feat: add dashboard summary settings capability

- extend shared AI config with dashboard summary fields and DTOs - update settings validation and AI config helpers for summary-specific toggles - align settings page copy and form state with AI capability wording - cover schema, settings route, and form cloning changes with tests
2026-06-05 10:29:48 +08:00 · 2026-05-04 04:05:40 +08:00
parent cf768434f1
commit 2e5603bb8b
12 changed files with 275 additions and 27 deletions
--- a/apps/api/src/routes/settings.ts
+++ b/apps/api/src/routes/settings.ts
@@ -98,8 +98,8 @@ function validateSettingsPayload(settings: Awaited<ReturnType<typeof getAppSetti
    .filter(([, value]) => !String(value ?? '').trim())
    .map(([label]) => label)

-  if (settings.aiConfig.enabled && missingAiFields.length) {
-    throw new Error(`启用 AI 识别时必须填写：${missingAiFields.join('、')}`)
+  if ((settings.aiConfig.enabled || settings.aiConfig.dashboardSummaryEnabled) && missingAiFields.length) {
+    throw new Error(`启用 AI 能力时必须填写：${missingAiFields.join('、')}`)
  }
 }

--- a/apps/api/src/services/ai.service.ts
+++ b/apps/api/src/services/ai.service.ts
@@ -21,16 +21,24 @@ const visionTestImageBase64 =
  'iVBORw0KGgoAAAANSUhEUgAAACAAAAAgCAYAAABzenr0AAAAKUlEQVR4nO3OIQEAAAACIP+f1hkWWEB6FgEBAQEBAQEBAQEBAQEBgXdgl/rw4unIZ5cAAAAASUVORK5CYII='
 const jsonOnlySuffix = '必须只返回合法 JSON 对象，不要返回 Markdown、代码块或额外解释。'

-function ensureAiConfig(aiConfig: AiSettings, options?: { requireEnabled?: boolean }) {
+export function ensureAiConfig(aiConfig: AiSettings, options?: { requireEnabled?: boolean; featureLabel?: string }) {
  if (options?.requireEnabled !== false && !aiConfig.enabled) {
-    throw new Error('AI 识别未启用')
+    throw new Error(`${options?.featureLabel ?? 'AI 功能'}未启用`)
  }

  if (!aiConfig.baseUrl || !aiConfig.apiKey || !aiConfig.model) {
-    throw new Error('AI 配置不完整')
+    throw new Error(`${options?.featureLabel ?? 'AI'}配置不完整`)
  }
 }

+export function ensureAiSummaryConfig(aiConfig: AiSettings) {
+  if (!aiConfig.dashboardSummaryEnabled) {
+    throw new Error('AI 总结未启用')
+  }
+
+  ensureAiConfig(aiConfig, { requireEnabled: false, featureLabel: 'AI 总结' })
+}
+
 export function looksLikeImageFormatUnsupported(errorText: string) {
  const normalized = errorText.toLowerCase()
  return (
--- a/apps/api/tests/integration/settings-routes.test.ts
+++ b/apps/api/tests/integration/settings-routes.test.ts
@@ -70,6 +70,7 @@ vi.mock('../../src/services/settings.service', () => ({
    },
    aiConfig: {
      enabled: false,
+      dashboardSummaryEnabled: false,
      providerPreset: 'custom',
      providerName: 'DeepSeek',
      baseUrl: 'https://api.deepseek.com',
@@ -77,6 +78,7 @@ vi.mock('../../src/services/settings.service', () => ({
      model: 'deepseek-chat',
      timeoutMs: 30000,
      promptTemplate: '',
+      dashboardSummaryPromptTemplate: '',
      capabilities: {
        vision: false,
        structuredOutput: true
@@ -89,6 +91,12 @@ vi.mock('../../src/services/settings.service', () => ({
  })
 }))

+vi.mock('../../src/services/worker-lite-repository.service', () => ({
+  setSettingLite: vi.fn(async (key: string, value: unknown) => {
+    store.set(key, value)
+  })
+}))
+
 vi.mock('../../src/services/subtracker-backup.service', () => ({
  createSubtrackerBackupArchive: createSubtrackerBackupArchiveMock
 }))
@@ -108,13 +116,14 @@ describe('settings routes validation', () => {
    await app.close()
  })

