feat: Add TokenRecords finance management system

- Created new finance application based on Vue Vben Admin
- Implemented transaction management, category management, and loan tracking
- Added person management for tracking financial relationships
- Integrated budget management and financial analytics
- Added data import/export functionality
- Implemented responsive design for mobile support
- Added comprehensive testing with Playwright

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>

apps/web-finance/src/utils/data-migration.ts

@@ -0,0 +1,179 @@
+// 数据迁移工具 - 从旧的 localStorage 迁移到 IndexedDB
+import type { 
+  Category, 
+  Loan, 
+  Person, 
+  Transaction 
+} from '#/types/finance';
+
+import { importDatabase } from './db';
+
+// 旧系统的存储键
+const OLD_STORAGE_KEYS = {
+  TRANSACTIONS: 'transactions',
+  CATEGORIES: 'categories',
+  PERSONS: 'persons',
+  LOANS: 'loans',
+};
+
+// 生成新的 ID
+function generateNewId(): string {
+  return Date.now().toString(36) + Math.random().toString(36).substr(2);
+}
+
+// 迁移分类数据
+function migrateCategories(oldCategories: any[]): Category[] {
+  return oldCategories.map(cat => ({
+    id: cat.id || generateNewId(),
+    name: cat.name,
+    type: cat.type,
+    parentId: cat.parentId,
+    created_at: cat.created_at || new Date().toISOString(),
+  }));
+}
+
+// 迁移人员数据
+function migratePersons(oldPersons: any[]): Person[] {
+  return oldPersons.map(person => ({
+    id: person.id || generateNewId(),
+    name: person.name,
+    roles: person.roles || [],
+    contact: person.contact,
+    description: person.description,
+    created_at: person.created_at || new Date().toISOString(),
+  }));
+}
+
+// 迁移交易数据
+function migrateTransactions(oldTransactions: any[]): Transaction[] {
+  return oldTransactions.map(trans => ({
+    id: trans.id || generateNewId(),
+    amount: Number(trans.amount) || 0,
+    type: trans.type,
+    categoryId: trans.categoryId,
+    description: trans.description,
+    date: trans.date,
+    quantity: trans.quantity || 1,
+    project: trans.project,
+    payer: trans.payer,
+    payee: trans.payee,
+    recorder: trans.recorder || '管理员',
+    currency: trans.currency || 'CNY',
+    status: trans.status || 'completed',
+    created_at: trans.created_at || new Date().toISOString(),
+  }));
+}
+
+// 迁移贷款数据
+function migrateLoans(oldLoans: any[]): Loan[] {
+  return oldLoans.map(loan => ({
+    id: loan.id || generateNewId(),
+    borrower: loan.borrower,
+    lender: loan.lender,
+    amount: Number(loan.amount) || 0,
+    currency: loan.currency || 'CNY',
+    startDate: loan.startDate,
+    dueDate: loan.dueDate,
+    description: loan.description,
+    status: loan.status || 'active',
+    repayments: loan.repayments || [],
+    created_at: loan.created_at || new Date().toISOString(),
+  }));
+}
+
+// 从 localStorage 读取旧数据
+function readOldData<T>(key: string): T[] {
+  try {
+    const data = localStorage.getItem(key);
+    return data ? JSON.parse(data) : [];
+  } catch (error) {
+    console.error(`Error reading ${key} from localStorage:`, error);
+    return [];
+  }
+}
+
+// 执行数据迁移
+export async function migrateData(): Promise<{
+  success: boolean;
+  message: string;
+  details?: any;
+}> {
+  try {
+    console.log('开始数据迁移...');
+    
+    // 读取旧数据
+    const oldCategories = readOldData<any>(OLD_STORAGE_KEYS.CATEGORIES);
+    const oldPersons = readOldData<any>(OLD_STORAGE_KEYS.PERSONS);
+    const oldTransactions = readOldData<any>(OLD_STORAGE_KEYS.TRANSACTIONS);
+    const oldLoans = readOldData<any>(OLD_STORAGE_KEYS.LOANS);
+    
+    console.log('读取到的旧数据：', {
+      categories: oldCategories.length,
+      persons: oldPersons.length,
