feat: streamline portfolio UI and support atomic record edits

apps/api/assets/icons/sources.json

@@ -184,5 +184,23 @@
     "source": "https://bin.bnbstatic.com/static/images/common/favicon.ico",
     "file": "31.png",
     "sha256": "8318ebbcb1cb4729eb0f78bb058dc618c3b63f9f9f0070a1a7a3265fdc79b833"
+  },
+  {
+    "name": "ZA BANK 众安银行",
+    "source": "https://cdn.za.group/if/za-group-portal-web/assets/images/share-logo.png",
+    "file": "32.png",
+    "sha256": "e67a4839b9f81bdd94a104f15ec8c1fc9fad1df1949b4e216662c2089c84246e"
+  },
+  {
+    "name": "微众银行 WeBank",
+    "source": "https://tctp.tctpwebankcdn.net/owb-res/owb-res/assets/mainGenerator.811f2078.js",
+    "file": "33.png",
+    "sha256": "ec3be0bf19bbb8c633ee7e13636f96d5c70584cefe0febfb8da294bcdaec6104"
+  },
+  {
+    "name": "大象银行 EleBank",
+    "file": "34.png",
+    "source": "https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/d4/bc/60/d4bc6004-3898-c9c3-3571-f3ffe4b46b48/Bank-Airstar-0-0-1x_U007epad-0-1-sRGB-85-220.png/512x512bb.jpg",
+    "sha256": "fa7306514308f0a8cc73fa3847002d768094cec25aceeca324da440fbbee2934"
   }
 ]

apps/api/package.json

@@ -9,7 +9,7 @@
     "db:generate": "prisma generate",
     "db:migrate": "node scripts/database.cjs deploy",
     "db:status": "node scripts/database.cjs status",
-    "test:integration": "tsx --test --test-concurrency=1 test/integration.test.ts test/privacy.test.ts test/icons.test.ts test/transfers.test.ts test/queries.test.ts test/debts.test.ts test/update-integration.test.ts",
+    "test:integration": "tsx --test --test-concurrency=1 test/integration.test.ts test/privacy.test.ts test/icons.test.ts test/transfers.test.ts test/queries.test.ts test/debts.test.ts test/update-integration.test.ts test/record-edit.test.ts",
     "test:performance": "tsx scripts/performance.ts after",
     "icons:seed": "node scripts/seed-icons.cjs"
   },

apps/api/prisma/migrations/20261002000500_schedule_comments/migration.sql

@@ -0,0 +1,15 @@
+ALTER TABLE `Schedule` COMMENT = '按需执行的定时支出或转账计划',
+ MODIFY `id` CHAR(36) NOT NULL COMMENT '唯一标识',
+ MODIFY `userId` CHAR(36) NOT NULL COMMENT '所属用户标识，用于数据隔离',
+ MODIFY `importedFromId` CHAR(36) NULL COMMENT '备份来源计划标识，用于重复导入识别',
+ MODIFY `name` VARCHAR(100) NOT NULL COMMENT '计划显示名称',
+ MODIFY `operation` VARCHAR(16) NOT NULL COMMENT '操作类型：expense 支出或 transfer 转账',
+ MODIFY `sourceId` CHAR(36) NOT NULL COMMENT '支出或转出资产账户标识',
+ MODIFY `targetId` CHAR(36) NULL COMMENT '转入账户标识；支出计划为空',
+ MODIFY `amount` DECIMAL(24,8) NOT NULL COMMENT '原币支出或转出金额',
+ MODIFY `received` DECIMAL(24,8) NOT NULL COMMENT '原币到账金额；支出计划为零',
+ MODIFY `nextAt` DATETIME(3) NOT NULL COMMENT '下次到期业务时间对应的 UTC',
+ MODIFY `intervalDays` INTEGER NOT NULL COMMENT '重复间隔天数；零表示仅执行一次',
+ MODIFY `enabled` BOOLEAN NOT NULL DEFAULT true COMMENT '是否启用计划',
+ MODIFY `completed` BOOLEAN NOT NULL DEFAULT false COMMENT '一次性计划是否已执行完毕',
+ MODIFY `notes` TEXT NOT NULL COMMENT '用户备注，原文保留';

apps/api/prisma/schema.prisma

@@ -216,20 +216,34 @@ model Transfer {
 
 /// 按需执行的定时支出或转账计划
 model Schedule {
+  /// 唯一标识
   id String @id @default(uuid()) @db.Char(36)
+  /// 所属用户标识，用于数据隔离
   userId String @db.Char(36)
   user User @relation(fields:[userId],references:[id],onDelete:Cascade)
+  /// 备份来源计划标识，用于重复导入识别
   importedFromId String? @db.Char(36)
+  /// 计划显示名称
   name String @db.VarChar(100)
+  /// 操作类型：expense 支出或 transfer 转账
   operation String @db.VarChar(16)
+  /// 支出或转出资产账户标识
   sourceId String @db.Char(36)
+  /// 转入账户标识；支出计划为空
   targetId String? @db.Char(36)
+  /// 原币支出或转出金额
   amount Decimal @db.Decimal(24,8)
+  /// 原币到账金额；支出计划为零
   received Decimal @db.Decimal(24,8)
+  /// 下次到期业务时间对应的 UTC
   nextAt DateTime @db.DateTime(3)
+  /// 重复间隔天数；零表示仅执行一次
   intervalDays Int
+  /// 是否启用计划
   enabled Boolean @default(true)
+  /// 一次性计划是否已执行完毕
   completed Boolean @default(false)
+  /// 用户备注，原文保留
   notes String @db.Text
   @@index([userId,enabled,nextAt])
   @@unique([userId,importedFromId])

apps/api/scripts/check-comments.cjs

@@ -0,0 +1,20 @@
+require('dotenv/config');
+const { PrismaClient } = require('@prisma/client');
+const { writeFileSync } = require('node:fs');
+const { resolve } = require('node:path');
+const db = new PrismaClient();
+(async () => {
+  const tables = await db.$queryRaw`SELECT TABLE_NAME, TABLE_COMMENT FROM information_schema.TABLES
+    WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME <> '_prisma_migrations' ORDER BY TABLE_NAME`;
+  const columns = await db.$queryRaw`SELECT TABLE_NAME, COLUMN_NAME, COLUMN_COMMENT FROM information_schema.COLUMNS
+    WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME <> '_prisma_migrations' ORDER BY TABLE_NAME, ORDINAL_POSITION`;
+  if (tables.some((t) => !t.TABLE_COMMENT) || columns.some((c) => !c.COLUMN_COMMENT))
+    throw Error('Application tables or columns are missing comments.');
+  writeFileSync(resolve(__dirname, '../../../docs/database-comments.json'), JSON.stringify({
+    tableCount: tables.length, columnCount: columns.length, tables, columns,
+  }, null, 2) + '\n');
+  console.log(`Database comments verified: ${tables.length} tables, ${columns.length} columns.`);
+})().catch(() => {
+  console.error('Comment verification failed. Check database access and table/column comments.');
+  process.exitCode = 1;
+}).finally(() => db.$disconnect());