-  it('rejects incomplete AI config when enabling AI recognition', async () => {
+  it('rejects incomplete AI config when enabling AI capability', async () => {
    const res = await app.inject({
      method: 'PATCH',
      url: '/settings',
      payload: {
        aiConfig: {
          enabled: true,
+          dashboardSummaryEnabled: true,
          providerPreset: 'custom',
          providerName: '',
          baseUrl: 'https://api.deepseek.com',
@@ -122,6 +131,7 @@ describe('settings routes validation', () => {
          model: '',
          timeoutMs: 30000,
          promptTemplate: '',
+          dashboardSummaryPromptTemplate: '',
          capabilities: {
            vision: false,
            structuredOutput: true
@@ -131,7 +141,37 @@ describe('settings routes validation', () => {
    })

    expect(res.statusCode).toBe(422)
-    expect(res.json().error.message).toContain('启用 AI 识别时必须填写')
+    expect(res.json().error.message).toContain('启用 AI 能力时必须填写')
+  })
+
+  it('accepts dashboard summary switch without forcing AI recognition to be enabled', async () => {
+    const res = await app.inject({
+      method: 'PATCH',
+      url: '/settings',
+      payload: {
+        aiConfig: {
+          enabled: false,
+          dashboardSummaryEnabled: true,
+          providerPreset: 'custom',
+          providerName: 'DeepSeek',
+          baseUrl: 'https://api.deepseek.com',
+          apiKey: 'token',
+          model: 'deepseek-chat',
+          timeoutMs: 30000,
+          promptTemplate: '',
+          dashboardSummaryPromptTemplate: '你是一个统计摘要助手。',
+          capabilities: {
+            vision: false,
+            structuredOutput: true
+          }
+        }
+      }
+    })
+
+    expect(res.statusCode).toBe(200)
+    expect(res.json().data.aiConfig.dashboardSummaryEnabled).toBe(true)
+    expect(res.json().data.aiConfig.enabled).toBe(false)
+    expect(res.json().data.aiConfig.dashboardSummaryPromptTemplate).toBe('你是一个统计摘要助手。')
  })

  it('rejects smtp email notifications in worker runtime', async () => {
--- a/apps/api/tests/unit/ai.service.test.ts
+++ b/apps/api/tests/unit/ai.service.test.ts
@@ -7,6 +7,7 @@ const mockedSettings: {
  aiConfig: {
    ...DEFAULT_AI_CONFIG,
    enabled: true,
+    dashboardSummaryEnabled: false,
    apiKey: 'test-key',
    capabilities: {
      ...DEFAULT_AI_CONFIG.capabilities
@@ -34,6 +35,7 @@ describe('ai service', () => {
    mockedSettings.aiConfig = {
      ...DEFAULT_AI_CONFIG,
      enabled: true,
+      dashboardSummaryEnabled: false,
      apiKey: 'test-key',
      capabilities: {
        ...DEFAULT_AI_CONFIG.capabilities
--- a/apps/api/tests/unit/statistics.service.test.ts
+++ b/apps/api/tests/unit/statistics.service.test.ts
@@ -77,6 +77,7 @@ vi.mock('../../src/services/settings.service', () => ({
    },
    aiConfig: {
      enabled: false,
+      dashboardSummaryEnabled: false,
      providerPreset: 'custom',
      providerName: 'DeepSeek',
      baseUrl: 'https://api.deepseek.com',
@@ -84,6 +85,7 @@ vi.mock('../../src/services/settings.service', () => ({
      model: 'deepseek-chat',
      timeoutMs: 30000,
      promptTemplate: '',
+      dashboardSummaryPromptTemplate: '',
      capabilities: {
        vision: false,
        structuredOutput: true
--- a/apps/web/src/pages/SettingsPage.vue
+++ b/apps/web/src/pages/SettingsPage.vue
@@ -2,7 +2,7 @@
  <div>
    <page-header
      title="系统设置"
-      subtitle="管理基础参数、预算、汇率、通知与 AI 识别"
+      subtitle="管理基础参数、预算、汇率、通知与 AI 能力"
      :icon="settingsOutline"
      icon-background="linear-gradient(135deg, #64748b 0%, #334155 100%)"
    />
@@ -441,12 +441,15 @@
      </n-grid-item>