+      transactions: oldTransactions.length,
+      loans: oldLoans.length,
+    });
+    
+    // 如果没有旧数据，则不需要迁移
+    if (
+      oldCategories.length === 0 &&
+      oldPersons.length === 0 &&
+      oldTransactions.length === 0 &&
+      oldLoans.length === 0
+    ) {
+      return {
+        success: true,
+        message: '没有需要迁移的数据',
+      };
+    }
+    
+    // 转换数据格式
+    const categories = migrateCategories(oldCategories);
+    const persons = migratePersons(oldPersons);
+    const transactions = migrateTransactions(oldTransactions);
+    const loans = migrateLoans(oldLoans);
+    
+    // 导入到新系统
+    await importDatabase({
+      categories,
+      persons,
+      transactions,
+      loans,
+    });
+    
+    // 迁移成功后，可以选择清除旧数据
+    // localStorage.removeItem(OLD_STORAGE_KEYS.CATEGORIES);
+    // localStorage.removeItem(OLD_STORAGE_KEYS.PERSONS);
+    // localStorage.removeItem(OLD_STORAGE_KEYS.TRANSACTIONS);
+    // localStorage.removeItem(OLD_STORAGE_KEYS.LOANS);
+    
+    return {
+      success: true,
+      message: '数据迁移成功',
+      details: {
+        categories: categories.length,
+        persons: persons.length,
+        transactions: transactions.length,
+        loans: loans.length,
+      },
+    };
+  } catch (error) {
+    console.error('数据迁移失败:', error);
+    return {
+      success: false,
+      message: '数据迁移失败',
+      details: error,
+    };
+  }
+}
+
+// 检查是否需要迁移
+export function needsMigration(): boolean {
+  const hasOldData = 
+    localStorage.getItem(OLD_STORAGE_KEYS.CATEGORIES) ||
+    localStorage.getItem(OLD_STORAGE_KEYS.PERSONS) ||
+    localStorage.getItem(OLD_STORAGE_KEYS.TRANSACTIONS) ||
+    localStorage.getItem(OLD_STORAGE_KEYS.LOANS);
+  
+  return !!hasOldData;
+}

apps/web-finance/src/utils/db.ts

@@ -0,0 +1,324 @@
+// IndexedDB 工具类
+import type { 
+  Category, 
+  Loan, 
+  Person, 
+  Transaction 
+} from '#/types/finance';
+
+const DB_NAME = 'TokenRecordsDB';
+const DB_VERSION = 2; // 升级版本号以添加新表
+
+// 数据表名称
+export const STORES = {
+  TRANSACTIONS: 'transactions',
+  CATEGORIES: 'categories',
+  PERSONS: 'persons',
+  LOANS: 'loans',
+  TAGS: 'tags',
+  BUDGETS: 'budgets',
+} as const;
+
+// IndexedDB 实例
+let db: IDBDatabase | null = null;
+
+// 初始化数据库
+export function initDB(): Promise<IDBDatabase> {
+  return new Promise((resolve, reject) => {
+    if (db) {
+      resolve(db);
+      return;
+    }
+
+    const request = indexedDB.open(DB_NAME, DB_VERSION);
+
+    request.onerror = () => {
+      reject(new Error('Failed to open database'));
+    };
+
+    request.onsuccess = () => {
+      db = request.result;
+      resolve(db);
+    };
+
+    request.onupgradeneeded = (event) => {
+      const database = (event.target as IDBOpenDBRequest).result;
+
+      // 创建交易表
+      if (!database.objectStoreNames.contains(STORES.TRANSACTIONS)) {
+        const transactionStore = database.createObjectStore(STORES.TRANSACTIONS, {
+          keyPath: 'id',
+        });
+        transactionStore.createIndex('type', 'type', { unique: false });
+        transactionStore.createIndex('categoryId', 'categoryId', { unique: false });
+        transactionStore.createIndex('date', 'date', { unique: false });
+        transactionStore.createIndex('currency', 'currency', { unique: false });
+        transactionStore.createIndex('status', 'status', { unique: false });
+      }
+
+      // 创建分类表
+      if (!database.objectStoreNames.contains(STORES.CATEGORIES)) {
+        const categoryStore = database.createObjectStore(STORES.CATEGORIES, {
+          keyPath: 'id',
+        });
+        categoryStore.createIndex('type', 'type', { unique: false });
+        categoryStore.createIndex('parentId', 'parentId', { unique: false });
