feat: Refactor transaction handling and add new features

- Updated ReasonGroupList.vue to modify classify button behavior for adding new classifications.
- Refactored TransactionDetail.vue to integrate PopupContainer and enhance transaction detail display.
- Improved TransactionDetailDialog.vue with updated classify button functionality.
- Simplified BalanceView.vue by removing manual entry button.
- Enhanced PeriodicRecord.vue to update classify button interactions.
- Removed unused add transaction dialog from TransactionsRecord.vue.
- Added new API endpoints in TransactionRecordController for parsing transactions and handling offsets.
- Introduced BillForm.vue and ManualBillAdd.vue for streamlined bill entry.
- Implemented OneLineBillAdd.vue for intelligent transaction parsing.
- Created GlobalAddBill.vue for a unified bill addition interface.
This commit is contained in:
2026-01-01 14:43:43 +08:00
parent 8dfe7f1688
commit e00b5cffb7
18 changed files with 977 additions and 384 deletions

View File

@@ -169,6 +169,15 @@ public interface ITransactionRecordRepository : IBaseRepository<TransactionRecor
/// <param name="limit">返回结果数量限制</param>
/// <returns>带相关度分数的已分类账单列表</returns>
Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10);
/// <summary>
/// 获取抵账候选列表
/// </summary>
/// <param name="currentId">当前交易ID</param>
/// <param name="amount">当前交易金额</param>
/// <param name="currentType">当前交易类型</param>
/// <returns>候选交易列表</returns>
Task<List<TransactionRecord>> GetCandidatesForOffsetAsync(long currentId, decimal amount, TransactionType currentType);
}
public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<TransactionRecord>(freeSql), ITransactionRecordRepository
@@ -636,6 +645,22 @@ public class TransactionRecordRepository(IFreeSql freeSql) : BaseRepository<Tran
return scoredResults;
}
public async Task<List<TransactionRecord>> GetCandidatesForOffsetAsync(long currentId, decimal amount, TransactionType currentType)
{
var absAmount = Math.Abs(amount);
var minAmount = absAmount - 5;
var maxAmount = absAmount + 5;
var list = await FreeSql.Select<TransactionRecord>()
.Where(t => t.Id != currentId)
.Where(t => t.Type != currentType)
.Where(t => Math.Abs(t.Amount) >= minAmount && Math.Abs(t.Amount) <= maxAmount)
.Take(50)
.ToListAsync();
return list.OrderBy(t => Math.Abs(Math.Abs(t.Amount) - absAmount)).ToList();
}
}
/// <summary>

View File

@@ -5,6 +5,8 @@ public interface ISmartHandleService
Task SmartClassifyAsync(long[] transactionIds, Action<(string type, string data)> chunkAction);
Task AnalyzeBillAsync(string userInput, Action<string> chunkAction);
Task<TransactionParseResult?> ParseOneLineBillAsync(string text);
}
public class SmartHandleService(
@@ -419,6 +421,41 @@ public class SmartHandleService(
_ => "未知"
};
}
public async Task<TransactionParseResult?> ParseOneLineBillAsync(string text)
{
// 获取所有分类
var categories = await categoryRepository.GetAllAsync();
var categoryList = string.Join("、", categories.Select(c => $"{GetTypeName(c.Type)}-{c.Name}"));
var sysPrompt = $"""
你是一个智能账单解析助手。请从用户提供的文本中提取交易信息,包括日期、金额、摘要、类型和分类。
请返回 JSON 格式,包含以下字段:
- OccurredAt: 日期时间,格式 yyyy-MM-dd HH:mm:ss。当前系统时间为{DateTime.Now:yyyy-MM-dd HH:mm:ss}。
- Amount: 金额,数字。
- Reason: 备注/摘要,原文或其他补充信息。
- Type: 交易类型0=支出1=收入2=不计入收支。根据语义判断。
- Classify: 分类,请从以下现有分类中选择最匹配的一个:{categoryList}。如果无法匹配,请返回""其他""。
只返回 JSON不要包含 markdown 标记。
""";
var json = await openAiService.ChatAsync(sysPrompt, text);
if (string.IsNullOrWhiteSpace(json)) return null;
try
{
// 清理可能的 markdown 标记
json = json.Replace("```json", "").Replace("```", "").Trim();
var options = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
return JsonSerializer.Deserialize<TransactionParseResult>(json, options);
}
catch (Exception ex)
{
logger.LogError(ex, "解析账单失败");
return null;
}
}
}
/// <summary>
@@ -435,3 +472,5 @@ public record GroupClassifyResult
[JsonPropertyName("type")]
public TransactionType Type { get; set; }
}
public record TransactionParseResult(string OccurredAt, string Classify, decimal Amount, string Reason, TransactionType Type);

View File

@@ -15,6 +15,7 @@
},
"dependencies": {
"axios": "^1.13.2",
"dayjs": "^1.11.19",
"pinia": "^3.0.4",
"vant": "^4.9.22",
"vue": "^3.5.25",