apps/api/scripts/expand-icons.py

@@ -1,16 +1,26 @@
 """Fetch public brand icons from the listed official websites; keep existing catalog."""
-import hashlib, io, json, re, urllib.request, urllib.parse
+import hashlib, io, json, re, sys, urllib.request, urllib.parse
 from pathlib import Path
 from PIL import Image
 folder = Path(__file__).resolve().parent.parent / 'assets' / 'icons'
 catalog = json.loads((folder / 'sources.json').read_text(encoding='utf-8'))
 brands = [('汇丰香港', 'https://www.hsbc.com.hk'), ('恒生银行', 'https://www.hangseng.com'), ('中银香港', 'https://www.bochk.com/en'), ('渣打香港', 'https://www.sc.com/hk'), ('东亚银行', 'https://www.hkbea.com'), ('星展香港', 'https://www.dbs.com.hk'), ('花旗香港', 'https://www.citibank.com.hk'), ('币安 Binance', 'https://www.binance.com'), ('Gate', 'https://www.gate.com'), ('Bybit', 'https://www.bybit.com'), ('Bitget', 'https://www.bitget.com')]
+brands += [('ZA BANK 众安银行', 'https://bank.za.group'), ('大象银行 EleBank', 'https://www.elebank.com'), ('微众银行 WeBank', 'https://www.webank.com')]
+if len(sys.argv) > 1:
+    brands = [item for item in brands if item[0] in sys.argv[1:]]
+
 def get(url):
     return urllib.request.urlopen(urllib.request.Request(url, headers={'User-Agent': 'Mozilla/5.0'}), timeout=20).read()
 failed = []
 for name, site in brands:
     if any(v['name'] == name for v in catalog): continue
-    urls = {'币安 Binance': ['https://bin.bnbstatic.com/static/images/common/favicon.ico', 'https://bin.bnbstatic.com/static/images/common/favicon.png'], '中银香港': ['https://www.bochk.com/dam/bochk/desktop/top/favicon.ico', 'https://www.bochk.com/favicon.ico']}.get(name, [])
+    urls = {'币安 Binance': ['https://bin.bnbstatic.com/static/images/common/favicon.ico', 'https://bin.bnbstatic.com/static/images/common/favicon.png'], '中银香港': ['https://www.bochk.com/dam/bochk/desktop/top/favicon.ico', 'https://www.bochk.com/favicon.ico'], '大象银行 EleBank': ['https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/d4/bc/60/d4bc6004-3898-c9c3-3571-f3ffe4b46b48/Bank-Airstar-0-0-1x_U007epad-0-1-sRGB-85-220.png/512x512bb.jpg']}.get(name, [])
+    if name == '微众银行 WeBank':
+        try:
+            script = get('https://tctp.tctpwebankcdn.net/owb-res/owb-res/assets/mainGenerator.811f2078.js').decode('utf-8')
+            logo = re.search(r'Tr="(data:image/png;base64,[^"]+)"', script)
+            if logo: urls.insert(0, logo.group(1))
+        except Exception: pass
     try:
         html = get(site).decode('utf-8', errors='replace')
         for tag in re.findall(r'<link\b[^>]*>', html, re.I):
@@ -26,7 +36,7 @@ for name, site in brands:
             out = io.BytesIO(); im.save(out, 'PNG'); png = out.getvalue()
             file = str(len(catalog) + 1).zfill(2) + '.png'
             (folder / file).write_bytes(png)
-            catalog.append({'name':name,'source':url,'file':file,'sha256':hashlib.sha256(raw).hexdigest()})
+            catalog.append({'name':name,'source':site if url.startswith('data:') else url,'file':file,'sha256':hashlib.sha256(raw).hexdigest()})
             print('Added:', name)
             break
         except Exception: continue

apps/api/src/openapi.ts

@@ -36,6 +36,7 @@ export function setupOpenApi(app: INestApplication) {
       .object({ targetIds: z.array(z.string().uuid()).max(20) })
       .strict(),
     'POST /api/transfers': transferInput,
+    'PUT /api/transfers/{id}': transferInput,
     'POST /api/schedules': scheduleInput,
     'PATCH /api/schedules/{id}': z.object({ enabled: z.boolean() }).strict(),
     'PATCH /api/settings': z
@@ -53,7 +54,7 @@ export function setupOpenApi(app: INestApplication) {
     }),
   };
   for (const [path, entry] of Object.entries(document.paths)) {
-    for (const method of ['get', 'post', 'patch', 'put'] as const) {
+    for (const method of ['get', 'post', 'patch', 'put', 'delete'] as const) {
       const operation = entry[method];
       if (!operation) continue;
       operation.summary = `${method.toUpperCase()} ${path}`;

apps/api/src/portfolio.ts

@@ -4,6 +4,7 @@ import {
   Post,
   Patch,
   Put,
+  Delete,
   Body,
   Req,
   Param,
@@ -28,6 +29,7 @@ import { z } from 'zod';
 import { Prisma } from '@prisma/client';
 import { IconsService } from './icons';
 import { RatesService } from './rates';
+import { captureReplay } from './replay';
 @Controller('api')
 export class PortfolioController {
   constructor(
@@ -204,23 +206,9 @@ export class PortfolioController {
         throw new BadRequestException('仅资产账户支持负余额');
       const original = await tx.revision.findFirst({ where: { id: revisionId, positionId: p.id } });
       if (!original) throw new NotFoundException('历史记录不存在');
-      const transfer = await tx.revision.findFirst({
+      if (pairedReasons.includes(original.reason))
-        where: {
+        throw new ConflictException('请在资金往来中修改完整配对记录');
-          positionId: p.id,
+      const replay = await captureReplay(tx, r.userId, [id]);
-          reason: { in: pairedReasons },
-          OR: [
-            { effectiveDate: { gt: original.effectiveDate } },
-            { effectiveDate: original.effectiveDate, sequence: { gte: original.sequence } },
-            { effectiveDate: { gt: toBusinessDate(v.date) } },
-            { effectiveDate: toBusinessDate(v.date), sequence: { gte: original.sequence } },
-          ],
-        },
-        select: { id: true },
-      });
-      if (transfer)
-        throw new ConflictException(
-          '转账及其之前的历史不可单独更正；请新增余额调整，保留转账双方一致',
-        );
       await tx.revision.update({
         where: { id: revisionId },
         data: {
@@ -230,6 +218,29 @@ export class PortfolioController {
           reason: 'correction',
         },
       });
+      await replay();
+      return { ok: true };
+    });
+  }
+
+  @Delete('positions/:id/revisions/:revisionId') async deleteRevision(
+    @Req() r: UserRequest,
+    @Param('id') id: string,
+    @Param('revisionId') revisionId: string,
+  ) {
+    return this.db.serial(async (tx) => {
+      const replay = await captureReplay(tx, r.userId, [id]);
+      const p = await tx.position.findFirst({
+        where: { id, userId: r.userId, ...(r.revealed ? {} : { hidden: false }) },
+      });
+      if (!p) throw new NotFoundException('项目不存在');
+      if (p.archived) throw new ConflictException('请先恢复归档项目');
+      const row = await tx.revision.findFirst({ where: { id: revisionId, positionId: id } });
+      if (!row) throw new NotFoundException('历史记录不存在');
+      if (pairedReasons.includes(row.reason))
+        throw new ConflictException('请在资金往来中删除完整配对记录');
+      await tx.revision.delete({ where: { id: revisionId } });
+      await replay();
       return { ok: true };
     });
   }

apps/api/src/replay.ts

@@ -0,0 +1,68 @@
+import { BadRequestException, ConflictException } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import Decimal from 'decimal.js';
+import { movementDeltas, type Movement } from './movement';
+import { pairedReasons } from './validation';
+
+// Lock all affected positions in the same order as movement creation. Absolute
+// balance observations remain anchors; transfers and expenses retain their delta.
+export async function captureReplay(tx: Prisma.TransactionClient, userId: string, ids: string[]) {
+  await tx.$queryRaw(Prisma.sql`SELECT id FROM Position WHERE userId = ${userId}
+    AND id IN (${Prisma.join([...ids].sort())}) ORDER BY id FOR UPDATE`);
+  const rows = await tx.revision.findMany({
+    where: { positionId: { in: ids }, position: { userId } },
+    orderBy: [{ effectiveDate: 'asc' }, { sequence: 'asc' }],
+  });
+  const deltas = new Map<string, Decimal>();
+  const balances = new Map<string, Decimal>();
+  for (const row of rows) {
+    if (row.reason === 'scheduled_expense')
+      deltas.set(
+        row.id,
+        new Decimal(row.amount.toString()).minus(balances.get(row.positionId) || 0),
+      );
+    balances.set(row.positionId, new Decimal(row.amount.toString()));
+  }
+  return async () => {
+    const transfers = await tx.transfer.findMany({
+      where: { userId, OR: [{ sourceId: { in: ids } }, { targetId: { in: ids } }] },
+    });
+    for (const t of transfers) {
+      const d = movementDeltas(
+        t.operation as Movement,
+        t.amount.toString(),
+        t.received.toString(),
+        t.fee.toString(),
+      );
+      deltas.set(t.sourceRevisionId, d.source);
+      deltas.set(t.targetRevisionId, d.target);
+    }
+    const positions = await tx.position.findMany({ where: { userId, id: { in: ids } } });
+    const current = await tx.revision.findMany({
+      where: { positionId: { in: ids }, position: { userId } },
+      orderBy: [{ effectiveDate: 'asc' }, { sequence: 'asc' }],
+    });
+    balances.clear();
+    for (const row of current) {
+      const p = positions.find((v) => v.id === row.positionId)!;
+      const delta =
+        row.reason === 'scheduled_expense' || pairedReasons.includes(row.reason)
+          ? deltas.get(row.id)
+          : undefined;
+      if (pairedReasons.includes(row.reason) && !delta)
+        throw new ConflictException('配对记录不完整，无法重算');
+      if (delta && !balances.has(row.positionId))
+        throw new ConflictException('资金操作之前必须保留一条余额记录');
+      const amount = delta
+        ? balances.get(row.positionId)!.plus(delta)
+        : new Decimal(row.amount.toString());
+      if (amount.isNegative() && (p.kind !== 'account' || p.side !== 'asset'))
+        throw new BadRequestException('修改后债务或资产金额不能为负数');
+      if (amount.abs().gte('10000000000000000'))
+        throw new BadRequestException('重算后的金额超出支持范围');
+      balances.set(row.positionId, amount);
+      if (!amount.eq(row.amount.toString()))
+        await tx.revision.update({ where: { id: row.id }, data: { amount: amount.toFixed() } });
+    }
+  };
+}

