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EmailBill/Service/Transaction/TransactionStatisticsService.cs
SunCheng e93c3d6bae
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测试覆盖率
2026-01-28 17:00:58 +08:00

336 lines
11 KiB
C#

namespace Service.Transaction;
public interface ITransactionStatisticsService
{
Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsAsync(int year, int month, string? savingClassify = null);
Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsByRangeAsync(DateTime startDate, DateTime endDate, string? savingClassify = null);
Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month);
Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type);
Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount);
Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20);
Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10);
Task<Dictionary<DateTime, decimal>> GetFilteredTrendStatisticsAsync(
DateTime startDate,
DateTime endDate,
TransactionType type,
IEnumerable<string> classifies,
bool groupByMonth = false);
Task<Dictionary<(string, TransactionType), decimal>> GetAmountGroupByClassifyAsync(DateTime startTime, DateTime endTime);
}
public class TransactionStatisticsService(
ITransactionRecordRepository transactionRepository
) : ITransactionStatisticsService
{
public async Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsAsync(int year, int month, string? savingClassify = null)
{
var startDate = new DateTime(year, month, 1);
var endDate = startDate.AddMonths(1);
return await GetDailyStatisticsByRangeAsync(startDate, endDate, savingClassify);
}
public async Task<Dictionary<string, (int count, decimal expense, decimal income, decimal saving)>> GetDailyStatisticsByRangeAsync(DateTime startDate, DateTime endDate, string? savingClassify = null)
{
var records = await transactionRepository.QueryAsync(
startDate: startDate,
endDate: endDate,
pageSize: int.MaxValue);
return records
.GroupBy(t => t.OccurredAt.ToString("yyyy-MM-dd"))
.ToDictionary(
g => g.Key,
g =>
{
var income = g.Where(t => t.Type == TransactionType.Income).Sum(t => Math.Abs(t.Amount));
var expense = g.Where(t => t.Type == TransactionType.Expense).Sum(t => Math.Abs(t.Amount));
var saving = 0m;
if (!string.IsNullOrEmpty(savingClassify))
{
saving = g.Where(t => savingClassify.Split(',').Contains(t.Classify)).Sum(t => Math.Abs(t.Amount));
}
return (count: g.Count(), expense, income, saving);
}
);
}
public async Task<MonthlyStatistics> GetMonthlyStatisticsAsync(int year, int month)
{
var records = await transactionRepository.QueryAsync(
year: year,
month: month,
pageSize: int.MaxValue);
var statistics = new MonthlyStatistics
{
Year = year,
Month = month
};
foreach (var record in records)
{
var amount = Math.Abs(record.Amount);
if (record.Type == TransactionType.Expense)
{
statistics.TotalExpense += amount;
statistics.ExpenseCount++;
}
else if (record.Type == TransactionType.Income)
{
statistics.TotalIncome += amount;
statistics.IncomeCount++;
}
}
statistics.Balance = statistics.TotalIncome - statistics.TotalExpense;
statistics.TotalCount = records.Count;
return statistics;
}
public async Task<List<CategoryStatistics>> GetCategoryStatisticsAsync(int year, int month, TransactionType type)
{
var records = await transactionRepository.QueryAsync(
year: year,
month: month,
type: type,
pageSize: int.MaxValue);
var categoryGroups = records
.GroupBy(t => t.Classify)
.Select(g => new CategoryStatistics
{
Classify = g.Key,
Amount = g.Sum(t => Math.Abs(t.Amount)),
Count = g.Count()
})
.OrderByDescending(c => c.Amount)
.ToList();
var total = categoryGroups.Sum(c => c.Amount);
if (total > 0)
{
foreach (var category in categoryGroups)
{
category.Percent = Math.Round((category.Amount / total) * 100, 1);
}
}
return categoryGroups;
}
public async Task<List<TrendStatistics>> GetTrendStatisticsAsync(int startYear, int startMonth, int monthCount)
{
var trends = new List<TrendStatistics>();
for (var i = 0; i < monthCount; i++)
{