8
Web/pnpm-lock.yaml generated
View File

@@ -11,6 +11,9 @@ importers:
axios:
specifier: ^1.13.2
version: 1.13.2
dayjs:
specifier: ^1.11.19
version: 1.11.19
pinia:
specifier: ^3.0.4
version: 3.0.4(vue@3.5.26)
@@ -749,6 +752,9 @@ packages:
csstype@3.2.3:
resolution: {integrity: sha512-z1HGKcYy2xA8AGQfwrn0PAy+PB7X/GSj3UVJW9qKyn43xWa+gl5nXmU4qqLMRzWVLFC8KusUX8T/0kCiOYpAIQ==}
dayjs@1.11.19:
resolution: {integrity: sha512-t5EcLVS6QPBNqM2z8fakk/NKel+Xzshgt8FFKAn+qwlD1pzZWxh0nVCrvFK7ZDb6XucZeF9z8C7CBWTRIVApAw==}
debug@4.4.3:
resolution: {integrity: sha512-RGwwWnwQvkVfavKVt22FGLw+xYSdzARwm0ru6DhTVA3umU5hZc28V3kO4stgYryrTlLpuvgI9GiijltAjNbcqA==}
engines: {node: '>=6.0'}
@@ -2100,6 +2106,8 @@ snapshots:
csstype@3.2.3: {}
dayjs@1.11.19: {}
debug@4.4.3:
dependencies:
ms: 2.1.3

View File

@@ -19,6 +19,7 @@
设置
</van-tabbar-item>
</van-tabbar>
<GlobalAddBill @success="handleAddTransactionSuccess"/>
</div>
</van-config-provider>
</template>
@@ -27,6 +28,7 @@
import { RouterView, useRoute } from 'vue-router'
import { ref, onMounted, onUnmounted, computed, watch } from 'vue'
import { useMessageStore } from '@/stores/message'
import GlobalAddBill from '@/components/Global/GlobalAddBill.vue'
import '@/styles/common.css'
const messageStore = useMessageStore()
@@ -119,6 +121,12 @@ const handleTabClick = (path) => {
}
}
const handleAddTransactionSuccess = () => {
// 当添加交易成功时,通知当前页面刷新数据
const event = new Event('transactions-changed')
window.dispatchEvent(event)
}
</script>
<style scoped>

View File

@@ -200,3 +200,42 @@ export const nlpAnalysis = (userInput) => {
data: { userInput }
})
}
/**
* 获取抵账候选列表
* @param {number} id - 当前交易ID
* @returns {Promise<{success: boolean, data: Array}>}
*/
export const getCandidatesForOffset = (id) => {
return request({
url: `/TransactionRecord/GetCandidatesForOffset/${id}`,
method: 'get'
})
}
/**
* 抵账(删除两笔交易)
* @param {number} id1 - 交易ID 1
* @param {number} id2 - 交易ID 2
* @returns {Promise<{success: boolean}>}
*/
export const offsetTransactions = (id1, id2) => {
return request({
url: '/TransactionRecord/OffsetTransactions',
method: 'post',
data: { id1, id2 }
})
}
/**
* 一句话录账解析
* @param {string} text - 用户输入的自然语言文本
* @returns {Promise<{success: boolean, data: Object}>}
*/
export const parseOneLine = (text) => {
return request({
url: '/TransactionRecord/ParseOneLine',
method: 'post',
data: { text }
})
}

