feat: improve quick bookkeeping and asset inclusion

Add commemorative assets, session undo, paired repayment, month/day markers and filters. Compact account cards, move transfer entry, persist backup metadata, and update Chinese documentation.

apps/web/src/App.tsx

@@ -59,6 +59,15 @@ import { PositionDeletion, deletionLabel } from './PositionDeletion';
 import { IconPicker } from './IconPicker';
 import { MetalPanel } from './MetalPanel';
 import { QuickTransfer } from './QuickTransfer';
+import {
+  QuickJournal,
+  QuickRepayment,
+  isPaidForMonth,
+  isBookedToday,
+  quickAccountVisible,
+  canQuickRepay,
+  type QuickEntry,
+} from './QuickJournal';
 import { TransferForm } from './TransferForm';
 import { DebtPaymentForm, operationLabel, type DebtOperation } from './DebtPaymentForm';
 import type { Transfer } from './api';
@@ -86,6 +95,8 @@ const categories: Record<string, [string, string][]> = {
     ['property', '房产'],
     ['vehicle', '车辆'],
     ['gold', '贵金属'],
+    ['commemorative_coin', '纪念币'],
+    ['commemorative_note', '纪念钞'],
     ['other', '其他资产'],
   ],
   debt: [
@@ -248,6 +259,7 @@ export default function App() {
       h?: History;
       transfer?: Transfer;
       operation?: DebtOperation;
+      quick?: boolean;
       groups?: string[];
     } | null>(null),
     [busy, setBusy] = useState(false),
@@ -263,6 +275,36 @@ export default function App() {
     sourceId?: string;
     targetId?: string;
   } | null>(null);
+  const [quickEntries, setQuickEntries] = useState<QuickEntry[]>([]);
+  const [quickMarkMode, setQuickMarkMode] = useState(false);
+  const [quickBookedMode, setQuickBookedMode] = useState(false);
+  const [hideBooked, setHideBooked] = useState(false);
+  const [unpaidOnly, setUnpaidOnly] = useState(false);
+  const [assetQuickMode, setAssetQuickMode] = useState(false);
+  const [businessDay, setBusinessDay] = useState(today());
+  const [repaymentMonth, setRepaymentMonth] = useState(today().slice(0, 7));
+  const quickGeneration = useRef(0);
+  useEffect(() => {
+    const updateDay = () => {
+      setBusinessDay(today());
+      setRepaymentMonth(today().slice(0, 7));
+    };
+    const timer = setInterval(updateDay, 60000);
+    window.addEventListener('focus', updateDay);
+    return () => {
+      clearInterval(timer);
+      window.removeEventListener('focus', updateDay);
+    };
+  }, []);
+  useEffect(() => {
+    quickGeneration.current++;
+    setQuickEntries([]);
+    setQuickMarkMode(false);
+    setQuickBookedMode(false);
+    setHideBooked(false);
+    setUnpaidOnly(false);
+    setAssetQuickMode(false);
+  }, [user?.username, user?.revealed]);
   const [quickMode, setQuickMode] = useState(false),
     [accountGroup, setAccountGroup] = useState<string | null>(null);
   useEffect(() => {
@@ -278,6 +320,166 @@ export default function App() {
         : current,
     );
   }, [positions]);
+  function toggleQuickMode() {
+    quickGeneration.current++;
+    if (!quickMode) setQuickEntries([]);
+    setQuickMode(!quickMode);
+    setQuickMarkMode(false);
+    setQuickBookedMode(false);
+    setHideBooked(false);
+    setUnpaidOnly(false);
+    setQuickTransfer(null);
+  }
+  function rememberQuick(entry: QuickEntry, generation: number, session: number) {
+    if (generation === quickGeneration.current && session === sessionGeneration.current)
+      setQuickEntries((rows) => [entry, ...rows]);
+  }
+  async function saveQuickBalance(
+    position: Position,
+    data: Record<string, unknown>,
+    track: boolean,
+  ) {
+    const generation = quickGeneration.current,
+      session = sessionGeneration.current;
+    const result = await api<{ id: string }>(
+      '/positions/' + position.id + '/revisions',
+      'POST',
+      data,
+    );
+    if (track)
+      rememberQuick(
+        {
+          key: 'balance:' + result.id,
+          kind: 'balance',
+          id: result.id,
+          positionId: position.id,
+          title: position.name,
+          currency: position.currency,
+          before: positionAmount(position),
+          after: positionAmount(position, String(data.amount)),
+          date: String(data.date),
+        },
+        generation,
+        session,
+      );
+    return result;
+  }
+  async function saveQuickMovement(data: unknown, label: string) {
+    const value = data as Record<string, string>,
+      generation = quickGeneration.current,
+      session = sessionGeneration.current;
+    const result = await api<{ id: string }>('/transfers', 'POST', data);
+    const source = positions.find((p) => p.id === value.sourceId),
+      target = positions.find((p) => p.id === value.targetId);
+    rememberQuick(
+      {
+        key: 'transfer:' + result.id,
+        kind: 'transfer',
+        id: result.id,
+        positionId: value.sourceId,
+        title: label + ' · ' + (source?.name || '') + ' → ' + (target?.name || ''),
+        currency: source?.currency || '',
+        amount: value.amount,
