1205 lines
45 KiB
C#
1205 lines
45 KiB
C#
namespace WebApi.Controllers;
|
||
|
||
using Repository;
|
||
|
||
[ApiController]
|
||
[Route("api/[controller]/[action]")]
|
||
public class TransactionRecordController(
|
||
ITransactionRecordRepository transactionRepository,
|
||
ITransactionCategoryRepository categoryRepository,
|
||
IOpenAiService openAiService,
|
||
ITextSegmentService textSegmentService,
|
||
ILogger<TransactionRecordController> logger
|
||
) : ControllerBase
|
||
{
|
||
/// <summary>
|
||
/// 获取交易记录列表（分页）
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<PagedResponse<TransactionRecord>> GetListAsync(
|
||
[FromQuery] int pageIndex = 1,
|
||
[FromQuery] int pageSize = 20,
|
||
[FromQuery] string? searchKeyword = null,
|
||
[FromQuery] string? classify = null,
|
||
[FromQuery] int? type = null,
|
||
[FromQuery] int? year = null,
|
||
[FromQuery] int? month = null,
|
||
[FromQuery] bool sortByAmount = false
|
||
)
|
||
{
|
||
try
|
||
{
|
||
TransactionType? transactionType = type.HasValue ? (TransactionType)type.Value : null;
|
||
var list = await transactionRepository.GetPagedListAsync(
|
||
pageIndex,
|
||
pageSize,
|
||
searchKeyword,
|
||
classify,
|
||
transactionType,
|
||
year,
|
||
month,
|
||
sortByAmount);
|
||
var total = await transactionRepository.GetTotalCountAsync(
|
||
searchKeyword,
|
||
classify,
|
||
transactionType,
|
||
year,
|
||
month);
|
||
|
||
return new PagedResponse<TransactionRecord>
|
||
{
|
||
Success = true,
|
||
Data = list.ToArray(),
|
||
Total = (int)total
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取交易记录列表失败，页码: {PageIndex}, 页大小: {PageSize}", pageIndex, pageSize);
|
||
return PagedResponse<TransactionRecord>.Fail($"获取交易记录列表失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 根据ID获取交易记录详情
|
||
/// </summary>
|
||
[HttpGet("{id}")]
|
||
public async Task<BaseResponse<TransactionRecord>> GetByIdAsync(long id)
|
||
{
|
||
try
|
||
{
|
||
var transaction = await transactionRepository.GetByIdAsync(id);
|
||
if (transaction == null)
|
||
{
|
||
return BaseResponse<TransactionRecord>.Fail("交易记录不存在");
|
||
}
|
||
|
||
return new BaseResponse<TransactionRecord>
|
||
{
|
||
Success = true,
|
||
Data = transaction
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取交易记录详情失败，交易ID: {TransactionId}", id);
|
||
return BaseResponse<TransactionRecord>.Fail($"获取交易记录详情失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 根据邮件ID获取交易记录列表
|
||
/// </summary>
|
||
[HttpGet("{emailId}")]
|
||
public async Task<BaseResponse<List<TransactionRecord>>> GetByEmailIdAsync(long emailId)
|
||
{
|
||
try
|
||
{
|
||
var transactions = await transactionRepository.GetByEmailIdAsync(emailId);
|
||
return new BaseResponse<List<TransactionRecord>>
|
||
{
|
||
Success = true,
|
||
Data = transactions
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取邮件交易记录失败，邮件ID: {EmailId}", emailId);
|
||
return BaseResponse<List<TransactionRecord>>.Fail($"获取邮件交易记录失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 创建交易记录
|
||
/// </summary>
|
||
[HttpPost]
|
||
public async Task<BaseResponse> CreateAsync([FromBody] CreateTransactionDto dto)
|
||
{
|
||
try
|
||
{
|
||
// 解析日期字符串
|
||
if (!DateTime.TryParse(dto.OccurredAt, out var occurredAt))
|
||
{
|
||
return BaseResponse.Fail("交易时间格式不正确");
|
||
}
|
||
|
||
var transaction = new TransactionRecord
|
||
{
|
||
OccurredAt = occurredAt,
|
||
Reason = dto.Reason ?? string.Empty,
|
||
Amount = dto.Amount,
|
||
Type = dto.Type,
|
||
Classify = dto.Classify ?? string.Empty,
|
||
ImportFrom = "手动录入",
|
||
EmailMessageId = 0 // 手动录入的记录，EmailMessageId 设为 0
|
||
};
|
||
|
||
var result = await transactionRepository.AddAsync(transaction);
|
||
if (result)
|
||
{
|
||
return new BaseResponse
|
||
{
|
||
Success = true
|
||
};
|
||
}
|
||
else
|
||
{
|
||
return BaseResponse.Fail("创建交易记录失败");
|
||
}
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "创建交易记录失败，交易信息: {@TransactionDto}", dto);
