Files
EmailBill/WebApi/Controllers/TransactionRecordController.cs

877 lines
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namespace WebApi.Controllers;
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[ApiController]
[Route("api/[controller]/[action]")]
public class TransactionRecordController(
ITransactionRecordRepository transactionRepository,
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ISmartHandleService smartHandleService,
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ILogger<TransactionRecordController> logger,
IConfigService configService
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) : ControllerBase
{
/// <summary>
/// 获取交易记录列表(分页)
/// </summary>
[HttpGet]
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public async Task<PagedResponse<TransactionRecord>> GetListAsync(
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[FromQuery] int pageIndex = 1,
[FromQuery] int pageSize = 20,
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[FromQuery] string? searchKeyword = null,
[FromQuery] string? classify = null,
[FromQuery] int? type = null,
[FromQuery] int? year = null,
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[FromQuery] int? month = null,
[FromQuery] DateTime? startDate = null,
[FromQuery] DateTime? endDate = null,
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[FromQuery] string? reason = null,
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[FromQuery] bool sortByAmount = false
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)
{
try
{
string[]? classifies = string.IsNullOrWhiteSpace(classify)
? null
: classify.Split(',', StringSplitOptions.RemoveEmptyEntries);
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TransactionType? transactionType = type.HasValue ? (TransactionType)type.Value : null;
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var list = await transactionRepository.GetPagedListAsync(
pageIndex,
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pageSize,
searchKeyword,
classifies,
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transactionType,
year,
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month,
startDate,
endDate,
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reason,
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sortByAmount);
var total = await transactionRepository.GetTotalCountAsync(
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searchKeyword,
classifies,
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transactionType,
year,
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month,
startDate,
endDate,
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reason);
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return new PagedResponse<TransactionRecord>
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{
Success = true,
Data = list.ToArray(),
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Total = (int)total
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};
}
catch (Exception ex)
{
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logger.LogError(ex, "获取交易记录列表失败,页码: {PageIndex}, 页大小: {PageSize}", pageIndex, pageSize);
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return PagedResponse<TransactionRecord>.Fail($"获取交易记录列表失败: {ex.Message}");
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}
}
/// <summary>
/// 获取待确认分类的交易记录列表
/// </summary>
[HttpGet]
public async Task<BaseResponse<List<TransactionRecord>>> GetUnconfirmedListAsync()
{
try
{
var list = await transactionRepository.GetUnconfirmedRecordsAsync();
return list.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取待确认分类交易列表失败");
return $"获取待确认分类交易列表失败: {ex.Message}".Fail<List<TransactionRecord>>();
}
}
/// <summary>
/// 全部确认待确认的交易分类
/// </summary>
[HttpPost]
public async Task<BaseResponse<int>> ConfirmAllUnconfirmedAsync([FromBody] ConfirmAllUnconfirmedRequestDto request)
{
try
{
var count = await transactionRepository.ConfirmAllUnconfirmedAsync(request.Ids);
return count.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "全部确认待确认分类失败");
return $"全部确认待确认分类失败: {ex.Message}".Fail<int>();
}
}
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/// <summary>
/// 根据ID获取交易记录详情
/// </summary>
[HttpGet("{id}")]
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public async Task<BaseResponse<TransactionRecord>> GetByIdAsync(long id)
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{
try
{
var transaction = await transactionRepository.GetByIdAsync(id);
if (transaction == null)
{
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return "交易记录不存在".Fail<TransactionRecord>();
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}
