更新预算归档功能,添加归档总结和更新归档总结接口,优化预算统计逻辑,调整相关样式
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This commit is contained in:
2026-01-12 22:29:39 +08:00
parent 03115a04ec
commit 556fc5af20
14 changed files with 337 additions and 408 deletions

View File

@@ -2,21 +2,23 @@
public interface IBudgetService
{
Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null);
Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate);
Task<List<BudgetResult>> GetListAsync(DateTime referenceDate);
Task<string> ArchiveBudgetsAsync(int year, int month);
/// <summary>
/// 获取指定分类的统计信息(月度和年度)
/// </summary>
Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null);
Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
/// <summary>
/// 获取未被预算覆盖的分类统计信息
/// </summary>
Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null);
Task<string?> GetArchiveSummaryAsync(int year, int month);
Task UpdateArchiveSummaryAsync(int year, int month, string? summary);
}
public class BudgetService(
@@ -29,8 +31,38 @@ public class BudgetService(
ILogger<BudgetService> logger
) : IBudgetService
{
public async Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null)
public async Task<List<BudgetResult>> GetListAsync(DateTime referenceDate)
{
var year = referenceDate.Year;
var month = referenceDate.Month;
var isArchive = year < DateTime.Now.Year
|| (year == DateTime.Now.Year && month < DateTime.Now.Month);
if (isArchive)
{
var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
if (archive != null)
{
var periodRange = GetPeriodRange(DateTime.Now, BudgetPeriodType.Month, referenceDate);
return archive.Content.Select(c => new BudgetResult
{
Name = c.Name,
Type = c.Type,
Limit = c.Limit,
Current = c.Actual,
Category = c.Category,
SelectedCategories = c.SelectedCategories,
Description = c.Description,
PeriodStart = periodRange.start,
PeriodEnd = periodRange.end,
}).ToList();
}
logger.LogWarning("获取预算列表时发现归档数据缺失Year: {Year}, Month: {Month}", year, month);
}
var budgets = await budgetRepository.GetAllAsync();
var dtos = new List<BudgetResult?>();
@@ -53,104 +85,17 @@ public class BudgetService(
return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
}
public async Task<BudgetResult?> GetStatisticsAsync(long id, DateTime referenceDate)
public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
{
bool isArchive = false;
BudgetRecord? budget = null;
if (id == -1)
{
if (isAcrhiveFunc(BudgetPeriodType.Year))
{
isArchive = true;
budget = await BuildVirtualSavingsBudgetRecordAsync(-1, referenceDate, 0);
}
}
else if (id == -2)
{
if (isAcrhiveFunc(BudgetPeriodType.Month))
{
isArchive = true;
budget = await BuildVirtualSavingsBudgetRecordAsync(-2, referenceDate, 0);
}
}
else
{
budget = await budgetRepository.GetByIdAsync(id);
if (budget == null)
{
return null;
}
isArchive = isAcrhiveFunc(budget.Type);
}
if (isArchive && budget != null)
{
var archive = await budgetArchiveRepository.GetArchiveAsync(
id,
referenceDate.Year,
referenceDate.Month);
if (archive != null) // 存在归档 直接读取归档数据
{
budget.Limit = archive.BudgetedAmount;
return BudgetResult.FromEntity(
budget,
archive.RealizedAmount,
referenceDate,
archive.Description ?? string.Empty);
}
}
if (id == -1)
{
return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Year, referenceDate);
}
if (id == -2)
{
return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Month, referenceDate);
}
budget = await budgetRepository.GetByIdAsync(id);
if (budget == null)
{
return null;
}
var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
return BudgetResult.FromEntity(budget, currentAmount, referenceDate);
bool isAcrhiveFunc(BudgetPeriodType periodType)
{
if (periodType == BudgetPeriodType.Year)
{
return DateTime.Now.Year > referenceDate.Year;
}
else if (periodType == BudgetPeriodType.Month)
{
return DateTime.Now.Year > referenceDate.Year
|| (DateTime.Now.Year == referenceDate.Year
&& DateTime.Now.Month > referenceDate.Month);
}
return false;
}
}
public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime? referenceDate = null)
{
var budgets = (await budgetRepository.GetAllAsync()).ToList();
var refDate = referenceDate ?? DateTime.Now;
var budgets = await GetListAsync(referenceDate);
var result = new BudgetCategoryStats();
// 获取月度统计
result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, refDate);
result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, referenceDate);
// 获取年度统计
result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, refDate);
result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, referenceDate);
return result;
}
@@ -190,8 +135,30 @@ public class BudgetService(
.ToList();
}
public async Task<string?> GetArchiveSummaryAsync(int year, int month)
{