apps/api/src/transfers.ts

@@ -2,6 +2,10 @@ import {
   Controller,
   Get,
   Post,
+  Put,
+  Delete,
+  Param,
+  NotFoundException,
   Body,
   Req,
   Query,
@@ -15,6 +19,7 @@ import { UserRequest } from './auth';
 import { transferInput, toBusinessDate } from './validation';
 import { businessTime } from './calculation';
 import { movementDeltas } from './movement';
+import { captureReplay } from './replay';
 import { pageInput, encodeCursor, latestRevisions, transferPageIds } from './queries';
 @Controller('api/transfers')
 export class TransfersController {
@@ -43,6 +48,61 @@ export class TransfersController {
       revealed: r.revealed,
     };
   }
+  @Put(':id') async edit(@Req() r: UserRequest, @Param('id') id: string, @Body() body: unknown) {
+    const v = transferInput.parse(body);
+    return this.change(r, id, v);
+  }
+  @Delete(':id') async remove(@Req() r: UserRequest, @Param('id') id: string) {
+    return this.change(r, id);
+  }
+  private async change(r: UserRequest, id: string, v?: ReturnType<typeof transferInput.parse>) {
+    return this.db.serial(async (tx) => {
+      const row = await tx.transfer.findFirst({
+        where: {
+          id,
+          userId: r.userId,
+          ...(r.revealed ? {} : { source: { hidden: false }, target: { hidden: false } }),
+        },
+        include: { source: true, target: true },
+      });
+      if (!row) throw new NotFoundException('资金往来记录不存在');
+      if (row.source.archived || row.target.archived)
+        throw new ConflictException('请先恢复归档项目');
+      const replay = await captureReplay(tx, r.userId, [row.sourceId, row.targetId]);
+      if (v) {
+        if (
+          v.sourceId !== row.sourceId ||
+          v.targetId !== row.targetId ||
+          v.operation !== row.operation
+        )
+          throw new BadRequestException('修改记录不能更换账户或操作类型，请删除后重新创建');
+        if (row.sourceCurrency === row.targetCurrency && !new Decimal(v.amount).eq(v.received))
+          throw new BadRequestException('同币种转出与到账金额必须一致，手续费单独填写');
+        const effectiveDate = toBusinessDate(v.date);
+        await tx.transfer.update({
+          where: { id },
+          data: {
+            amount: v.amount,
+            received: v.received,
+            fee: v.fee,
+            notes: v.notes,
+            effectiveDate,
+          },
+        });
+        await tx.revision.updateMany({
+          where: { id: { in: [row.sourceRevisionId, row.targetRevisionId] } },
+          data: { effectiveDate, notes: v.notes },
+        });
+      } else {
+        await tx.transfer.delete({ where: { id } });
+        await tx.revision.deleteMany({
+          where: { id: { in: [row.sourceRevisionId, row.targetRevisionId] } },
+        });
+      }
+      await replay();
+      return { ok: true };
+    });
+  }
   @Post() async create(@Req() r: UserRequest, @Body() body: unknown) {
     const v = transferInput.parse(body);
     return this.db.serial((tx) => executeMovement(tx, r, v));

apps/api/src/validation.ts

@@ -128,10 +128,18 @@ export const credentials = z
   })
   .strict();
 
-export const menuKey = z.enum(['overview', 'account', 'asset', 'debt', 'history', 'calendar']);
+export const menuKey = z.enum([
+  'overview',
+  'account',
+  'asset',
+  'debt',
+  'history',
+  'calendar',
+  'schedules',
+]);
 export const hiddenMenus = z
   .array(menuKey)
-  .max(6)
+  .max(7)
   .refine((v) => new Set(v).size === v.length, '菜单不可重复');
 export const transferInput = z
   .object({

