feat: Implement scheduled tasks management and budget archiving functionality

- Added BudgetArchiveJob for monthly budget archiving. - Created BudgetArchive entity and BudgetArchiveRepository for managing archived budgets. - Introduced JobController for handling job execution, pausing, and resuming. - Developed ScheduledTasksView for displaying and managing scheduled tasks in the frontend. - Updated PeriodicBillJob to improve scope handling. - Enhanced OpenAiService with increased HTTP timeout. - Added archiveBudgets API endpoint for archiving budgets by year and month. - Refactored BudgetController to utilize new repository patterns and improved error handling. - Introduced rich-content styles for better rendering of HTML content in Vue components. - Updated various Vue components to support rich HTML content display.
2026-01-09 14:03:01 +08:00
parent c5363efc0e
commit ef4ed9fd57
22 changed files with 1129 additions and 459 deletions
--- a/Service/BudgetService.cs
+++ b/Service/BudgetService.cs
@@ -2,54 +2,255 @@

 public interface IBudgetService
 {
-    Task<List<BudgetRecord>> GetAllAsync();
-    Task<BudgetRecord?> GetByIdAsync(long id);
-    Task<bool> AddAsync(BudgetRecord budget);
-    Task<bool> DeleteAsync(long id);
-    Task<bool> UpdateAsync(BudgetRecord budget);
-    Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null);
-    Task<bool> ToggleStopAsync(long id);
+    Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null);
+
+    Task<BudgetResult?> GetStatisticsAsync(long id, DateTime? referenceDate = null);
+
+    Task<string> ArchiveBudgetsAsync(int year, int month);
 }

 public class BudgetService(
-    IBudgetRepository budgetRepository
+    IBudgetRepository budgetRepository,
+    IBudgetArchiveRepository budgetArchiveRepository,
+    ITransactionRecordRepository transactionRecordRepository,
+    IOpenAiService openAiService,
+    IConfigService configService,
+    IMessageRecordService messageService,
+    ILogger<BudgetService> logger
 ) : IBudgetService
 {
-    public async Task<List<BudgetRecord>> GetAllAsync()
+    public async Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null)
    {
-        var list = await budgetRepository.GetAllAsync();
-        return list.ToList();
+        var budgets = await budgetRepository.GetAllAsync();
+        var dtos = new List<BudgetResult?>();
+
+        foreach (var budget in budgets)
+        {
+            var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+            dtos.Add(BudgetResult.FromEntity(budget, currentAmount, referenceDate));
+        }
+
+        // 创造虚拟的存款预算
+        dtos.Add(await GetVirtualSavingsDtoAsync(
+            BudgetPeriodType.Month,
+            referenceDate,
+            budgets));
+        dtos.Add(await GetVirtualSavingsDtoAsync(
+            BudgetPeriodType.Year,
+            referenceDate,
+            budgets));
+
+        return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
    }

-    public async Task<BudgetRecord?> GetByIdAsync(long id)
+    public async Task<BudgetResult?> GetStatisticsAsync(long id, DateTime? referenceDate = null)
    {
-        return await budgetRepository.GetByIdAsync(id);
-    }
+        if (id == -1)
+        {
+            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Year, referenceDate);
+        }
+        if (id == -2)
+        {
+            return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Month, referenceDate);
+        }

-    public async Task<bool> AddAsync(BudgetRecord budget)
-    {
-        return await budgetRepository.AddAsync(budget);
-    }
-
-    public async Task<bool> DeleteAsync(long id)
-    {
-        return await budgetRepository.DeleteAsync(id);
-    }
-
-    public async Task<bool> UpdateAsync(BudgetRecord budget)
-    {
-        return await budgetRepository.UpdateAsync(budget);
-    }
-
-    public async Task<bool> ToggleStopAsync(long id)
-    {
        var budget = await budgetRepository.GetByIdAsync(id);
-        if (budget == null) return false;
-        budget.IsStopped = !budget.IsStopped;
-        return await budgetRepository.UpdateAsync(budget);
+        if (budget == null)
+        {
+            return null;
+        }
+
+        var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
+        return BudgetResult.FromEntity(budget, currentAmount, referenceDate);
    }