+      }
+
+      // 创建人员表
+      if (!database.objectStoreNames.contains(STORES.PERSONS)) {
+        const personStore = database.createObjectStore(STORES.PERSONS, {
+          keyPath: 'id',
+        });
+        personStore.createIndex('name', 'name', { unique: false });
+      }
+
+      // 创建贷款表
+      if (!database.objectStoreNames.contains(STORES.LOANS)) {
+        const loanStore = database.createObjectStore(STORES.LOANS, {
+          keyPath: 'id',
+        });
+        loanStore.createIndex('status', 'status', { unique: false });
+        loanStore.createIndex('borrower', 'borrower', { unique: false });
+        loanStore.createIndex('lender', 'lender', { unique: false });
+      }
+
+      // 创建标签表
+      if (!database.objectStoreNames.contains(STORES.TAGS)) {
+        const tagStore = database.createObjectStore(STORES.TAGS, {
+          keyPath: 'id',
+        });
+        tagStore.createIndex('name', 'name', { unique: false });
+      }
+
+      // 创建预算表
+      if (!database.objectStoreNames.contains(STORES.BUDGETS)) {
+        const budgetStore = database.createObjectStore(STORES.BUDGETS, {
+          keyPath: 'id',
+        });
+        budgetStore.createIndex('categoryId', 'categoryId', { unique: false });
+        budgetStore.createIndex('year', 'year', { unique: false });
+        budgetStore.createIndex('period', 'period', { unique: false });
+      }
+    };
+  });
+}
+
+// 获取数据库实例
+export async function getDB(): Promise<IDBDatabase> {
+  if (!db) {
+    db = await initDB();
+  }
+  return db;
+}
+
+// 通用的添加数据方法
+export async function add<T>(storeName: string, data: T): Promise<T> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readwrite');
+    const store = transaction.objectStore(storeName);
+    
+    // 确保数据可以被IndexedDB存储（深拷贝并序列化）
+    const serializedData = JSON.parse(JSON.stringify(data));
+    const request = store.add(serializedData);
+
+    request.onsuccess = () => {
+      resolve(data);
+    };
+
+    request.onerror = () => {
+      console.error('IndexedDB add error:', request.error);
+      reject(new Error(`Failed to add data to ${storeName}: ${request.error?.message}`));
+    };
+  });
+}
+
+// 通用的更新数据方法
+export async function update<T>(storeName: string, data: T): Promise<T> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readwrite');
+    const store = transaction.objectStore(storeName);
+    
+    // 确保数据可以被IndexedDB存储（深拷贝并序列化）
+    const serializedData = JSON.parse(JSON.stringify(data));
+    const request = store.put(serializedData);
+
+    request.onsuccess = () => {
+      resolve(data);
+    };
+
+    request.onerror = () => {
+      console.error('IndexedDB update error:', request.error);
+      reject(new Error(`Failed to update data in ${storeName}: ${request.error?.message}`));
+    };
+  });
+}
+
+// 通用的删除数据方法
+export async function remove(storeName: string, id: string): Promise<void> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readwrite');
+    const store = transaction.objectStore(storeName);
+    const request = store.delete(id);
+
+    request.onsuccess = () => {
+      resolve();
+    };
+
+    request.onerror = () => {
+      reject(new Error(`Failed to delete data from ${storeName}`));
+    };
+  });
+}
+
+// 通用的获取单条数据方法
+export async function get<T>(storeName: string, id: string): Promise<T | null> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readonly');
+    const store = transaction.objectStore(storeName);
+    const request = store.get(id);
+
+    request.onsuccess = () => {
+      resolve(request.result || null);
+    };
+
+    request.onerror = () => {
+      reject(new Error(`Failed to get data from ${storeName}`));