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return transaction.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取交易记录详情失败交易ID: {TransactionId}", id);
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return $"获取交易记录详情失败: {ex.Message}".Fail<TransactionRecord>();
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}
}
/// <summary>
/// 根据邮件ID获取交易记录列表
/// </summary>
[HttpGet("{emailId}")]
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public async Task<BaseResponse<List<TransactionRecord>>> GetByEmailIdAsync(long emailId)
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{
try
{
var transactions = await transactionRepository.GetByEmailIdAsync(emailId);
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return transactions.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取邮件交易记录失败邮件ID: {EmailId}", emailId);
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return $"获取邮件交易记录失败: {ex.Message}".Fail<List<TransactionRecord>>();
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}
}
/// <summary>
/// 创建交易记录
/// </summary>
[HttpPost]
public async Task<BaseResponse> CreateAsync([FromBody] CreateTransactionDto dto)
{
try
{
// 解析日期字符串
if (!DateTime.TryParse(dto.OccurredAt, out var occurredAt))
{
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return "交易时间格式不正确".Fail();
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}
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var transaction = new TransactionRecord
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{
OccurredAt = occurredAt,
Reason = dto.Reason ?? string.Empty,
Amount = dto.Amount,
Type = dto.Type,
Classify = dto.Classify ?? string.Empty,
ImportFrom = "手动录入",
ImportNo = Guid.NewGuid().ToString("N"),
Card = "手动",
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EmailMessageId = 0 // 手动录入的记录EmailMessageId 设为 0
};
var result = await transactionRepository.AddAsync(transaction);
if (result)
{
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return BaseResponse.Done();
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}
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return "创建交易记录失败".Fail();
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}
catch (Exception ex)
{
logger.LogError(ex, "创建交易记录失败,交易信息: {@TransactionDto}", dto);
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return $"创建交易记录失败: {ex.Message}".Fail();
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}
}
/// <summary>
/// 更新交易记录
/// </summary>
[HttpPost]
public async Task<BaseResponse> UpdateAsync([FromBody] UpdateTransactionDto dto)
{
try
{
var transaction = await transactionRepository.GetByIdAsync(dto.Id);
if (transaction == null)
{
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return "交易记录不存在".Fail();
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}
// 更新可编辑字段
transaction.Reason = dto.Reason ?? string.Empty;
transaction.Amount = dto.Amount;
transaction.Balance = dto.Balance;
transaction.Type = dto.Type;
transaction.Classify = dto.Classify ?? string.Empty;
// 清除待确认状态
transaction.UnconfirmedClassify = null;
transaction.UnconfirmedType = null;
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var success = await transactionRepository.UpdateAsync(transaction);
if (success)
{
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return BaseResponse.Done();
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}
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return "更新交易记录失败".Fail();
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}
catch (Exception ex)
{
logger.LogError(ex, "更新交易记录失败交易ID: {TransactionId}, 交易信息: {@TransactionDto}", dto.Id, dto);
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return $"更新交易记录失败: {ex.Message}".Fail();
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}
}
/// <summary>
/// 删除交易记录
/// </summary>
[HttpPost]
public async Task<BaseResponse> DeleteByIdAsync([FromQuery] long id)
{
try
{
var success = await transactionRepository.DeleteAsync(id);
if (success)
{
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return BaseResponse.Done();
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}
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return "删除交易记录失败,记录不存在".Fail();
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}
catch (Exception ex)
{
logger.LogError(ex, "删除交易记录失败交易ID: {TransactionId}", id);
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return $"删除交易记录失败: {ex.Message}".Fail();
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}
}
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/// <summary>
/// 获取累积余额统计数据(用于余额卡片图表)
/// </summary>
[HttpGet]
public async Task<BaseResponse<List<BalanceStatisticsDto>>> GetBalanceStatisticsAsync(
[FromQuery] int year,
[FromQuery] int month
)
{
try