View File

@@ -0,0 +1,367 @@
<template>
<div class="bill-form">
<van-form @submit="handleSubmit">
<van-cell-group inset>
<!-- 日期时间 -->
<van-field label="时间">
<template #input>
<div style="display: flex; gap: 16px">
<div @click="showDatePicker = true">{{ form.date }}</div>
<div @click="showTimePicker = true">{{ form.time }}</div>
</div>
</template>
</van-field>
<!-- 金额 -->
<van-field
v-model="form.amount"
name="amount"
label="金额"
type="number"
placeholder="0.00"
:rules="[{ required: true, message: '请输入金额' }]"
/>
<!-- 备注 -->
<van-field
v-model="form.note"
name="note"
label="摘要"
placeholder="摘要信息"
rows="2"
autosize
type="textarea"
/>
<!-- 交易类型 -->
<van-field name="type" label="类型">
<template #input>
<van-radio-group v-model="form.type" direction="horizontal">
<van-radio :name="0">支出</van-radio>
<van-radio :name="1">收入</van-radio>
<van-radio :name="2">不计</van-radio>
</van-radio-group>
</template>
</van-field>
<!-- 分类 -->
<van-field name="category" label="分类">
<template #input>
<span v-if="!categoryName" style="color: #c8c9cc;">请选择分类</span>
<span v-else>{{ categoryName }}</span>
</template>
</van-field>
<!-- 分类按钮网格 -->
<div class="classify-buttons">
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-for="item in categoryList"
:key="item.id"
:type="categoryName === item.name ? 'primary' : 'default'"
size="small"
class="classify-btn"
@click="selectClassify(item)"
>
{{ item.name }}
</van-button>
</div>
</van-cell-group>
<div class="actions">
<van-button round block type="primary" native-type="submit" :loading="loading">
{{ submitText }}
</van-button>
<slot name="actions"></slot>
</div>
</van-form>
<!-- 新增分类对话框 -->
<van-dialog
v-model:show="showAddClassify"
title="新增交易分类"
show-cancel-button
@confirm="addNewClassify"
>
<van-field v-model="newClassify" placeholder="请输入新的交易分类" />
</van-dialog>
<!-- 日期选择弹窗 -->
<van-popup v-model:show="showDatePicker" position="bottom" round>
<van-date-picker
v-model="currentDate"
title="选择日期"
@confirm="onConfirmDate"
@cancel="showDatePicker = false"
/>
</van-popup>
<!-- 时间选择弹窗 -->
<van-popup v-model:show="showTimePicker" position="bottom" round>
<van-time-picker
v-model="currentTime"
title="选择时间"
@confirm="onConfirmTime"
@cancel="showTimePicker = false"
/>
</van-popup>
</div>
</template>
<script setup>
import { ref, onMounted, watch, toRefs } from 'vue'
import { showToast } from 'vant'
import dayjs from 'dayjs'
import { getCategoryList, createCategory } from '@/api/transactionCategory'
const props = defineProps({
initialData: {
type: Object,
default: () => ({})
},
loading: {
type: Boolean,
default: false
},
submitText: {
type: String,
default: '保存'
}
})
const emit = defineEmits(['submit'])
// 表单数据
const form = ref({
type: 0, // 0: 支出, 1: 收入, 2: 不计
amount: '',
categoryId: null,
date: dayjs().format('YYYY-MM-DD'),
time: dayjs().format('HH:mm'),
note: ''
})
const categoryName = ref('')
// 弹窗控制
const showDatePicker = ref(false)
const showTimePicker = ref(false)
const showAddClassify = ref(false)
const newClassify = ref('')
// 选择器数据
const categoryList = ref([])
// 日期时间临时变量 (Vant DatePicker 需要数组或特定格式)
const currentDate = ref(dayjs().format('YYYY-MM-DD').split('-'))
const currentTime = ref(dayjs().format('HH:mm').split(':'))
// 初始化数据
const initForm = async () => {
if (props.initialData) {
const { occurredAt, amount, reason, type, classify } = props.initialData
if (occurredAt) {
const dt = dayjs(occurredAt)
form.value.date = dt.format('YYYY-MM-DD')
form.value.time = dt.format('HH:mm')
currentDate.value = form.value.date.split('-')
currentTime.value = form.value.time.split(':')
}
if (amount !== undefined) form.value.amount = amount
if (reason !== undefined) form.value.note = reason
if (type !== undefined) form.value.type = type
// 加载分类列表
await loadClassifyList(form.value.type)
// 如果有传入分类名称,尝试匹配
if (classify) {
const found = categoryList.value.find(c => c.name === classify)
if (found) {
selectClassify(found)
} else {
// 如果没找到对应分类但有分类名称可能需要特殊处理或者就显示名称但不关联ID
// 这里暂时只显示名称ID为空或者需要自动创建
// 按照原有逻辑,后端需要分类名称,所以这里只要设置 categoryName 即可
// 但是 ManualBillAdd 原逻辑是需要 categoryId 的。
// 不过 createTransaction 接口传的是 classify (name)。
// 让我们看 ManualBillAdd 的 handleSave:
// classify: categoryName.value
// 所以只要 categoryName 有值就行。
categoryName.value = classify
}
}
} else {
await loadClassifyList(form.value.type)
}
}
onMounted(() => {
initForm()
})
// 监听 initialData 变化 (例如重新解析后)
watch(() => props.initialData, () => {
initForm()
}, { deep: true })
// 监听交易类型变化,重新加载分类
watch(() => form.value.type, (newVal) => {
// 如果是初始化过程中导致的类型变化,可能不需要清空分类(如果已经匹配好了)
// 但如果是用户手动切换,应该清空
// 这里简单处理:如果是用户切换,通常需要重新选择。
// 为了避免初始化时的冲突,可以在 initForm 里处理好。
// 这里主要响应用户操作。
// 只有当当前分类不属于新类型时才清空?或者总是清空?
// 原逻辑是总是清空。
// 但是如果是 initForm 引起的,我们不希望清空。
// 暂时保持原逻辑,但在 initForm 里调用 loadClassifyList 后再设置 categoryName
// 简单的做法:在 watch 内部判断是否正在初始化?比较麻烦。
// 或者:只在用户点击 radio 时触发?
// watch 是最稳妥的,但要注意 initForm 里的顺序。
// 在 initForm 里,我们先设置 type这会触发 watch。
// 所以 initForm 里的 loadClassifyList 可能会被 watch 里的覆盖。
// 让我们调整一下策略:
// 不在 watch 里加载,而是由 radio change 事件触发?
// 或者在 watch 里判断,如果 categoryName 已经有值且符合当前类型(这个很难判断),就不清空。
// 实际上initForm 里设置 type 后watch 会执行。
// watch 会清空 categoryName。
// 所以 initForm 里设置 type 后,再设置 categoryName 是没用的,除非 watch 是异步的或者我们在 nextTick 设置。
// 让我们修改 watch 逻辑,或者在 initForm 里处理。
// 更好的方式:
// 移除 watch改为在 radio group 上 @change="handleTypeChange"
})
const handleTypeChange = (newType) => {
categoryName.value = ''
form.value.categoryId = null
loadClassifyList(newType)
}
const loadClassifyList = async (type = null) => {
try {
const response = await getCategoryList(type)
if (response.success) {
categoryList.value = response.data || []
}
} catch (error) {
console.error('加载分类列表出错:', error)
}
}
const selectClassify = (item) => {
categoryName.value = item.name
form.value.categoryId = item.id
}
const addNewClassify = async () => {
if (!newClassify.value.trim()) {
showToast('请输入分类名称')
return
}
try {
const name = newClassify.value.trim()
// 调用API创建分类
const response = await createCategory({
name: name,
type: form.value.type
})
if (response.success) {
showToast('分类创建成功')
const newId = response.data
// 重新加载分类列表
await loadClassifyList(form.value.type)
// 选中新创建的分类
categoryName.value = name
form.value.categoryId = newId
} else {
showToast(response.message || '创建分类失败')
}
} catch (error) {
console.error('创建分类出错:', error)
showToast('创建分类失败')
} finally {
newClassify.value = ''
showAddClassify.value = false
}
}
const onConfirmDate = ({ selectedValues }) => {
form.value.date = selectedValues.join('-')
showDatePicker.value = false
}
const onConfirmTime = ({ selectedValues }) => {
form.value.time = selectedValues.join(':')
showTimePicker.value = false
}
const handleSubmit = () => {
if (!form.value.amount) {
showToast('请输入金额')
return
}
if (!categoryName.value) {
showToast('请选择分类')
return
}
const fullDateTime = `${form.value.date}T${form.value.time}:00`
const payload = {
occurredAt: fullDateTime,
classify: categoryName.value,
amount: parseFloat(form.value.amount),
reason: form.value.note || '',
type: form.value.type
}
emit('submit', payload)
}
// 暴露重置方法给父组件
const reset = () => {
form.value.amount = ''
form.value.note = ''
// 保留日期和类型
}
defineExpose({ reset })
</script>
<style scoped>
.bill-form {
padding-top: 10px;
}
.actions {
margin: 20px 16px;
}
.classify-buttons {
display: flex;
flex-wrap: wrap;
gap: 8px;
padding: 12px 16px;
}
.classify-btn {
flex: 0 0 auto;
min-width: 70px;
border-radius: 16px;
}
</style>

