孙诚
556fc5af20
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730 lines
26 KiB
C#
730 lines
26 KiB
C#
namespace Service;
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public interface IBudgetService
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{
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Task<List<BudgetResult>> GetListAsync(DateTime referenceDate);
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Task<string> ArchiveBudgetsAsync(int year, int month);
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/// <summary>
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/// 获取指定分类的统计信息（月度和年度）
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/// </summary>
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Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
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/// <summary>
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/// 获取未被预算覆盖的分类统计信息
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/// </summary>
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Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null);
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Task<string?> GetArchiveSummaryAsync(int year, int month);
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Task UpdateArchiveSummaryAsync(int year, int month, string? summary);
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}
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public class BudgetService(
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IBudgetRepository budgetRepository,
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IBudgetArchiveRepository budgetArchiveRepository,
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ITransactionRecordRepository transactionRecordRepository,
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IOpenAiService openAiService,
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IConfigService configService,
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IMessageService messageService,
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ILogger<BudgetService> logger
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) : IBudgetService
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{
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public async Task<List<BudgetResult>> GetListAsync(DateTime referenceDate)
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{
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var year = referenceDate.Year;
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var month = referenceDate.Month;
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var isArchive = year < DateTime.Now.Year
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|| (year == DateTime.Now.Year && month < DateTime.Now.Month);
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if (isArchive)
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{
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var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
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if (archive != null)
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{
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var periodRange = GetPeriodRange(DateTime.Now, BudgetPeriodType.Month, referenceDate);
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return archive.Content.Select(c => new BudgetResult
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{
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Name = c.Name,
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Type = c.Type,
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Limit = c.Limit,
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Current = c.Actual,
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Category = c.Category,
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SelectedCategories = c.SelectedCategories,
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Description = c.Description,
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PeriodStart = periodRange.start,
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PeriodEnd = periodRange.end,
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}).ToList();
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}
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logger.LogWarning("获取预算列表时发现归档数据缺失，Year: {Year}, Month: {Month}", year, month);
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}
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var budgets = await budgetRepository.GetAllAsync();
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var dtos = new List<BudgetResult?>();
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foreach (var budget in budgets)
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{
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var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
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dtos.Add(BudgetResult.FromEntity(budget, currentAmount, referenceDate));
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}
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// 创造虚拟的存款预算
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dtos.Add(await GetVirtualSavingsDtoAsync(
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BudgetPeriodType.Month,
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referenceDate,
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budgets));
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dtos.Add(await GetVirtualSavingsDtoAsync(
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BudgetPeriodType.Year,
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referenceDate,
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budgets));
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return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
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}
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public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
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{
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var budgets = await GetListAsync(referenceDate);
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var result = new BudgetCategoryStats();
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// 获取月度统计
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result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, referenceDate);
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// 获取年度统计
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result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, referenceDate);
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return result;
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}
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public async Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null)
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{
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var date = referenceDate ?? DateTime.Now;
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var transactionType = category switch
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{
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BudgetCategory.Expense => TransactionType.Expense,
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BudgetCategory.Income => TransactionType.Income,
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_ => TransactionType.None
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};
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if (transactionType == TransactionType.None) return new List<UncoveredCategoryDetail>();
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// 1. 获取所有预算
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var budgets = (await budgetRepository.GetAllAsync()).ToList();
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var coveredCategories = budgets
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.Where(b => b.Category == category)
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.SelectMany(b => b.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries))
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.ToHashSet();
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// 2. 获取分类统计
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var stats = await transactionRecordRepository.GetCategoryStatisticsAsync(date.Year, date.Month, transactionType);
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// 3. 过滤未覆盖的
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return stats
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.Where(s => !coveredCategories.Contains(s.Classify))
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.Select(s => new UncoveredCategoryDetail
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{
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Category = s.Classify,
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TransactionCount = s.Count,
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TotalAmount = s.Amount