+    };
+  });
+}
+
+// 通用的获取所有数据方法
+export async function getAll<T>(storeName: string): Promise<T[]> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readonly');
+    const store = transaction.objectStore(storeName);
+    const request = store.getAll();
+
+    request.onsuccess = () => {
+      resolve(request.result || []);
+    };
+
+    request.onerror = () => {
+      reject(new Error(`Failed to get all data from ${storeName}`));
+    };
+  });
+}
+
+// 按索引查询
+export async function getByIndex<T>(
+  storeName: string,
+  indexName: string,
+  value: any,
+): Promise<T[]> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readonly');
+    const store = transaction.objectStore(storeName);
+    const index = store.index(indexName);
+    const request = index.getAll(value);
+
+    request.onsuccess = () => {
+      resolve(request.result || []);
+    };
+
+    request.onerror = () => {
+      reject(new Error(`Failed to get data by index from ${storeName}`));
+    };
+  });
+}
+
+// 清空数据表
+export async function clear(storeName: string): Promise<void> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readwrite');
+    const store = transaction.objectStore(storeName);
+    const request = store.clear();
+
+    request.onsuccess = () => {
+      resolve();
+    };
+
+    request.onerror = () => {
+      reject(new Error(`Failed to clear ${storeName}`));
+    };
+  });
+}
+
+// 批量添加数据
+export async function addBatch<T>(storeName: string, dataList: T[]): Promise<void> {
+  const database = await getDB();
+  return new Promise((resolve, reject) => {
+    const transaction = database.transaction([storeName], 'readwrite');
+    const store = transaction.objectStore(storeName);
+
+    dataList.forEach((data) => {
+      // 确保数据可以被IndexedDB存储（深拷贝并序列化）
+      const serializedData = JSON.parse(JSON.stringify(data));
+      store.add(serializedData);
+    });
+
+    transaction.oncomplete = () => {
+      resolve();
+    };
+
+    transaction.onerror = () => {
+      console.error('IndexedDB addBatch error:', transaction.error);
+      reject(new Error(`Failed to add batch data to ${storeName}: ${transaction.error?.message}`));
+    };
+  });
+}
+
+// 导出数据库
+export async function exportDatabase(): Promise<{
+  transactions: Transaction[];
+  categories: Category[];
+  persons: Person[];
+  loans: Loan[];
+}> {
+  const transactions = await getAll<Transaction>(STORES.TRANSACTIONS);
+  const categories = await getAll<Category>(STORES.CATEGORIES);
+  const persons = await getAll<Person>(STORES.PERSONS);
+  const loans = await getAll<Loan>(STORES.LOANS);
+
+  return {
+    transactions,
+    categories,
+    persons,
+    loans,
+  };
+}
+
+// 导入数据库
+export async function importDatabase(data: {
+  transactions?: Transaction[];
+  categories?: Category[];
+  persons?: Person[];
+  loans?: Loan[];
+}): Promise<void> {
+  if (data.categories) {
+    await clear(STORES.CATEGORIES);
+    await addBatch(STORES.CATEGORIES, data.categories);
+  }
+
+  if (data.persons) {
+    await clear(STORES.PERSONS);
+    await addBatch(STORES.PERSONS, data.persons);
+  }
+
+  if (data.transactions) {
+    await clear(STORES.TRANSACTIONS);
+    await addBatch(STORES.TRANSACTIONS, data.transactions);
+  }
+
+  if (data.loans) {
+    await clear(STORES.LOANS);
+    await addBatch(STORES.LOANS, data.loans);
+  }
+}

apps/web-finance/src/utils/export.ts

@@ -0,0 +1,199 @@
+import type { Transaction, Category, Person } from '#/types/finance';
+
+import dayjs from 'dayjs';
+
+/**
+ * 导出数据为CSV格式
+ */
+export function exportToCSV(data: any[], filename: string) {
+  if (data.length === 0) {
+    return;
+  }
+
+  // 获取所有列名