      <n-grid-item>
-        <n-card title="AI 识别设置" class="settings-card">
+        <n-card title="AI 能力设置" class="settings-card">
          <n-form :model="settingsForm.aiConfig" label-placement="top">
            <n-form-item>
              <n-switch v-model:value="settingsForm.aiConfig.enabled" />
-              <span class="switch-label">启用 AI 识别</span>
+              <span class="switch-label">启用 AI 能力</span>
            </n-form-item>
+            <n-alert type="info" :show-icon="false" style="margin-bottom: 12px">
+              AI 能力总开关控制识别与连接测试；AI 总结可单独开启或关闭。
+            </n-alert>

            <n-grid :cols="formCols" :x-gap="12" :y-gap="12">
              <n-grid-item>
@@ -468,12 +471,20 @@
                  <n-input v-model:value="settingsForm.aiConfig.model" />
                </n-form-item>
              </n-grid-item>
-                <n-grid-item>
-                  <n-form-item>
-                    <n-switch v-model:value="settingsForm.aiConfig.capabilities.vision" />
-                    <span class="switch-label">模型视觉输入</span>
-                  </n-form-item>
-                </n-grid-item>
+              <n-grid-item>
+                <n-form-item label="能力开关">
+                  <div class="switch-group switch-group--ai-capabilities-inline">
+                    <div class="switch-group__item">
+                      <n-switch v-model:value="settingsForm.aiConfig.capabilities.vision" />
+                      <span class="switch-label switch-label--compact">模型视觉输入</span>
+                    </div>
+                    <div class="switch-group__item">
+                      <n-switch v-model:value="settingsForm.aiConfig.dashboardSummaryEnabled" :disabled="!settingsForm.aiConfig.enabled" />
+                      <span class="switch-label switch-label--compact">AI 总结</span>
+                    </div>
+                  </div>
+                </n-form-item>
+              </n-grid-item>
            </n-grid>

            <n-form-item label="API Base URL">
@@ -494,12 +505,20 @@
                <n-form-item label="请求超时（毫秒）">
                  <n-input-number v-model:value="settingsForm.aiConfig.timeoutMs" :min="5000" :max="120000" style="width: 100%" />
                </n-form-item>
-                <n-form-item label="自定义提示词">
+                <n-form-item label="自定义识别提示词">
                  <n-input
                    v-model:value="aiPromptInput"
                    type="textarea"
                    :autosize="{ minRows: 6, maxRows: 12 }"
-                    placeholder="未修改或为空时，会继续使用系统预设提示词"
+                    placeholder="留空时，订阅识别使用系统识别提示词；仪表盘 AI 总结始终使用系统总结提示词"
+                  />
+                </n-form-item>
+                <n-form-item label="自定义总结提示词">
+                  <n-input
+                    v-model:value="dashboardSummaryPromptInput"
+                    type="textarea"
+                    :autosize="{ minRows: 6, maxRows: 12 }"
+                    placeholder="留空时，AI 总结使用系统预设总结提示词"
                  />
                </n-form-item>
              </n-collapse-item>
@@ -538,7 +557,7 @@
          <n-space vertical style="width: 100%">
            <n-card size="small" embedded title="备份">
              <n-space vertical style="width: 100%">
-                <div class="card-muted">支持通过 ZIP 进行导出备份与恢复备份，包含订阅、标签、支付记录、排序、系统设置与本地 Logo</div>
+                <div class="card-muted">支持通过 ZIP 进行备份与恢复，包含订阅、标签、支付记录、排序、系统设置与本地 Logo</div>
                <n-space wrap>
                  <n-button type="primary" @click="exportBackup">导出备份</n-button>
                  <n-button type="success" ghost @click="showSubtrackerBackupModal = true">恢复备份</n-button>
@@ -583,6 +602,7 @@ import { useQueryClient } from '@tanstack/vue-query'
 import {
  DEFAULT_ADVANCE_REMINDER_RULES,
  DEFAULT_AI_CONFIG,
+  DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT,
  DEFAULT_AI_SUBSCRIPTION_PROMPT,
  DEFAULT_NOTIFICATION_WEBHOOK_PAYLOAD_TEMPLATE,
  DEFAULT_OVERDUE_REMINDER_RULES,
@@ -764,6 +784,7 @@ const webhookForm = reactive<NotificationWebhookSettings>({