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})
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.OrderByDescending(x => x.TotalAmount)
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.ToList();
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}
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public async Task<string?> GetArchiveSummaryAsync(int year, int month)
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{
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var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
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return archive?.Summary;
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}
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public async Task UpdateArchiveSummaryAsync(int year, int month, string? summary)
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{
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var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
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if (archive == null)
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{
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await ArchiveBudgetsAsync(year, month);
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archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
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}
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if (archive != null)
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{
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archive.Summary = summary;
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await budgetArchiveRepository.UpdateAsync(archive);
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}
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}
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private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
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List<BudgetResult> budgets,
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BudgetCategory category,
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BudgetPeriodType statType,
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DateTime referenceDate)
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{
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var result = new BudgetStatsDto
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{
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PeriodType = statType,
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Rate = 0,
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Current = 0,
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Limit = 0,
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Count = 0
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};
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// 获取当前分类下所有预算
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var relevant = budgets
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.Where(b => b.Category == category)
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.ToList();
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if (relevant.Count == 0)
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{
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return result;
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}
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result.Count = relevant.Count;
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decimal totalCurrent = 0;
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decimal totalLimit = 0;
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foreach (var budget in relevant)
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{
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// 限额折算
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var itemLimit = budget.Limit;
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if (statType == BudgetPeriodType.Month && budget.Type == BudgetPeriodType.Year)
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{
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// 月度视图下，年度预算不参与限额计算
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itemLimit = 0;
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}
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else if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
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{
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// 年度视图下，月度预算折算为年度
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itemLimit = budget.Limit * 12;
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}
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totalLimit += itemLimit;
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// 当前值累加
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var currentAmount = await CalculateCurrentAmountAsync(new()
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{
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Name = budget.Name,
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Type = budget.Type,
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Limit = budget.Limit,
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Category = budget.Category,
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SelectedCategories = string.Join(',', budget.SelectedCategories),
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StartDate = new DateTime(referenceDate.Year, referenceDate.Month, 1)
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}, referenceDate);
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if (budget.Type == statType)
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{
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totalCurrent += currentAmount;
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}
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else
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{
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// 如果周期不匹配
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if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
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{
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// 在年度视图下，月度预算计入其当前值（作为对年度目前的贡献）
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totalCurrent += currentAmount;
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}
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// 月度视图下，年度预算的 current 不计入
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}
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}
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result.Limit = totalLimit;
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result.Current = totalCurrent;
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result.Rate = totalLimit > 0 ? totalCurrent / totalLimit * 100 : 0;
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return result;
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}
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public async Task<string> ArchiveBudgetsAsync(int year, int month)
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{
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var referenceDate = new DateTime(year, month, 1);
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var budgets = await GetListAsync(referenceDate);
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var content = budgets.Select(b => new BudgetArchiveContent
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{
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Name = b.Name,
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Type = b.Type,
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Limit = b.Limit,
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Actual = b.Current,
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Category = b.Category,
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SelectedCategories = b.SelectedCategories,
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Description = b.Description
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}).ToArray();
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var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
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if (archive != null)
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{
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archive.Content = content;
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archive.ArchiveDate = DateTime.Now;
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if (!await budgetArchiveRepository.UpdateAsync(archive))
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{
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return "更新预算归档失败";
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}
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}
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else
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{
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archive = new BudgetArchive