View File

@@ -0,0 +1,50 @@
<template>
<div class="manual-bill-add">
<BillForm
ref="billFormRef"
:loading="saving"
@submit="handleSave"
/>
</div>
</template>
<script setup>
import { ref } from 'vue'
import { showToast } from 'vant'
import { createTransaction } from '@/api/transactionRecord'
import BillForm from './BillForm.vue'
const emit = defineEmits(['success'])
const saving = ref(false)
const billFormRef = ref(null)
const handleSave = async (payload) => {
saving.value = true
try {
const res = await createTransaction(payload)
if (!res.success) {
throw new Error(res.message || '保存失败')
}
showToast('保存成功')
// 重置表单
if (billFormRef.value) {
billFormRef.value.reset()
}
emit('success')
} catch (err) {
console.error(err)
showToast('保存失败: ' + err.message)
} finally {
saving.value = false
}
}
</script>
<style scoped>
.manual-bill-add {
/* padding-top: 10px; */
}
</style>

View File

@@ -0,0 +1,126 @@
<template>
<div>
<div class="input-section" v-if="!parseResult" style="margin: 12px 12px 0 16px;">
<van-field
v-model="text"
type="textarea"
rows="4"
placeholder="例如1月3日 晚餐 45.5 美团"
class="bill-input"
:disabled="parsing || saving"
/>
<div class="actions">
<van-button
type="primary"
round
block
@click="handleParse"
:loading="parsing"
:disabled="!text.trim()"
>
智能解析
</van-button>
</div>
</div>
<div v-if="parseResult" class="result-section">
<BillForm
:initial-data="parseResult"
:loading="saving"
submit-text="确认保存"
@submit="handleSave"
>
<template #actions>
<van-button
plain
round
block
@click="parseResult = null"
class="mt-2"
>
重新输入
</van-button>
</template>
</BillForm>
</div>
</div>
</template>
<script setup>
import { ref } from 'vue'
import { showToast } from 'vant'
import BillForm from './BillForm.vue'
import { createTransaction, parseOneLine } from '@/api/transactionRecord'
const emit = defineEmits(['success'])
const text = ref('')
const parsing = ref(false)
const saving = ref(false)
const parseResult = ref(null)
const handleParse = async () => {
if (!text.value.trim()) return
parsing.value = true
parseResult.value = null
try {
const res = await parseOneLine(text.value)
if(!res.success){
throw new Error(res.message || '解析失败')
}
parseResult.value = res.data
} catch (err) {
console.error(err)
showToast('解析失败:' + err.message)
} finally {
parsing.value = false
}
}
const handleSave = async (payload) => {
saving.value = true
try {
const res = await createTransaction(payload)
if (!res.success) {
throw new Error(res.message || '保存失败')
}
showToast('保存成功')
text.value = ''
parseResult.value = null
emit('success')
} catch (err) {
console.error(err)
showToast('保存失败:' + err.message)
} finally {
saving.value = false
}
}
</script>
<style scoped>
.bill-input {
background-color: var(--van-background-2);
border-radius: 8px;
margin-bottom: 16px;
}
.actions {
margin-top: 16px;
}
.mt-2 {
margin-top: 8px;
}
.preview-card {
margin-bottom: 16px;
border-radius: 8px;
overflow: hidden;
border: 1px solid #ebedf0;
}
</style>