 const snapshot = ref<ExchangeRateSnapshot | null>(null)
 const aiPromptInput = ref(DEFAULT_AI_SUBSCRIPTION_PROMPT)
+const dashboardSummaryPromptInput = ref(DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT)
 const savingBasicSettings = ref(false)
 const savingEmailSettings = ref(false)
 const savingPushplusSettings = ref(false)
@@ -930,7 +951,7 @@ function validateWebhookSettings(action: 'save' | 'test') {
 }

 function validateAiSettings(action: 'save' | 'connection-test' | 'vision-test') {
-  if (action === 'save' && !settingsForm.aiConfig.enabled) {
+  if (action === 'save' && !settingsForm.aiConfig.enabled && !settingsForm.aiConfig.dashboardSummaryEnabled) {
    return true
  }

@@ -942,7 +963,7 @@ function validateAiSettings(action: 'save' | 'connection-test' | 'vision-test')
  ])

  if (!missing.length) return true
-  message.error(`AI 识别缺少必填项：${missing.join('、')}`)
+  message.error(`AI 能力缺少必填项：${missing.join('、')}`)
  return false
 }

@@ -953,6 +974,8 @@ watch(
    Object.assign(settingsForm, cloneSettingsForForm(settings))
    normalizeWorkerEmailProvider()
    aiPromptInput.value = settings.aiConfig.promptTemplate.trim() || DEFAULT_AI_SUBSCRIPTION_PROMPT
+    dashboardSummaryPromptInput.value =
+      settings.aiConfig.dashboardSummaryPromptTemplate.trim() || DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT
    credentialsForm.oldUsername = authStore.username
    credentialsForm.newUsername = authStore.username
    targetCurrency.value = settings.baseCurrency
@@ -980,6 +1003,9 @@ watch(
 function applySavedSettings(result: Settings) {
  Object.assign(settingsForm, cloneSettingsForForm(result))
  normalizeWorkerEmailProvider()
+  aiPromptInput.value = result.aiConfig.promptTemplate.trim() || DEFAULT_AI_SUBSCRIPTION_PROMPT
+  dashboardSummaryPromptInput.value =
+    result.aiConfig.dashboardSummaryPromptTemplate.trim() || DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT
  queryClient.setQueryData(SETTINGS_QUERY_KEY, result)
 }

@@ -1101,8 +1127,11 @@ async function saveAiSettings() {
  if (savingAiSettings.value) return
  if (!validateAiSettings('save')) return
  const promptTemplate = normalizeAiPrompt(aiPromptInput.value)
+  const dashboardSummaryPromptTemplate = normalizeDashboardSummaryPrompt(dashboardSummaryPromptInput.value)
  settingsForm.aiConfig.promptTemplate = promptTemplate
+  settingsForm.aiConfig.dashboardSummaryPromptTemplate = dashboardSummaryPromptTemplate
  aiPromptInput.value = promptTemplate || DEFAULT_AI_SUBSCRIPTION_PROMPT
+  dashboardSummaryPromptInput.value = dashboardSummaryPromptTemplate || DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT
  savingAiSettings.value = true
  try {
    const result = await api.updateSettings({
@@ -1111,12 +1140,12 @@ async function saveAiSettings() {
        capabilities: {
          ...settingsForm.aiConfig.capabilities
        },
-        promptTemplate
+        promptTemplate,
+        dashboardSummaryPromptTemplate
      }
    })
    applySavedSettings(result)
-    aiPromptInput.value = result.aiConfig.promptTemplate.trim() || DEFAULT_AI_SUBSCRIPTION_PROMPT
-    message.success(settingsForm.aiConfig.enabled ? 'AI 识别配置已保存' : 'AI 识别已关闭')
+    message.success(settingsForm.aiConfig.enabled || settingsForm.aiConfig.dashboardSummaryEnabled ? 'AI 能力配置已保存' : 'AI 能力已关闭')
  } finally {
    savingAiSettings.value = false
  }
@@ -1126,9 +1155,11 @@ async function testAiConnectionSettings() {
  if (!validateAiSettings('connection-test')) return
  try {
    const promptTemplate = normalizeAiPrompt(aiPromptInput.value)
+    const dashboardSummaryPromptTemplate = normalizeDashboardSummaryPrompt(dashboardSummaryPromptInput.value)
    const result = await api.testAiConfigurationWithPayload({
      ...settingsForm.aiConfig,
      promptTemplate,
+      dashboardSummaryPromptTemplate,
      capabilities: {
        ...settingsForm.aiConfig.capabilities
      }
@@ -1143,9 +1174,11 @@ async function testAiVisionSettings() {
  if (!validateAiSettings('vision-test')) return
  try {
    const promptTemplate = normalizeAiPrompt(aiPromptInput.value)
+    const dashboardSummaryPromptTemplate = normalizeDashboardSummaryPrompt(dashboardSummaryPromptInput.value)
    const result = await api.testAiVisionConfigurationWithPayload({
      ...settingsForm.aiConfig,
      promptTemplate,
+      dashboardSummaryPromptTemplate,
      capabilities: {
        ...settingsForm.aiConfig.capabilities
      }
@@ -1163,6 +1196,13 @@ function normalizeAiPrompt(value: string) {
  return value
 }