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{
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Year = year,
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Month = month,
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Content = content,
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ArchiveDate = DateTime.Now
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};
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if (!await budgetArchiveRepository.AddAsync(archive))
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{
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return "保存预算归档失败";
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}
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}
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_ = NotifyAsync(year, month);
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return string.Empty;
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}
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private async Task NotifyAsync(int year, int month)
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{
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try
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{
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var archives = await budgetArchiveRepository.GetListAsync(year, month);
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var archiveData = archives.SelectMany(a => a.Content.Select(c => new
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{
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c.Name,
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Type = c.Type.ToString(),
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c.Limit,
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c.Actual,
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Category = c.Category.ToString(),
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c.SelectedCategories
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})).ToList();
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var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
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$"""
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SELECT
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COUNT(*) AS TransactionCount,
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SUM(ABS(Amount)) AS TotalAmount,
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Type,
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Classify
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FROM TransactionRecord
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WHERE OccurredAt >= '{year}-01-01'
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AND OccurredAt < '{year + 1}-01-01'
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GROUP BY Type, Classify
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ORDER BY TotalAmount DESC
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"""
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);
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var monthYear = new DateTime(year, month, 1).AddMonths(1);
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var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
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$"""
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SELECT
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COUNT(*) AS TransactionCount,
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SUM(ABS(Amount)) AS TotalAmount,
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Type,
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Classify
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FROM TransactionRecord
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WHERE OccurredAt >= '{year}-{month:00}-01'
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AND OccurredAt < '{monthYear:yyyy-MM-dd}'
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GROUP BY Type, Classify
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ORDER BY TotalAmount DESC
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"""
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);
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// 分析未被预算覆盖的分类 (仅针对支出类型 Type=0)
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var budgetedCategories = archiveData
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.SelectMany(b => b.SelectedCategories)
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.Where(c => !string.IsNullOrEmpty(c))
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.Distinct()
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.ToHashSet();
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var uncovered = monthTransactions
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.Where(t =>
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{
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var dict = (IDictionary<string, object>)t;
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var classify = dict["Classify"]?.ToString() ?? "";
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var type = Convert.ToInt32(dict["Type"]);
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return type == 0 && !budgetedCategories.Contains(classify);
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})
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.ToList();
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logger.LogInformation("预算执行数据{JSON}", JsonSerializer.Serialize(archiveData));
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logger.LogInformation("本月消费明细{JSON}", JsonSerializer.Serialize(monthTransactions));
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logger.LogInformation("全年累计消费概况{JSON}", JsonSerializer.Serialize(yearTransactions));
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logger.LogInformation("未被预算覆盖的分类{JSON}", JsonSerializer.Serialize(uncovered));
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var dataPrompt = $"""
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报告周期：{year}年{month}月
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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）。
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1. 预算执行数据（JSON）：
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{JsonSerializer.Serialize(archiveData)}
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2. 本月消费明细（按分类, JSON）：
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{JsonSerializer.Serialize(monthTransactions)}
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3. 全年累计消费概况（按分类, JSON）：
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{JsonSerializer.Serialize(yearTransactions)}
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4. 未被任何预算覆盖的支出分类（JSON）：
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{JsonSerializer.Serialize(uncovered)}
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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：
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【内容要求】
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1. 概览：总结本月预算达成情况。
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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）。
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3. 超支/异常预警：重点分析超支项或支出异常的分类。
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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。
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5. 改进建议：根据当前时间进度和预算完成进度，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。
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6. 语言风格：专业、清晰、简洁，适合财务报告阅读。
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7.
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【格式要求】
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1. 使用HTML格式（移动端H5页面风格）
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2. 生成清晰的报告标题（基于用户问题）
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3. 使用表格展示统计数据（table > thead/tbody > tr > th/td），
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3.1 table要求不能超过屏幕宽度，尽可能简洁明了，避免冗余信息
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3.2 预算金额精确到整数即可，实际金额精确到小数点后1位
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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）
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5. 支出金额用 <span class='expense-value'>金额</span> 包裹
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6. 收入金额用 <span class='income-value'>金额</span> 包裹
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7. 重要结论用 <span class='highlight'>内容</span> 高亮
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【样式限制（重要）】
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8. 不要包含 html、body、head 标签
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9. 不要使用任何 style 属性或 <style> 标签
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10. 不要设置 background、background-color、color 等样式属性
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11. 不要使用 div 包裹大段内容
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【系统信息】