|
||
return BaseResponse.Fail($"创建交易记录失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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)
|
||
{
|
||
return BaseResponse.Fail("交易记录不存在");
|
||
}
|
||
|
||
// 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;
|
||
|
||
var success = await transactionRepository.UpdateAsync(transaction);
|
||
if (success)
|
||
{
|
||
return new BaseResponse
|
||
{
|
||
Success = true
|
||
};
|
||
}
|
||
else
|
||
{
|
||
return BaseResponse.Fail("更新交易记录失败");
|
||
}
|
||
}
|
||
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);
|
||
return BaseResponse.Fail($"更新交易记录失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 删除交易记录
|
||
/// </summary>
|
||
[HttpPost]
|
||
public async Task<BaseResponse> DeleteByIdAsync([FromQuery] long id)
|
||
{
|
||
try
|
||
{
|
||
var success = await transactionRepository.DeleteAsync(id);
|
||
if (success)
|
||
{
|
||
return new BaseResponse
|
||
{
|
||
Success = true
|
||
};
|
||
}
|
||
else
|
||
{
|
||
return BaseResponse.Fail("删除交易记录失败，记录不存在");
|
||
}
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "删除交易记录失败，交易ID: {TransactionId}", id);
|
||
return BaseResponse.Fail($"删除交易记录失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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
|
||
{
|
||
var statistics = await transactionRepository.GetDailyStatisticsAsync(year, month);
|
||
var result = statistics.Select(s => new DailyStatisticsDto(s.Key, s.Value.count, s.Value.amount)).ToList();
|
||
|
||
return new BaseResponse<List<DailyStatisticsDto>>
|
||
{
|
||
Success = true,
|
||
Data = result
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取日历统计数据失败，年份: {Year}, 月份: {Month}", year, month);
|
||
return BaseResponse<List<DailyStatisticsDto>>.Fail($"获取日历统计数据失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取月度统计数据
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<BaseResponse<MonthlyStatistics>> GetMonthlyStatisticsAsync(
|
||
[FromQuery] int year,
|
||
[FromQuery] int month
|
||
)
|
||
{
|
||
try
|
||
{
|
||
var statistics = await transactionRepository.GetMonthlyStatisticsAsync(year, month);
|
||
return new BaseResponse<MonthlyStatistics>
|
||
{
|
||
Success = true,
|
||
Data = statistics
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取月度统计数据失败，年份: {Year}, 月份: {Month}", year, month);
|
||
return BaseResponse<MonthlyStatistics>.Fail($"获取月度统计数据失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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);
|
||
return new BaseResponse<List<CategoryStatistics>>
|
||
{
|
||
Success = true,
|
||
Data = statistics
|
||
};
|
||
}
|
||
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);
|
||
return BaseResponse<List<CategoryStatistics>>.Fail($"获取分类统计数据失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取趋势统计数据
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<BaseResponse<List<TrendStatistics>>> GetTrendStatisticsAsync(
|
||
[FromQuery] int startYear,
|
||
[FromQuery] int startMonth,
|
||
[FromQuery] int monthCount = 6
|
||
)
|
||
{
|
||
try
|
||
{
|
||
var statistics = await transactionRepository.GetTrendStatisticsAsync(startYear, startMonth, monthCount);
|
||
return new BaseResponse<List<TrendStatistics>>
|
||
{
|
||
Success = true,
|
||
Data = statistics
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取趋势统计数据失败，开始年份: {Year}, 开始月份: {Month}, 月份数: {Count}", startYear, startMonth, monthCount);
|
||
return BaseResponse<List<TrendStatistics>>.Fail($"获取趋势统计数据失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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");
|
||
|
||
try
|
||
{
|
||
// 第一步：使用AI生成聚合SQL查询
|
||
var now = DateTime.Now;
|
||
var sqlPrompt = $"""
|
||
当前日期：{now:yyyy年M月d日}（{now:yyyy-MM-dd}）
|
||
用户问题：{request.UserInput}
|
||
|
||
数据库类型：SQLite
|
||
数据库表名：TransactionRecord
|
||
字段说明：
|
||
- Id: bigint 主键
