css'
 import './styles/common.css'
 import './styles/rich-content.css'
 
@@ -8,7 +9,7 @@ import { createPinia } from 'pinia'
 import App from './App.vue'
 import router from './router'
 import vant from 'vant'
-import { ConfigProvider } from 'vant';
+import { ConfigProvider } from 'vant'
 import 'vant/lib/index.css'
 
 // 注册 Service Worker
@@ -19,7 +20,7 @@ const app = createApp(App)
 app.use(createPinia())
 app.use(router)
 app.use(vant)
-app.use(ConfigProvider);
+app.use(ConfigProvider)
 
 app.mount('#app')
 

Web/src/registerServiceWorker.js

@@ -1,65 +1,68 @@
-import { ref } from 'vue';
+import { ref } from 'vue'
 
-export const needRefresh = ref(false);
+export const needRefresh = ref(false)
-let swRegistration = null;
+let swRegistration = null
 
 export async function updateServiceWorker () {
   if (swRegistration && swRegistration.waiting) {
-    await swRegistration.waiting.postMessage({ type: 'SKIP_WAITING' });
+    await swRegistration.waiting.postMessage({ type: 'SKIP_WAITING' })
   }
 }
 
 export function register () {
   if ('serviceWorker' in navigator) {
     window.addEventListener('load', () => {
-      const swUrl = `/service-worker.js`;
+      const swUrl = '/service-worker.js'
 
       navigator.serviceWorker
         .register(swUrl)
         .then((registration) => {
-          swRegistration = registration;
+          swRegistration = registration
-          console.log('[SW] Service Worker 注册成功:', registration.scope);
+          console.log('[SW] Service Worker 注册成功:', registration.scope)
 
           // 如果已经有等待中的更新
           if (registration.waiting) {
-            console.log('[SW] 发现未处理的新版本');
+            console.log('[SW] 发现未处理的新版本')
-            needRefresh.value = true;
+            needRefresh.value = true
           }
 
           // 检查更新
           registration.addEventListener('updatefound', () => {
-            const newWorker = registration.installing;
+            const newWorker = registration.installing
-            console.log('[SW] 发现新版本');
+            console.log('[SW] 发现新版本')
 
             newWorker.addEventListener('statechange', () => {
               if (newWorker.state === 'installed') {
                 if (navigator.serviceWorker.controller) {
                   // 新的 Service Worker 已安装，提示用户刷新
-                  console.log('[SW] 新版本可用，请刷新页面');
+                  console.log('[SW] 新版本可用，请刷新页面')
-                  needRefresh.value = true;
+                  needRefresh.value = true
                 } else {
                   // 首次安装
-                  console.log('[SW] 内容已缓存，可离线使用');
+                  console.log('[SW] 内容已缓存，可离线使用')
                 }
               }
-            });
+            })
-          });
+          })
 
           // 定期检查更新
-          setInterval(() => {
+          setInterval(
-            registration.update();
+            () => {
-          }, 60 * 60 * 1000); // 每小时检查一次
+              registration.update()
+            },
+            60 * 60 * 1000
+          ) // 每小时检查一次
         })
         .catch((error) => {
-          console.error('[SW] Service Worker 注册失败:', error);
+          console.error('[SW] Service Worker 注册失败:', error)
-        });
+        })
 
       // 监听 Service Worker 控制器变化
       navigator.serviceWorker.addEventListener('controllerchange', () => {
-        console.log('[SW] 控制器已更改，页面将刷新');
+        console.log('[SW] 控制器已更改，页面将刷新')
-        window.location.reload();
+        window.location.reload()
-      });
+      })
-    });
+    })
   }
 }
 
@@ -67,35 +70,37 @@ export function unregister() {
   if ('serviceWorker' in navigator) {
     navigator.serviceWorker.ready
       .then((registration) => {
-        registration.unregister();
+        registration.unregister()
       })
       .catch((error) => {
-        console.error(error.message);
+        console.error(error.message)
-      });
+      })
   }
 }
 