+function normalizeDashboardSummaryPrompt(value: string) {
+  const normalized = value.trim()
+  if (!normalized) return ''
+  if (normalized === DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT.trim()) return ''
+  return value
+}
+
 function handleAiPresetChange(value: AiProviderPreset) {
  settingsForm.aiConfig.providerPreset = value
  if (value === 'custom') {
@@ -1262,9 +1302,9 @@ async function exportBackup() {
  try {
    const result = await api.exportBackup()
    downloadBlob(result.blob, result.filename)
-    message.success('备份导出已开始')
+    message.success('ZIP 导出已开始')
  } catch (error) {
-    message.error(error instanceof Error ? error.message : '备份导出失败')
+    message.error(error instanceof Error ? error.message : 'ZIP 导出失败')
  }
 }

@@ -1440,6 +1480,11 @@ function formatTime(value: string) {
  align-items: center;
 }

+.switch-group--ai-capabilities-inline {
+  width: 100%;
+  justify-content: flex-start;
+}
+
 .switch-group--single {
  min-height: 34px;
 }
@@ -1451,6 +1496,10 @@ function formatTime(value: string) {
  min-height: 34px;
 }

+.switch-label--compact {
+  margin-left: 0;
+}
+
 .label-with-tip {
  display: inline-flex;
  align-items: center;
--- a/apps/web/src/types/api.ts
+++ b/apps/web/src/types/api.ts
@@ -205,6 +205,7 @@ export interface AiCapabilities {

 export interface AiConfig {
  enabled: boolean
+  dashboardSummaryEnabled: boolean
  providerPreset: AiProviderPreset
  providerName: string
  baseUrl: string
@@ -212,6 +213,7 @@ export interface AiConfig {
  model: string
  timeoutMs: number
  promptTemplate: string
+  dashboardSummaryPromptTemplate: string
  capabilities: AiCapabilities
 }