|
||
- Card: nvarchar 卡号
|
||
- Reason: nvarchar 交易原因/摘要
|
||
- Amount: decimal 交易金额（支出为负数，收入为正数）
|
||
- OccurredAt: datetime 交易发生时间（TEXT类型，格式：'2025-12-26 10:30:00'）
|
||
- Type: int 交易类型（0=支出, 1=收入, 2=不计入收支）
|
||
- Classify: nvarchar 交易分类（如：交通、餐饮、购物等）
|
||
|
||
【核心原则】直接生成用户所需的聚合统计SQL，而不是查询原始记录后再统计
|
||
|
||
要求：
|
||
1. 根据用户问题判断需要什么维度的聚合数据
|
||
2. 使用 GROUP BY 按分类、时间等维度分组
|
||
3. 使用聚合函数：SUM(ABS(Amount)) 计算金额总和、COUNT(*) 计数、AVG()平均、MAX()最大、MIN()最小
|
||
4. 时间范围使用 OccurredAt 字段，"最近X个月/天"基于当前日期计算
|
||
5. 支出用 Type = 0，收入用 Type = 1
|
||
6. 给聚合字段起有意义的别名（如 TotalAmount, TransactionCount, AvgAmount）
|
||
7. 使用 ORDER BY 对结果排序（通常按金额降序）
|
||
8. 只返回SQL语句，不要解释
|
||
|
||
【重要】SQLite日期函数：
|
||
- 提取年份：strftime('%Y', OccurredAt)
|
||
- 提取月份：strftime('%m', OccurredAt)
|
||
- 提取日期：strftime('%Y-%m-%d', OccurredAt)
|
||
- 不要使用 YEAR()、MONTH()、DAY() 函数，SQLite不支持
|
||
|
||
示例1（按分类统计）：
|
||
用户：这三个月坐车花了多少钱？
|
||
返回：SELECT Classify, COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount, AVG(ABS(Amount)) as AvgAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-10-01' AND OccurredAt < '2026-01-01' AND (Classify LIKE '%交通%' OR Reason LIKE '%打车%' OR Reason LIKE '%公交%' OR Reason LIKE '%地铁%') GROUP BY Classify ORDER BY TotalAmount DESC
|
||
|
||
示例2（按月统计）：
|
||
用户：最近半年每月支出情况
|
||
返回：SELECT strftime('%Y', OccurredAt) as Year, strftime('%m', OccurredAt) as Month, COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-06-01' GROUP BY strftime('%Y', OccurredAt), strftime('%m', OccurredAt) ORDER BY Year, Month
|
||
|
||
示例3（总体统计）：
|
||
用户：本月花了多少钱？
|
||
返回：SELECT COUNT(*) as TransactionCount, SUM(ABS(Amount)) as TotalAmount, AVG(ABS(Amount)) as AvgAmount, MAX(ABS(Amount)) as MaxAmount FROM TransactionRecord WHERE Type = 0 AND OccurredAt >= '2025-12-01' AND OccurredAt < '2026-01-01'
|
||
|
||
示例4（详细记录 - 仅在用户明确要求详情时使用）：
|
||
用户：单笔超过1000元的支出有哪些？
|
||
返回：SELECT OccurredAt, Classify, Reason, ABS(Amount) as Amount FROM TransactionRecord WHERE Type = 0 AND ABS(Amount) > 1000 ORDER BY Amount DESC LIMIT 50
|
||
|
||
只返回SQL语句。
|
||
""";
|
||
|
||
var sqlText = await openAiService.ChatAsync(sqlPrompt);
|
||
|
||
// 清理SQL文本
|
||
sqlText = sqlText?.Trim() ?? "";
|
||
sqlText = sqlText.TrimStart('`').TrimEnd('`');
|
||
if (sqlText.StartsWith("sql", StringComparison.OrdinalIgnoreCase))
|
||
{
|
||
sqlText = sqlText.Substring(3).Trim();
|
||
}
|
||
|
||
logger.LogInformation("AI生成的SQL: {Sql}", sqlText);
|
||
|
||
// 第二步：执行动态SQL查询
|
||
List<dynamic> queryResults;
|
||
try
|
||
{
|
||
queryResults = await transactionRepository.ExecuteDynamicSqlAsync(sqlText);
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "执行AI生成的SQL失败: {Sql}", sqlText);
|
||
// 如果SQL执行失败，返回错误
|
||
var errorData = System.Text.Json.JsonSerializer.Serialize(new { content = "<div class='error-message'>SQL执行失败，请重新描述您的问题</div>" });
|
||
await Response.WriteAsync($"data: {errorData}\n\n");
|
||
await Response.Body.FlushAsync();
|
||
return;
|
||
}
|
||
|
||
// 第三步：将查询结果序列化为JSON，直接传递给AI生成分析报告
|
||
var dataJson = System.Text.Json.JsonSerializer.Serialize(queryResults, new JsonSerializerOptions
|
||
{
|
||
WriteIndented = true,
|
||
Encoder = System.Text.Encodings.Web.JavaScriptEncoder.UnsafeRelaxedJsonEscaping
|
||
});
|
||
|
||
var dataPrompt = $"""
|
||
当前日期：{DateTime.Now:yyyy年M月d日}
|
||
用户问题：{request.UserInput}
|
||
|
||
查询结果数据（JSON格式）：
|
||
{dataJson}
|
||
|
||
说明：以上数据是根据用户问题查询出的聚合统计结果，请基于这些数据生成分析报告。
|
||
|
||
请生成一份专业的数据分析报告，严格遵守以下要求：
|
||
|
||
【格式要求】
|
||
1. 使用HTML格式（移动端H5页面风格）
|
||
2. 生成清晰的报告标题（基于用户问题）
|
||
3. 使用表格展示统计数据（table > thead/tbody > tr > th/td）
|
||
4. 使用合适的HTML标签：h2（标题）、h3（小节）、p（段落）、table（表格）、ul/li（列表）、strong（强调）
|
||
5. 支出金额用 <span class='expense-value'>金额</span> 包裹
|
||
6. 收入金额用 <span class='income-value'>金额</span> 包裹
|
||
7. 重要结论用 <span class='highlight'>内容</span> 高亮
|
||
|
||
【样式限制（重要）】
|
||
8. 不要包含 html、body、head 标签
|
||
9. 不要使用任何 style 属性或 <style> 标签
|
||