{
// 获取存款分类
var savingClassify = await configService.GetConfigByKeyAsync<string>("SavingsCategories");
// 获取每日统计数据
var statistics = await transactionRepository.GetDailyStatisticsAsync(year, month, savingClassify);
// 按日期排序并计算累积余额
var sortedStats = statistics.OrderBy(s => s.Key).ToList();
var result = new List<BalanceStatisticsDto>();
decimal cumulativeBalance = 0;
foreach (var item in sortedStats)
{
decimal dailyBalance = item.Value.income - item.Value.expense;
cumulativeBalance += dailyBalance;
result.Add(new BalanceStatisticsDto(
item.Key,
cumulativeBalance
));
}
return result.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取累积余额统计失败,年份: {Year}, 月份: {Month}", year, month);
return $"获取累积余额统计失败: {ex.Message}".Fail<List<BalanceStatisticsDto>>();
}
}
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/// <summary>
/// 获取指定月份每天的消费统计
/// </summary>
[HttpGet]
public async Task<BaseResponse<List<DailyStatisticsDto>>> GetDailyStatisticsAsync(
[FromQuery] int year,
[FromQuery] int month
)
{
try
{
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// 获取存款分类
var savingClassify = await configService.GetConfigByKeyAsync<string>("SavingsCategories");
var statistics = await transactionRepository.GetDailyStatisticsAsync(year, month, savingClassify);
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var result = statistics.Select(s => new DailyStatisticsDto(
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s.Key,
s.Value.count,
s.Value.expense,
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s.Value.income,
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s.Value.saving
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)).ToList();
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return result.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取日历统计数据失败,年份: {Year}, 月份: {Month}", year, month);
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return $"获取日历统计数据失败: {ex.Message}".Fail<List<DailyStatisticsDto>>();
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}
}
/// <summary>
/// 获取指定日期范围内的每日统计
/// </summary>
[HttpGet]
public async Task<BaseResponse<List<DailyStatisticsDto>>> GetDailyStatisticsRangeAsync(
[FromQuery] DateTime startDate,
[FromQuery] DateTime endDate
)
{
try
{
// 确保包含结束日期当天
var effectiveEndDate = endDate.Date.AddDays(1);
var effectiveStartDate = startDate.Date;
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// 获取存款分类
var savingClassify = await configService.GetConfigByKeyAsync<string>("SavingsCategories");
var statistics = await transactionRepository.GetDailyStatisticsByRangeAsync(
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effectiveStartDate,
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effectiveEndDate,
savingClassify);
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var result = statistics.Select(s => new DailyStatisticsDto(
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s.Key,
s.Value.count,
s.Value.expense,
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s.Value.income,
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s.Value.saving
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)).ToList();
return result.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取日历统计数据失败,开始: {StartDate}, 结束: {EndDate}", startDate, endDate);
return $"获取日历统计数据失败: {ex.Message}".Fail<List<DailyStatisticsDto>>();
}
}
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/// <summary>
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/// 获取月度统计数据
/// </summary>
[HttpGet]
public async Task<BaseResponse<MonthlyStatistics>> GetMonthlyStatisticsAsync(
[FromQuery] int year,
[FromQuery] int month
)
{
try
{
var statistics = await transactionRepository.GetMonthlyStatisticsAsync(year, month);
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return statistics.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取月度统计数据失败,年份: {Year}, 月份: {Month}", year, month);
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return $"获取月度统计数据失败: {ex.Message}".Fail<MonthlyStatistics>();
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}
}
/// <summary>
/// 获取分类统计数据
/// </summary>
[HttpGet]
public async Task<BaseResponse<List<CategoryStatistics>>> GetCategoryStatisticsAsync(
[FromQuery] int year,
[FromQuery] int month,
[FromQuery] TransactionType type
)
{
try
{
var statistics = await transactionRepository.GetCategoryStatisticsAsync(year, month, type);
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return statistics.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取分类统计数据失败,年份: {Year}, 月份: {Month}, 类型: {Type}", year, month, type);
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return $"获取分类统计数据失败: {ex.Message}".Fail<List<CategoryStatistics>>();