@@ -222,6 +224,23 @@ export interface AiTestResponse {
  response: string
 }

+export type AiDashboardSummaryStatus = 'idle' | 'unconfigured' | 'generating' | 'success' | 'failed'
+
+export interface AiDashboardSummary {
+  scope: 'dashboard-overview'
+  status: AiDashboardSummaryStatus
+  content: string | null
+  previewContent: string | null
+  errorMessage: string | null
+  generatedAt: string | null
+  updatedAt: string | null
+  sourceDataHash: string | null
+  fromCache: boolean
+  isStale: boolean
+  canGenerate: boolean
+  needsGeneration: boolean
+}
+
 export interface StorageCapabilities {
  runtime: 'worker-lite'
  r2Enabled: boolean
--- a/apps/web/src/utils/settings-form.ts
+++ b/apps/web/src/utils/settings-form.ts
@@ -13,6 +13,8 @@ export function cloneSettingsForForm(settings: Settings): Settings {
    gotifyConfig: { ...settings.gotifyConfig },
    aiConfig: {
      ...settings.aiConfig,
+      dashboardSummaryEnabled: settings.aiConfig.dashboardSummaryEnabled,
+      dashboardSummaryPromptTemplate: settings.aiConfig.dashboardSummaryPromptTemplate,
      capabilities: {
        ...settings.aiConfig.capabilities
      }
--- a/apps/web/tests/unit/components/settings-import-export.test.ts
+++ b/apps/web/tests/unit/components/settings-import-export.test.ts
@@ -13,7 +13,7 @@ describe('settings import export copy', () => {
    expect(source).toContain('embedded title="迁移"')
    expect(source).toContain('从第三方同类项目导入数据')
    expect(source).toContain('导入 Wallos')
-    expect(source).toContain('支持通过 ZIP 进行导出备份与恢复备份')
+    expect(source).toContain('支持通过 ZIP 进行备份与恢复')
    expect(source).toContain('当前运行环境为 Cloudflare Worker + D1')
    expect(source).not.toContain('导出 CSV')
    expect(source).not.toContain('导出 JSON')
@@ -24,11 +24,27 @@ describe('settings import export copy', () => {
    expect(backupModal).not.toContain('title="导入 ZIP"')
    expect(backupModal).toContain('预览备份')
    expect(backupModal).toContain('确认恢复')
+    expect(backupModal).toContain('恢复模式')
+    expect(backupModal).toContain('恢复预览')
    expect(backupModal).toContain('备份 ZIP 无法解析')
    expect(backupModal).toContain('未导入任何新数据，重复项已自动跳过')
    expect(backupModal).toContain('按备份中的唯一标识（CUID）幂等跳过')
    expect(backupModal).toContain('现有同唯一标识（CUID）订阅')
    expect(backupModal).toContain('现有同唯一标识（CUID）支付记录')
+    expect(backupModal).not.toContain('生成预览')
    expect(backupModal).not.toContain('确认导入')
  })
+
+  it('expands ai settings wording from recognition-only to shared ai capability', () => {
+    const source = readFileSync('src/pages/SettingsPage.vue', 'utf8')
+
+    expect(source).toContain('title="AI 能力设置"')
+    expect(source).toContain('启用 AI 能力')
+    expect(source).toContain('AI 总结')
+    expect(source).toContain('AI 能力总开关控制识别与连接测试；AI 总结可单独开启或关闭')
+    expect(source).toContain('自定义识别提示词')
+    expect(source).toContain('自定义总结提示词')
+    expect(source).not.toContain('title="AI 识别设置"')
+    expect(source).not.toContain('启用 AI 识别')
+  })
 })
--- a/apps/web/tests/unit/utils/settings-form.test.ts
+++ b/apps/web/tests/unit/utils/settings-form.test.ts
@@ -58,6 +58,7 @@ describe('cloneSettingsForForm', () => {
      },
      aiConfig: {
        enabled: true,
+        dashboardSummaryEnabled: true,
        providerPreset: 'custom',
        providerName: 'OpenAI',
        baseUrl: 'https://example.com',
@@ -65,6 +66,7 @@ describe('cloneSettingsForForm', () => {
        model: 'gpt',
        timeoutMs: 30000,
        promptTemplate: 'prompt',
+        dashboardSummaryPromptTemplate: 'summary prompt',
        capabilities: {
          vision: true,
          structuredOutput: true
--- a/packages/shared/src/index.test.ts
+++ b/packages/shared/src/index.test.ts
@@ -1,8 +1,12 @@
 import { describe, expect, it } from 'vitest'
 import {
+  AiDashboardSummaryStatusSchema,
  CreateSubscriptionSchema,
+  DEFAULT_AI_DASHBOARD_SUMMARY_PREVIEW_PROMPT,
+  DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT,
  DEFAULT_ADVANCE_REMINDER_RULES,
  DEFAULT_OVERDUE_REMINDER_RULES,
+  formatAiSummaryPreviewText,
  SettingsSchema,
  SubtrackerBackupCommitSchema,
  SubtrackerBackupInspectSchema
@@ -34,6 +38,8 @@ describe('shared schema', () => {
    expect(parsed.overdueReminderDays).toEqual([1, 2, 3])
    expect(parsed.defaultOverdueReminderRules).toBe(DEFAULT_OVERDUE_REMINDER_RULES)
    expect(parsed.timezone).toBe('Asia/Shanghai')
+    expect(parsed.aiConfig.dashboardSummaryEnabled).toBe(false)
+    expect(parsed.aiConfig.dashboardSummaryPromptTemplate).toBe('')
    expect(parsed.telegramNotificationsEnabled).toBe(false)
    expect(parsed.telegramConfig).toEqual({
      botToken: '',
@@ -76,4 +82,19 @@ describe('shared schema', () => {
    expect(parsed.mode).toBe('append')
    expect(parsed.restoreSettings).toBe(true)
  })
+
+  it('should expose dashboard summary prompt and status schema', () => {
+    expect(DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT).toContain('订阅运营摘要助手')
+    expect(DEFAULT_AI_DASHBOARD_SUMMARY_PREVIEW_PROMPT).toContain('摘要压缩助手')
+    expect(AiDashboardSummaryStatusSchema.parse('success')).toBe('success')
+    expect(() => AiDashboardSummaryStatusSchema.parse('unknown')).toThrow()
+  })
+
+  it('formats ai summary preview text into readable plain text', () => {
+    expect(
+      formatAiSummaryPreviewText(
+        '## 总览\n- 当前 13 个活跃订阅\n- 月支出 1254.61 元\n\n## 近期风险\n1. 未来 30 天续订密集'
+      )
+    ).toBe('总览 当前 13 个活跃订阅 月支出 1254.61 元 近期风险 未来 30 天续订密集')
+  })
 })
--- a/packages/shared/src/index.ts
+++ b/packages/shared/src/index.ts
@@ -23,6 +23,65 @@ export const DEFAULT_AI_SUBSCRIPTION_PROMPT = `你是订阅账单信息提取助
 4. 周期单位必须在 day/week/month/quarter/year 中。
 5. 只返回 JSON，不要返回 Markdown。`