10. 不要设置 background、background-color、color 等样式属性
|
||
11. 不要使用 div 包裹大段内容
|
||
|
||
【内容要求】
|
||
12. 准确解读数据：将JSON数据转换为易读的表格和文字说明
|
||
13. 提供洞察分析：根据数据给出有价值的发现和趋势分析
|
||
14. 给出实用建议：基于数据提供合理的财务建议
|
||
15. 语言专业、清晰、简洁
|
||
|
||
直接输出纯净的HTML内容，不要markdown代码块标记。
|
||
""";
|
||
|
||
// 第四步：流式输出AI分析结果
|
||
await foreach (var chunk in openAiService.ChatStreamAsync(dataPrompt))
|
||
{
|
||
var sseData = System.Text.Json.JsonSerializer.Serialize(new { content = chunk });
|
||
await Response.WriteAsync($"data: {sseData}\n\n");
|
||
await Response.Body.FlushAsync();
|
||
}
|
||
|
||
// 发送完成标记
|
||
await Response.WriteAsync("data: [DONE]\n\n");
|
||
await Response.Body.FlushAsync();
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "智能分析账单失败");
|
||
var errorData = System.Text.Json.JsonSerializer.Serialize(new { content = $"<div class='error-message'>分析失败：{ex.Message}</div>" });
|
||
await Response.WriteAsync($"data: {errorData}\n\n");
|
||
await Response.Body.FlushAsync();
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取指定日期的交易记录
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<BaseResponse<List<TransactionRecord>>> GetByDateAsync([FromQuery] string date)
|
||
{
|
||
try
|
||
{
|
||
if (!DateTime.TryParse(date, out var targetDate))
|
||
{
|
||
return BaseResponse<List<TransactionRecord>>.Fail("日期格式不正确");
|
||
}
|
||
|
||
// 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);
|
||
|
||
return new BaseResponse<List<TransactionRecord>>
|
||
{
|
||
Success = true,
|
||
Data = records
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取指定日期的交易记录失败，日期: {Date}", date);
|
||
return BaseResponse<List<TransactionRecord>>.Fail($"获取指定日期的交易记录失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取未分类的账单数量
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<BaseResponse<int>> GetUnclassifiedCountAsync()
|
||
{
|
||
try
|
||
{
|
||
var count = await transactionRepository.GetUnclassifiedCountAsync();
|
||
return new BaseResponse<int>
|
||
{
|
||
Success = true,
|
||
Data = count
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取未分类账单数量失败");
|
||
return BaseResponse<int>.Fail($"获取未分类账单数量失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取未分类的账单列表
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<BaseResponse<List<TransactionRecord>>> GetUnclassifiedAsync([FromQuery] int pageSize = 10)
|
||
{
|
||
try
|
||
{
|
||
var records = await transactionRepository.GetUnclassifiedAsync(pageSize);
|
||
return new BaseResponse<List<TransactionRecord>>
|
||
{
|
||
Success = true,
|
||
Data = records
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取未分类账单列表失败");
|
||
return BaseResponse<List<TransactionRecord>>.Fail($"获取未分类账单列表失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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");
|
||
|
||
try
|
||
{
|
||
// 验证账单ID列表
|
||
if (request.TransactionIds == null || request.TransactionIds.Count == 0)
|
||
{
|
||
await WriteEventAsync("error", "请提供要分类的账单ID");
|
||
return;
|
||
}
|
||
|
||
// 获取指定ID的账单（作为样本）
|
||
var sampleRecords = await transactionRepository.GetByIdsAsync(request.TransactionIds.ToArray());
|
||
|
||
if (sampleRecords.Length == 0)
|
||
{
|
||
await WriteEventAsync("error", "找不到指定的账单");
|
||
return;
|
||
}
|
||
|
||
// 重新按Reason分组所有待分类账单
|
||
var groupedRecords = sampleRecords
|
||
.GroupBy(r => r.Reason)
|
||
.Select(g => new
|
||
{
|
||
Reason = g.Key,
|
||
Ids = g.Select(r => r.Id).ToList(),
|
||
Count = g.Count(),
|
||
TotalAmount = g.Sum(r => r.Amount),
|
||
SampleType = g.First().Type
|
||
})
|
||
.OrderByDescending(g => Math.Abs(g.TotalAmount))
|
||
.ToList();
|
||
|
||
// 【增强功能】对每个分组的摘要进行分词，查询已分类的相似账单
|
||
var referenceRecords = new Dictionary<string, List<TransactionRecord>>();
|
||
foreach (var group in groupedRecords)
|
||
{
|
||
// 使用专业分词库提取关键词
|
||
var keywords = textSegmentService.ExtractKeywords(group.Reason);
|
||
|
||
if (keywords.Count > 0)
|
||
{
|
||