-    public async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
+    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 archive = await budgetArchiveRepository.GetArchiveAsync(budget.Id, year, month);
+
+            if (archive != null)
+            {
+                archive.RealizedAmount = budget.Current;
+                archive.ArchiveDate = DateTime.Now;
+                updateArchives.Add(archive);
+            }
+            else
+            {
+                archive = new BudgetArchive
+                {
+                    BudgetId = budget.Id,
+                    BudgetType = budget.Type,
+                    Year = year,
+                    Month = month,
+                    BudgetedAmount = budget.Limit,
+                    RealizedAmount = budget.Current,
+                    ArchiveDate = DateTime.Now
+                };
+
+                addArchives.Add(archive);
+            }
+        }
+
+        if (addArchives.Count > 0)
+        {
+            if (!await budgetArchiveRepository.AddRangeAsync(addArchives))
+            {
+                return "保存预算归档失败";
+            }
+        }
+        if (updateArchives.Count > 0)
+        {
+            if (!await budgetArchiveRepository.UpdateRangeAsync(updateArchives))
+            {
+                return "更新预算归档失败";
+            }
+        }
+
+        _ = NotifyAsync(year, month);
+        return string.Empty;
+    }
+
+    private async Task NotifyAsync(int year, int month)
+    {
+        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 =>
+            {
+                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();
+
+            var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
+                $"""
+                SELECT 
+                  COUNT(*) AS TransactionCount, 
+                  SUM(ABS(Amount)) AS TotalAmount, 
+                  Type, 
+                  Classify
+                FROM TransactionRecord
+                WHERE OccurredAt >= '{year}-01-01' 
+                  AND OccurredAt < '{year + 1}-01-01'
+                GROUP BY Type, Classify
+                ORDER BY TotalAmount DESC
+                """
+            );
+            var monthYear = new DateTime(year, month, 1).AddMonths(1);
+            var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
+                $"""
+                SELECT 
+                  COUNT(*) AS TransactionCount, 
+                  SUM(ABS(Amount)) AS TotalAmount, 
+                  Type, 
+                  Classify
+                FROM TransactionRecord
+                WHERE OccurredAt >= '{year}-{month:00}-01' 
+                  AND OccurredAt < '{monthYear:yyyy-MM-dd}'
+                GROUP BY Type, Classify
+                ORDER BY TotalAmount DESC
+                """
+            );
+
+            // 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(','))
+                .Distinct()
+                .ToHashSet();
+
+            var uncovered = monthTransactions
+                .Where(t =>
+                {
+                    var dict = (IDictionary<string, object>)t;
+                    var classify = dict["Classify"]?.ToString() ?? "";
+                    var type = Convert.ToInt32(dict["Type"]);
+                    return type == 0 && !budgetedCategories.Contains(classify);
+                })
+                .ToList();
+
+            logger.LogInformation("预算执行数据{JSON}", JsonSerializer.Serialize(archiveData));
+            logger.LogInformation("本月消费明细{JSON}", JsonSerializer.Serialize(monthTransactions));
+            logger.LogInformation("全年累计消费概况{JSON}", JsonSerializer.Serialize(yearTransactions));
+            logger.LogInformation("未被预算覆盖的分类{JSON}", JsonSerializer.Serialize(uncovered));
+
+            var dataPrompt = $"""
+            报告周期：{year}年{month}月
+            账单数据说明：支出金额已取绝对值（TotalAmount 为正数表示支出/收入的总量）。
+
+            1. 预算执行数据（JSON）：
+            {JsonSerializer.Serialize(archiveData)}
+            
+            2. 本月消费明细（按分类, JSON）：
+            {JsonSerializer.Serialize(monthTransactions)}
+            
+            3. 全年累计消费概况（按分类, JSON）：
+            {JsonSerializer.Serialize(yearTransactions)}
+
+            4. 未被任何预算覆盖的支出分类（JSON）：
+            {JsonSerializer.Serialize(uncovered)}
+
+            请生成一份专业且美观的预算执行分析报告，严格遵守以下要求：
+            
+            【内容要求】
+            1. 概览：总结本月预算达成情况。
+            2. 预算详情：使用 HTML 表格展示预算执行明细（预算项、预算额、实际额、使用/达成率、状态）。
+            3. 超支/异常预警：重点分析超支项或支出异常的分类。
+            4. 消费透视：针对“未被预算覆盖的支出”提供分析建议。分析这些账单产生的合理性，并评估是否需要为其中的大额或频发分类建立新预算。
+            5. 改进建议：基于本月整体收入支出情况，给出下月预算调整或消费改进的专业化建议。
+            6. 语言风格：专业、清晰、简洁，适合财务报告阅读。
+            
+            【格式要求】
+            1. 使用HTML格式（移动端H5页面风格）
+            2. 生成清晰的报告标题（基于用户问题）
+            3. 使用表格展示统计数据（table > thead/tbody > tr > th/td）
+            4. 使用合适的HTML标签：h2（标题）、h3（小节）、p（段落）、table（表格）、ul/li（列表）、strong（强调）
+            5. 支出金额用 <span class='expense-value'>金额</span> 包裹
+            6. 收入金额用 <span class='income-value'>金额</span> 包裹
+            7. 重要结论用 <span class='highlight'>内容</span> 高亮
+            
+            【样式限制（重要）】
+            8. 不要包含 html、body、head 标签
+            9. 不要使用任何 style 属性或 <style> 标签
+            10. 不要设置 background、background-color、color 等样式属性
+            11. 不要使用 div 包裹大段内容
+            
+            直接输出纯净 HTML 内容，不要带有 Markdown 代码块包裹。
+            """;
+
+            var htmlReport = await openAiService.ChatAsync(dataPrompt);
+            if (!string.IsNullOrEmpty(htmlReport))
+            {
+                await messageService.AddAsync(
+                    title: $"{year}年{month}月 - 预算归档报告",
+                    content: htmlReport,
+                    type: MessageType.Html);
+            }
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "生成预算执行通知报告失败");
+        }
+    }
+
+    private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
    {
        if (budget.IsStopped) return 0;