+export const DEFAULT_AI_DASHBOARD_SUMMARY_PROMPT = `你是订阅运营摘要助手。请基于用户当前的订阅统计数据，输出一份简洁、准确、可执行的 Markdown 总结。
+
+目标：
+1. 帮助用户快速理解当前订阅规模、支出结构、预算压力和近期续订风险。
+2. 总结数据中的明显模式、异常点和需要关注的事项。
+3. 给出中性、可执行、但不依赖具体服务功能知识的建议。
+
+硬性要求：
+- 只能基于输入数据分析，不要虚构事实。
+- 不要假设你了解某个订阅服务的功能细节。
+- 不要输出“取消某服务更省钱”“某两个服务功能重叠”之类的建议。
+- 不要臆测用户偏好、使用频率或用途。
+- 不要输出 JSON，不要输出代码块，只输出 Markdown 正文。
+
+输出建议结构：
+## 总览
+## 支出结构
+## 近期风险
+## 值得注意的模式
+## 中性建议
+
+写作要求：
+- 使用简体中文。
+- 结论明确，少空话。
+- 每个小节控制在 2~5 条要点内。
+- 如果某部分没有明显异常，直接说明“暂无显著异常”或“整体平稳”。`
+
+export const DEFAULT_AI_DASHBOARD_SUMMARY_PREVIEW_PROMPT = `你是订阅统计摘要压缩助手。请根据已经生成好的完整 AI 总结，提炼出一个默认折叠展示用的超简短摘要。
+
+硬性要求：
+- 只输出简体中文纯文本，不要输出 Markdown，不要输出代码块。
+- 输出 2 到 3 行，每行一句，自然换行。
+- 不要输出标题，不要输出项目符号，不要编号。
+- 只保留最重要的结论：订阅规模、预算压力、近期风险。
+- 不要发散，不要补充原文没有的信息。
+- 如果原文信息有限，就直接给出 1 到 2 句自然语言摘要。`
+
+function normalizePreviewSource(text: string) {
+  return String(text ?? '')
+    .replace(/\r\n/g, '\n')
+    .split('\n')
+    .map((line) =>
+      line
+        .replace(/^#{1,6}\s*/g, '')
+        .replace(/^\s*[-*+]\s*/g, '')
+        .replace(/^\s*\d+[.)]\s*/g, '')
+        .replace(/[`>*_]/g, '')
+        .trim()
+    )
+    .filter(Boolean)
+    .join(' ')
+    .replace(/\s+/g, ' ')
+    .trim()
+}
+
+export function formatAiSummaryPreviewText(text: string) {
+  return normalizePreviewSource(text)
+}
+
 export const SubscriptionStatusSchema = z.enum(['active', 'paused', 'cancelled', 'expired'])
 export const BillingIntervalUnitSchema = z.enum(['day', 'week', 'month', 'quarter', 'year'])
 export const WebhookRequestMethodSchema = z.enum(['POST', 'PUT', 'PATCH', 'DELETE'])
@@ -163,6 +222,7 @@ export const DEFAULT_AI_CAPABILITIES = {

