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711 lines
26 KiB
C#
711 lines
26 KiB
C#
namespace Service.Budget;
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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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/// <summary>
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/// 获取指定周期的存款预算信息
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/// </summary>
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Task<BudgetResult?> GetSavingsBudgetAsync(int year, int month, BudgetPeriodType type);
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}
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[UsedImplicitly]
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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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IMessageService messageService,
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ILogger<BudgetService> logger,
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IBudgetSavingsService budgetSavingsService,
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IDateTimeProvider dateTimeProvider
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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 < dateTimeProvider.Now.Year
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|| (year == dateTimeProvider.Now.Year && month < dateTimeProvider.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 (start, end) = GetPeriodRange(dateTimeProvider.Now, BudgetPeriodType.Month, referenceDate);
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return [.. archive.Content.Select(c => new BudgetResult
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{
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Id = c.Id,
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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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NoLimit = c.NoLimit,
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IsMandatoryExpense = c.IsMandatoryExpense,
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Description = c.Description,
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PeriodStart = start,
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PeriodEnd = end,
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})];
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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 budgetSavingsService.GetSavingsDtoAsync(
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BudgetPeriodType.Month,
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referenceDate,
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budgets));
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dtos.Add(await budgetSavingsService.GetSavingsDtoAsync(
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BudgetPeriodType.Year,
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referenceDate,
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budgets));
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dtos = dtos
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.Where(x => x != null)
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.Cast<BudgetResult>()
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.OrderByDescending(x => x.IsMandatoryExpense)
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.ThenBy(x => x.Type)
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.ThenByDescending(x => x.Current)
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.ToList()!;
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return [.. dtos.Where(dto => dto != null).Cast<BudgetResult>()];
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}
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public async Task<BudgetResult?> GetSavingsBudgetAsync(int year, int month, BudgetPeriodType type)
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{
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var referenceDate = new DateTime(year, month, 1);
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return await budgetSavingsService.GetSavingsDtoAsync(type, referenceDate);
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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 ?? dateTimeProvider.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 [];
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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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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，排除不记额预算
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var relevant = budgets
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.Where(b => b.Category == category && !b.NoLimit)
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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 selectedCategories = string.Join(',', budget.SelectedCategories);
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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 = selectedCategories,
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StartDate = new DateTime(referenceDate.Year, referenceDate.Month, 1),
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IsMandatoryExpense = budget.IsMandatoryExpense
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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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// 计算每日/每月趋势
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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)
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{
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var hasGlobalBudget = relevant.Any(b => b.SelectedCategories.Length == 0);
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var allClassifies = hasGlobalBudget
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? []
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: relevant
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.SelectMany(b => b.SelectedCategories)
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.Distinct()
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.ToList();
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DateTime startDate, endDate;
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bool groupByMonth;
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if (statType == BudgetPeriodType.Month)
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{
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startDate = new DateTime(referenceDate.Year, referenceDate.Month, 1);
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endDate = startDate.AddMonths(1).AddDays(-1);
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groupByMonth = false;
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}
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else // Year
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{
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startDate = new DateTime(referenceDate.Year, 1, 1);
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endDate = startDate.AddYears(1).AddDays(-1);
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groupByMonth = true;
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}
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var dailyStats = await transactionRecordRepository.GetFilteredTrendStatisticsAsync(
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startDate,
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endDate,
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transactionType,
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allClassifies,
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groupByMonth);
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decimal accumulated = 0;
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var now = dateTimeProvider.Now;
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if (statType == BudgetPeriodType.Month)
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{
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var daysInMonth = DateTime.DaysInMonth(startDate.Year, startDate.Month);