apps/api/test/record-edit.test.ts

@@ -0,0 +1,198 @@
+import 'reflect-metadata';
+import 'dotenv/config';
+import { test } from 'node:test';
+import assert from 'node:assert/strict';
+import { randomUUID } from 'node:crypto';
+import { Database } from '../src/database';
+import { TransfersController } from '../src/transfers';
+import { PortfolioController } from '../src/portfolio';
+import { CalendarController } from '../src/calendar';
+import { toBusinessDate } from '../src/validation';
+
+test('record edits replay paired movements, expense deltas, anchors and calendar atomically', async () => {
+  const db = new Database();
+  const users: string[] = [];
+  const movements = new TransfersController(db);
+  const portfolio = new PortfolioController(db, {} as any, {} as any);
+  const calendar = new CalendarController(db);
+  try {
+    const user = await db.user.create({
+      data: { username: 'wp_edit_' + randomUUID(), passwordHash: 'unused' },
+    });
+    users.push(user.id);
+    const r = { userId: user.id, revealed: false } as any;
+    const foreign = { userId: randomUUID(), revealed: false } as any;
+    const create = async (amount: string, kind = 'account', side = 'asset') =>
+      db.position.create({
+        data: {
+          userId: user.id,
+          name: randomUUID(),
+          kind,
+          side,
+          category: 'other',
+          currency: 'CNY',
+          notes: '',
+          revisions: {
+            create: {
+              amount,
+              effectiveDate: toBusinessDate('2026-09-01T00:00'),
+              notes: '',
+              reason: 'initial',
+            },
+          },
+        },
+        include: { revisions: true },
+      });
+    const a = await create('100'),
+      b = await create('0');
+    const input = {
+      sourceId: a.id,
+      targetId: b.id,
+      amount: '20',
+      received: '20',
+      fee: '2',
+      date: '2026-09-02T10:00',
+      operation: 'transfer',
+      notes: '',
+    };
+    const transfer = await movements.create(r, input);
+    const expense = await db.revision.create({
+      data: {
+        positionId: a.id,
+        amount: '73',
+        effectiveDate: toBusinessDate('2026-09-03T10:00'),
+        reason: 'scheduled_expense',
+        notes: '',
+      },
+    });
+    const later = await movements.create(r, {
+      ...input,
+      amount: '10',
+      received: '10',
+      fee: '0',
+      date: '2026-09-04T10:00',
+    });
+    const balance = async (id: string) => (await portfolio.detail(r, id)).amount;
+    assert.equal(await balance(a.id), '63');
+    await assert.rejects(movements.remove(foreign, transfer.id));
+    await assert.rejects(portfolio.deleteRevision(foreign, a.id, a.revisions[0].id));
+    await movements.edit(r, transfer.id, { ...input, amount: '30', received: '30', fee: '3' });
+    assert.equal(await balance(a.id), '52');
+    assert.equal(await balance(b.id), '40');
+    assert.equal(
+      (await db.revision.findUniqueOrThrow({ where: { id: expense.id } })).amount.toString(),
+      '62',
+    );
+    const month = await calendar.month(r, '2026-09');
+    assert.equal(month.items.find((v) => v.date === '2026-09-03')!.expense, '5.00');
+    await portfolio.correct(r, a.id, a.revisions[0].id, {
+      amount: '200',
+      date: '2026-09-01T00:00',
+      notes: '',
+    });
+    assert.equal(await balance(a.id), '152');
+    await movements.remove(r, transfer.id);
+    assert.equal(await balance(a.id), '185');
+    assert.equal(await balance(b.id), '10');
+    assert.equal(
+      await db.revision.count({
+        where: {
+          id: {
+            in: [
+              (await db.transfer.findUniqueOrThrow({ where: { id: later.id } })).sourceRevisionId,
+            ],
+          },
+        },
+      }),
+      1,
+    );
+    await portfolio.correct(r, a.id, expense.id, {
+      amount: '193',
+      date: '2026-09-03T10:00',
+      notes: '',
+    });
+    assert.equal(await balance(a.id), '183');
+    assert.equal(
+      (await calendar.month(r, '2026-09')).items.find((v) => v.date === '2026-09-03')!.expense,
+      '7.00',
+    );
+    await portfolio.deleteRevision(r, a.id, expense.id);
+    assert.equal(await balance(a.id), '190');
+    assert.equal((await calendar.day(r, '2026-09-03')).items.length, 0);
+    await assert.rejects(portfolio.deleteRevision(r, a.id, a.revisions[0].id));
+    assert.equal(await balance(a.id), '190');
+    // An observed absolute balance is an anchor, including after a moved transfer.
+    await portfolio.revise(r, a.id, {
+      amount: '300',
+      date: '2026-09-05T00:00',
+      reason: 'balance',
+      notes: '',
+    });
+    await movements.edit(r, later.id, {
+      ...input,
+      amount: '15',
+      received: '15',
+      fee: '0',
+      date: '2026-09-02T00:00',
+    });
+    assert.equal(await balance(a.id), '300');
+    assert.equal(await balance(b.id), '15');
+    const initial = a.revisions[0].id;
+    await db.position.update({ where: { id: a.id }, data: { hidden: true } });
+    await assert.rejects(movements.remove(r, later.id));
+    await assert.rejects(
+      portfolio.correct(r, a.id, initial, { amount: '1', date: '2026-09-01T00:00', notes: '' }),
+    );
+    await db.position.update({ where: { id: a.id }, data: { hidden: false } });
+    const debt = await create('20', 'debt', 'liability');
+    const repayment = await movements.create(r, {
+      ...input,
+      targetId: debt.id,
+      amount: '10',
+      received: '10',
+      fee: '0',
+      operation: 'repay',
+      date: '2026-09-06T00:00',
+    });
+    await assert.rejects(
+      movements.edit(r, repayment.id, {
+        ...input,
+        targetId: debt.id,
+        amount: '25',
+        received: '25',
+        fee: '0',
+        operation: 'repay',
+        date: '2026-09-06T00:00',
+      }),
+    );
+    assert.equal(await balance(debt.id), '10');
+    assert.equal(await balance(a.id), '290');
+    await movements.remove(r, repayment.id);
+    assert.equal(await balance(debt.id), '20');
+    assert.equal(await balance(a.id), '300');
+    // Cross-currency values and signed fees retain exact decimal precision.
+    await db.position.update({ where: { id: b.id }, data: { currency: 'USD' } });
+    const fx = await movements.create(r, {
+      ...input,
+      amount: '0.12435678',
+      received: '0.01423567',
+      fee: '-0.00000001',
+      date: '2026-09-07T00:00',
+    });
+    await movements.edit(r, fx.id, {
+      ...input,
+      amount: '0.22345678',
+      received: '0.02234567',
+      fee: '-0.00000002',
+      date: '2026-09-07T00:00',
+    });
+    assert.equal(await balance(a.id), '299.77654324');
+    assert.equal(await balance(b.id), '15.02234567');
+    await movements.remove(r, fx.id);
+    assert.equal(await balance(a.id), '300');
+    assert.equal(await balance(b.id), '15');
+  } finally {
+    await db.user.deleteMany({ where: { id: { in: users } } });
+    await db.$disconnect();
+  }
+});

apps/web/src/AccountPicker.tsx

@@ -51,11 +51,12 @@ export function AccountPicker({
           onChange={(e) => setQuery(e.target.value)}
         />
         <div className="actions">
-          <button type="button" aria-pressed={!grouped} onClick={() => setGrouped(false)}>
+          <button
-            {tr('全部账户')}
+            className="secondary picker-view-toggle"
-          </button>
+            type="button"
-          <button type="button" aria-pressed={grouped} onClick={() => setGrouped(true)}>
+            onClick={() => setGrouped(!grouped)}
-            {tr('按分组显示')}
+          >
+            {tr(grouped ? '显示全部账户' : '按分组显示')} <span aria-hidden="true">⇄</span>
           </button>
         </div>
         {groups.map((group) => (