@@ -59,7 +260,7 @@ public class BudgetService(
        return await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
    }

-    public static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
+    internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
    {
        DateTime start;
        DateTime end;
@@ -82,4 +283,179 @@ public class BudgetService(

        return (start, end);
    }
+
+    private async Task<BudgetResult?> GetVirtualSavingsDtoAsync(
+        BudgetPeriodType periodType,
+        DateTime? referenceDate = null,
+        IEnumerable<BudgetRecord>? existingBudgets = null)
+    {
+        var allBudgets = existingBudgets;
+
+        if (existingBudgets == null)
+        {
+            allBudgets = await budgetRepository.GetAllAsync();
+        }
+
+        if (allBudgets == null)
+        {
+            return null;
+        }
+
+        var date = referenceDate ?? DateTime.Now;
+
+        decimal incomeLimitAtPeriod = 0;
+        decimal expenseLimitAtPeriod = 0;
+
+        var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
+        var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
+
+        foreach (var b in allBudgets)
+        {
+            if (b.IsStopped || b.Category == BudgetCategory.Savings) continue;
+
+            // 折算系数：根据当前请求的 periodType (Year 或 Month)，将预算 b 的 Limit 折算过来
+            decimal factor = 1.0m;
+
+            if (periodType == BudgetPeriodType.Year)
+            {
+                factor = b.Type switch
+                {
+                    BudgetPeriodType.Month => 12,
+                    BudgetPeriodType.Year => 1,
+                    _ => 0
+                };
+            }
+            else if (periodType == BudgetPeriodType.Month)
+            {
+                factor = b.Type switch
+                {
+                    BudgetPeriodType.Month => 1,
+                    BudgetPeriodType.Year => 0,
+                    _ => 0
+                };
+            }
+            else
+            {
+                factor = 0; // 其他周期暂不计算虚拟存款
+            }
+
+            if (factor <= 0) continue;
+
+            var subtotal = b.Limit * factor;
+            if (b.Category == BudgetCategory.Income)
+            {
+                incomeLimitAtPeriod += subtotal;
+                incomeItems.Add((b.Name, b.Limit, factor, subtotal));
+            }
+            else if (b.Category == BudgetCategory.Expense)
+            {
+                expenseLimitAtPeriod += subtotal;
+                expenseItems.Add((b.Name, b.Limit, factor, subtotal));
+            }
+        }
+
+        var description = new StringBuilder();
+        description.Append("<h3>预算收入明细</h3>");
+        if (incomeItems.Count == 0) description.Append("<p>无收入预算</p>");
+        else
+        {
+            description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
+            foreach (var item in incomeItems)
+            {
+                description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='income-value'>{item.Total:N0}</span></td></tr>");
+            }
+            description.Append("</tbody></table>");
+        }
+        description.Append($"<p>收入合计: <span class='income-value'><strong>{incomeLimitAtPeriod:N0}</strong></span></p>");
+
+        description.Append("<h3>预算支出明细</h3>");
+        if (expenseItems.Count == 0) description.Append("<p>无支出预算</p>");
+        else
+        {
+            description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
+            foreach (var item in expenseItems)
+            {
+                description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='expense-value'>{item.Total:N0}</span></td></tr>");
+            }
+            description.Append("</tbody></table>");