View File

@@ -0,0 +1,80 @@
<template>
<div class="global-add-bill">
<!-- Floating Add Bill Button -->
<div class="floating-add" @click="openAddBill">
<van-icon name="plus" />
</div>
<!-- Add Bill Modal -->
<PopupContainer
v-model="showAddBill"
title="记一笔"
height="85%"
>
<van-tabs v-model:active="activeTab" shrink>
<van-tab title="一句话录账" name="one">
<OneLineBillAdd @success="handleSuccess" />
</van-tab>
<van-tab title="手动录账" name="manual">
<ManualBillAdd @success="handleSuccess" />
</van-tab>
</van-tabs>
</PopupContainer>
</div>
</template>
<script setup>
import { ref, defineEmits } from 'vue'
import PopupContainer from '@/components/PopupContainer.vue'
import OneLineBillAdd from '@/components/Bill/OneLineBillAdd.vue'
import ManualBillAdd from '@/components/Bill/ManualBillAdd.vue'
const emit = defineEmits(['success'])
const showAddBill = ref(false)
const activeTab = ref('one')
const openAddBill = () => {
showAddBill.value = true
// Reset to default tab if needed, or keep last used
// activeTab.value = 'one'
}
const handleSuccess = () => {
showAddBill.value = false
emit('success')
}
</script>
<style scoped>
.floating-add {
position: fixed;
bottom: 80px; /* Above tabbar */
right: 20px;
width: 50px;
height: 50px;
background-color: var(--van-primary-color);
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
color: white;
font-size: 24px;
box-shadow: 0 4px 12px rgba(0, 0, 0, 0.15);
z-index: 999;
cursor: pointer;
transition: transform 0.2s;
}
.floating-add:active {
transform: scale(0.9);
}
:deep(.van-tabs__wrap) {
position: sticky;
top: 0;
z-index: 10;
background-color: #fff;
}
</style>

View File

@@ -9,13 +9,20 @@
<div class="popup-container">
<!-- 头部区域 -->
<div class="popup-header-fixed">
<h3 class="popup-title">{{ title }}</h3>
<!-- 标题行 (无子标题且有操作时使用 Grid 布局) -->
<div class="header-title-row" :class="{ 'has-actions': !subtitle && hasActions }">
<h3 class="popup-title">{{ title }}</h3>
<!-- 无子标题时操作按钮与标题同行 -->
<div v-if="!subtitle && hasActions" class="header-actions-inline">
<slot name="header-actions"></slot>
</div>
</div>
<!-- 子标题/统计信息 -->
<div v-if="subtitle || hasActions" class="header-stats">
<span v-if="subtitle" class="stats-text" v-html="subtitle" />
<div v-if="subtitle" class="header-stats">
<span class="stats-text" v-html="subtitle" />
<!-- 额外操作插槽 -->
<slot name="header-actions"></slot>
<slot v-if="hasActions" name="header-actions"></slot>
</div>
</div>
@@ -84,6 +91,24 @@ const hasActions = computed(() => !!slots['header-actions'])
z-index: 10;
}
.header-title-row.has-actions {
display: grid;
grid-template-columns: 1fr auto 1fr;
align-items: center;
}
.header-title-row.has-actions .popup-title {
grid-column: 2;
min-width: 0;
}
.header-actions-inline {
grid-column: 3;
justify-self: end;
display: flex;
align-items: center;
}
.popup-title {
font-size: 16px;
font-weight: 500;

View File

@@ -134,6 +134,14 @@
<!-- 分类按钮网格 -->
<div class="classify-buttons">
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-for="item in classifyOptions"
:key="item.id"
@@ -144,14 +152,6 @@
>
{{ item.text }}
</van-button>
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-if="batchForm.classify"
type="warning"