apps/web/src/App.tsx

@@ -51,6 +51,7 @@ const labels: Record<string, string> = {
   debt: '债务',
   history: '变化记录',
   calendar: '收支日历',
+  schedules: '定时计划',
   settings: '设置与备份',
 };
 const categories: Record<string, [string, string][]> = {
@@ -221,6 +222,7 @@ export default function App() {
       kind: string;
       p?: Position;
       h?: History;
+      transfer?: Transfer;
       operation?: DebtOperation;
     } | null>(null),
     [busy, setBusy] = useState(false),
@@ -340,6 +342,9 @@ export default function App() {
           return;
         }
         setOverview({ ...o, trend: t.items, recent: recent.items });
+      } else if (page === 'schedules') {
+        const rows = await api<Position[]>('/positions?kind=account');
+        if (active()) setPositions(rows);
       } else if (['account', 'asset', 'debt'].includes(page)) {
         if (page === 'account' && !rangeOnly) {
           const result = await api<{
@@ -741,6 +746,29 @@ export default function App() {
         </section>
       </div>
     );
+  async function correctHistory(h: History) {
+    if (h.reason.startsWith('transfer_') || h.reason.startsWith('loan_')) {
+      setSelected(null);
+      setPage('history');
+      return;
+    }
+    const session = sessionGeneration.current,
+      view = viewRef.current;
+    try {
+      const p = await api<Position>('/positions/' + h.positionId);
+      if (session !== sessionGeneration.current || view !== viewRef.current) return;
+      setModal({ kind: 'correction', p, h });
+    } catch (e) {
+      if (session === sessionGeneration.current && view === viewRef.current) report(e);
+    }
+  }
+  function deleteHistory(h: History) {
+    if (!window.confirm(tr('删除这条余额记录并重算后续余额？'))) return;
+    void act(
+      () => api('/positions/' + h.positionId + '/revisions/' + h.id, 'DELETE'),
+      tr('记录已删除，余额和日历已更新'),
+    );
+  }
   const nav = [
     ['overview', LayoutDashboard],
     ['account', Wallet],
@@ -748,6 +776,7 @@ export default function App() {
     ['debt', HandCoins],
     ['history', HistoryIcon],
     ['calendar', CalendarDays],
+    ['schedules', HistoryIcon],
     ['settings', Settings],
   ] as const;
   const visibleNav = nav.filter(([key]) => !(user.hiddenMenus || []).includes(key));
@@ -882,42 +911,6 @@ export default function App() {
               {tr('正在刷新数据…')}
             </p>
           )}
-          {page === 'overview' && (
-            <section className="panel">
-              {' '}
-              <div className="actions">
-                <label>
-                  {tr('开始')}
-                  <input
-                    type="date"
-                    value={rangeFrom}
-                    max={rangeTo}
-                    onChange={(e) => setRangeFrom(e.target.value)}
-                  />
-                </label>
-                <label>
-                  {tr('结束')}
-                  <input
-                    type="date"
-                    value={rangeTo}
-                    min={rangeFrom}
-                    max={today()}
-                    onChange={(e) => setRangeTo(e.target.value)}
-                  />
-                </label>
-                <select value={grain} onChange={(e) => setGrain(e.target.value)}>
-                  <option value="day">{tr('日（最多366天）')}</option>
-                  <option value="week">{tr('周（最多3年）')}</option>
-                  <option value="month">{tr('月（最多10年）')}</option>
-                </select>
-              </div>
-              <p className="muted">
-                {tr(
-                  '默认最近90天；周一至周日及自然月取期末余额，变化归因累计区间内每日变化，首尾不足周期按实际范围。',
-                )}
-              </p>
-            </section>
-          )}
           {page === 'overview' && overview && (
             <>
               {!overview.complete && (
@@ -967,6 +960,41 @@ export default function App() {
                     <h2>{tr('净资产轨迹')}</h2>
                     <span className="badge">{tr('按业务日期')}</span>
                   </div>
+                  <div className="actions overview-filters">
+                    <label>
+                      {tr('开始')}
+                      <input
+                        type="date"
+                        value={rangeFrom}
+                        max={rangeTo}
+                        onChange={(e) => setRangeFrom(e.target.value)}
+                      />
+                    </label>
+                    <label>
+                      {tr('结束')}
+                      <input
+                        type="date"
+                        value={rangeTo}
+                        min={rangeFrom}
+                        max={today()}
+                        onChange={(e) => setRangeTo(e.target.value)}
+                      />
+                    </label>
+                    <select
+                      aria-label={tr('统计粒度')}
+                      value={grain}
+                      onChange={(e) => setGrain(e.target.value)}
+                    >
+                      <option value="day">{tr('日（最多366天）')}</option>
+                      <option value="week">{tr('周（最多3年）')}</option>
+                      <option value="month">{tr('月（最多10年）')}</option>
+                    </select>
+                  </div>
+                  <p className="muted">
+                    {tr(
+                      '默认最近90天；周一至周日及自然月取期末余额，变化归因累计区间内每日变化，首尾不足周期按实际范围。',
+                    )}
+                  </p>
                   <Chart rows={overview.trend} base={user.baseCurrency} />
                   <p className="muted">
                     {tr('按当时可用汇率重放；更正历史后重新计算。归档项目仍计入。')}
@@ -1014,7 +1042,7 @@ export default function App() {
                   </button>
                 </div>
                 <HistoryTable
-                  rows={overview.recent}
+                  rows={overview.recent.slice(0, 6)}
                   open={(id) => {
                     setSelected(id);
                     setPage(overview.recent.find((h) => h.positionId === id)?.kind || 'account');
@@ -1034,8 +1062,8 @@ export default function App() {
                 {tr('· 每日尝试更新，失败保留已有数据；旧日期汇率可能产生换算偏差。')}
               </div>
               {overview.trend.length > 1 && (
-                <section className="panel">
+                <details className="panel attribution">
-                  <h2>{tr('变化归因')}</h2>
+                  <summary>{tr('变化归因')}</summary>
                   <div className="table-wrap">
                     <table>
                       <thead>
@@ -1068,7 +1096,7 @@ export default function App() {
                       </tbody>
                     </table>
                   </div>
-                </section>
+                </details>
               )}
             </>
           )}
@@ -1211,7 +1239,8 @@ export default function App() {
                   </p>
                   <HistoryTable
                     rows={historyRows}
-                    correct={p.archived ? undefined : (h) => setModal({ kind: 'correction', p, h })}
+                    correct={p.archived ? undefined : (h) => void correctHistory(h)}
+                    remove={p.archived ? undefined : deleteHistory}
                   />
                   {historyCursor && (
                     <button disabled={loading} onClick={() => void more('history')}>
@@ -1252,12 +1281,6 @@ export default function App() {
                       </select>
                     </div>
                     {quickMode && <p className="muted">{tr('点击账户卡片，直接填写当前余额。')}</p>}
-                    <SchedulePanel
-                      accounts={positions.filter(
-                        (p) => p.kind === 'account' && p.side === 'asset' && !p.archived,
-                      )}
-                      refresh={() => load(false, true)}
-                    />
                   </>
                 )}
                 {positions.some((p) => p.kind === page) ? (
@@ -1392,6 +1415,28 @@ export default function App() {
                           {money(t.fee, t.sourceCurrency)}
                         </p>
                         {t.notes && <p className="muted notes-display">{t.notes}</p>}
+                        <div className="actions record-actions">
+                          <button
+                            className="text"
+                            disabled={busy}
+                            onClick={() => setModal({ kind: 'transfer-edit', transfer: t })}
+                          >
+                            {tr('修改')}
+                          </button>
+                          <button
+                            className="text danger-text"
+                            disabled={busy}
+                            onClick={() => {
+                              if (window.confirm(tr('删除这笔资金往来并重算双方余额？')))
+                                void act(
+                                  () => api('/transfers/' + t.id, 'DELETE'),
+                                  tr('记录已删除，余额和日历已更新'),
+                                );
+                            }}
+                          >
+                            {tr('删除')}
+                          </button>
+                        </div>
                       </article>
                     ))}
                   </div>
@@ -1409,6 +1454,8 @@ export default function App() {
                 </p>
                 <HistoryTable
                   rows={historyRows}
+                  correct={(h) => void correctHistory(h)}
+                  remove={deleteHistory}
                   open={(id) => {
                     setSelected(id);
                     setPage(historyRows.find((h) => h.positionId === id)?.kind || 'account');
@@ -1422,6 +1469,16 @@ export default function App() {
               </section>
             </>
           )}
+          {page === 'schedules' && (
+            <section className="panel">
+              <SchedulePanel
+                accounts={positions.filter(
+                  (p) => p.kind === 'account' && p.side === 'asset' && !p.archived,
+                )}
+                refresh={() => load(false, true)}
+              />
+            </section>
+          )}
           {page === 'calendar' && (
             <Calendar revealed={!!user.revealed} refreshVersion={calendarRefresh} />
           )}
@@ -1471,9 +1528,15 @@ export default function App() {
                         () =>
                           api('/settings', 'PATCH', {
                             baseCurrency: f.get('baseCurrency'),
-                            hiddenMenus: ['overview', 'account', 'asset', 'debt', 'history'].filter(
+                            hiddenMenus: [
-                              (key) => !f.has('menu_' + key),
+                              'overview',
-                            ),
+                              'account',
+                              'asset',
+                              'debt',
+                              'history',
+                              'calendar',
+                              'schedules',
+                            ].filter((key) => !f.has('menu_' + key)),
                             idleMinutes: Number(f.get('idleMinutes')),
                             showNotes: f.has('showNotes'),
                           }),
@@ -1485,7 +1548,15 @@ export default function App() {
                       {tr('选择需要显示的菜单项。设置入口始终保留，隐藏仅影响导航，不删除数据。')}
                     </p>
                     <div className="menu-preferences">
-                      {['overview', 'account', 'asset', 'debt', 'history'].map((key) => (
+                      {[
+                        'overview',
+                        'account',
+                        'asset',
+                        'debt',
+                        'history',
+                        'calendar',
+                        'schedules',
+                      ].map((key) => (
                         <label key={key} className="switch-row">
                           <span>{tr(labels[key])}</span>
                           <input
@@ -1865,7 +1936,76 @@ export default function App() {
           )}
         </Modal>
       )}
-      {modal && (
+      {modal?.kind === 'transfer-edit' && modal.transfer && (
+        <Modal
+          title={tr('修改资金往来')}
+          close={() => {
+            if (!busy) setModal(null);
+          }}
+        >
+          <form
+            onSubmit={(e) => {
+              e.preventDefault();
+              const t = modal.transfer!,
+                f = Object.fromEntries(new FormData(e.currentTarget));
+              void act(
+                () =>
+                  api('/transfers/' + t.id, 'PUT', {
+                    ...f,
+                    sourceId: t.sourceId,
+                    targetId: t.targetId,
+                    operation: t.operation,
+                  }),
+                tr('记录已修改，余额和日历已更新'),
+              );
+            }}
+          >
+            <p>
+              {modal.transfer.source.name} ↔ {modal.transfer.target.name}
+            </p>
+            <Field label={tr('转出金额（') + modal.transfer.sourceCurrency + '）'}>
+              <input
+                name="amount"
+                required
+                inputMode="decimal"
+                defaultValue={modal.transfer.amount}
+              />
+            </Field>
+            <Field label={tr('实际到账（') + modal.transfer.targetCurrency + '）'}>
+              <input
+                name="received"
+                required
+                inputMode="decimal"
+                defaultValue={modal.transfer.received}
+              />
+            </Field>
+            <Field label={tr('手续费 / 优惠（') + modal.transfer.sourceCurrency + '）'}>
+              <input name="fee" required inputMode="decimal" defaultValue={modal.transfer.fee} />
+            </Field>
+            <Field label={tr('记录时间（UTC+8）')}>
+              <input
+                name="date"
+                type="datetime-local"
+                required
+                max={nowMinute()}
+                defaultValue={modal.transfer.date}
+              />
+            </Field>
+            <Field label={tr('备注')}>
+              <textarea name="notes" maxLength={2000} defaultValue={modal.transfer.notes} />
+            </Field>
+            {error && (
+              <p role="alert" className="notice error">
+                {error}
+              </p>
+            )}
+            <button className="primary" disabled={busy}>
+              {tr(busy ? '正在保存…' : '保存')}
+            </button>
+          </form>
+        </Modal>
+      )}
+      {modal && modal.kind !== 'transfer-edit' && (
         <Modal
           title={
             modal.kind === 'debt-payment'
@@ -2215,10 +2355,12 @@ function HistoryTable({
   rows,
   open,
   correct,
+  remove,
 }: {
   rows: History[];
   open?: (id: string) => void;
   correct?: (h: History) => void;
+  remove?: (h: History) => void;
 }) {
   return rows.length ? (
     <div className="table-wrap">
@@ -2307,13 +2449,18 @@ function HistoryTable({
               <td className="notes-cell">{h.notes || '—'}</td>
               {correct && (
                 <td>
-                  <button
+                  <button className="text" onClick={() => correct(h)}>
-                    className="text"
+                    {tr(
-                    disabled={h.reason.startsWith('transfer_') || h.reason.startsWith('loan_')}
+                      h.reason.startsWith('transfer_') || h.reason.startsWith('loan_')
-                    onClick={() => correct(h)}
+                        ? '查看资金往来'
-                  >
+                        : '更正',
-                    {tr('更正')}
+                    )}
                   </button>
+                  {remove && !h.reason.startsWith('transfer_') && !h.reason.startsWith('loan_') && (
+                    <button className="text danger-text" onClick={() => remove(h)}>
+                      {tr('删除')}
+                    </button>
+                  )}
                 </td>
               )}
             </tr>