 export const DEFAULT_AI_CONFIG = {
  enabled: false,
+  dashboardSummaryEnabled: false,
  providerPreset: 'custom',
  providerName: 'DeepSeek',
  baseUrl: 'https://api.deepseek.com',
@@ -170,6 +230,7 @@ export const DEFAULT_AI_CONFIG = {
  model: 'deepseek-chat',
  timeoutMs: 30000,
  promptTemplate: '',
+  dashboardSummaryPromptTemplate: '',
  capabilities: {
    ...DEFAULT_AI_CAPABILITIES
  }
@@ -191,6 +252,7 @@ export const AiCapabilitiesSchema = z.object({

 export const AiConfigSchema = z.object({
  enabled: z.boolean().default(DEFAULT_AI_CONFIG.enabled),
+  dashboardSummaryEnabled: z.boolean().default(DEFAULT_AI_CONFIG.dashboardSummaryEnabled),
  providerPreset: AiProviderPresetSchema.default(DEFAULT_AI_CONFIG.providerPreset),
  providerName: z.string().max(100).default(DEFAULT_AI_CONFIG.providerName),
  baseUrl: z.string().url().default(DEFAULT_AI_CONFIG.baseUrl),
@@ -198,6 +260,7 @@ export const AiConfigSchema = z.object({
  model: z.string().max(100).default(DEFAULT_AI_CONFIG.model),
  timeoutMs: z.number().int().min(5000).max(120000).default(DEFAULT_AI_CONFIG.timeoutMs),
  promptTemplate: z.string().max(5000).default(DEFAULT_AI_CONFIG.promptTemplate),
+  dashboardSummaryPromptTemplate: z.string().max(5000).default(DEFAULT_AI_CONFIG.dashboardSummaryPromptTemplate),
  capabilities: AiCapabilitiesSchema.default({
    ...DEFAULT_AI_CAPABILITIES
  })
@@ -273,6 +336,14 @@ export const AiRecognizeSubscriptionSchema = z.object({
  mimeType: z.string().max(100).optional()
 })

+export const AiDashboardSummaryStatusSchema = z.enum([
+  'idle',
+  'unconfigured',
+  'generating',
+  'success',
+  'failed'
+])
+
 const WallosImportSummarySchema = z.object({
  fileType: z.enum(['json', 'db', 'zip']),
  subscriptionsTotal: z.number().int().min(0),
@@ -393,6 +464,7 @@ export type StorageCapabilitiesInput = z.infer<typeof StorageCapabilitiesSchema>
 export type LogoSearchInput = z.infer<typeof LogoSearchSchema>
 export type LogoUploadInput = z.infer<typeof LogoUploadSchema>
 export type AiRecognizeSubscriptionInput = z.infer<typeof AiRecognizeSubscriptionSchema>
+export type AiDashboardSummaryStatus = z.infer<typeof AiDashboardSummaryStatusSchema>
 export type WallosImportInspectInput = z.infer<typeof WallosImportInspectSchema>
 export type WallosImportCommitInput = z.infer<typeof WallosImportCommitSchema>
 export type SubtrackerBackupScope = z.infer<typeof SubtrackerBackupScopeSchema>
@@ -446,6 +518,21 @@ export interface AiRecognitionResultDto {
  rawText?: string
 }

+export interface AiDashboardSummaryDto {
+  scope: 'dashboard-overview'
+  status: AiDashboardSummaryStatus
+  content: string | null
+  previewContent: string | null
+  errorMessage: string | null
+  generatedAt: string | null
+  updatedAt: string | null
+  sourceDataHash: string | null
+  fromCache: boolean
+  isStale: boolean
+  canGenerate: boolean
+  needsGeneration: boolean
+}
+
 export interface DashboardOverview {
  activeSubscriptions: number
  upcoming7Days: number