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for (int i = 1; i <= daysInMonth; i++)
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{
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var currentDate = new DateTime(startDate.Year, startDate.Month, i);
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if (currentDate.Date > now.Date)
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{
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result.Trend.Add(null);
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continue;
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}
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if (dailyStats.TryGetValue(currentDate.Date, out var amount))
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{
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accumulated += amount;
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}
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result.Trend.Add(accumulated);
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}
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}
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else // Year
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{
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for (int i = 1; i <= 12; i++)
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{
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var currentMonthDate = new DateTime(startDate.Year, i, 1);
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if (currentMonthDate.Year > now.Year || (currentMonthDate.Year == now.Year && i > now.Month))
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{
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result.Trend.Add(null);
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continue;
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}
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if (dailyStats.TryGetValue(currentMonthDate, out var amount))
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{
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accumulated += amount;
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}
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result.Trend.Add(accumulated);
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}
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}
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}
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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 expenseSurplus = budgets
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.Where(b => b.Category == BudgetCategory.Expense && !b.NoLimit && b.Type == BudgetPeriodType.Month)
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.Sum(b => b.Limit - b.Current);
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var incomeSurplus = budgets
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.Where(b => b.Category == BudgetCategory.Income && !b.NoLimit && b.Type == BudgetPeriodType.Month)
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.Sum(b => b.Current - b.Limit);
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var content = budgets.Select(b => new BudgetArchiveContent
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{
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Id = b.Id,
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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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NoLimit = b.NoLimit,
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IsMandatoryExpense = b.IsMandatoryExpense,
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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 = dateTimeProvider.Now;
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archive.ExpenseSurplus = expenseSurplus;
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archive.IncomeSurplus = incomeSurplus;
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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 = dateTimeProvider.Now,
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ExpenseSurplus = expenseSurplus,
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IncomeSurplus = incomeSurplus
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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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1. 预算执行数据（JSON）：
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{JsonSerializer.Serialize(archiveData)}
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2. 本月账单类目明细（按分类, JSON）：
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{JsonSerializer.Serialize(monthTransactions)}
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3. 全年累计账单类目明细（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. 如果报告月份是12月，需要报告年度预算的执行情况。
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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）】
|
||
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
|
||
|
||
【系统信息】
|
||
当前时间：{dateTimeProvider.Now:yyyy-MM-dd HH:mm:ss}
|
||
预算归档周期：{year}年{month}月
|
||
|
||
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,
|
||
url: "/balance?tab=message");
|
||
|
||
// 同时保存到归档总结
|
||
var first = archives.First();
|
||
first.Summary = htmlReport;
|
||
await budgetArchiveRepository.UpdateAsync(first);
|
||
}
|
||
}
|
||
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)
|
||
{
|
||
var referenceDate = now ?? dateTimeProvider.Now;
|
||
var (startDate, endDate) = GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
|
||
|
||
var actualAmount = await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
|
||
|
||
// 如果是硬性消费，且是当前年当前月，则根据经过的天数累加
|
||
if (actualAmount == 0
|
||
&& budget.IsMandatoryExpense
|
||
&& referenceDate.Year == startDate.Year
|
||
&& (budget.Type == BudgetPeriodType.Year || referenceDate.Month == startDate.Month))
|
||
{
|
||
if (budget.Type == BudgetPeriodType.Month)
|
||
{
|
||
// 计算本月的天数
|
||
var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
|
||
// 计算当前已经过的天数（包括今天）
|
||
var daysElapsed = referenceDate.Day;
|
||
// 根据预算金额和经过天数计算应累加的金额
|
||
var mandatoryAccumulation = budget.Limit * daysElapsed / daysInMonth;
|
||
// 返回实际消费和硬性消费累加中的较大值
|
||
return mandatoryAccumulation;
|
||
}
|
||
|
||
if (budget.Type == BudgetPeriodType.Year)
|
||
{
|
||
// 计算本年的天数（考虑闰年）
|
||
var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
|
||
// 计算当前已经过的天数（包括今天）
|
||
var daysElapsed = referenceDate.DayOfYear;
|
||
// 根据预算金额和经过天数计算应累加的金额
|
||
var mandatoryAccumulation = budget.Limit * daysElapsed / daysInYear;
|
||
// 返回实际消费和硬性消费累加中的较大值
|
||
return mandatoryAccumulation;
|
||
}
|
||
|
||
}
|
||
|
||
return actualAmount;
|
||
}
|
||
|
||
internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
|
||
{
|
||
DateTime start;
|
||
DateTime end;
|
||
|
||
if (type == BudgetPeriodType.Month)
|
||
{
|
||
start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
|
||
end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
|
||
}
|
||
else if (type == BudgetPeriodType.Year)
|
||
{
|
||
start = new DateTime(referenceDate.Year, 1, 1);
|
||
end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
|
||
}
|
||
else
|
||
{
|
||
start = startDate;
|
||
end = DateTime.MaxValue;
|
||
}
|
||
|
||
return (start, end);
|
||
}
|
||
}
|
||
|
||
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; } = [];
|
||
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 bool NoLimit { get; set; }
|
||
public bool IsMandatoryExpense { get; set; }
|
||
public string Description { get; set; } = string.Empty;
|
||
|
||
public static BudgetResult FromEntity(
|
||
BudgetRecord entity,
|
||
decimal currentAmount,
|
||
DateTime referenceDate,
|
||
string description = "")
|
||
{
|
||
var date = referenceDate;
|
||
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)
|
||
? []
|
||
: 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,
|
||
NoLimit = entity.NoLimit,
|
||
IsMandatoryExpense = entity.IsMandatoryExpense,
|
||
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>
|
||
/// 每日/每月累计金额趋势（对应当前周期内的实际发生额累计值）
|
||
/// </summary>
|
||
public List<decimal?> Trend { 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; }
|
||
}
|