+        }
+        description.Append($"<p>支出合计: <span class='expense-value'><strong>{expenseLimitAtPeriod:N0}</strong></span></p>");
+
+        description.Append("<h3>存款计划结论</h3>");
+        description.Append($"<p>计划存款 = 收入 <span class='income-value'>{incomeLimitAtPeriod:N0}</span> - 支出 <span class='expense-value'>{expenseLimitAtPeriod:N0}</span></p>");
+        description.Append($"<p>最终目标：<span class='highlight'><strong>{incomeLimitAtPeriod - expenseLimitAtPeriod:N0}</strong></span></p>");
+
+        var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
+        var virtualBudget = new BudgetRecord
+        {
+            Id = periodType == BudgetPeriodType.Year ? -1 : -2,
+            Name = periodType == BudgetPeriodType.Year ? "年度存款" : "月度存款",
+            Category = BudgetCategory.Savings,
+            Type = periodType,
+            Limit = incomeLimitAtPeriod - expenseLimitAtPeriod,
+            StartDate = periodType == BudgetPeriodType.Year ? new DateTime(date.Year, 1, 1) : new DateTime(date.Year, date.Month, 1),
+            SelectedCategories = savingsCategories
+        };
+
+        // 计算实际发生的 收入 - 支出
+        var incomeHelper = new BudgetRecord { Category = BudgetCategory.Income, Type = periodType, StartDate = virtualBudget.StartDate, SelectedCategories = savingsCategories };
+        var expenseHelper = new BudgetRecord { Category = BudgetCategory.Expense, Type = periodType, StartDate = virtualBudget.StartDate, SelectedCategories = savingsCategories };
+
+        var actualIncome = await CalculateCurrentAmountAsync(incomeHelper, date);
+        var actualExpense = await CalculateCurrentAmountAsync(expenseHelper, date);
+
+        return BudgetResult.FromEntity(virtualBudget, actualIncome - actualExpense, date, description.ToString());
+    }
+}
+
+public record BudgetResult
+{
+    public long Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public BudgetPeriodType Type { get; set; }
+    public decimal Limit { get; set; }
+    public decimal Current { get; set; }
+    public BudgetCategory Category { get; set; }
+    public string[] SelectedCategories { get; set; } = Array.Empty<string>();
+    public bool IsStopped { get; set; }
+    public string StartDate { get; set; } = string.Empty;
+    public string Period { get; set; } = string.Empty;
+    public DateTime? PeriodStart { get; set; }
+    public DateTime? PeriodEnd { get; set; }
+
+    public string Description { get; set; } = string.Empty;
+
+    public static BudgetResult FromEntity(
+        BudgetRecord entity,
+        decimal currentAmount = 0,
+        DateTime? referenceDate = null,
+        string description = "")
+    {
+        var date = referenceDate ?? DateTime.Now;
+        var (start, end) = BudgetService.GetPeriodRange(entity.StartDate, entity.Type, date);
+
+        return new BudgetResult
+        {
+            Id = entity.Id,
+            Name = entity.Name,
+            Type = entity.Type,
+            Limit = entity.Limit,
+            Current = currentAmount,
+            Category = entity.Category,
+            SelectedCategories = string.IsNullOrEmpty(entity.SelectedCategories)
+                ? Array.Empty<string>()
+                : entity.SelectedCategories.Split(','),
+            IsStopped = entity.IsStopped,
+            StartDate = entity.StartDate.ToString("yyyy-MM-dd"),
+            Period = entity.Type switch
+            {
+                BudgetPeriodType.Year => $"{start:yy}年",
+                BudgetPeriodType.Month => $"{start:yy}年第{start.Month}月",
+                _ => $"{start:yyyy-MM-dd} ~ {end:yyyy-MM-dd}"
+            },
+            PeriodStart = start,
+            PeriodEnd = end,
+            Description = description
+        };
+    }
 }