apps/web/src/SchedulePanel.tsx

@@ -61,12 +61,12 @@ export function SchedulePanel({
     }
   }
   return (
-    <details className="schedule-panel">
+    <section className="schedule-panel">
-      <summary>
+      <h2>
         {tr('定时计划')} ({rows.length})
-      </summary>
+      </h2>
       <p className="muted">
-        {tr('打开账户页时处理到期计划。每次最多执行20项，离线期间的计划会逐次补记。')}
+        {tr('打开账户页或点击执行时处理到期计划。每次最多执行20项，离线期间的计划会逐次补记。')}
       </p>
       <div className="actions">
         <button type="button" disabled={busy || !accounts.length} onClick={() => setOpen(!open)}>
@@ -227,6 +227,6 @@ export function SchedulePanel({
         </p>
       )}
       {status && <p role="status">{status}</p>}
-    </details>
+    </section>
   );
 }

apps/web/src/locales/en.json

@@ -426,5 +426,23 @@
   "六": "Sat",
   "日": "Sun",
   "已完成": "Completed",
-  "一次性计划已完成，请新建计划": "This one-time plan is complete. Create a new plan."
+  "一次性计划已完成，请新建计划": "This one-time plan is complete. Create a new plan.",
+  "显示全部账户": "Show all accounts",
+  "删除这条余额记录并重算后续余额？": "Delete this balance record and recalculate later balances?",
+  "删除这笔资金往来并重算双方余额？": "Delete this movement and recalculate both balances?",
+  "记录已删除，余额和日历已更新": "Record deleted. Balances and calendar updated.",
+  "记录已修改，余额和日历已更新": "Record updated. Balances and calendar updated.",
+  "修改资金往来": "Edit movement",
+  "查看资金往来": "View movements",
+  "打开账户页或点击执行时处理到期计划。每次最多执行20项，离线期间的计划会逐次补记。": "Due plans run when opening Accounts or clicking Run. Each batch processes up to 20 plans, including overdue occurrences.",
+  "配对记录不完整，无法重算": "Paired records are incomplete. Recalculation failed.",
+  "资金操作之前必须保留一条余额记录": "Keep a balance record before the first movement.",
+  "修改后债务或资产金额不能为负数": "The edited debt or asset value cannot be negative.",
+  "重算后的金额超出支持范围": "The recalculated amount exceeds the supported range.",
+  "请在资金往来中修改完整配对记录": "Edit the complete pair in Movements.",
+  "请在资金往来中删除完整配对记录": "Delete the complete pair in Movements.",
+  "资金往来记录不存在": "Movement not found.",
+  "修改记录不能更换账户或操作类型，请删除后重新创建": "To change accounts or the operation type, delete the movement and create it again.",
+  "修改": "Edit",
+  "统计粒度": "Time interval"
 }

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

@@ -426,5 +426,23 @@
   "六": "六",
   "日": "日",
   "已完成": "已完成",
-  "一次性计划已完成，请新建计划": "一次性計劃已完成，請新建計劃"
+  "一次性计划已完成，请新建计划": "一次性計劃已完成，請新建計劃",
+  "显示全部账户": "顯示全部賬戶",
+  "删除这条余额记录并重算后续余额？": "刪除這條餘額記錄並重算後續餘額？",
+  "删除这笔资金往来并重算双方余额？": "刪除這筆資金往來並重算雙方餘額？",
+  "记录已删除，余额和日历已更新": "記錄已刪除，餘額和日曆已更新",
+  "记录已修改，余额和日历已更新": "記錄已修改，餘額和日曆已更新",
+  "修改资金往来": "修改資金往來",
+  "查看资金往来": "查看資金往來",
+  "打开账户页或点击执行时处理到期计划。每次最多执行20项，离线期间的计划会逐次补记。": "打開賬戶頁或點擊執行時處理到期計劃。每次最多執行20項，離線期間的計劃會逐次補記。",
+  "配对记录不完整，无法重算": "配對記錄不完整，無法重算",
+  "资金操作之前必须保留一条余额记录": "資金操作之前必須保留一條餘額記錄",
+  "修改后债务或资产金额不能为负数": "修改後債務或資產金額不能為負數",
+  "重算后的金额超出支持范围": "重算後的金額超出支援範圍",
+  "请在资金往来中修改完整配对记录": "請在資金往來中修改完整配對記錄",
+  "请在资金往来中删除完整配对记录": "請在資金往來中刪除完整配對記錄",
+  "资金往来记录不存在": "資金往來記錄不存在",
+  "修改记录不能更换账户或操作类型，请删除后重新创建": "修改記錄不能更換賬戶或操作類型，請刪除後重新建立",
+  "修改": "修改",
+  "统计粒度": "統計粒度"
 }

apps/web/src/style.css

@@ -1335,3 +1335,155 @@ footer {
 .calendar-panel h2 {
   white-space: nowrap;
 }
+
+/* Compact cards and a calmer overview hierarchy. */
+body {
+  -webkit-user-select: none;
+  user-select: none;
+}
+input,
+textarea,
+[contenteditable='true'] {
+  -webkit-user-select: text;
+  user-select: text;
+}
+.position-grid {
+  grid-template-columns: repeat(auto-fill, minmax(210px, 1fr));
+  gap: 12px;
+}
+.position-card {
+  padding: 14px 16px;
+  position: relative;
+}
+.position-card > div {
+  float: left;
+  margin: 0 12px 8px 0;
+}
+.position-card > div > svg {
+  display: none;
+}
+.position-icon {
+  padding: 7px;
+}
+.position-card h3 {
+  font-size: 14px;
+  margin: 0 0 2px;
+  overflow-wrap: anywhere;
+}
+.position-card p {
+  margin: 2px 0 8px;
+  font-size: 11px;
+}
+.position-card strong {
+  clear: both;
+  font-size: 19px;
+  line-height: 1.3;
+}
+.position-card small {
+  margin-top: 3px;
+  font-size: 11px;
+}
+.position-card .badge {
+  font-size: 10px;
+  padding: 1px 6px;
+}
+.picker-view-toggle {
+  display: inline-flex;
+  align-items: center;
+  gap: 18px;
+  border-radius: 8px;
+}
+.picker-dialog .actions {
+  margin: 12px 0;
+}
+.metric {
+  padding: 20px;
+}
+.metric.net {
+  background: #e9f3ed;
+  border-color: #a9cbb9;
+}
+.metric strong {
+  font-size: clamp(22px, 2.5vw, 32px);
+}
+.dashboard-grid {
+  grid-template-columns: minmax(0, 2fr) minmax(230px, 1fr);
+  gap: 16px;
+}
+.dashboard-grid .panel {
+  padding: 20px;
+}
+.dashboard-grid .privacy {
+  margin-bottom: 0;
+}
+.attribution summary {
+  cursor: pointer;
+  font-size: 14px;
+  font-weight: 600;
+}
+.attribution[open] summary {
+  margin-bottom: 16px;
+}
+.record-actions {
+  gap: 16px;
+}
+@media (max-width: 760px) {
+  .dashboard-grid {
+    grid-template-columns: 1fr;
+  }
+  .position-grid {
+    grid-template-columns: repeat(auto-fill, minmax(165px, 1fr));
+    gap: 8px;
+  }
+  .position-card {
+    padding: 12px;
+  }
+  .position-card strong {
+    font-size: 17px;
+  }
+}
+
+.metric.net {
+  order: -1;
+}
+.metrics {
+  grid-template-columns: 1.2fr 1fr 1fr;
+}
+@media (max-width: 600px) {
+  .metrics {
+    grid-template-columns: 1fr;
+  }
+}
+
+.metric.net {
+  color: #234c3b;
+}
+.metric.net > div,
+.metric.net small {
+  color: #557867;
+}
+.overview-filters {
+  align-items: end;
+  gap: 8px;
+  margin-top: 16px;
+}
+.overview-filters label {
+  flex: 1;
+  min-width: 130px;
+  font-size: 11px;
+}
+.overview-filters input {
+  padding: 8px;
+  font-size: 12px;
+}
+.overview-filters select {
+  width: auto;
+  flex: 1;
+  min-width: 130px;
+  padding: 8px;
+  font-size: 12px;
+}
+.overview-filters + .muted {
+  font-size: 10px;
+  line-height: 1.5;
+}