+        received: value.received,
+        targetCurrency: target?.currency,
+        date: value.date,
+      },
+      generation,
+      session,
+    );
+    return result;
+  }
+  async function markQuickRepayment(position: Position) {
+    const month = today().slice(0, 7),
+      previousMonth = position.lastRepaymentMonth ?? null;
+    const nextMonth = isPaidForMonth(position, month) ? null : month;
+    const generation = quickGeneration.current,
+      session = sessionGeneration.current;
+    const result = await api<{ updatedAt: string }>(
+      '/positions/' + position.id + '/repayment-mark',
+      'PATCH',
+      { month: nextMonth, expectedMonth: previousMonth, expectedUpdatedAt: position.updatedAt },
+    );
+    rememberQuick(
+      {
+        key: 'mark:' + position.id + ':' + Date.now(),
+        kind: 'mark',
+        id: position.id,
+        positionId: position.id,
+        title: position.name,
+        currency: position.currency,
+        date: nowMinute(),
+        previousMonth,
+        month: nextMonth,
+        markUpdatedAt: result.updatedAt,
+      },
+      generation,
+      session,
+    );
+    return result;
+  }
+  async function markQuickBooked(position: Position) {
+    const previousDate = position.lastBookedDate ?? null,
+      day = today();
+    const nextDate = isBookedToday(position, day) ? null : day;
+    const generation = quickGeneration.current,
+      session = sessionGeneration.current;
+    const result = await api<{ updatedAt: string }>(
+      '/positions/' + position.id + '/booked-mark',
+      'PATCH',
+      {
+        date: nextDate,
+        expectedDate: previousDate,
+        expectedUpdatedAt: position.updatedAt,
+      },
+    );
+    rememberQuick(
+      {
+        key: 'booked:' + position.id + ':' + Date.now(),
+        kind: 'booked',
+        id: position.id,
+        positionId: position.id,
+        title: position.name,
+        currency: position.currency,
+        date: nowMinute(),
+        previousDate,
+        bookedDate: nextDate,
+        markUpdatedAt: result.updatedAt,
+      },
+      generation,
+      session,
+    );
+    return result;
+  }
+  async function toggleAssetInclusion(position: Position) {
+    return api('/positions/' + position.id + '/inclusion', 'PATCH', {
+      included: position.included === false,
+      expectedIncluded: position.included !== false,
+      expectedUpdatedAt: position.updatedAt,
+    });
+  }
+  function undoQuick(entry: QuickEntry) {
+    void act(async () => {
+      if (entry.kind === 'balance')
+        await api('/positions/' + entry.positionId + '/revisions/' + entry.id, 'DELETE');
+      else if (entry.kind === 'transfer') await api('/transfers/' + entry.id, 'DELETE');
+      else if (entry.kind === 'booked')
+        await api('/positions/' + entry.positionId + '/booked-mark', 'PATCH', {
+          date: entry.previousDate ?? null,
+          expectedDate: entry.bookedDate ?? null,
+          expectedUpdatedAt: entry.markUpdatedAt,
+        });
+      else
+        await api('/positions/' + entry.positionId + '/repayment-mark', 'PATCH', {
+          month: entry.previousMonth ?? null,
+          expectedMonth: entry.month ?? null,
+          expectedUpdatedAt: entry.markUpdatedAt,
+        });
+      setQuickEntries((rows) =>
+        rows.map((row) => (row.key === entry.key ? { ...row, undone: true } : row)),
+      );
+    }, tr('记录已撤回，相关余额已更新'));
+  }
   function chooseQuickAccount(p: Position) {
     if (busy || loading) return;
     if (p.kind !== 'account' || p.archived) {
@@ -335,6 +537,9 @@ export default function App() {
   const activityAt = useRef(0);
   function clearAccount() {
     setQuickMode(false);
+    quickGeneration.current++;
+    setQuickEntries([]);
+    setQuickMarkMode(false);
     setAccountGroup('');
     setClearStep(0);
     setClearConfirmation(0);
@@ -987,7 +1192,11 @@ export default function App() {
             </button>
           </div>
         </header>
-        <div className="content">
+        <div
+          className={
+            page === 'account' && quickMode && !selected ? 'content quick-content' : 'content'
+          }
+        >
           <div className="privacy-toolbar">
             <span>
               {user.revealed
@@ -1030,12 +1239,15 @@ export default function App() {
               </p>
             </div>
             <div className="actions">
-              {page === 'account' && !p && (
+              {page === 'account' && !p && !quickMode && (
                 <button className="secondary" onClick={() => setModal({ kind: 'transfer' })}>
                   {tr('转账')}
                 </button>
               )}
-              {['overview', 'account', 'asset', 'debt'].includes(page) && !p && newAction}
+              {['overview', 'account', 'asset', 'debt'].includes(page) &&
+                !p &&
+                !(page === 'account' && quickMode) &&
+                newAction}
             </div>
           </div>
 