-
 // 请求通知权限
 export function requestNotificationPermission () {
   if ('Notification' in window && 'serviceWorker' in navigator) {
     Notification.requestPermission().then((permission) => {
       if (permission === 'granted') {
-        console.log('[SW] 通知权限已授予');
+        console.log('[SW] 通知权限已授予')
       }
-    });
+    })
   }
 }
 
 // 后台同步
 export function registerBackgroundSync (tag = 'sync-data') {
   if ('serviceWorker' in navigator && 'SyncManager' in window) {
-    navigator.serviceWorker.ready.then((registration) => {
+    navigator.serviceWorker.ready
-      return registration.sync.register(tag);
+      .then((registration) => {
-    }).then(() => {
+        return registration.sync.register(tag)
-      console.log('[SW] 后台同步已注册:', tag);
+      })
-    }).catch((err) => {
+      .then(() => {
-      console.error('[SW] 后台同步注册失败:', err);
+        console.log('[SW] 后台同步已注册:', tag)
-    });
+      })
+      .catch((err) => {
+        console.error('[SW] 后台同步注册失败:', err)
+      })
   }
 }

Web/src/router/index.js

@@ -8,106 +8,106 @@ const router = createRouter({
       path: '/login',
       name: 'login',
       component: () => import('../views/LoginView.vue'),
-      meta: { requiresAuth: false },
+      meta: { requiresAuth: false }
     },
     {
       path: '/balance',
       name: 'balance',
       component: () => import('../views/BalanceView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/email',
       name: 'email',
       component: () => import('../views/EmailRecord.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/setting',
       name: 'setting',
       component: () => import('../views/SettingView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/calendar',
       name: 'calendar',
       component: () => import('../views/CalendarView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/smart-classification',
       name: 'smart-classification',
       component: () => import('../views/ClassificationSmart.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/classification-edit',
       name: 'classification-edit',
       component: () => import('../views/ClassificationEdit.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/classification-batch',
       name: 'classification-batch',
       component: () => import('../views/ClassificationBatch.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/classification-nlp',
       name: 'classification-nlp',
       component: () => import('../views/ClassificationNLP.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/',
       name: 'statistics',
       component: () => import('../views/StatisticsView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/bill-analysis',
       name: 'bill-analysis',
       component: () => import('../views/BillAnalysisView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/message',
       name: 'message',
       redirect: { path: '/balance', query: { tab: 'message' } },
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/periodic-record',
       name: 'periodic-record',
       component: () => import('../views/PeriodicRecord.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/log',
       name: 'log',
       component: () => import('../views/LogView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/budget',
       name: 'budget',
       component: () => import('../views/BudgetView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       path: '/scheduled-tasks',
       name: 'scheduled-tasks',
       component: () => import('../views/ScheduledTasksView.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     },
     {
       // 待确认的分类项
       path: '/unconfirmed-classification',
       name: 'unconfirmed-classification',
       component: () => import('../views/UnconfirmedClassification.vue'),
-      meta: { requiresAuth: true },
+      meta: { requiresAuth: true }
     }
-  ],
+  ]
 })
 
 // 路由守卫
@@ -127,4 +127,3 @@ router.beforeEach((to, from, next) => {
 })
 
 export default router
-

Web/src/stores/auth.js

@@ -7,7 +7,9 @@ export const useAuthStore = defineStore('auth', () => {
   const expiresAt = ref(localStorage.getItem('expiresAt') || '')
 
   const isAuthenticated = computed(() => {
-    if (!token.value || !expiresAt.value) return false
+    if (!token.value || !expiresAt.value) {
+      return false
+    }
     // 检查token是否过期
     return new Date(expiresAt.value) > new Date()
   })
@@ -44,6 +46,6 @@ export const useAuthStore = defineStore('auth', () => {
     expiresAt,
     isAuthenticated,
     login,
-    logout,
+    logout
   }
 })