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}
}
/// <summary>
/// 获取趋势统计数据
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/// </summary>
[HttpGet]
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public async Task<BaseResponse<List<TrendStatistics>>> GetTrendStatisticsAsync(
[FromQuery] int startYear,
[FromQuery] int startMonth,
[FromQuery] int monthCount = 6
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)
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{
try
{
var statistics = await transactionRepository.GetTrendStatisticsAsync(startYear, startMonth, monthCount);
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return statistics.Ok();
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}
catch (Exception ex)
{
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logger.LogError(ex, "获取趋势统计数据失败,开始年份: {Year}, 开始月份: {Month}, 月份数: {Count}", startYear, startMonth,
monthCount);
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return $"获取趋势统计数据失败: {ex.Message}".Fail<List<TrendStatistics>>();
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}
}
/// <summary>
/// 智能分析账单(流式输出)
/// </summary>
public async Task AnalyzeBillAsync([FromBody] BillAnalysisRequest request)
{
Response.ContentType = "text/event-stream";
Response.Headers.Append("Cache-Control", "no-cache");
Response.Headers.Append("Connection", "keep-alive");
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if (string.IsNullOrWhiteSpace(request.UserInput))
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{
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await WriteEventAsync("<div class='error-message'>请输入分析内容</div>");
return;
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}
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await smartHandleService.AnalyzeBillAsync(request.UserInput, async void (chunk) =>
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{
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try
{
await WriteEventAsync(chunk);
}
catch (Exception e)
{
logger.LogError(e, "流式写入账单分析结果失败");
}
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});
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}
/// <summary>
/// 获取指定日期的交易记录
/// </summary>
[HttpGet]
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public async Task<BaseResponse<List<TransactionRecord>>> GetByDateAsync([FromQuery] string date)
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{
try
{
if (!DateTime.TryParse(date, out var targetDate))
{
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return "日期格式不正确".Fail<List<TransactionRecord>>();
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}
// 获取当天的开始和结束时间
var startDate = targetDate.Date;
var endDate = startDate.AddDays(1);
var records = await transactionRepository.GetByDateRangeAsync(startDate, endDate);
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return records.Ok();
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}
catch (Exception ex)
{
logger.LogError(ex, "获取指定日期的交易记录失败,日期: {Date}", date);
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return $"获取指定日期的交易记录失败: {ex.Message}".Fail<List<TransactionRecord>>();
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}
}
/// <summary>
/// 获取未分类的账单数量
/// </summary>
[HttpGet]
public async Task<BaseResponse<int>> GetUnclassifiedCountAsync()
{
try
{
var count = await transactionRepository.GetUnclassifiedCountAsync();
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return count.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取未分类账单数量失败");
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return $"获取未分类账单数量失败: {ex.Message}".Fail<int>();
}
}
/// <summary>
/// 获取未分类的账单列表
/// </summary>
[HttpGet]
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public async Task<BaseResponse<List<TransactionRecord>>> GetUnclassifiedAsync([FromQuery] int pageSize = 10)
{
try
{
var records = await transactionRepository.GetUnclassifiedAsync(pageSize);
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return records.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取未分类账单列表失败");
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return $"获取未分类账单列表失败: {ex.Message}".Fail<List<TransactionRecord>>();
}
}
/// <summary>
/// 智能分类 - 使用AI对账单进行分类流式响应
/// </summary>
[HttpPost]
public async Task SmartClassifyAsync([FromBody] SmartClassifyRequest request)
{
Response.ContentType = "text/event-stream";
Response.Headers.Append("Cache-Control", "no-cache");
Response.Headers.Append("Connection", "keep-alive");
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// 验证账单ID列表
if (request.TransactionIds == null || request.TransactionIds.Count == 0)
{
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await WriteEventAsync("error", "请提供要分类的账单ID");