View File

@@ -1,18 +1,15 @@
<template>
<van-popup
v-model:show="visible"
position="bottom"
:style="{ height: '85%' }"
round
closeable
@update:show="handleVisibleChange"
<PopupContainer
v-model="visible"
title="交易详情"
height="85%"
:closeable="false"
>
<div class="popup-container" v-if="transaction">
<div class="popup-header-fixed">
<h3>交易详情</h3>
</div>
<div class="popup-scroll-content">
<template #header-actions>
<van-button size="small" type="primary" plain @click="handleOffsetClick">抵账</van-button>
</template>
<div v-if="transaction">
<van-form @submit="onSubmit" style="margin-top: 12px;">
<van-cell-group inset>
<van-cell title="卡号" :value="transaction.card" />
@@ -67,6 +64,14 @@
<!-- 分类按钮网格 -->
<div class="classify-buttons">
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-for="item in classifyColumns"
:key="item.id"
@@ -77,14 +82,6 @@
>
{{ item.text }}
</van-button>
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-if="editForm.classify"
type="warning"
@@ -103,9 +100,8 @@
</van-button>
</div>
</van-form>
</div>
</div>
</van-popup>
</PopupContainer>
<!-- 交易类型选择器 -->
<van-popup v-model:show="showTypePicker" position="bottom" round>
@@ -126,12 +122,33 @@
>
<van-field v-model="newClassify" placeholder="请输入新的交易分类" />
</van-dialog>
<!-- 抵账候选列表弹窗 -->
<PopupContainer
v-model="showOffsetPopup"
title="选择抵账交易"
height="70%"
>
<van-list>
<van-cell
v-for="item in offsetCandidates"
:key="item.id"
:title="item.reason"
:label="formatDate(item.occurredAt)"
:value="item.amount"
is-link
@click="handleCandidateSelect(item)"
/>
<van-empty v-if="offsetCandidates.length === 0" description="暂无匹配的抵账交易" />
</van-list>
</PopupContainer>
</template>
<script setup>
import { ref, reactive, watch, defineProps, defineEmits } from 'vue'
import { showToast } from 'vant'
import { updateTransaction } from '@/api/transactionRecord'
import { showToast, showConfirmDialog } from 'vant'
import PopupContainer from '@/components/PopupContainer.vue'
import { updateTransaction, getCandidatesForOffset, offsetTransactions } from '@/api/transactionRecord'
import { getCategoryList, createCategory } from '@/api/transactionCategory'
const props = defineProps({
@@ -207,10 +224,6 @@ watch(() => editForm.type, (newVal) => {
loadClassifyList(newVal)
})
const handleVisibleChange = (newVal) => {
emit('update:show', newVal)
}
// 加载分类列表
const loadClassifyList = async (type = null) => {
try {
@@ -332,6 +345,51 @@ const formatDate = (dateString) => {
minute: '2-digit'
})
}
// 抵账相关
const showOffsetPopup = ref(false)
const offsetCandidates = ref([])
const handleOffsetClick = async () => {
try {
const res = await getCandidatesForOffset(editForm.id)
if (res.success) {
offsetCandidates.value = res.data || []
showOffsetPopup.value = true
} else {
showToast(res.message || '获取抵账列表失败')
}
} catch (error) {
console.error('获取抵账列表出错:', error)
showToast('获取抵账列表失败')
}
}
const handleCandidateSelect = (candidate) => {
showConfirmDialog({
title: '确认抵账',
message: `确认将当前交易与 "${candidate.reason}" (${candidate.amount}) 互相抵消吗?\n抵消后两笔交易将被删除。`,
})
.then(async () => {
try {
const res = await offsetTransactions(editForm.id, candidate.id)
if (res.success) {
showToast('抵账成功')
showOffsetPopup.value = false
visible.value = false
emit('save') // 触发列表刷新
} else {
showToast(res.message || '抵账失败')
}
} catch (error) {
console.error('抵账出错:', error)
showToast('抵账失败')
}
})
.catch(() => {
// on cancel
});
}
</script>
<style scoped>

View File

@@ -80,6 +80,14 @@
<!-- 分类按钮网格 -->
<div class="classify-buttons">
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-for="item in classifyOptions"
:key="item.id"
@@ -90,14 +98,6 @@
>
{{ item.name }}
</van-button>
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-if="formData.classify"
type="warning"

View File

@@ -3,14 +3,6 @@
<!-- 顶部导航栏 -->
<van-nav-bar title="交易记录" placeholder>
<template #right>
<van-button
v-if="tabActive === 'balance'"
type="primary"
size="small"
@click="transactionsRecordRef.openAddDialog()"
>
手动录账
</van-button>
<van-button
v-if="tabActive === 'email'"
size="small"

View File

@@ -191,6 +191,14 @@
<!-- 分类按钮网格 -->
<div class="classify-buttons">
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-for="item in classifyColumns"
:key="item.id"
@@ -201,14 +209,6 @@
>
{{ item.text }}
</van-button>
<van-button
type="success"
size="small"
class="classify-btn"
@click="showAddClassify = true"
>
+ 新增
</van-button>
<van-button
v-if="form.classify"
type="warning"