docs/acceptance.md

@@ -56,3 +56,9 @@
 ## 2026-10-02 账户分组、计划与日历
 
 本轮 28 项单元测试、类型检查和生产构建通过。浏览器模拟数据验证与实际数据库未验证部分详见 [本轮验收](update-2026-10-02.md)。首轮连接数据库发生 PROTOCOL_CONNECTION_LOST；2026-10-02 17:54 补充验收已完成迁移、31 个图库图标初始化及全部 9 项真实 MySQL 集成检查。前文并发余额不足的旧断言已随允许透支需求调整。
+
+## 2026-10-02 页面精简、记录编辑与补充图库
+
+类型检查、生产构建、28 项单元测试通过。新增真实数据库记录编辑专项涵盖双边余额、历史重放、计划支出更正、日历联动、精确金额、债务回滚及权限边界。13 个迁移已应用；9 张表与 88 个字段均有注释；内置图标扩充至 34 项。浏览器虚构数据检查与限制见 [更新说明](update-2026-10-02.md)。
+
+最终完整真实数据库回归 10 项全部通过；连续测试触发限流后的重启复验与新增记录专项见更新说明。

docs/architecture.md

@@ -41,3 +41,5 @@ Icon 存储 name、ownerId、shared、SHA-256、规范静态 PNG 的 MediumBlob
 Transfer 归属于 User，关联转出/转入 Position（启用资产账户）及两条 Revision ID。金额、到账金额和额外手续费使用 Decimal(24,8)，记录双方原币和业务分钟；账户关系用于配对展示，Transfer 本身不再次计入总额。服务端 Serializable 事务同时创建配对绝对余额及转账记录；请求 UUID 支持相同内容重试。历史修正限制防止改变已配对转账的基准余额。
 
 User.hiddenMenus 保存受枚举校验的菜单键，settings 不可隐藏；User.showNotes 默认 true，仅控制客户端显示，财务备注和导出保持完整。ZIP v5 新增 transfers.json，追加恢复时映射账户及配对历史 ID，空空间恢复显示偏好，已有空间保留当前设置。
+
+2026-10-02 记录编辑更新：允许更正转账之前的独立余额历史。`replay.ts` 重放涉及项目的历史，绝对余额保留为锚点，配对资金往来与定时支出按增量更新；整笔修改/删除与两侧余额在同一事务提交。单侧配对历史仍禁止直接更正/删除。日历读取保存后的账户历史重算。完整边界见 [更新说明](update-2026-10-02.md)。

docs/database-comments.json

@@ -1,6 +1,6 @@
 {
-  "tableCount": 8,
+  "tableCount": 9,
-  "columnCount": 73,
+  "columnCount": 88,
   "tables": [
     {
       "TABLE_NAME": "exchangerate",
@@ -22,6 +22,10 @@
       "TABLE_NAME": "revision",
       "TABLE_COMMENT": "余额历史：金额为变更后的绝对余额"
     },
+    {
+      "TABLE_NAME": "schedule",
+      "TABLE_COMMENT": "按需执行的定时支出或转账计划"
+    },
     {
       "TABLE_NAME": "session",
       "TABLE_COMMENT": "登录会话与隐藏项目查看授权"
@@ -181,6 +185,11 @@
       "COLUMN_NAME": "iconId",
       "COLUMN_COMMENT": "关联账户图标标识"
     },
+    {
+      "TABLE_NAME": "position",
+      "COLUMN_NAME": "groupName",
+      "COLUMN_COMMENT": "自定义账户分组"
+    },
     {
       "TABLE_NAME": "positionlink",
       "COLUMN_NAME": "id",
@@ -241,6 +250,76 @@
       "COLUMN_NAME": "sequence",
       "COLUMN_COMMENT": "数据库自增唯一顺序，同业务时间按此排序"
     },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "id",
+      "COLUMN_COMMENT": "唯一标识"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "userId",
+      "COLUMN_COMMENT": "所属用户标识，用于数据隔离"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "importedFromId",
+      "COLUMN_COMMENT": "备份来源计划标识，用于重复导入识别"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "name",
+      "COLUMN_COMMENT": "计划显示名称"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "operation",
+      "COLUMN_COMMENT": "操作类型：expense 支出或 transfer 转账"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "sourceId",
+      "COLUMN_COMMENT": "支出或转出资产账户标识"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "targetId",
+      "COLUMN_COMMENT": "转入账户标识；支出计划为空"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "amount",
+      "COLUMN_COMMENT": "原币支出或转出金额"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "received",
+      "COLUMN_COMMENT": "原币到账金额；支出计划为零"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "nextAt",
+      "COLUMN_COMMENT": "下次到期业务时间对应的 UTC"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "intervalDays",
+      "COLUMN_COMMENT": "重复间隔天数；零表示仅执行一次"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "enabled",
+      "COLUMN_COMMENT": "是否启用计划"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "completed",
+      "COLUMN_COMMENT": "一次性计划是否已执行完毕"
+    },
+    {
+      "TABLE_NAME": "schedule",
+      "COLUMN_NAME": "notes",
+      "COLUMN_COMMENT": "用户备注，原文保留"
+    },
     {
       "TABLE_NAME": "session",
       "COLUMN_NAME": "id",

docs/update-2026-10-02.md

@@ -51,7 +51,7 @@ pnpm test:integration
 - 新增 `test/update-integration.test.ts`，覆盖真实 MySQL 中计划并发执行一次、透支、补记、分组恢复、隐藏账户与日历隔离，纳入 `pnpm test:integration`。
 - 首轮连接数据库发生 `PROTOCOL_CONNECTION_LOST` 时，数据库验收暂未执行；该阻塞已在下面的补充验收中解决。
 