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当前时间：{DateTime.Now:yyyy-MM-dd HH:mm:ss}
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预算归档周期：{year}年{month}月
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直接输出纯净 HTML 内容，不要带有 Markdown 代码块包裹。
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""";
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var htmlReport = await openAiService.ChatAsync(dataPrompt);
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if (!string.IsNullOrEmpty(htmlReport))
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{
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await messageService.AddAsync(
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title: $"{year}年{month}月 - 预算归档报告",
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content: htmlReport,
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type: MessageType.Html,
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url: "/balance?tab=message");
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}
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "生成预算执行通知报告失败");
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}
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}
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private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
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{
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var referenceDate = now ?? DateTime.Now;
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var (startDate, endDate) = GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
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return await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
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}
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internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
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{
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DateTime start;
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DateTime end;
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if (type == BudgetPeriodType.Month)
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{
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start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
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end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
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}
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else if (type == BudgetPeriodType.Year)
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{
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start = new DateTime(referenceDate.Year, 1, 1);
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end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
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}
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else
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{
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start = startDate;
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end = DateTime.MaxValue;
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}
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return (start, end);
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}
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private async Task<BudgetResult?> GetVirtualSavingsDtoAsync(
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BudgetPeriodType periodType,
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DateTime? referenceDate = null,
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IEnumerable<BudgetRecord>? existingBudgets = null)
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{
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var allBudgets = existingBudgets;
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if (existingBudgets == null)
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{
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allBudgets = await budgetRepository.GetAllAsync();
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}
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if (allBudgets == null)
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{
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return null;
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}
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var date = referenceDate ?? DateTime.Now;
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decimal incomeLimitAtPeriod = 0;
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decimal expenseLimitAtPeriod = 0;
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var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
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var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
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foreach (var b in allBudgets)
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{
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if (b.Category == BudgetCategory.Savings) continue;
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// 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
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decimal factor = 1.0m;
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if (periodType == BudgetPeriodType.Year)
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{
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factor = b.Type switch
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{
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BudgetPeriodType.Month => 12,
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BudgetPeriodType.Year => 1,
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_ => 0
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};
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}
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else if (periodType == BudgetPeriodType.Month)
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{
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factor = b.Type switch
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{
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BudgetPeriodType.Month => 1,
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||
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>{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>{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 virtualBudget = await BuildVirtualSavingsBudgetRecordAsync(
|
||
periodType == BudgetPeriodType.Year ? -1 : -2,
|
||
date,
|
||
incomeLimitAtPeriod - expenseLimitAtPeriod);
|
||
|
||
// 计算实际发生的 收入 - 支出
|
||
var current = await CalculateCurrentAmountAsync(new BudgetRecord
|
||
{
|
||
Category = virtualBudget.Category,
|
||
Type = virtualBudget.Type,
|
||
SelectedCategories = virtualBudget.SelectedCategories,
|
||
StartDate = virtualBudget.StartDate,
|
||
}, date);
|
||
|
||
return BudgetResult.FromEntity(virtualBudget, current, date, description.ToString());
|
||
}
|
||
|
||
private async Task<BudgetRecord> BuildVirtualSavingsBudgetRecordAsync(
|
||
long id,
|
||
DateTime date,
|
||
decimal limit)
|
||
{
|
||
var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
|
||
return new BudgetRecord
|
||
{
|
||
Id = id,
|
||
Name = id == -1 ? "年度存款" : "月度存款",
|
||
Category = BudgetCategory.Savings,
|
||
Type = id == -1 ? BudgetPeriodType.Year : BudgetPeriodType.Month,
|
||
Limit = limit,
|
||
StartDate = id == -1
|
||
? new DateTime(date.Year, 1, 1)
|
||
: new DateTime(date.Year, date.Month, 1),
|
||
SelectedCategories = savingsCategories
|
||
};
|
||
}
|
||
}
|
||
|
||
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 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(','),
|
||
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
|
||
};
|
||
}
|
||
}
|
||
/// <summary>
|
||
/// 预算统计结果 DTO
|
||
/// </summary>
|
||
public class BudgetStatsDto
|
||
{
|
||
/// <summary>
|
||
/// 统计周期类型（Month/Year）
|
||
/// </summary>
|
||
public BudgetPeriodType PeriodType { get; set; }
|
||
|
||
/// <summary>
|
||
/// 使用率百分比（0-100）
|
||
/// </summary>
|
||
public decimal Rate { get; set; }
|
||
|
||
/// <summary>
|
||
/// 实际金额
|
||
/// </summary>
|
||
public decimal Current { get; set; }
|
||
|
||
/// <summary>
|
||
/// 目标/限额金额
|
||
/// </summary>
|
||
public decimal Limit { get; set; }
|
||
|
||
/// <summary>
|
||
/// 预算项数量
|
||
/// </summary>
|
||
public int Count { get; set; }
|
||
}
|
||
|
||
/// <summary>
|
||
/// 分类统计结果
|
||
/// </summary>
|
||
public class BudgetCategoryStats
|
||
{
|
||
/// <summary>
|
||
/// 月度统计
|
||
/// </summary>
|
||
public BudgetStatsDto Month { get; set; } = new();
|
||
|
||
/// <summary>
|
||
/// 年度统计
|
||
/// </summary>
|
||
public BudgetStatsDto Year { get; set; } = new();
|
||
}
|
||
public class UncoveredCategoryDetail
|
||
{
|
||
public string Category { get; set; } = string.Empty;
|
||
public int TransactionCount { get; set; }
|
||
public decimal TotalAmount { get; set; }
|
||
}
|