// 查询包含这些关键词且已分类的账单（带相关度评分）
|
||
// minMatchRate=0.4 表示至少匹配40%的关键词才被认为是相似的
|
||
var similarClassifiedWithScore = await transactionRepository.GetClassifiedByKeywordsWithScoreAsync(keywords, minMatchRate: 0.4, limit: 10);
|
||
|
||
if (similarClassifiedWithScore.Count > 0)
|
||
{
|
||
// 只取前5个最相关的
|
||
var topSimilar = similarClassifiedWithScore.Take(5).Select(x => x.record).ToList();
|
||
referenceRecords[group.Reason] = topSimilar;
|
||
|
||
// 记录调试信息
|
||
logger.LogDebug("摘要 '{Reason}' 提取关键词: {Keywords}, 找到 {Count} 个相似账单，相关度分数: {Scores}",
|
||
group.Reason,
|
||
string.Join(", ", keywords),
|
||
similarClassifiedWithScore.Count,
|
||
string.Join(", ", similarClassifiedWithScore.Select(x => $"{x.record.Reason}({x.relevanceScore:F2})")));
|
||
}
|
||
else
|
||
{
|
||
logger.LogDebug("摘要 '{Reason}' 提取关键词: {Keywords}, 未找到高相关度的相似账单",
|
||
group.Reason,
|
||
string.Join(", ", keywords));
|
||
}
|
||
}
|
||
}
|
||
|
||
// 获取所有分类
|
||
var categories = await categoryRepository.GetAllAsync();
|
||
|
||
// 构建分类信息
|
||
var categoryInfo = new StringBuilder();
|
||
foreach (var type in new[] { 0, 1, 2 })
|
||
{
|
||
var typeName = GetTypeName((TransactionType)type);
|
||
categoryInfo.AppendLine($"{typeName}: ");
|
||
var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
|
||
foreach (var category in categoriesOfType)
|
||
{
|
||
categoryInfo.AppendLine($"- {category.Name}");
|
||
}
|
||
}
|
||
|
||
// 构建账单分组信息
|
||
var billsInfo = new StringBuilder();
|
||
foreach (var (group, index) in groupedRecords.Select((g, i) => (g, i)))
|
||
{
|
||
billsInfo.AppendLine($"{index + 1}. 摘要={group.Reason}, 当前类型={GetTypeName(group.SampleType)}, 当前分类={(string.IsNullOrEmpty(group.SampleType.ToString()) ? "未分类" : group.SampleType.ToString())}, 涉及金额={group.TotalAmount}");
|
||
|
||
// 如果有相似的已分类账单，添加参考信息
|
||
if (referenceRecords.TryGetValue(group.Reason, out var references))
|
||
{
|
||
billsInfo.AppendLine(" 【参考】相似且已分类的账单：");
|
||
foreach (var refer in references.Take(3)) // 最多显示3个参考
|
||
{
|
||
billsInfo.AppendLine($" - 摘要={refer.Reason}, 分类={refer.Classify}, 类型={GetTypeName(refer.Type)}, 金额={refer.Amount}");
|
||
}
|
||
}
|
||
}
|
||
|
||
var systemPrompt = $$"""
|
||
你是一个专业的账单分类助手。请根据提供的账单分组信息和分类列表，为每个分组选择最合适的分类。
|
||
|
||
可用的分类列表：
|
||
{{categoryInfo}}
|
||
|
||
分类规则：
|
||
1. 根据账单的摘要和涉及金额，选择最匹配的分类
|
||
2. 如果提供了【参考】信息，优先参考相似账单的分类，这些是历史上已分类的相似账单
|
||
3. 如果无法确定分类，可以选择"其他"
|
||
4. 每个分组可能包含多条账单，你需要为整个分组选择一个分类
|
||
|
||
请对每个分组进行分类，每次输出一个分组的分类结果，格式如下：
|
||
{"reason": "交易摘要", "type": 0:支出/1:收入/2:不计入收支(Type为Number枚举值) ,"classify": "分类名称"}
|
||
|
||
只输出JSON，不要有其他文字说明。
|
||
""";
|
||
|
||
var userPrompt = $$"""
|
||
请为以下账单分组进行分类：
|
||
|
||
{{billsInfo}}
|
||
|
||
请逐个输出分类结果。
|
||
""";
|
||
|
||
// 流式调用AI
|
||
await WriteEventAsync("start", $"开始分类，共 {sampleRecords.Length} 条账单");
|
||
|
||
// 用于存储AI返回的分组分类结果
|
||
var classifyResults = new List<(string Reason, string Classify, TransactionType Type)>();
|
||
var buffer = new StringBuilder();
|
||
var sendedIds = new HashSet<long>();
|
||
await foreach (var chunk in openAiService.ChatStreamAsync(systemPrompt, userPrompt))
|
||
{
|
||
buffer.Append(chunk);
|
||
|
||
// 尝试解析完整的JSON对象
|
||
var bufferStr = buffer.ToString();
|
||
var startIdx = 0;
|
||
while (startIdx < bufferStr.Length)
|
||
{
|
||
var openBrace = bufferStr.IndexOf('{', startIdx);
|
||
if (openBrace == -1) break;
|
||
|
||
var closeBrace = FindMatchingBrace(bufferStr, openBrace);
|
||
if (closeBrace == -1) break;
|
||
|
||
var jsonStr = bufferStr.Substring(openBrace, closeBrace - openBrace + 1);
|
||
try
|
||
{
|
||
var result = JsonSerializer.Deserialize<GroupClassifyResult>(jsonStr);
|
||
if (result != null && !string.IsNullOrEmpty(result.Reason))
|
||
{
|
||
classifyResults.Add((result.Reason, result.Classify ?? "", result.Type));
|
||
// 每一条结果单独通知
|
||
var group = groupedRecords.FirstOrDefault(g => g.Reason == result.Reason);
|
||