@@ -1458,17 +1670,90 @@ export default function App() {
                 </section>
               </>
             ) : (
-              <section className="panel">
+              <section
+                className={page === 'account' && quickMode ? 'panel quick-account-panel' : 'panel'}
+              >
                 {page === 'account' && (
                   <>
                     <div className="actions account-tools">
                       <button
                         className={quickMode ? 'primary' : 'secondary'}
                         aria-pressed={quickMode}
-                        onClick={() => setQuickMode(!quickMode)}
+                        disabled={busy}
+                        onClick={toggleQuickMode}
                       >
                         {tr(quickMode ? '退出快速记账' : '快速记账')}
                       </button>
+                      {quickMode && (
+                        <button
+                          className={quickMarkMode ? 'primary' : 'secondary'}
+                          disabled={busy}
+                          aria-pressed={quickMarkMode}
+                          onClick={() => {
+                            setQuickMarkMode(!quickMarkMode);
+                            setQuickBookedMode(false);
+                            setQuickTransfer(null);
+                          }}
+                        >
+                          {tr(quickMarkMode ? '结束还款标记' : '标记本月还款')}
+                        </button>
+                      )}
+                      {quickMode && (
+                        <>
+                          <button
+                            type="button"
+                            className="secondary"
+                            disabled={
+                              busy ||
+                              positions.filter((p) => p.kind === 'account' && !p.archived).length <
+                                2
+                            }
+                            onClick={() => {
+                              setQuickMarkMode(false);
+                              setQuickBookedMode(false);
+                              setHideBooked(false);
+                              setUnpaidOnly(false);
+                              setQuickTransfer({});
+                            }}
+                          >
+                            {tr('转账')}
+                          </button>
+                          <button
+                            className={quickBookedMode ? 'primary' : 'secondary'}
+                            disabled={busy}
+                            aria-pressed={quickBookedMode}
+                            onClick={() => {
+                              setQuickBookedMode(!quickBookedMode);
+                              setQuickMarkMode(false);
+                              setQuickTransfer(null);
+                            }}
+                          >
+                            {tr(quickBookedMode ? '结束记账标记' : '标记当天已记账')}
+                          </button>
+                          <button
+                            className="secondary"
+                            aria-pressed={unpaidOnly}
+                            disabled={busy}
+                            onClick={() => {
+                              setUnpaidOnly(!unpaidOnly);
+                              setQuickTransfer(null);
+                            }}
+                          >
+                            {tr(unpaidOnly ? '显示全部账户' : '仅看本月未还款')}
+                          </button>
+                          <button
+                            className="secondary"
+                            aria-pressed={hideBooked}
+                            disabled={busy}
+                            onClick={() => {
+                              setHideBooked(!hideBooked);
+                              setQuickTransfer(null);
+                            }}
+                          >
+                            {tr(hideBooked ? '显示当天已记账' : '隐藏当天已记账')}
+                          </button>
+                        </>
+                      )}
                       <select
                         aria-label={tr('账户分组')}
                         value={accountGroup === null ? 'all' : JSON.stringify(accountGroup)}
@@ -1487,6 +1772,7 @@ export default function App() {
                       </select>
                       <button
                         className="secondary"
+                        hidden={quickMode}
                         disabled={busy || groups.length < 2}
                         onClick={() => setModal({ kind: 'group-order', groups: [...groups] })}
                       >
@@ -1496,18 +1782,58 @@ export default function App() {
                     {quickMode && (
                       <p className="muted">
                         {tr(
-                          quickTransfer !== null
-                            ? '快速转账中：依次点击转出和转入账户卡片。'
-                            : '点击账户卡片，直接填写当前余额。',
+                          quickBookedMode
+                            ? '点击账户卡片，标记或取消当天已记账。'
+                            : quickMarkMode
+                              ? '点击欠款账户卡片，标记或取消本月已还款。'
+                              : quickTransfer !== null
+                                ? '快速转账中：依次点击转出和转入账户卡片。'
+                                : '点击账户卡片，直接填写当前余额。',
                         )}
                       </p>
                     )}
                   </>
                 )}
+                {page === 'asset' && (
+                  <>
+                    <div className="actions account-tools">
+                      <button
+                        className={assetQuickMode ? 'primary' : 'secondary'}
+                        disabled={busy}
+                        aria-pressed={assetQuickMode}
+                        onClick={() => setAssetQuickMode(!assetQuickMode)}
+                      >
+                        {tr(assetQuickMode ? '结束统计设置' : '快速设置计入总资产')}
+                      </button>
+                    </div>
+                    {assetQuickMode && (
+                      <p className="muted">{tr('点击资产卡片，切换是否计入总资产。')}</p>
+                    )}
+                    {assetQuickMode && user.includeIndependentAssets === false && (
+                      <p className="muted">
+                        {tr('独立资产总开关已关闭；单项设置已保存，开启总开关后生效。')}
+                      </p>
+                    )}
+                  </>
+                )}
+                {page === 'account' &&
+                  quickMode &&
+                  positions.some((p) => p.kind === 'account') &&
+                  !positions.some(
+                    (p) =>
+                      p.kind === 'account' &&
+                      (accountGroup === null || (p.groupName || '') === accountGroup) &&
+                      quickAccountVisible(p, repaymentMonth, businessDay, unpaidOnly, hideBooked),
+                  ) && (
+                    <p className="muted" role="status">
+                      {tr('当前筛选下没有账户，可切换筛选查看其他账户。')}
+                    </p>
+                  )}
                 {positions.some((p) => p.kind === page) ? (
                   <div
                     className={
                       'position-grid' +
+                      (page === 'account' && quickMode ? ' quick-dense-grid' : '') +
                       (quickTransfer !== null && page === 'account' ? ' quick-transfer-select' : '')
                     }
                   >
@@ -1517,7 +1843,16 @@ export default function App() {
                           p.kind === page &&
                           (page !== 'account' ||
                             accountGroup === null ||
-                            (p.groupName || '') === accountGroup),
+                            (p.groupName || '') === accountGroup) &&
+                          (page !== 'account' ||
+                            !quickMode ||
+                            quickAccountVisible(
+                              p,
+                              repaymentMonth,
+                              businessDay,
+                              unpaidOnly,
+                              hideBooked,
+                            )),
                       )
                       .sort((a, b) =>
                         page === 'account'
@@ -1547,14 +1882,29 @@ export default function App() {
                                 ? quickTransfer.sourceId === p.id || quickTransfer.targetId === p.id
                                 : undefined
                             }
-                            disabled={busy || (!!quickTransfer && p.archived)}
+                            disabled={
+                              busy ||
+                              (!!quickTransfer && p.archived) ||
+                              (quickMode &&
+                                quickMarkMode &&
+                                (p.side !== 'liability' || p.archived)) ||
+                              (quickMode && quickBookedMode && p.archived)
+                            }
                             key={p.id}
                             onClick={() =>
-                              quickTransfer !== null && page === 'account' && quickMode
-                                ? chooseQuickAccount(p)
-                                : page === 'account' && quickMode && !p.archived
-                                  ? setModal({ kind: 'revision', p })
-                                  : setSelected(p.id)
+                              page === 'asset' && assetQuickMode
+                                ? void act(() => toggleAssetInclusion(p), tr('统计设置已保存'))
+                                : quickMode && quickBookedMode && page === 'account'
+                                  ? void act(() => markQuickBooked(p), tr('记账标记已保存'))
+                                  : quickMode && quickMarkMode && page === 'account'