View File

@@ -32,124 +32,9 @@
@save="onDetailSave"
/>
<!-- 新增交易记录弹出层 -->
<PopupContainer
v-model="addDialogVisible"
title="手动录账单"
height="85%"
>
<van-form @submit="onAddSubmit">
<van-cell-group inset title="基本信息">
<van-field
v-model="addForm.occurredAt"
is-link
readonly
name="occurredAt"
label="交易时间"
placeholder="请选择交易时间"
@click="showDateTimePicker = true"
:rules="[{ required: true, message: '请选择交易时间' }]"
/>
</van-cell-group>
<van-cell-group inset title="交易明细">
<van-field
v-model="addForm.reason"
name="reason"
label="交易摘要"
placeholder="请输入交易摘要"
type="textarea"
rows="2"
autosize
maxlength="200"
show-word-limit
/>
<van-field
v-model="addForm.amount"
name="amount"
label="交易金额"
placeholder="请输入交易金额"
type="number"
:rules="[{ required: true, message: '请输入交易金额' }]"
/>
<van-field
v-model="addForm.typeText"
is-link
readonly
name="type"
label="交易类型"
placeholder="请选择交易类型"
@click="showAddTypePicker = true"
:rules="[{ required: true, message: '请选择交易类型' }]"
/>
<van-field
v-model="addForm.classify"
is-link
readonly
name="classify"
label="交易分类"
placeholder="请选择或输入交易分类"
@click="showAddClassifyPicker = true"
/>
</van-cell-group>
<div style="margin: 16px;">
<van-button round block type="primary" native-type="submit" :loading="addSubmitting">
确认添加
</van-button>
</div>
</van-form>
</PopupContainer>
<!-- 新增交易 - 日期时间选择器 -->
<van-popup v-model:show="showDateTimePicker" position="bottom" round>
<van-date-picker
v-model="dateTimeValue"
title="选择日期时间"
:min-date="new Date(2020, 0, 1)"
:max-date="new Date()"
@confirm="onDateTimeConfirm"
@cancel="showDateTimePicker = false"
/>
</van-popup>
<!-- 新增交易 - 交易类型选择器 -->
<van-popup v-model:show="showAddTypePicker" position="bottom" round>
<van-picker
show-toolbar
:columns="typeColumns"
@confirm="onAddTypeConfirm"
@cancel="showAddTypePicker = false"
/>
</van-popup>
<!-- 新增交易 - 交易分类选择器 -->
<van-popup v-model:show="showAddClassifyPicker" position="bottom" round>
<van-picker
ref="addClassifyPickerRef"
:columns="classifyColumns"
@confirm="onAddClassifyConfirm"
@cancel="showAddClassifyPicker = false"
>
<template #toolbar>
<div class="picker-toolbar">
<van-button class="toolbar-cancel" size="small" @click="clearAddClassify">清空</van-button>
<van-button class="toolbar-add" size="small" type="primary" @click="showAddClassify = true">新增</van-button>
<van-button class="toolbar-confirm" size="small" type="primary" @click="confirmAddClassify">确认</van-button>
</div>
</template>
</van-picker>
</van-popup>
<!-- 新增分类对话框 -->
<van-dialog
v-model:show="showAddClassify"
title="新增交易分类"
show-cancel-button
@confirm="addNewClassify"
>
<van-field v-model="newClassify" placeholder="请输入新的交易分类" />
</van-dialog>
<!-- 底部浮动搜索框 -->
<div class="floating-search">
@@ -165,18 +50,14 @@
</template>
<script setup>
import { ref, reactive, onMounted, onBeforeUnmount } from 'vue'
import { ref, onMounted, onBeforeUnmount } from 'vue'
import { showToast } from 'vant'
import {
getTransactionList,
getTransactionDetail,
createTransaction,
deleteTransaction
getTransactionDetail
} from '@/api/transactionRecord'
import { getCategoryList, createCategory } from '@/api/transactionCategory'
import TransactionList from '@/components/TransactionList.vue'
import TransactionDetail from '@/components/TransactionDetail.vue'
import PopupContainer from '@/components/PopupContainer.vue'
const transactionList = ref([])
const loading = ref(false)
@@ -192,52 +73,7 @@ const currentTransaction = ref(null)
const searchKeyword = ref('')
let searchTimer = null
// 新增交易弹窗相关
const addDialogVisible = ref(false)
const addSubmitting = ref(false)
const showDateTimePicker = ref(false)
const dateTimeValue = ref([new Date().getFullYear(), new Date().getMonth() + 1, new Date().getDate()])
const showAddTypePicker = ref(false)
const showAddClassifyPicker = ref(false)
const addClassifyPickerRef = ref(null)
const showAddClassify = ref(false)
const newClassify = ref('')
// 交易类型
const typeColumns = [
{ text: '支出', value: 0 },
{ text: '收入', value: 1 },
{ text: '不计入收支', value: 2 }
]
// 分类相关
const classifyColumns = ref([])
// 新增表单
const addForm = reactive({
occurredAt: '',
reason: '',
amount: '',
type: 0,
typeText: '',
classify: ''
})
// 加载分类列表
const loadClassifyList = async (type = null) => {
try {
const response = await getCategoryList(type)
if (response.success) {
classifyColumns.value = (response.data || []).map(item => ({
text: item.name,
value: item.name,
id: item.id
}))
}
} catch (error) {
console.error('加载分类列表出错:', error)
}
}
// 加载数据
const loadData = async (isRefresh = false) => {
@@ -345,149 +181,16 @@ const viewDetail = async (transaction) => {
// 详情保存后的回调
const onDetailSave = async () => {
loadData(true)
// 重新加载分类列表
await loadClassifyList()
}
// 删除功能由 TransactionList 组件内部处理,组件通过 :show-delete 启用
// 打开新增弹窗
const openAddDialog = () => {
// 重置表单
addForm.occurredAt = ''
addForm.reason = ''
addForm.amount = ''
addForm.type = 0
addForm.typeText = ''
addForm.classify = ''
// 设置默认日期时间为当前时间
const now = new Date()
dateTimeValue.value = [now.getFullYear(), now.getMonth() + 1, now.getDate()]
addForm.occurredAt = formatDateForSubmit(now)
addDialogVisible.value = true
}
// 格式化日期用于提交
const formatDateForSubmit = (date) => {
const year = date.getFullYear()
const month = String(date.getMonth() + 1).padStart(2, '0')
const day = String(date.getDate()).padStart(2, '0')
const hours = String(date.getHours()).padStart(2, '0')
const minutes = String(date.getMinutes()).padStart(2, '0')
const seconds = String(date.getSeconds()).padStart(2, '0')
return `${year}-${month}-${day} ${hours}:${minutes}:${seconds}`
}
// 日期时间选择确认
const onDateTimeConfirm = ({ selectedValues }) => {
const date = new Date(selectedValues[0], selectedValues[1] - 1, selectedValues[2])
addForm.occurredAt = formatDateForSubmit(date)
showDateTimePicker.value = false
}
// 新增交易 - 交易类型选择确认
const onAddTypeConfirm = ({ selectedValues, selectedOptions }) => {
addForm.type = selectedValues[0]
addForm.typeText = selectedOptions[0].text
showAddTypePicker.value = false
}
// 新增交易 - 交易分类选择确认
const onAddClassifyConfirm = ({ selectedOptions }) => {
if (selectedOptions && selectedOptions[0]) {
addForm.classify = selectedOptions[0].text
}
showAddClassifyPicker.value = false
}
// 新增交易 - 清空分类
const clearAddClassify = () => {
addForm.classify = ''
showAddClassifyPicker.value = false
showToast('已清空分类')
}
// 新增交易 - 确认分类(从 picker 中获取选中值)
const confirmAddClassify = () => {
if (addClassifyPickerRef.value) {
const selectedValues = addClassifyPickerRef.value.getSelectedOptions()
if (selectedValues && selectedValues[0]) {
addForm.classify = selectedValues[0].text
}
}
showAddClassifyPicker.value = false
}
// 新增分类
const addNewClassify = async () => {
if (!newClassify.value.trim()) {
showToast('请输入分类名称')
return
}
try {
const response = await createCategory({
name: newClassify.value.trim(),
type: addForm.type
})
if (response.success) {
showToast('新增分类成功')
newClassify.value = ''
// 重新加载分类列表
await loadClassifyList(addForm.type)
// 设置为新增的分类
addForm.classify = response.data.name
} else {
showToast(response.message || '新增分类失败')
}
} catch (error) {
console.error('新增分类失败:', error)
showToast('新增分类失败')
}
}
// 提交新增交易
const onAddSubmit = async () => {
try {
addSubmitting.value = true
const data = {
occurredAt: addForm.occurredAt,
reason: addForm.reason,
amount: parseFloat(addForm.amount),
type: addForm.type,
classify: addForm.classify || null
}
const response = await createTransaction(data)
if (response.success) {
showToast('添加成功')
addDialogVisible.value = false
loadData(true)
try { window.dispatchEvent(new CustomEvent('transactions-changed', { detail: response.data })) } catch(e) {}
// 重新加载分类列表
await loadClassifyList()
} else {
showToast(response.message || '添加失败')
}
} catch (error) {
console.error('添加出错:', error)
showToast('添加失败: ' + (error.message || '未知错误'))
} finally {
addSubmitting.value = false
}
}
onMounted(async () => {
await loadClassifyList()
// 不需要手动调用 loadDatavan-list 会自动触发 onLoad
})
// 监听全局删除事件,保持页面一致性
const onGlobalTransactionDeleted = (e) => {
const onGlobalTransactionDeleted = () => {
// 如果在此页面,重新刷新当前列表以保持数据一致
transactionList.value = []
pageIndex.value = 1
@@ -502,7 +205,7 @@ onBeforeUnmount(() => {
})
// 外部新增/修改/批量更新时的刷新监听
const onGlobalTransactionsChanged = (e) => {
const onGlobalTransactionsChanged = () => {
transactionList.value = []
pageIndex.value = 1
finished.value = false
@@ -515,10 +218,7 @@ onBeforeUnmount(() => {
window.removeEventListener && window.removeEventListener('transactions-changed', onGlobalTransactionsChanged)
})
// 暴露给父级方法调用
defineExpose({
openAddDialog
})
</script>
@@ -548,21 +248,7 @@ defineExpose({
border: none;
}
.picker-toolbar {
display: flex;
width: 100%;
align-items: center;
padding: 5px 10px;
border-bottom: 1px solid #ebedf0;
}
.toolbar-cancel {
margin-right: auto;
}
.toolbar-confirm {
margin-left: auto;
}
/* 设置页面容器背景色 */
:deep(.van-nav-bar) {