if (group != null)
|
||
{
|
||
// 为该分组的所有账单ID返回分类结果
|
||
foreach (var id in group.Ids)
|
||
{
|
||
if (!sendedIds.Contains(id))
|
||
{
|
||
sendedIds.Add(id);
|
||
var resultJson = JsonSerializer.Serialize(new { id, result.Classify, result.Type });
|
||
await WriteEventAsync("data", resultJson);
|
||
}
|
||
}
|
||
}
|
||
}
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogWarning(ex, "解析AI分类结果失败: {JsonStr}", jsonStr);
|
||
}
|
||
|
||
startIdx = closeBrace + 1;
|
||
}
|
||
}
|
||
|
||
await WriteEventAsync("end", "分类完成");
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "智能分类失败");
|
||
await WriteEventAsync("error", $"智能分类失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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;
|
||
// 如果提供了Type，也更新Type
|
||
if (item.Type.HasValue)
|
||
{
|
||
record.Type = item.Type.Value;
|
||
}
|
||
var success = await transactionRepository.UpdateAsync(record);
|
||
if (success)
|
||
successCount++;
|
||
else
|
||
failCount++;
|
||
}
|
||
else
|
||
{
|
||
failCount++;
|
||
}
|
||
}
|
||
|
||
return new BaseResponse
|
||
{
|
||
Success = true,
|
||
Message = $"批量更新完成，成功 {successCount} 条，失败 {failCount} 条"
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "批量更新分类失败");
|
||
return BaseResponse.Fail($"批量更新分类失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取按交易摘要分组的统计信息（支持分页）
|
||
/// </summary>
|
||
[HttpGet]
|
||
public async Task<PagedResponse<ReasonGroupDto>> GetReasonGroupsAsync(
|
||
[FromQuery] int pageIndex = 1,
|
||
[FromQuery] int pageSize = 20)
|
||
{
|
||
try
|
||
{
|
||
var (list, total) = await transactionRepository.GetReasonGroupsAsync(pageIndex, pageSize);
|
||
return new PagedResponse<ReasonGroupDto>
|
||
{
|
||
Success = true,
|
||
Data = list.ToArray(),
|
||
Total = total
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "获取交易摘要分组失败");
|
||
return PagedResponse<ReasonGroupDto>.Fail($"获取交易摘要分组失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <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);
|
||
return new BaseResponse<int>
|
||
{
|
||
Success = true,
|
||
Data = count,
|
||
Message = $"成功更新 {count} 条记录"
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "按摘要批量更新分类失败，摘要: {Reason}", dto.Reason);
|
||
return BaseResponse<int>.Fail($"按摘要批量更新分类失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 自然语言分析 - 根据用户输入的自然语言查询交易记录并预设分类
|
||
/// </summary>
|
||
[HttpPost]
|
||
public async Task<BaseResponse<NlpAnalysisResult>> NlpAnalysisAsync([FromBody] NlpAnalysisRequest request)
|
||
{
|
||
try
|
||
{
|
||
if (string.IsNullOrWhiteSpace(request.UserInput))
|
||
{
|
||
return BaseResponse<NlpAnalysisResult>.Fail("请输入查询条件");
|
||
}
|
||
|
||
// 获取所有分类
|
||
var categories = await categoryRepository.GetAllAsync();
|
||
var categoryInfo = new StringBuilder();
|
||
foreach (var type in new[] { 0, 1, 2 })
|
||
{
|
||
var typeName = GetTypeName((TransactionType)type);
|
||
categoryInfo.AppendLine($"{typeName}: ");
|
||
var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
|
||
foreach (var category in categoriesOfType)
|
||
{
|
||
categoryInfo.AppendLine($"- {category.Name}");
|
||
}
|
||
}
|
||
|
||
var systemPrompt = $$"""
|
||
你是一个专业的交易记录查询助手。用户会用自然语言描述他想要查询和分类的交易记录。
|
||
|
||
可用的分类列表：
|
||
{{categoryInfo}}
|
||
|
||
你需要分析用户的需求，提取以下信息：
|
||
1. 查询SQL, 根据用户的描述生成完整SQL语句，用于查询交易记录。例如：SELECT * FROM TransactionRecord WHERE Reason LIKE '%关键词%' OR Classify LIKE '%关键词2%' LIMIT 500
|
||
[重要Table Schema:]
|
||
```
|
||
TransactionRecord (
|
||
Id LONG,
|
||
Reason STRING NOT NULL,
|
||
Amount DECIMAL,
|
||
RefundAmount DECIMAL,
|
||
Balance DECIMAL,
|
||
OccurredAt DATETIME,
|
||
EmailMessageId LONG,
|
||
Type INT,
|
||
Classify STRING NOT NULL,
|
||
ImportNo STRING NOT NULL,
|
||
ImportFrom STRING NOT NULL
|
||
)
|
||
```
|
||
[重要]
|
||
如果用户没有限制，则最多查询500条记录；如果用户指定了时间范围，请在SQL中加入时间过滤条件。
|
||
[重要SQL限制]
|
||
必须是SELECT * FROM TransactionRecord 开头的SQL语句。
|
||