+                                    ? p.kind === 'account' && p.side === 'liability' && !p.archived
+                                      ? void act(() => markQuickRepayment(p), tr('还款标记已保存'))
+                                      : undefined
+                                    : quickTransfer !== null && page === 'account' && quickMode
+                                      ? chooseQuickAccount(p)
+                                      : page === 'account' && quickMode && !p.archived
+                                        ? setModal({ kind: 'revision', p, quick: true })
+                                        : setSelected(p.id)
                             }
                           >
                             <div>
@@ -1572,11 +1922,20 @@ export default function App() {
                               <ArrowUpRight size={18} />
                             </div>
                             <h3>{p.name}</h3>
+                            {isPaidForMonth(p, repaymentMonth) && (
+                              <span className="badge repayment-paid">{tr('本月已还款')}</span>
+                            )}
+                            {quickMode && page === 'account' && isBookedToday(p, businessDay) && (
+                              <span className="badge repayment-paid">{tr('当天已记账')}</span>
+                            )}
+                            {assetQuickMode && page === 'asset' && p.included !== false && (
+                              <span className="badge repayment-paid">{tr('计入总资产')}</span>
+                            )}
                             {(p.included === false ||
                               (p.kind === 'asset' && user.includeIndependentAssets === false)) && (
                               <span className="badge">{tr('不计入总览')}</span>
                             )}
-                            <p>
+                            <p className="position-secondary">
                               {categoryLabel(p)} ·{' '}
                               {p.kind === 'debt'
                                 ? tr(p.side === 'asset' ? '借款（待收）' : '欠款（待还）')
@@ -1599,7 +1958,10 @@ export default function App() {
                                 : money(positionAmount(p), p.currency)}
                               {p.metalGrams && <small> · {p.metalGrams} g</small>}
                             </strong>
-                            <small hidden={p.currency === user.baseCurrency}>
+                            <small
+                              className="position-secondary"
+                              hidden={p.currency === user.baseCurrency}
+                            >
                               {tr('折合')}{' '}
                               {p.converted === null
                                 ? tr(p.valuationAvailable === false ? '待估值' : '缺少汇率')
@@ -1619,21 +1981,8 @@ export default function App() {
               </section>
             ))}
           {page === 'account' && quickMode && !selected && (
-            <aside className="quick-transfer-widget" aria-label={tr('快速转账')}>
-              {quickTransfer === null ? (
-                <button
-                  type="button"
-                  className="primary quick-transfer-toggle"
-                  disabled={
-                    busy ||
-                    loading ||
-                    positions.filter((p) => p.kind === 'account' && !p.archived).length < 2
-                  }
-                  onClick={() => setQuickTransfer({})}
-                >
-                  {tr('转账')}
-                </button>
-              ) : (
+            <aside className="quick-session-panel panel" aria-label={tr('快速记账操作')}>
+              {quickTransfer !== null && (
                 <section className="quick-transfer-card">
                   <div className="panel-title">
                     <h2>{tr('快速转账')}</h2>
@@ -1672,7 +2021,7 @@ export default function App() {
                         changeTarget={() => setQuickTransfer({ sourceId: quickTransfer.sourceId })}
                         submit={(data) =>
                           void act(async () => {
-                            const result = await api('/transfers', 'POST', data);
+                            const result = await saveQuickMovement(data, tr('转账'));
                             setQuickTransfer(null);
                             return result;
                           }, tr('转账已完成'))
@@ -1682,6 +2031,7 @@ export default function App() {
                   )}
                 </section>
               )}
+              <QuickJournal entries={quickEntries} busy={busy} undo={undoQuick} />
             </aside>
           )}
           {page === 'history' && (
@@ -2605,21 +2955,23 @@ export default function App() {
               ? modal.p?.kind === 'debt'
                 ? operationLabel(modal.p.side === 'asset' ? 'collect' : 'repay')
                 : tr('收款 / 还款')
-              : modal.kind === 'delete-position'
-                ? '删除' + deletionLabel(modal.p!)
-                : modal.kind === 'transfer'
-                  ? tr('转账')
-                  : modal.kind === 'reveal'
-                    ? tr('验证密码以显示隐藏资产')
-                    : modal.kind === 'edit'
-                      ? tr('编辑项目')
-                      : modal.kind === 'revision'
-                        ? tr('更新余额 / 估值')
-                        : modal.kind === 'correction'
-                          ? tr('更正历史记录')
-                          : modal.kind === 'links'
-                            ? tr('管理债务关联')
-                            : tr('新增') + tr(labels[modal.kind])
+              : modal.kind === 'quick-repayment'
+                ? tr('账户还款')
+                : modal.kind === 'delete-position'
+                  ? '删除' + deletionLabel(modal.p!)
+                  : modal.kind === 'transfer'
+                    ? tr('转账')
+                    : modal.kind === 'reveal'
+                      ? tr('验证密码以显示隐藏资产')
+                      : modal.kind === 'edit'
+                        ? tr('编辑项目')
+                        : modal.kind === 'revision'
+                          ? tr('更新余额 / 估值')
+                          : modal.kind === 'correction'
+                            ? tr('更正历史记录')
+                            : modal.kind === 'links'
+                              ? tr('管理债务关联')
+                              : tr('新增') + tr(labels[modal.kind])
           }
           close={() => {
             if (!busy) setModal(null);
@@ -2640,6 +2992,18 @@ export default function App() {
                 )
               }
             />
+          ) : modal.kind === 'quick-repayment' && modal.p ? (
+            <QuickRepayment
+              target={modal.p}
+              accounts={positions}
+              busy={busy}
+              submit={(data) =>
+                void act(
+                  () => saveQuickMovement(data, tr('还款')),
+                  tr('还款已保存，双方余额已更新'),
+                )
+              }
+            />
           ) : ['transfer', 'debt-payment'].includes(modal.kind) ? (
             movementLoading ? (
               <p>{tr('正在刷新数据…')}</p>
@@ -2703,11 +3067,16 @@ export default function App() {
                 } else if (kind === 'revision' || kind === 'correction') {
                   void act(
                     () =>
-                      api(
-                        '/positions/' + mp!.id + '/revisions' + (modal.h ? '/' + modal.h.id : ''),
-                        modal.h ? 'PUT' : 'POST',
-                        { ...v, amount: accountInputAmount(mp!, String(v.amount)) },
-                      ),
+                      modal.h
+                        ? api('/positions/' + mp!.id + '/revisions/' + modal.h.id, 'PUT', {
+                            ...v,
+                            amount: accountInputAmount(mp!, String(v.amount)),
+                          })
+                        : saveQuickBalance(
+                            mp!,
+                            { ...v, amount: accountInputAmount(mp!, String(v.amount)) },
+                            !!modal.quick,
+                          ),
                     tr('金额历史已保存，总览已重新计算'),
                   );
                 } else if (kind === 'edit') {
@@ -2943,6 +3312,41 @@ export default function App() {
                     {tr('负数表示欠款，正数表示溢缴存款；溢缴部分计入总资产。')}
                   </p>
                 )}
+              {modal.kind === 'revision' && modal.quick && modal.p?.side === 'liability' && (
+                <>
+                  <div className="actions quick-repayment-actions">
+                    {canQuickRepay(modal.p) && (
+                      <button
+                        type="button"
+                        className="primary"
+                        disabled={busy}
+                        onClick={() =>
+                          setModal({ kind: 'quick-repayment', p: modal.p, quick: true })
+                        }
+                      >
+                        {tr('还款')}
+                      </button>
+                    )}
+                    <button
+                      type="button"
+                      className="secondary"
+                      disabled={busy}
+                      onClick={() =>
+                        void act(() => markQuickRepayment(modal.p!), tr('还款标记已保存'))
+                      }
+                    >
+                      {tr(
+                        isPaidForMonth(modal.p, repaymentMonth)
+                          ? '取消本月已还款'
+                          : '标记本月已还款',
+                      )}
+                    </button>
+                  </div>
+                  <p className="muted">
+                    {tr('还款会更新双方余额；月份标记只记录本月已处理，不改变金额。')}
+                  </p>
+                </>
+              )}
               {modal.kind === 'revision' && (
                 <>
                   <Field label={tr('变更原因')}>