-## 数据库恢复后的补充验收（2026-10-02 17:54，香港时间）
+## 数据库恢复后的补充验收（2026-10-02 17:54）
 
 - 已确认 MySQL 连接恢复并通过 SELECT 1；增量应用 `20261002000400_groups_schedules` 成功，`pnpm db:status` 确认全部 12 个迁移完成，schema 最新。
 - 已生成 Prisma 客户端并编译后端，运行图库初始化；数据库检查确认 31 个固定内置图标 ID 均有图片数据且为共享图标。
@@ -60,3 +60,24 @@ pnpm test:integration
 - 修复债务集成测试中仍断言 manifest v6 的旧预期，当前应为 v7。连续重跑触发临时服务的正常登录限流后，重启本次临时测试服务再执行，未修改限流规则。
 - 本轮 `pnpm test` 28 项通过，`pnpm typecheck` 通过；后端编译通过，前端生产构建在此前实现验收已通过，本轮未修改前端代码。
 - 上一轮遗留的数据库迁移、图标初始化及真实 MySQL 集成验收现已完成。浏览器布局验收仍沿用此前模拟数据结果，没有新增真实浏览器端到端验收。
+
+## 页面精简、记录编辑与补充图库（2026-10-02 18:43）
+
+- 定时计划移到独立菜单页面，支持添加、暂停、删除及执行到期计划。账户页继续按需执行到期计划，计划页面仅点击执行才运行。设置支持隐藏日历与定时计划入口。
+- 页面展示文字不可选，输入框与备注保留选字及编辑能力。账户选择弹窗只显示一个切换按钮，文字表示下一种视图。账户/资产/债务卡片缩小间距与图标，总览突出净资产，筛选移入趋势区域，最近记录展示六条，变化归因默认折叠。
+- 余额历史可更正和删除；资金往来可修改金额、到账金额、手续费、日期和备注，或整笔删除。账户与操作类型保持原绑定，若需更换请删除后重建。转账及借贷配对记录禁止单侧更正或删除，历史入口可跳转资金往来；删除前有确认。
+- `replay.ts` 在 Serializable 事务中按固定顺序锁定相关项目并重放历史。手动余额/估值保留为绝对金额锚点；资金往来按本金与手续费更新双方，定时支出保留原增量。更正定时支出记录时，填写的新金额转为绝对余额锚点。后续真实余额快照不会随更早的转账修改被平移。
+- 债务为负、金额溢出或首笔资金操作失去前置余额锚点时，整个修改回滚。隐藏项目须解锁，归档项目须恢复；跨用户操作返回不存在。日历、历史与总览读取保存后的统一记录，成功操作刷新当前页面，进入日历重新查询。
+- 日历沿用账户余额差额估算口径，内部转账和借贷本金不作为收支；删除或更正余额历史会改变对应日期估算值。删除定时计划已生成的记录不会回退计划进度或再次执行。
+- 新增 ZA BANK 众安银行、大象银行 EleBank、微众银行 WeBank，共 34 个内置图标。ZA 使用官网公开品牌资源，微众从官网页眉资源获取真实 logo，大象使用官方 App Store 当前应用图标。PNG 与来源清单随代码保存，固定 ID 初始化不覆盖上传图标。
+- 注释迁移 `20261002000500_schedule_comments` 已应用，补齐 Schedule 表及字段注释，13 个迁移状态最新。新增 `node scripts/check-comments.cjs`（在 apps/api 执行）核验 9 张业务表、88 个字段均有注释，并更新 `docs/database-comments.json`。
+
+### 验证与边界
+
+类型检查、生产构建及 28 项单元测试通过。新增 `test/record-edit.test.ts` 真实数据库专项，覆盖双边余额编辑/删除、早期余额更正、定时支出增量与更正、日期调整、绝对余额锚点、八位小数与负手续费、债务原子回滚、跨用户/隐藏账户隔离、日历联动及起始锚点保护。
+
+浏览器使用本轮专用虚构账号检查卡片、总览层级/对比度、全部/分组的单按钮切换、定时计划独立页面。虚构账号已精确清理；未验证真实手机硬件、外网隧道或正式部署。
+
+沙箱内 Node 系统用户查询返回 ENOMEM；测试、迁移及临时服务在获准的宿主环境运行成功。连续完整验收触发临时服务内存登录限流（429），重启该临时服务后再次执行，不修改限流规则。用户原有 Vite 配置保留，本轮提交不包含该文件；按 update.md 仅做本地提交，不 push。
+
+最终完整数据库回归：2026-10-02 18:44，10 项全部通过。临时服务与预览资源已清理；仅保留本轮新增代码、文档和图库。

update.md

@@ -4,24 +4,33 @@
 > 完成一项任务后添加为这项目任务添加删除线，并写上完成时间
 > 这份文档可能随时更新，在完成所有任务之后应判断文档是否加入新的更新要求
 > 同时需要继续更新docs文件夹或里面的文档
+> 数据库的表和字段需要有注释
 
 更新要求：
 
-- ~~转出账户余额不足时直接变成负的而不是拒绝转账~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~转出账户余额不足时直接变成负的而不是拒绝转账~~ — 已完成代码更新：2026-10-02 17:37
-- ~~在债务中欠债显示负数~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~在债务中欠债显示负数~~ — 已完成代码更新：2026-10-02 17:37
-- ~~在债务中改成显示（还款和收款），并且同时只显示一个~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~在债务中改成显示（还款和收款），并且同时只显示一个~~ — 已完成代码更新：2026-10-02 17:37
-- ~~在账号中可以自定义分组（比如设置日常账号组，消费账号组，理财账号组）~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~在账号中可以自定义分组（比如设置日常账号组，消费账号组，理财账号组）~~ — 已完成代码更新：2026-10-02 17:37
-- ~~在选择账号时（如还款，收款，转账）用弹窗选择，并在弹窗中设置显示显示全部账号还是分组显示~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~在选择账号时（如还款，收款，转账）用弹窗选择，并在弹窗中设置显示显示全部账号还是分组显示~~ — 已完成代码更新：2026-10-02 17:37
-- ~~优化所有文字描述~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~优化所有文字描述~~ — 已完成代码更新：2026-10-02 17:37
-- ~~CNY等在部分地方可以用图标替代~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~CNY等在部分地方可以用图标替代~~ — 已完成代码更新：2026-10-02 17:37
-- ~~优化净资产轨迹，一开始数据没这么多，不显示没有数据日期~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~优化净资产轨迹，一开始数据没这么多，不显示没有数据日期~~ — 已完成代码更新：2026-10-02 17:37
-- ~~可以快速开启记账模式，在账号页点击即可设置金额~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~可以快速开启记账模式，在账号页点击即可设置金额~~ — 已完成代码更新：2026-10-02 17:37
-- ~~添加定时计划（有想办法优化性能，可以在用户需要的时候在执行，不一定要真实的定时执行），可以设置定时支出，转账。~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~添加定时计划（有想办法优化性能，可以在用户需要的时候在执行，不一定要真实的定时执行），可以设置定时支出，转账。~~ — 已完成代码更新：2026-10-02 17:37
-- ~~丰富图标库，添加香港的主要部分银行，热门虚拟货币交易所的图标（如币安、gate、bybit、bitget）等等~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~丰富图标库，添加香港的主要部分银行，热门虚拟货币交易所的图标（如币安、gate、bybit、bitget）等等~~ — 已完成代码更新：2026-10-02 17:37
-- ~~欠债、负债、支出显示红色~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~欠债、负债、支出显示红色~~ — 已完成代码更新：2026-10-02 17:37
-- ~~添加日历功能:显示一个月每天的总收入或支出，点击看查看某一天的收入或支出（默认今天）两个应在同一个页面上下显示~~ — 已完成代码更新：2026-10-02 17:37（香港时间）
+- ~~添加日历功能:显示一个月每天的总收入或支出，点击看查看某一天的收入或支出（默认今天）两个应在同一个页面上下显示~~ — 已完成代码更新：2026-10-02 17:37
--
+- ~~定时任务是单独的页面~~ — 已完成并验证：2026-10-02 18:34
+- ~~优化页面，让文字变得不可选~~ — 已完成并验证：2026-10-02 18:34
+- ~~选择账号时全部账号和按分组显示的按钮不好看，同一时间应只显示一个~~ — 已完成并验证：2026-10-02 18:34
+- ~~优化账号等卡片显示，太占位置了~~ — 已完成并验证：2026-10-02 18:34
+- ~~优化资产总览的UI，看着太乱了~~ — 已完成并验证：2026-10-02 18:34
+- ~~余额和转账记录都可以删除，修改（收支日历要与记录联动）~~ — 已完成并验证：2026-10-02 18:34
+- ~~图标新增ZA BANK、大象银行、微众银行等~~ — 已完成并验证：2026-10-02 18:43
 
 验证与部署边界见 [更新说明](docs/update-2026-10-02.md)。
 
-数据库验收完成：2026-10-02 17:54（香港时间）。12 个迁移状态最新，31 个内置图标已初始化；28 项单元测试、9 项真实数据库集成检查通过。
+数据库验收完成：2026-10-02 17:54。12 个迁移状态最新，31 个内置图标已初始化；28 项单元测试、9 项真实数据库集成检查通过。
+
+本轮补充验收完成：2026-10-02 18:44。13 个迁移状态最新，34 个内置图标已初始化；28 项单元测试、10 项真实数据库集成检查通过，9 张表与 88 个字段注释已核验。重新检查文档，无新增未完成要求。