var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
return archive?.Summary;
}
public async Task UpdateArchiveSummaryAsync(int year, int month, string? summary)
{
var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
if (archive == null)
{
await ArchiveBudgetsAsync(year, month);
archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
}
if (archive != null)
{
archive.Summary = summary;
await budgetArchiveRepository.UpdateAsync(archive);
}
}
private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
List<BudgetRecord> budgets,
List<BudgetResult> budgets,
BudgetCategory category,
BudgetPeriodType statType,
DateTime referenceDate)
@@ -236,7 +203,15 @@ public class BudgetService(
totalLimit += itemLimit;
// 当前值累加
var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
var currentAmount = await CalculateCurrentAmountAsync(new()
{
Name = budget.Name,
Type = budget.Type,
Limit = budget.Limit,
Category = budget.Category,
SelectedCategories = string.Join(',', budget.SelectedCategories),
StartDate = new DateTime(referenceDate.Year, referenceDate.Month, 1)
}, referenceDate);
if (budget.Type == statType)
{
totalCurrent += currentAmount;
@@ -263,55 +238,49 @@ public class BudgetService(
public async Task<string> ArchiveBudgetsAsync(int year, int month)
{
var referenceDate = new DateTime(year, month, 1);
var budgets = await GetListAsync(referenceDate);
var addArchives = new List<BudgetArchive>();
var updateArchives = new List<BudgetArchive>();
foreach (var budget in budgets)
var content = budgets.Select(b => new BudgetArchiveContent
{
var archive = await budgetArchiveRepository.GetArchiveAsync(budget.Id, year, month);
Name = b.Name,
Type = b.Type,
Limit = b.Limit,
Actual = b.Current,
Category = b.Category,
SelectedCategories = b.SelectedCategories,
Description = b.Description
}).ToArray();
if (archive != null)
{
archive.RealizedAmount = budget.Current;
archive.ArchiveDate = DateTime.Now;
archive.Description = budget.Description;
updateArchives.Add(archive);
}
else
{
archive = new BudgetArchive
{
BudgetId = budget.Id,
BudgetType = budget.Type,
Year = year,
Month = month,
BudgetedAmount = budget.Limit,
RealizedAmount = budget.Current,
Description = budget.Description,
ArchiveDate = DateTime.Now
};
var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
addArchives.Add(archive);
}
}
if (addArchives.Count > 0)
if (archive != null)
{
if (!await budgetArchiveRepository.AddRangeAsync(addArchives))
{
return "保存预算归档失败";
}
}
if (updateArchives.Count > 0)
{
if (!await budgetArchiveRepository.UpdateRangeAsync(updateArchives))
archive.Content = content;
archive.ArchiveDate = DateTime.Now;
if (!await budgetArchiveRepository.UpdateAsync(archive))
{
return "更新预算归档失败";
}
}
else
{
archive = new BudgetArchive
{
Year = year,
Month = month,
Content = content,
ArchiveDate = DateTime.Now
};
if (!await budgetArchiveRepository.AddAsync(archive))
{
return "保存预算归档失败";
}
}
_ = NotifyAsync(year, month);
return string.Empty;
}
@@ -320,22 +289,16 @@ public class BudgetService(
try
{
var archives = await budgetArchiveRepository.GetListAsync(year, month);
var budgets = await budgetRepository.GetAllAsync();
var budgetMap = budgets.ToDictionary(b => b.Id, b => b);
var archiveData = archives.Select(a =>
var archiveData = archives.SelectMany(a => a.Content.Select(c => new
{
budgetMap.TryGetValue(a.BudgetId, out var br);
var name = br?.Name ?? (a.BudgetId == -1 ? "年度存款" : a.BudgetId == -2 ? "月度存款" : "未知");
return new
{
Name = name,
Type = a.BudgetType.ToString(),
Limit = a.BudgetedAmount,
Actual = a.RealizedAmount,
Category = br?.Category.ToString() ?? (a.BudgetId < 0 ? "Savings" : "Unknown")
};
}).ToList();
c.Name,
Type = c.Type.ToString(),
c.Limit,
c.Actual,
Category = c.Category.ToString(),
c.SelectedCategories
})).ToList();
var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
$"""
@@ -368,9 +331,9 @@ public class BudgetService(
);
// 分析未被预算覆盖的分类 (仅针对支出类型 Type=0)
var budgetedCategories = budgets
.Where(b => !string.IsNullOrEmpty(b.SelectedCategories))
.SelectMany(b => b.SelectedCategories.Split(','))
var budgetedCategories = archiveData
.SelectMany(b => b.SelectedCategories)
.Where(c => !string.IsNullOrEmpty(c))
.Distinct()
.ToHashSet();
@@ -567,10 +530,10 @@ public class BudgetService(
<table>
<thead>
<tr>
<th">名称</th>
<th">金额</th>
<th">折算</th>
<th">合计</th>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>

View File

@@ -23,6 +23,8 @@ public class BudgetArchiveJob(
using var scope = serviceProvider.CreateScope();
var budgetService = scope.ServiceProvider.GetRequiredService<IBudgetService>();
// 归档月度数据
var result = await budgetService.ArchiveBudgetsAsync(year, month);
if (string.IsNullOrEmpty(result))