apps/web/src/QuickJournal.tsx

@@ -0,0 +1,165 @@
+import React, { useState } from 'react';
+import { AccountPicker } from './AccountPicker';
+import { QuickTransfer } from './QuickTransfer';
+import { money, positionAmount, type Position } from './api';
+import { t as tr } from './i18n';
+export type QuickEntry = {
+  key: string;
+  kind: 'balance' | 'transfer' | 'mark' | 'booked';
+  id: string;
+  positionId: string;
+  title: string;
+  currency: string;
+  before?: string;
+  after?: string;
+  amount?: string;
+  received?: string;
+  targetCurrency?: string;
+  date: string;
+  previousMonth?: string | null;
+  month?: string | null;
+  markUpdatedAt?: string;
+  previousDate?: string | null;
+  bookedDate?: string | null;
+  undone?: boolean;
+};
+export const isPaidForMonth = (
+  position: Pick<Position, 'kind' | 'side' | 'lastRepaymentMonth'>,
+  month: string,
+) =>
+  position.kind === 'account' &&
+  position.side === 'liability' &&
+  position.lastRepaymentMonth === month;
+export const isBookedToday = (position: Pick<Position, 'kind' | 'lastBookedDate'>, day: string) =>
+  position.kind === 'account' && position.lastBookedDate === day;
+export const quickAccountVisible = (
+  position: Position,
+  month: string,
+  day: string,
+  unpaidOnly: boolean,
+  hideBooked: boolean,
+) =>
+  (!unpaidOnly ||
+    (position.side === 'liability' && !position.archived && !isPaidForMonth(position, month))) &&
+  (!hideBooked || !isBookedToday(position, day));
+export const canQuickRepay = (position: Pick<Position, 'kind' | 'side' | 'amount' | 'archived'>) =>
+  position.kind === 'account' &&
+  position.side === 'liability' &&
+  !position.archived &&
+  !position.amount.startsWith('-') &&
+  !/^0(?:\.0+)?$/.test(position.amount);
+export function QuickJournal({
+  entries,
+  busy,
+  undo,
+}: {
+  entries: QuickEntry[];
+  busy: boolean;
+  undo: (entry: QuickEntry) => void;
+}) {
+  return (
+    <section className="quick-journal" aria-label={tr('本次快速记账')}>
+      <h2>{tr('本次快速记账')}</h2>
+      <p className="muted">{tr('本次保存成功的记录，可逐项撤回。')}</p>
+      {!entries.length ? (
+        <p className="muted">{tr('还没有保存记录')}</p>
+      ) : (
+        <ol>
+          {entries.map((entry) => (
+            <li key={entry.key} className={entry.undone ? 'undone' : ''}>
+              <strong>{entry.title}</strong>
+              {entry.kind === 'balance' && (
+                <p>
+                  {money(entry.before || '0', entry.currency)} →{' '}
+                  {money(entry.after || '0', entry.currency)}
+                </p>
+              )}
+              {entry.kind === 'transfer' && (
+                <p>
+                  {money(entry.amount || '0', entry.currency)}
+                  {entry.targetCurrency !== entry.currency && (
+                    <> → {money(entry.received || '0', entry.targetCurrency || entry.currency)}</>
+                  )}
+                </p>
+              )}
+              {entry.kind === 'mark' && (
+                <p>{tr(entry.month ? '已标记本月还款' : '已取消本月标记')}</p>
+              )}
+              {entry.kind === 'booked' && (
+                <p>{tr(entry.bookedDate ? '已标记当天记账' : '已取消当天标记')}</p>
+              )}
+              <small>{entry.date.replace('T', ' ')} · UTC+8</small>
+              {entry.undone ? (
+                <span className="badge">{tr('已撤回')}</span>
+              ) : (
+                <button
+                  type="button"
+                  className="secondary"
+                  disabled={busy}
+                  onClick={() => undo(entry)}
+                >
+                  {tr('撤回')}
+                </button>
+              )}
+            </li>
+          ))}
+        </ol>
+      )}
+    </section>
+  );
+}
+export function QuickRepayment({
+  target,
+  accounts,
+  busy,
+  submit,
+}: {
+  target: Position;
+  accounts: Position[];
+  busy: boolean;
+  submit: (data: unknown) => void;
+}) {
+  const choices = accounts.filter(
+    (p) => p.kind === 'account' && p.side === 'asset' && !p.archived && p.id !== target.id,
+  );
+  const [sourceId, setSourceId] = useState(choices[0]?.id || '');
+  const source = choices.find((p) => p.id === sourceId);
+  return (
+    <section>
+      <p>
+        {tr('还款账户')}：{target.name} · {money(positionAmount(target), target.currency)}
+      </p>
+      <p className="muted">
+        {tr('从付款账户转入欠款账户，双方余额同步更新；这里填写本次还款金额。')}
+      </p>
+      {!choices.length ? (
+        <p>{tr('请先添加启用的资产账户作为付款账户。')}</p>
+      ) : (
+        <>
+          <label>
+            {tr('付款账户')}
+            <AccountPicker
+              name="quick-payment-source"
+              accounts={choices}
+              value={sourceId}
+              onChange={setSourceId}
+            />
+          </label>
+          {source && (
+            <QuickTransfer
+              key={source.id + target.id}
+              source={source}
+              target={target}
+              busy={busy}
+              changeSource={() => setSourceId('')}
+              changeTarget={() => {}}
+              fixedTarget
+              actionLabel={tr('确认还款')}
+              submit={submit}
+            />
+          )}
+        </>
+      )}
+    </section>
+  );
+}