View File

@@ -132,6 +132,8 @@ public class TransactionRecordController(
Type = dto.Type,
Classify = dto.Classify ?? string.Empty,
ImportFrom = "手动录入",
ImportNo = Guid.NewGuid().ToString("N"),
Card = "手动",
EmailMessageId = 0 // 手动录入的记录EmailMessageId 设为 0
};
@@ -546,6 +548,80 @@ public class TransactionRecordController(
}
}
/// <summary>
/// 一句话录账解析
/// </summary>
[HttpPost]
public async Task<BaseResponse<TransactionParseResult>> ParseOneLine([FromBody] ParseOneLineRequestDto request)
{
if (string.IsNullOrEmpty(request.Text))
{
return BaseResponse<TransactionParseResult>.Fail("请求参数缺失text");
}
try
{
var result = await smartHandleService.ParseOneLineBillAsync(request.Text);
if (result == null)
{
return BaseResponse<TransactionParseResult>.Fail("AI解析失败");
}
return BaseResponse<TransactionParseResult>.Done(result);
}
catch (Exception ex)
{
logger.LogError(ex, "一句话录账解析失败,文本: {Text}", request.Text);
return BaseResponse<TransactionParseResult>.Fail("AI解析失败: " + ex.Message);
}
}
/// <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)
{
return BaseResponse<TransactionRecord[]>.Done([]);
}
var list = await transactionRepository.GetCandidatesForOffsetAsync(id, current.Amount, current.Type);
return BaseResponse<TransactionRecord[]>.Done(list.ToArray());
}
catch (Exception ex)
{
logger.LogError(ex, "获取抵账候选列表失败交易ID: {TransactionId}", id);
return BaseResponse<TransactionRecord[]>.Fail($"获取抵账候选列表失败: {ex.Message}");
}
}
/// <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";
@@ -635,3 +711,16 @@ public record BatchUpdateByReasonDto(
public record BillAnalysisRequest(
string UserInput
);
/// <summary>
/// 抵账请求DTO
/// </summary>
public record OffsetTransactionDto(
long Id1,
long Id2
);
public record ParseOneLineRequestDto(
string Text
);