diff --git a/apps/backend/src/services/finance/order-refund-service.ts b/apps/backend/src/services/finance/order-refund-service.ts
index 20bbceb0..13ed3ad4 100644
--- a/apps/backend/src/services/finance/order-refund-service.ts
+++ b/apps/backend/src/services/finance/order-refund-service.ts
@@ -143,8 +143,16 @@ export async function createManualRefund(
         errorCode: 'order_refund_order_not_found',
       })
     }
-    await assertBasisPeriodOpen(client, order.basis_at, '退款')
-    await assertRefundMonthOpen(client, '退款', toChinaDate(refundedAt || now))
+    const activeItems = await client.query<{ total: number }>(
+      `SELECT COUNT(*)::int AS total FROM order_items
+       WHERE order_id = $1 AND fulfillment_status <> 'archived'`,
+      [orderId],
+    )
+    if (Number(activeItems.rows[0]?.total || 0) > 0) {
+      // 只有断代后订单才影响财务；历史归档订单退款不校验期间。
+      await assertBasisPeriodOpen(client, order.basis_at, '退款')
+      await assertRefundMonthOpen(client, '退款', toChinaDate(refundedAt || now))
+    }
 
     const itemsResult = await client.query<{
       id: number
@@ -398,8 +406,15 @@ export async function voidOrderRefund(
         errorCode: 'order_refund_already_voided',
       })
     }
-    await assertBasisPeriodOpen(client, row.basis_at, '撤销退款')
-    await assertRefundMonthOpen(client, '撤销退款')
+    const activeItems = await client.query<{ total: number }>(
+      `SELECT COUNT(*)::int AS total FROM order_items
+       WHERE order_id = $1 AND fulfillment_status <> 'archived'`,
+      [row.order_id],
+    )
+    if (Number(activeItems.rows[0]?.total || 0) > 0) {
+      await assertBasisPeriodOpen(client, row.basis_at, '撤销退款')
+      await assertRefundMonthOpen(client, '撤销退款')
+    }
     await client.query(
       `
         UPDATE order_refunds
@@ -666,8 +681,8 @@ export async function approveAndRecordKuaishouRefund(
     })
   }
 
-  const existingItem = await query<{ id: number }>(
-    `SELECT id FROM order_items WHERE id = $1 AND order_id = $2 LIMIT 1`,
+  const existingItem = await query<{ id: number; fulfillment_status: string }>(
+    `SELECT id, fulfillment_status FROM order_items WHERE id = $1 AND order_id = $2 LIMIT 1`,
     [orderItemId, orderId],
   )
   if (!existingItem.rows[0]) {
@@ -682,7 +697,8 @@ export async function approveAndRecordKuaishouRefund(
     `SELECT COALESCE(paid_at, created_at) AS basis_at FROM orders WHERE id = $1 LIMIT 1`,
     [orderId],
   )
-  if (basis.rows[0]?.basis_at) {
+  const platformItemArchived = existingItem.rows[0]?.fulfillment_status === 'archived'
+  if (!platformItemArchived && basis.rows[0]?.basis_at) {
     const basisDate = toChinaDate(String(basis.rows[0].basis_at))
     const periodKey = basisDate.slice(0, 7)
     const period = await query<{ status: string }>(
@@ -697,12 +713,14 @@ export async function approveAndRecordKuaishouRefund(
     }
   }
 
-  // 退款当天所属期间也必须开着，否则退款冲减会静默丢失。
+  // 退款当天所属期间也必须开着，否则退款冲减会静默丢失（历史归档订单除外）。
   const refundPeriodKey = CHINA_DATE_FORMATTER.format(new Date()).slice(0, 7)
-  const refundPeriod = await query<{ status: string }>(
-    `SELECT status FROM finance_periods WHERE period_key = $1 LIMIT 1`,
-    [refundPeriodKey],
-  )
+  const refundPeriod = platformItemArchived
+    ? { rows: [] as Array<{ status: string }> }
+    : await query<{ status: string }>(
+        `SELECT status FROM finance_periods WHERE period_key = $1 LIMIT 1`,
+        [refundPeriodKey],
+      )
   if (refundPeriod.rows[0]?.status === 'closed') {
     throw createHttpError(`退款所属期间 ${refundPeriodKey} 已关账，请先反关账后再退款`, {
       statusCode: 409,