apps/web/src/QuickTransfer.tsx

@@ -8,6 +8,8 @@ export function QuickTransfer({
   changeSource,
   changeTarget,
   submit,
+  actionLabel,
+  fixedTarget,
 }: {
   source: Position;
   target: Position;
@@ -15,6 +17,8 @@ export function QuickTransfer({
   changeSource: () => void;
   changeTarget: () => void;
   submit: (data: unknown) => void;
+  actionLabel?: string;
+  fixedTarget?: boolean;
 }) {
   const [amount, setAmount] = useState('');
   const [requestId] = useState(requestUuid);
@@ -50,9 +54,11 @@ export function QuickTransfer({
           <small>{tr('转入账户')}</small>
           <strong>{target.name}</strong>
           <span>{money(positionAmount(target), target.currency)}</span>
-          <button type="button" className="text" disabled={busy} onClick={changeTarget}>
-            {tr('重选')}
-          </button>
+          {!fixedTarget && (
+            <button type="button" className="text" disabled={busy} onClick={changeTarget}>
+              {tr('重选')}
+            </button>
+          )}
         </div>
       </div>
       <label>
@@ -84,7 +90,7 @@ export function QuickTransfer({
       )}
       <p className="muted">{tr('按当前时间记录，手续费为 0。跨币种请填写实际到账金额。')}</p>
       <button className="primary" disabled={busy}>
-        {tr(busy ? '正在转账…' : '确认转账')}
+        {busy ? tr('正在保存…') : actionLabel || tr('确认转账')}
       </button>
     </form>
   );

apps/web/src/api.ts

@@ -51,6 +51,9 @@ export type History = {
   reason: string;
 };
 export type Position = {
+  lastRepaymentMonth?: string | null;
+  lastBookedDate?: string | null;
+  updatedAt?: string;
   included?: boolean;
   metalType?: string | null;
   metalCostPerGram?: string | null;

apps/web/src/locales/en.json

@@ -560,5 +560,52 @@
   "按克数添加，参考价自动估值；缺少报价时显示待估值，不计为已知零价值。": "Add by grams with automatic market valuation. Missing quotes mean awaiting valuation, not a known zero value.",
   "缺少报价，当前总额不完整。": "Quotes are missing; current totals are incomplete.",
   "黄金与白银按重量及每克参考价估值。每日尝试更新，失败保留旧价；参考价不含工费与回收折价。": "Gold and silver are valued by weight and the reference price per gram. Daily updates retain prior prices on failure; fees and resale discounts are excluded.",
-  "买入成本按总克数计算；新持仓按克数和参考价估值。清空买入价后不显示盈亏。": "Purchase cost uses total grams. New holdings use grams and reference prices for valuation. Clearing purchase price hides profit and loss."
+  "买入成本按总克数计算；新持仓按克数和参考价估值。清空买入价后不显示盈亏。": "Purchase cost uses total grams. New holdings use grams and reference prices for valuation. Clearing purchase price hides profit and loss.",
+  "纪念币": "Commemorative coins",
+  "纪念钞": "Commemorative banknotes",
+  "本次快速记账": "Current quick entry session",
+  "本次保存成功的记录，可逐项撤回。": "Successfully saved entries from this session can be undone individually.",
+  "还没有保存记录": "No saved entries yet",
+  "已标记本月还款": "Marked as repaid this month",
+  "已取消本月标记": "Monthly repayment mark removed",
+  "已撤回": "Undone",
+  "撤回": "Undo",
+  "还款账户": "Repayment account",
+  "确认还款": "Confirm repayment",
+  "从付款账户转入欠款账户，双方余额同步更新；这里填写本次还款金额。": "Transfer from the paying account to the liability account. Both balances update; enter the amount paid.",
+  "请先添加启用的资产账户作为付款账户。": "Add an active asset account to pay from.",
+  "记录已撤回，相关余额已更新": "Entry undone; related balances updated.",
+  "还款标记已保存": "Repayment mark saved",
+  "结束还款标记": "Finish marking repayments",
+  "标记本月还款": "Mark monthly repayments",
+  "点击欠款账户卡片，标记或取消本月已还款。": "Click a liability account to mark or unmark repayment for this month.",
+  "本月已还款": "Repaid this month",
+  "快速记账操作": "Quick entry actions",
+  "账户还款": "Account repayment",
+  "还款已保存，双方余额已更新": "Repayment saved; both balances updated.",
+  "取消本月已还款": "Unmark repayment this month",
+  "标记本月已还款": "Mark as repaid this month",
+  "还款会更新双方余额；月份标记只记录本月已处理，不改变金额。": "Repayment updates both balances. A monthly mark only records completion and does not change amounts.",
+  "不能标记未来还款月份": "Cannot mark a future repayment month",
+  "仅欠款账户支持还款月份标记": "Only liability accounts support monthly repayment marks",
+  "请先恢复归档账户": "Restore the archived account first",
+  "还款标记已变化，请刷新后重试": "The repayment mark changed. Refresh and try again.",
+  "还款月份仅适用于欠款账户": "Repayment months only apply to liability accounts",
+  "结束记账标记": "Finish bookkeeping marks",
+  "标记当天已记账": "Mark booked today",
+  "仅看本月未还款": "Only unpaid this month",
+  "显示当天已记账": "Show booked today",
+  "隐藏当天已记账": "Hide booked today",
+  "点击账户卡片，标记或取消当天已记账。": "Click an account to mark or unmark it as booked today.",
+  "结束统计设置": "Finish inclusion settings",
+  "快速设置计入总资产": "Quick asset inclusion",
+  "点击资产卡片，切换是否计入总资产。": "Click an asset to toggle its inclusion in total assets.",
+  "独立资产总开关已关闭；单项设置已保存，开启总开关后生效。": "Independent assets are globally excluded. Item settings are saved and apply when the global setting is enabled.",
+  "记账标记已保存": "Bookkeeping mark saved",
+  "统计设置已保存": "Inclusion settings saved",
+  "当天已记账": "Booked today",
+  "计入总资产": "Included in total assets",
+  "已标记当天记账": "Marked booked today",
+  "已取消当天标记": "Removed today’s mark",
+  "当前筛选下没有账户，可切换筛选查看其他账户。": "No accounts match these filters. Change the filters to view other accounts."
 }