+  const headers = Object.keys(data[0]);
+  
+  // 创建CSV内容
+  let csvContent = '\uFEFF'; // UTF-8 BOM
+  
+  // 添加表头
+  csvContent += headers.join(',') + '\n';
+  
+  // 添加数据行
+  data.forEach(row => {
+    const values = headers.map(header => {
+      const value = row[header];
+      // 处理包含逗号或换行符的值
+      if (typeof value === 'string' && (value.includes(',') || value.includes('\n'))) {
+        return `"${value.replace(/"/g, '""')}"`;
+      }
+      return value ?? '';
+    });
+    csvContent += values.join(',') + '\n';
+  });
+  
+  // 创建Blob并下载
+  const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' });
+  const link = document.createElement('a');
+  const url = URL.createObjectURL(blob);
+  
+  link.setAttribute('href', url);
+  link.setAttribute('download', `${filename}_${dayjs().format('YYYYMMDD_HHmmss')}.csv`);
+  link.style.visibility = 'hidden';
+  
+  document.body.appendChild(link);
+  link.click();
+  document.body.removeChild(link);
+}
+
+/**
+ * 导出交易数据
+ */
+export function exportTransactions(
+  transactions: Transaction[],
+  categories: Category[],
+  persons: Person[]
+) {
+  // 创建分类和人员的映射
+  const categoryMap = new Map(categories.map(c => [c.id, c.name]));
+  const personMap = new Map(persons.map(p => [p.id, p.name]));
+  
+  // 转换交易数据为导出格式
+  const exportData = transactions.map(t => ({
+    日期: t.date,
+    类型: t.type === 'income' ? '收入' : '支出',
+    分类: categoryMap.get(t.categoryId) || '',
+    金额: t.amount,
+    货币: t.currency,
+    项目: t.project || '',
+    付款人: t.payer || '',
+    收款人: t.payee || '',
+    数量: t.quantity,
+    单价: t.quantity > 1 ? (t.amount / t.quantity).toFixed(2) : t.amount,
+    状态: t.status === 'completed' ? '已完成' : t.status === 'pending' ? '待处理' : '已取消',
+    描述: t.description || '',
+    记录人: t.recorder || '',
+    创建时间: t.created_at,
+    更新时间: t.updated_at
+  }));
+  
+  exportToCSV(exportData, '交易记录');
+}
+
+/**
+ * 导出数据为JSON格式
+ */
+export function exportToJSON(data: any, filename: string) {
+  const jsonContent = JSON.stringify(data, null, 2);
+  
+  const blob = new Blob([jsonContent], { type: 'application/json;charset=utf-8;' });
+  const link = document.createElement('a');
+  const url = URL.createObjectURL(blob);
+  
+  link.setAttribute('href', url);
+  link.setAttribute('download', `${filename}_${dayjs().format('YYYYMMDD_HHmmss')}.json`);
+  link.style.visibility = 'hidden';
+  
+  document.body.appendChild(link);
+  link.click();
+  document.body.removeChild(link);
+}
+
+/**
+ * 生成导入模板
+ */
+export function generateImportTemplate() {
+  const template = [
+    {
+      date: '2025-08-05',
+      type: 'expense',
+      category: '餐饮',
+      amount: 100.00,
+      currency: 'CNY',
+      description: '午餐',
+      project: '项目名称',
+      payer: '付款人',
+      payee: '收款人',
+      status: 'completed',
+      tags: '标签1,标签2',
+    },
+    {
+      date: '2025-08-05',
+      type: 'income',
+      category: '工资',
+      amount: 5000.00,
+      currency: 'CNY',
+      description: '月薪',
+      project: '',
+      payer: '公司',
+      payee: '自己',
+      status: 'completed',
+      tags: '',
+    },
+  ];
+  
+  exportToCSV(template, 'transaction_import_template');
+}
+
+/**
+ * 导出所有数据（完整备份）
+ */
+export function exportAllData(
+  transactions: Transaction[],
+  categories: Category[],
+  persons: Person[]
+) {
+  const exportData = {
+    version: '1.0',
+    exportDate: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+    data: {
+      transactions,
+      categories,
+      persons
+    }
+  };
+  
+  exportToJSON(exportData, '财务数据备份');
+}
+
+/**
+ * 解析CSV文件
+ */
+export function parseCSV(text: string): Record<string, any>[] {
+  const lines = text.split('\n').filter(line => line.trim());