return;
}
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await smartHandleService.SmartClassifyAsync(request.TransactionIds.ToArray(), async void (chunk) =>
{
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try
{
var (eventType, content) = chunk;
await TrySetUnconfirmedAsync(eventType, content);
await WriteEventAsync(eventType, content);
}
catch (Exception e)
{
logger.LogError(e, "流式写入智能分类结果失败");
}
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});
await Response.Body.FlushAsync();
}
private async Task TrySetUnconfirmedAsync(string eventType, string content)
{
if (eventType != "data")
{
return;
}
try
{
var jsonObject = JsonSerializer.Deserialize<JsonObject>(content);
var id = jsonObject?["id"]?.GetValue<long>() ?? 0;
var classify = jsonObject?["Classify"]?.GetValue<string>() ?? string.Empty;
var typeValue = jsonObject?["Type"]?.GetValue<int>() ?? -1;
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if (id == 0 || typeValue == -1 || string.IsNullOrEmpty(classify))
{
logger.LogWarning("解析智能分类结果时,发现无效数据,内容: {Content}", content);
return;
}
var record = await transactionRepository.GetByIdAsync(id);
if (record == null)
{
logger.LogWarning("解析智能分类结果时未找到对应的交易记录ID: {Id}", id);
return;
}
record.UnconfirmedClassify = classify;
record.UnconfirmedType = (TransactionType)typeValue;
var success = await transactionRepository.UpdateAsync(record);
if (!success)
{
logger.LogWarning("解析智能分类结果时更新交易记录失败ID: {Id}", id);
}
}
catch (Exception ex)
{
logger.LogError(ex, "解析智能分类结果失败,内容: {Content}", content);
}
}
/// <summary>
/// 批量更新账单分类
/// </summary>
[HttpPost]
public async Task<BaseResponse> BatchUpdateClassifyAsync([FromBody] List<BatchUpdateClassifyItem> items)
{
try
{
var successCount = 0;
var failCount = 0;
foreach (var item in items)
{
var record = await transactionRepository.GetByIdAsync(item.Id);
if (record != null)
{
record.Classify = item.Classify ?? string.Empty;
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// 如果提供了Type也更新Type
if (item.Type.HasValue)
{
record.Type = item.Type.Value;
}
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if (!string.IsNullOrEmpty(record.Classify))
{
record.UnconfirmedClassify = null;
}
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if (record.Type == item.Type)
{
record.UnconfirmedType = TransactionType.None;
}
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var success = await transactionRepository.UpdateAsync(record);
if (success)
successCount++;
else
failCount++;
}
else
{
failCount++;
}
}
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return $"批量更新完成,成功 {successCount} 条,失败 {failCount} 条".Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "批量更新分类失败");
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return $"批量更新分类失败: {ex.Message}".Fail();
}
}
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/// <summary>
/// 获取按交易摘要分组的统计信息(支持分页)
/// </summary>
[HttpGet]
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public async Task<PagedResponse<ReasonGroupDto>> GetReasonGroupsAsync(
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[FromQuery] int pageIndex = 1,
[FromQuery] int pageSize = 20)
{
try
{
var (list, total) = await transactionRepository.GetReasonGroupsAsync(pageIndex, pageSize);
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return new PagedResponse<ReasonGroupDto>
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{
Success = true,
Data = list.ToArray(),
Total = total
};
}
catch (Exception ex)
{
logger.LogError(ex, "获取交易摘要分组失败");
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return PagedResponse<ReasonGroupDto>.Fail($"获取交易摘要分组失败: {ex.Message}");
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}
}
/// <summary>
/// 按摘要批量更新分类
/// </summary>
[HttpPost]
public async Task<BaseResponse<int>> BatchUpdateByReasonAsync([FromBody] BatchUpdateByReasonDto dto)
{
try
{
var count = await transactionRepository.BatchUpdateByReasonAsync(dto.Reason, dto.Type, dto.Classify);
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return count.Ok($"成功更新 {count} 条记录");
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}
catch (Exception ex)
{
logger.LogError(ex, "按摘要批量更新分类失败,摘要: {Reason}", dto.Reason);
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return $"按摘要批量更新分类失败: {ex.Message}".Fail<int>();
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}
}
/// <summary>
/// 一句话录账解析
/// </summary>
[HttpPost]
public async Task<BaseResponse<TransactionParseResult>> ParseOneLine([FromBody] ParseOneLineRequestDto request)
{
if (string.IsNullOrEmpty(request.Text))
{
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return "请求参数缺失text".Fail<TransactionParseResult>();
}
try
{