当前日期：{{DateTime.Now:yyyy年M月d日}}
|
||
[重要SQLite日期函数]
|
||
- 提取年份：strftime('%Y', OccurredAt)
|
||
- 提取月份：strftime('%m', OccurredAt)
|
||
- 提取日期：strftime('%Y-%m-%d', OccurredAt)
|
||
- 不要使用 YEAR()、MONTH()、DAY() 函数，SQLite不支持
|
||
2. 目标交易类型（0:支出, 1:收入, 2:不计入收支）
|
||
3. 目标分类名称（必须从上面的分类列表中选择）
|
||
|
||
请以JSON格式输出，格式如下：
|
||
{
|
||
"sql": "查询SQL",
|
||
"targetType": 交易类型数字,
|
||
"targetClassify": "分类名称"
|
||
}
|
||
|
||
只输出JSON，不要有其他文字说明。
|
||
""";
|
||
|
||
var userPrompt = $"用户输入：{request.UserInput}";
|
||
|
||
// 调用AI分析
|
||
var aiResponse = await openAiService.ChatAsync(systemPrompt, userPrompt);
|
||
logger.LogInformation("NLP分析AI返回结果: {Response}", aiResponse);
|
||
if (string.IsNullOrWhiteSpace(aiResponse))
|
||
{
|
||
return BaseResponse<NlpAnalysisResult>.Fail("AI分析失败，请检查AI配置");
|
||
}
|
||
|
||
// 解析AI返回的JSON
|
||
NlpAnalysisInfo? analysisInfo;
|
||
try
|
||
{
|
||
analysisInfo = JsonSerializer.Deserialize<NlpAnalysisInfo>(aiResponse);
|
||
if (analysisInfo == null)
|
||
{
|
||
return BaseResponse<NlpAnalysisResult>.Fail("AI返回格式错误");
|
||
}
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "解析AI返回结果失败，返回内容: {Response}", aiResponse);
|
||
return BaseResponse<NlpAnalysisResult>.Fail($"AI返回格式错误: {ex.Message}");
|
||
}
|
||
|
||
// 根据关键词查询交易记录
|
||
var allRecords = await transactionRepository.ExecuteRawSqlAsync(analysisInfo.Sql);
|
||
logger.LogInformation("NLP分析查询到 {Count} 条记录，SQL: {Sql}", allRecords.Count, analysisInfo.Sql);
|
||
|
||
// 为每条记录预设分类
|
||
var recordsWithClassify = allRecords.Select(r => new TransactionRecordWithClassify
|
||
{
|
||
Id = r.Id,
|
||
Reason = r.Reason ?? string.Empty,
|
||
Amount = r.Amount,
|
||
Balance = r.Balance,
|
||
Card = r.Card ?? string.Empty,
|
||
OccurredAt = r.OccurredAt,
|
||
CreateTime = r.CreateTime,
|
||
ImportFrom = r.ImportFrom ?? string.Empty,
|
||
RefundAmount = r.RefundAmount,
|
||
UpsetedType = analysisInfo.TargetType,
|
||
UpsetedClassify = analysisInfo.TargetClassify,
|
||
TargetType = r.Type,
|
||
TargetClassify = r.Classify ?? string.Empty
|
||
}).ToList();
|
||
|
||
return new BaseResponse<NlpAnalysisResult>
|
||
{
|
||
Success = true,
|
||
Data = new NlpAnalysisResult
|
||
{
|
||
Records = recordsWithClassify,
|
||
TargetType = analysisInfo.TargetType,
|
||
TargetClassify = analysisInfo.TargetClassify,
|
||
SearchKeyword = analysisInfo.Sql
|
||
}
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "NLP分析失败，用户输入: {Input}", request.UserInput);
|
||
return BaseResponse<NlpAnalysisResult>.Fail($"NLP分析失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
private async Task WriteEventAsync(string eventType, string data)
|
||
{
|
||
var message = $"event: {eventType}\ndata: {data}\n\n";
|
||
await Response.WriteAsync(message);
|
||
await Response.Body.FlushAsync();
|
||
}
|
||
|
||
/// <summary>
|
||
/// 查找匹配的右括号
|
||
/// </summary>
|
||
private static int FindMatchingBrace(string str, int startPos)
|
||
{
|
||
int braceCount = 0;
|
||
for (int i = startPos; i < str.Length; i++)
|
||
{
|
||
if (str[i] == '{') braceCount++;
|
||
else if (str[i] == '}')
|
||
{
|
||
braceCount--;
|
||
if (braceCount == 0) return i;
|
||
}
|
||
}
|
||
return -1;
|
||
}
|
||
|
||
private static string GetTypeName(TransactionType type)
|
||
{
|
||
return type switch
|
||
{
|
||
TransactionType.Expense => "支出",
|
||
TransactionType.Income => "收入",
|
||
TransactionType.None => "不计入收支",
|
||
_ => "未知"
|
||
};
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 创建交易记录DTO
|
||
/// </summary>
|
||
public record CreateTransactionDto(
|
||
string OccurredAt,
|
||
string? Reason,
|
||
decimal Amount,
|
||
TransactionType Type,
|
||
string? Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// 更新交易记录DTO
|
||
/// </summary>
|
||
public record UpdateTransactionDto(
|
||
long Id,
|
||
string? Reason,
|
||
decimal Amount,
|
||
decimal Balance,
|
||
TransactionType Type,
|
||
string? Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// 日历统计响应DTO
|
||
/// </summary>
|
||
public record DailyStatisticsDto(
|
||
string Date,
|
||
int Count,
|
||
decimal Amount
|
||
);
|
||
|
||
/// <summary>
|
||
/// 智能分类请求DTO
|
||
/// </summary>
|
||
public record SmartClassifyRequest(
|
||
List<long>? TransactionIds = null
|
||
);
|
||
|
||
/// <summary>
|
||
/// 分组分类结果DTO（用于AI返回结果解析）
|
||
/// </summary>
|
||
public record GroupClassifyResult
|
||
{
|
||
[JsonPropertyName("reason")]
|
||
public string Reason { get; set; } = string.Empty;
|
||
|
||
[JsonPropertyName("classify")]
|
||
public string? Classify { get; set; }
|
||
|
||
[JsonPropertyName("type")]
|
||
public TransactionType Type { get; set; }
|
||
}
|
||
|
||
/// <summary>
|
||
/// 批量更新分类项DTO
|
||
/// </summary>
|
||
public record BatchUpdateClassifyItem(
|
||
long Id,
|
||
string? Classify,
|
||
TransactionType? Type = null
|
||
);
|
||
|
||
/// <summary>
|
||
/// 按摘要批量更新DTO
|
||
/// </summary>
|
||
public record BatchUpdateByReasonDto(
|
||
string Reason,
|
||
TransactionType Type,
|
||
string Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// NLP分析请求DTO
|
||
/// </summary>
|
||
public record NlpAnalysisRequest(
|
||
string UserInput
|
||
);
|
||
|
||
/// <summary>
|
||
/// NLP分析结果DTO
|
||
/// </summary>
|
||
public record NlpAnalysisResult
|
||
{
|
||
public List<TransactionRecordWithClassify> Records { get; set; } = new();
|
||
public TransactionType TargetType { get; set; }
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
public string SearchKeyword { get; set; } = string.Empty;
|
||
}
|
||
|
||
/// <summary>
|
||
/// 带分类信息的交易记录DTO
|
||
/// </summary>
|
||
public record TransactionRecordWithClassify
|
||
{
|
||
public long Id { get; set; }
|
||
public string Reason { get; set; } = string.Empty;
|
||
public decimal Amount { get; set; }
|
||
public decimal Balance { get; set; }
|
||
public string Card { get; set; } = string.Empty;
|
||
public DateTime OccurredAt { get; set; }
|
||
public DateTime CreateTime { get; set; }
|
||
public string ImportFrom { get; set; } = string.Empty;
|
||
public decimal RefundAmount { get; set; }
|
||
public TransactionType UpsetedType { get; set; }
|
||
public string UpsetedClassify { get; set; } = string.Empty;
|
||
public TransactionType TargetType { get; set; }
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
}
|
||
|
||
/// <summary>
|
||
/// AI分析信息DTO（内部使用）
|
||
/// </summary>
|
||
public record NlpAnalysisInfo
|
||
{
|
||
[JsonPropertyName("sql")]
|
||
public string Sql { get; set; } = string.Empty;
|
||
|
||
[JsonPropertyName("targetType")]
|
||
public TransactionType TargetType { get; set; }
|
||
|
||
[JsonPropertyName("targetClassify")]
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
}
|
||
|
||
/// <summary>
|
||
/// 账单分析请求DTO
|
||
/// </summary>
|
||
public record BillAnalysisRequest(
|
||
string UserInput
|
||
);
|
||
|
||
/// <summary>
|
||
/// 账单查询信息DTO
|
||
/// </summary>
|
||
public class BillQueryInfo
|
||
{
|
||
[JsonPropertyName("timeRange")]
|
||
public TimeRangeInfo? TimeRange { get; set; }
|
||
|
||
[JsonPropertyName("categories")]
|
||
public List<string>? Categories { get; set; }
|
||
|
||
[JsonPropertyName("transactionType")]
|
||
public TransactionType? TransactionType { get; set; }
|
||
|
||
[JsonPropertyName("analysisType")]
|
||
public string? AnalysisType { get; set; }
|
||
}
|
||
|
||
/// <summary>
|
||
/// 时间范围信息DTO
|
||
/// </summary>
|
||
public class TimeRangeInfo
|
||
{
|
||
[JsonPropertyName("months")]
|
||
public int Months { get; set; }
|
||
|
||
[JsonPropertyName("startYear")]
|
||
public int StartYear { get; set; }
|
||
|
||
[JsonPropertyName("startMonth")]
|
||
public int? StartMonth { get; set; }
|
||
|
||
[JsonPropertyName("endYear")]
|
||
public int? EndYear { get; set; }
|
||
|
||
[JsonPropertyName("endMonth")]
|
||
public int? EndMonth { get; set; }
|
||
}
|