+  if (lines.length === 0) return [];
+  
+  // 解析表头
+  const headers = lines[0].split(',').map(h => h.trim());
+  
+  // 解析数据行
+  const data = [];
+  for (let i = 1; i < lines.length; i++) {
+    const values = [];
+    let current = '';
+    let inQuotes = false;
+    
+    for (let j = 0; j < lines[i].length; j++) {
+      const char = lines[i][j];
+      
+      if (char === '"') {
+        inQuotes = !inQuotes;
+      } else if (char === ',' && !inQuotes) {
+        values.push(current.trim());
+        current = '';
+      } else {
+        current += char;
+      }
+    }
+    values.push(current.trim());
+    
+    // 创建对象
+    const row: Record<string, any> = {};
+    headers.forEach((header, index) => {
+      row[header] = values[index] || '';
+    });
+    data.push(row);
+  }
+  
+  return data;
+}

apps/web-finance/src/utils/import.ts

@@ -0,0 +1,266 @@
+import type { Transaction, Category, Person } from '#/types/finance';
+
+import dayjs from 'dayjs';
+import { v4 as uuidv4 } from 'uuid';
+
+/**
+ * 解析CSV文本
+ */
+export function parseCSV(text: string): Record<string, any>[] {
+  const lines = text.split('\n').filter(line => line.trim());
+  if (lines.length < 2) return [];
+  
+  // 解析表头
+  const headers = lines[0].split(',').map(h => h.trim().replace(/^"|"$/g, ''));
+  
+  // 解析数据行
+  const data: Record<string, any>[] = [];
+  for (let i = 1; i < lines.length; i++) {
+    const values = lines[i].split(',').map(v => v.trim().replace(/^"|"$/g, ''));
+    if (values.length === headers.length) {
+      const row: Record<string, any> = {};
+      headers.forEach((header, index) => {
+        row[header] = values[index];
+      });
+      data.push(row);
+    }
+  }
+  
+  return data;
+}
+
+/**
+ * 导入交易数据从CSV
+ */
+export function importTransactionsFromCSV(
+  csvData: Record<string, any>[],
+  categories: Category[],
+  persons: Person[]
+): { 
+  transactions: Partial<Transaction>[], 
+  errors: string[],
+  newCategories: string[],
+  newPersons: string[]
+} {
+  const transactions: Partial<Transaction>[] = [];
+  const errors: string[] = [];
+  const newCategories = new Set<string>();
+  const newPersons = new Set<string>();
+  
+  // 创建分类和人员的反向映射（名称到ID）
+  const categoryMap = new Map(categories.map(c => [c.name, c]));
+  
+  csvData.forEach((row, index) => {
+    try {
+      // 解析类型
+      const type = row['类型'] === '收入' ? 'income' : 'expense';
+      
+      // 查找或标记新分类
+      let categoryId = '';
+      const categoryName = row['分类'];
+      if (categoryName) {
+        const category = categoryMap.get(categoryName);
+        if (category && category.type === type) {
+          categoryId = category.id;
+        } else {
+          newCategories.add(categoryName);
+        }
+      }
+      
+      // 标记新的人员
+      if (row['付款人'] && !persons.some(p => p.name === row['付款人'])) {
+        newPersons.add(row['付款人']);
+      }
+      if (row['收款人'] && !persons.some(p => p.name === row['收款人'])) {
+        newPersons.add(row['收款人']);
+      }
+      
+      // 解析金额
+      const amount = parseFloat(row['金额']);
+      if (isNaN(amount)) {
+        errors.push(`第${index + 2}行: 金额格式错误`);
+        return;
+      }
+      
+      // 解析日期
+      const date = row['日期'] ? dayjs(row['日期']).format('YYYY-MM-DD') : dayjs().format('YYYY-MM-DD');
+      if (!dayjs(date).isValid()) {
+        errors.push(`第${index + 2}行: 日期格式错误`);
+        return;
+      }
+      
+      // 解析状态
+      let status: 'pending' | 'completed' | 'cancelled' = 'completed';
+      if (row['状态'] === '待处理') status = 'pending';
+      else if (row['状态'] === '已取消') status = 'cancelled';
+      
+      // 创建交易对象