apps/web/src/locales/zh-Hant.json

@@ -560,5 +560,52 @@
   "按克数添加，参考价自动估值；缺少报价时显示待估值，不计为已知零价值。": "按克數添加，參考價自動估值；缺少報價時顯示待估值，不計為已知零價值。",
   "缺少报价，当前总额不完整。": "缺少報價，當前總額不完整。",
   "黄金与白银按重量及每克参考价估值。每日尝试更新，失败保留旧价；参考价不含工费与回收折价。": "黃金與白銀按重量及每克參考價估值。每日嘗試更新，失敗保留舊價；參考價不含工費與回收折價。",
-  "买入成本按总克数计算；新持仓按克数和参考价估值。清空买入价后不显示盈亏。": "買入成本按總克數計算；新持倉按克數和參考價估值。清空買入價後不顯示盈虧。"
+  "买入成本按总克数计算；新持仓按克数和参考价估值。清空买入价后不显示盈亏。": "買入成本按總克數計算；新持倉按克數和參考價估值。清空買入價後不顯示盈虧。",
+  "纪念币": "紀念幣",
+  "纪念钞": "紀念鈔",
+  "本次快速记账": "本次快速記賬",
+  "本次保存成功的记录，可逐项撤回。": "本次保存成功的記錄，可逐項撤回。",
+  "还没有保存记录": "還沒有保存記錄",
+  "已标记本月还款": "已標記本月還款",
+  "已取消本月标记": "已取消本月標記",
+  "已撤回": "已撤回",
+  "撤回": "撤回",
+  "还款账户": "還款賬戶",
+  "确认还款": "確認還款",
+  "从付款账户转入欠款账户，双方余额同步更新；这里填写本次还款金额。": "從付款賬戶轉入欠款賬戶，雙方餘額同步更新；這裡填寫本次還款金額。",
+  "请先添加启用的资产账户作为付款账户。": "請先添加啟用的資產賬戶作為付款賬戶。",
+  "记录已撤回，相关余额已更新": "記錄已撤回，相關餘額已更新",
+  "还款标记已保存": "還款標記已保存",
+  "结束还款标记": "結束還款標記",
+  "标记本月还款": "標記本月還款",
+  "点击欠款账户卡片，标记或取消本月已还款。": "點擊欠款賬戶卡片，標記或取消本月已還款。",
+  "本月已还款": "本月已還款",
+  "快速记账操作": "快速記賬操作",
+  "账户还款": "賬戶還款",
+  "还款已保存，双方余额已更新": "還款已保存，雙方餘額已更新",
+  "取消本月已还款": "取消本月已還款",
+  "标记本月已还款": "標記本月已還款",
+  "还款会更新双方余额；月份标记只记录本月已处理，不改变金额。": "還款會更新雙方餘額；月份標記只記錄本月已處理，不改變金額。",
+  "不能标记未来还款月份": "不能標記未來還款月份",
+  "仅欠款账户支持还款月份标记": "僅欠款賬戶支持還款月份標記",
+  "请先恢复归档账户": "請先恢復歸檔賬戶",
+  "还款标记已变化，请刷新后重试": "還款標記已變化，請刷新後重試",
+  "还款月份仅适用于欠款账户": "還款月份僅適用於欠款賬戶",
+  "结束记账标记": "結束記賬標記",
+  "标记当天已记账": "標記當天已記賬",
+  "仅看本月未还款": "僅看本月未還款",
+  "显示当天已记账": "顯示當天已記賬",
+  "隐藏当天已记账": "隱藏當天已記賬",
+  "点击账户卡片，标记或取消当天已记账。": "點擊賬戶卡片，標記或取消當天已記賬。",
+  "结束统计设置": "結束統計設置",
+  "快速设置计入总资产": "快速設置計入總資產",
+  "点击资产卡片，切换是否计入总资产。": "點擊資產卡片，切換是否計入總資產。",
+  "独立资产总开关已关闭；单项设置已保存，开启总开关后生效。": "獨立資產總開關已關閉；單項設置已保存，開啟總開關後生效。",
+  "记账标记已保存": "記賬標記已保存",
+  "统计设置已保存": "統計設置已保存",
+  "当天已记账": "當天已記賬",
+  "计入总资产": "計入總資產",
+  "已标记当天记账": "已標記當天記賬",
+  "已取消当天标记": "已取消當天標記",
+  "当前筛选下没有账户，可切换筛选查看其他账户。": "當前篩選下沒有賬戶，可切換篩選查看其他賬戶。"
 }