var result = await smartHandleService.ParseOneLineBillAsync(request.Text);
if (result == null)
{
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return "AI解析失败".Fail<TransactionParseResult>();
}
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return result.Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "一句话录账解析失败,文本: {Text}", request.Text);
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return ("AI解析失败: " + ex.Message).Fail<TransactionParseResult>();
}
}
/// <summary>
/// 获取抵账候选列表
/// </summary>
[HttpGet("{id}")]
public async Task<BaseResponse<TransactionRecord[]>> GetCandidatesForOffset(long id)
{
try
{
var current = await transactionRepository.GetByIdAsync(id);
if (current == null)
{
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return ((TransactionRecord[])[]).Ok();
}
var list = await transactionRepository.GetCandidatesForOffsetAsync(id, current.Amount, current.Type);
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return list.ToArray().Ok();
}
catch (Exception ex)
{
logger.LogError(ex, "获取抵账候选列表失败交易ID: {TransactionId}", id);
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return $"获取抵账候选列表失败: {ex.Message}".Fail<TransactionRecord[]>();
}
}
/// <summary>
/// 抵账(删除两笔交易)
/// </summary>
[HttpPost]
public async Task<IActionResult> OffsetTransactions([FromBody] OffsetTransactionDto dto)
{
var t1 = await transactionRepository.GetByIdAsync(dto.Id1);
var t2 = await transactionRepository.GetByIdAsync(dto.Id2);
if (t1 == null || t2 == null)
{
return NotFound("交易记录不存在");
}
await transactionRepository.DeleteAsync(dto.Id1);
await transactionRepository.DeleteAsync(dto.Id2);
return Ok(new { success = true, message = "抵账成功" });
}
private async Task WriteEventAsync(string eventType, string data)
{
var message = $"event: {eventType}\ndata: {data}\n\n";
await Response.WriteAsync(message);
await Response.Body.FlushAsync();
}
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private async Task WriteEventAsync(string data)
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{
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var message = $"data: {data}\n\n";
await Response.WriteAsync(message);
await Response.Body.FlushAsync();
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}
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}
/// <summary>
/// 创建交易记录DTO
/// </summary>
public record CreateTransactionDto(
string OccurredAt,
string? Reason,
decimal Amount,
TransactionType Type,
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string? Classify
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);
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/// <summary>
/// 更新交易记录DTO
/// </summary>
public record UpdateTransactionDto(
long Id,
string? Reason,
decimal Amount,
decimal Balance,
TransactionType Type,
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string? Classify
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);
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/// <summary>
/// 日历统计响应DTO
/// </summary>
public record DailyStatisticsDto(
string Date,
int Count,
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decimal Expense,
decimal Income,
decimal Balance
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);
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/// <summary>
/// 累积余额统计DTO
/// </summary>
public record BalanceStatisticsDto(
string Date,
decimal CumulativeBalance
);
/// <summary>
/// 智能分类请求DTO
/// </summary>
public record SmartClassifyRequest(
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List<long>? TransactionIds = null
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);
/// <summary>
/// 批量更新分类项DTO
/// </summary>
public record BatchUpdateClassifyItem(
long Id,
string? Classify,
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TransactionType? Type = null
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);
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/// <summary>
/// 按摘要批量更新DTO
/// </summary>
public record BatchUpdateByReasonDto(
string Reason,
TransactionType Type,
string Classify
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);
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/// <summary>
/// 账单分析请求DTO
/// </summary>
public record BillAnalysisRequest(
string UserInput
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);
/// <summary>
/// 抵账请求DTO
/// </summary>
public record OffsetTransactionDto(
long Id1,
long Id2
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);
public record ParseOneLineRequestDto(
string Text
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);
public record ConfirmAllUnconfirmedRequestDto(
long[] Ids
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);