+      const transaction: Partial<Transaction> = {
+        id: uuidv4(),
+        type,
+        categoryId,
+        amount,
+        currency: row['货币'] || 'CNY',
+        date,
+        project: row['项目'] || '',
+        payer: row['付款人'] || '',
+        payee: row['收款人'] || '',
+        quantity: parseInt(row['数量']) || 1,
+        status,
+        description: row['描述'] || '',
+        recorder: row['记录人'] || '导入',
+        created_at: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        updated_at: dayjs().format('YYYY-MM-DD HH:mm:ss')
+      };
+      
+      transactions.push(transaction);
+    } catch (error) {
+      errors.push(`第${index + 2}行: 数据解析错误`);
+    }
+  });
+  
+  return {
+    transactions,
+    errors,
+    newCategories: Array.from(newCategories),
+    newPersons: Array.from(newPersons)
+  };
+}
+
+/**
+ * 导入JSON备份数据
+ */
+export function importFromJSON(jsonData: any): {
+  valid: boolean,
+  data?: {
+    transactions: Transaction[],
+    categories: Category[],
+    persons: Person[]
+  },
+  error?: string
+} {
+  try {
+    // 验证数据格式
+    if (!jsonData.version || !jsonData.data) {
+      return { valid: false, error: '无效的备份文件格式' };
+    }
+    
+    const { transactions, categories, persons } = jsonData.data;
+    
+    // 验证必要字段
+    if (!Array.isArray(transactions) || !Array.isArray(categories) || !Array.isArray(persons)) {
+      return { valid: false, error: '备份数据不完整' };
+    }
+    
+    // 为导入的数据生成新的ID（避免冲突）
+    const idMap = new Map<string, string>();
+    
+    // 处理分类
+    const newCategories = categories.map(c => {
+      const newId = uuidv4();
+      idMap.set(c.id, newId);
+      return { ...c, id: newId };
+    });
+    
+    // 处理人员
+    const newPersons = persons.map(p => {
+      const newId = uuidv4();
+      idMap.set(p.id, newId);
+      return { ...p, id: newId };
+    });
+    
+    // 处理交易（更新关联的ID）
+    const newTransactions = transactions.map(t => {
+      const newId = uuidv4();
+      return {
+        ...t,
+        id: newId,
+        categoryId: idMap.get(t.categoryId) || t.categoryId,
+        created_at: t.created_at || dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        updated_at: dayjs().format('YYYY-MM-DD HH:mm:ss')
+      };
+    });
+    
+    return {
+      valid: true,
+      data: {
+        transactions: newTransactions,
+        categories: newCategories,
+        persons: newPersons
+      }
+    };
+  } catch (error) {
+    return { valid: false, error: '解析备份文件失败' };
+  }
+}
+
+/**
+ * 读取文件内容
+ */
+export function readFileAsText(file: File): Promise<string> {
+  return new Promise((resolve, reject) => {
+    const reader = new FileReader();
+    reader.onload = (e) => resolve(e.target?.result as string);
+    reader.onerror = reject;
+    reader.readAsText(file);
+  });
+}
+
+/**
+ * 生成导入模板
+ */
+export function generateImportTemplate(): string {
+  const headers = [
+    '日期',
+    '类型',
+    '分类',
+    '金额',
+    '货币',
+    '项目',
+    '付款人',
+    '收款人',
+    '数量',
+    '状态',
+    '描述',
+    '记录人'
+  ];
+  
+  const examples = [
+    [
+      dayjs().format('YYYY-MM-DD'),
+      '支出',
+      '餐饮',
+      '50.00',
+      'CNY',
+      '项目A',
+      '张三',
+      '餐厅',
+      '1',
+      '已完成',
+      '午餐',
+      '管理员'
+    ],
+    [
+      dayjs().subtract(1, 'day').format('YYYY-MM-DD'),
+      '收入',
+      '工资',
+      '10000.00',
+      'CNY',
+      '',
+      '公司',
+      '李四',
+      '1',
+      '已完成',
+      '月薪',
+      '管理员'
+    ]
+  ];
+  
+  let csvContent = '\uFEFF'; // UTF-8 BOM
+  csvContent += headers.join(',') + '\n';
+  examples.forEach(row => {
+    csvContent += row.join(',') + '\n';
+  });
+  
+  return csvContent;
+}