apps/web/src/style.css

@@ -2268,3 +2268,157 @@ textarea,
   height: 18px;
   flex: 0 0 18px;
 }
+
+.quick-account-panel {
+  margin-right: 364px;
+}
+.quick-account-panel .quick-transfer-select {
+  padding-right: 0;
+}
+.quick-session-panel {
+  position: fixed;
+  right: 24px;
+  top: 114px;
+  bottom: 24px;
+  width: 340px;
+  overflow: auto;
+  z-index: 25;
+  display: flex;
+  flex-direction: column;
+  gap: 18px;
+  box-shadow: 0 12px 40px #17374718;
+}
+.quick-session-panel .quick-transfer-card {
+  width: auto;
+  box-shadow: none;
+  border: 1px solid var(--line, #dce5df);
+  padding: 14px;
+}
+.quick-session-panel h2 {
+  font-size: 18px;
+  margin: 0;
+}
+.quick-journal ol {
+  list-style: none;
+  padding: 0;
+  margin: 12px 0 0;
+  display: grid;
+  gap: 10px;
+}
+.quick-journal li {
+  display: grid;
+  gap: 7px;
+  border: 1px solid var(--line, #dce5df);
+  border-radius: 12px;
+  padding: 12px;
+  overflow-wrap: anywhere;
+}
+.quick-journal li p {
+  margin: 0;
+  font-size: 13px;
+}
+.quick-journal li small {
+  color: var(--text-muted, #617068);
+}
+.quick-journal li .secondary {
+  justify-self: end;
+  padding: 5px 12px;
+}
+.quick-journal .undone {
+  opacity: 0.6;
+}
+.repayment-paid {
+  background: #e6f6ef;
+  color: #137852;
+}
+.quick-repayment-actions {
+  flex-wrap: wrap;
+  margin: 12px 0;
+}
+@media (max-width: 1100px) {
+  .quick-account-panel {
+    margin-right: 0;
+  }
+  .quick-session-panel {
+    position: static;
+    width: auto;
+    max-height: none;
+    margin-top: 16px;
+  }
+}
+
+.quick-content .page-heading {
+  margin-bottom: 10px;
+}
+.quick-content .page-heading .eyebrow,
+.quick-content .page-heading .muted {
+  display: none;
+}
+.quick-content .privacy-toolbar > span {
+  font-size: 12px;
+}
+.quick-content .account-tools {
+  gap: 6px;
+  flex-wrap: wrap;
+}
+.quick-content .account-tools button,
+.quick-content .account-tools select {
+  font-size: 13px;
+  padding: 6px 10px;
+  min-height: 34px;
+}
+.quick-dense-grid {
+  gap: 8px;
+  grid-template-columns: repeat(auto-fill, minmax(155px, 1fr));
+}
+.quick-dense-grid .position-card {
+  padding: 12px;
+  min-height: 0;
+  gap: 4px;
+}
+.quick-dense-grid .position-card > div {
+  margin-bottom: 4px;
+}
+.quick-dense-grid .position-card .position-icon {
+  width: 28px;
+  height: 28px;
+}
+.quick-dense-grid .position-card .position-icon img {
+  width: 28px;
+  height: 28px;
+}
+.quick-dense-grid .position-card h3 {
+  margin: 2px 0;
+  font-size: 14px;
+}
+.quick-dense-grid .position-card strong {
+  font-size: 18px;
+}
+.quick-dense-grid .position-secondary,
+.quick-dense-grid .position-card > div > svg {
+  display: none;
+}
+.quick-dense-grid .account-group-title {
+  margin: 8px 0 0;
+  font-size: 14px;
+}
+.quick-dense-grid .badge {
+  font-size: 11px;
+  padding: 2px 6px;
+}
+
+.quick-session-panel > * {
+  flex: 0 0 auto;
+}
+.quick-session-panel .quick-transfer-card {
+  max-height: none;
+  overflow: visible;
+}
+.quick-account-panel .quick-transfer-select {
+  padding-bottom: 0;
+}
+@media (min-width: 1101px) {
+  .quick-session-panel {
+    top: 225px;
+  }
+}

apps/web/test/quick-entry.test.ts

@@ -0,0 +1,78 @@
+import { test } from 'node:test';
+import assert from 'node:assert/strict';
+import {
+  isPaidForMonth,
+  isBookedToday,
+  quickAccountVisible,
+  canQuickRepay,
+  QuickJournal,
+} from '../src/QuickJournal';
+import { createElement } from 'react';
+import { renderToStaticMarkup } from 'react-dom/server';
+test('repayment badges expire by business month without clearing stored data', () => {
+  const p = { kind: 'account', side: 'liability', lastRepaymentMonth: '2026-10' };
+  assert.equal(isPaidForMonth(p, '2026-10'), true);
+  assert.equal(isPaidForMonth(p, '2026-11'), false);
+  assert.equal(p.lastRepaymentMonth, '2026-10');
+  assert.equal(isPaidForMonth({ ...p, kind: 'debt' }, '2026-10'), false);
+});
+test('quick repayment only applies to active liability accounts with an outstanding balance', () => {
+  const p = { kind: 'account', side: 'liability', amount: '200.00000001', archived: false };
+  assert.equal(canQuickRepay(p), true);
+  for (const change of [
+    { amount: '-5' },
+    { amount: '0.00000000' },
+    { archived: true },
+    { kind: 'debt' },
+    { side: 'asset' },
+  ])
+    assert.equal(canQuickRepay({ ...p, ...change }), false);
+});
+test('session journal displays exact balances and distinguishes saved versus undone entries', () => {
+  const entry = {
+    key: 'one',
+    kind: 'balance' as const,
+    id: 'test',
+    positionId: 'account',
+    title: '测试',
+    currency: 'CNY',
+    before: '100',
+    after: '125.87654321',
+    date: '2026-10-04T12:00',
+  };
+  const html = renderToStaticMarkup(
+    createElement(QuickJournal, { entries: [entry], busy: false, undo: () => {} }),
+  );
+  assert.match(html, /125\.87654321/);
+  assert.match(html, /撤回/);
+  const undone = renderToStaticMarkup(
+    createElement(QuickJournal, {
+      entries: [{ ...entry, undone: true }],
+      busy: false,
+      undo: () => {},
+    }),
+  );
+  assert.match(undone, /已撤回/);
+  assert.doesNotMatch(undone, /<button/);
+});
+
+test('daily badges expire and filters combine month and day without mutating markers', () => {
+  const p = {
+    id: 'test',
+    kind: 'account',
+    side: 'liability',
+    lastRepaymentMonth: '2026-10',
+    lastBookedDate: '2026-10-04',
+    archived: false,
+  } as any;
+  assert.equal(isBookedToday(p, '2026-10-04'), true);
+  assert.equal(isBookedToday(p, '2026-10-05'), false);
+  assert.equal(quickAccountVisible(p, '2026-10', '2026-10-05', true, false), false);
+  assert.equal(quickAccountVisible(p, '2026-11', '2026-10-04', true, true), false);
+  assert.equal(quickAccountVisible(p, '2026-11', '2026-10-05', true, true), true);
+  assert.equal(
+    quickAccountVisible({ ...p, side: 'asset' }, '2026-11', '2026-10-05', true, false),
+    false,
+  );
+  assert.equal(p.lastBookedDate, '2026-10-04');
+});