var targetYear = startYear;
var targetMonth = startMonth + i;
while (targetMonth > 12)
{
targetMonth -= 12;
targetYear++;
}
var records = await transactionRepository.QueryAsync(
year: targetYear,
month: targetMonth,
pageSize: int.MaxValue);
var expense = records.Where(t => t.Type == TransactionType.Expense).Sum(t => Math.Abs(t.Amount));
var income = records.Where(t => t.Type == TransactionType.Income).Sum(t => Math.Abs(t.Amount));
trends.Add(new TrendStatistics
{
Year = targetYear,
Month = targetMonth,
Expense = expense,
Income = income,
Balance = income - expense
});
}
return trends;
}
public async Task<(List<ReasonGroupDto> list, int total)> GetReasonGroupsAsync(int pageIndex = 1, int pageSize = 20)
{
var records = await transactionRepository.QueryAsync(
pageSize: int.MaxValue);
var unclassifiedRecords = records
.Where(t => !string.IsNullOrEmpty(t.Reason) && string.IsNullOrEmpty(t.Classify))
.GroupBy(t => t.Reason)
.Select(g => new
{
Reason = g.Key,
Count = g.Count(),
TotalAmount = g.Sum(r => r.Amount),
SampleType = g.First().Type,
SampleClassify = g.First().Classify,
TransactionIds = g.Select(r => r.Id).ToList()
})
.OrderByDescending(g => Math.Abs(g.TotalAmount))
.ToList();
var total = unclassifiedRecords.Count;
var pagedGroups = unclassifiedRecords
.Skip((pageIndex - 1) * pageSize)
.Take(pageSize)
.Select(g => new ReasonGroupDto
{
Reason = g.Reason,
Count = g.Count,
SampleType = g.SampleType,
SampleClassify = g.SampleClassify,
TransactionIds = g.TransactionIds,
TotalAmount = Math.Abs(g.TotalAmount)
})
.ToList();
return (pagedGroups, total);
}
public async Task<List<(TransactionRecord record, double relevanceScore)>> GetClassifiedByKeywordsWithScoreAsync(List<string> keywords, double minMatchRate = 0.3, int limit = 10)
{
if (keywords.Count == 0)
{
return [];
}
var candidates = await transactionRepository.GetClassifiedByKeywordsAsync(keywords, limit: int.MaxValue);
var scoredResults = candidates
.Select(record =>
{
var matchedCount = keywords.Count(keyword => record.Reason.Contains(keyword, StringComparison.OrdinalIgnoreCase));
var matchRate = (double)matchedCount / keywords.Count;
var exactMatchBonus = keywords.Any(k => record.Reason.Equals(k, StringComparison.OrdinalIgnoreCase)) ? 0.2 : 0.0;
var avgKeywordLength = keywords.Average(k => k.Length);
var lengthSimilarity = 1.0 - Math.Min(1.0, Math.Abs(record.Reason.Length - avgKeywordLength) / Math.Max(record.Reason.Length, avgKeywordLength));
var lengthBonus = lengthSimilarity * 0.1;
var score = matchRate + exactMatchBonus + lengthBonus;
return (record, score);
})
.Where(x => x.score >= minMatchRate)
.OrderByDescending(x => x.score)
.ThenByDescending(x => x.record.OccurredAt)
.Take(limit)
.ToList();
return scoredResults;
}
public async Task<Dictionary<DateTime, decimal>> GetFilteredTrendStatisticsAsync(
DateTime startDate,
DateTime endDate,
TransactionType type,
IEnumerable<string> classifies,
bool groupByMonth = false)
{
var records = await transactionRepository.QueryAsync(
startDate: startDate,
endDate: endDate,
type: type,
classifies: classifies.ToArray(),
pageSize: int.MaxValue);
if (groupByMonth)
{
return records
.GroupBy(t => new DateTime(t.OccurredAt.Year, t.OccurredAt.Month, 1))
.ToDictionary(g => g.Key, g => g.Sum(x => Math.Abs(x.Amount)));
}
return records
.GroupBy(t => t.OccurredAt.Date)
.ToDictionary(g => g.Key, g => g.Sum(x => Math.Abs(x.Amount)));
}
public async Task<Dictionary<(string, TransactionType), decimal>> GetAmountGroupByClassifyAsync(DateTime startTime, DateTime endTime)
{
var records = await transactionRepository.QueryAsync(
startDate: startTime,
endDate: endTime,
pageSize: int.MaxValue);
return records
.GroupBy(t => new { t.Classify, t.Type })
.ToDictionary(g => (g.Key.Classify, g.Key.Type), g => g.Sum(t => t.Amount));
}
}
public record ReasonGroupDto
{
public string Reason { get; set; } = string.Empty;
public int Count { get; set; }
public TransactionType SampleType { get; set; }
public string SampleClassify { get; set; } = string.Empty;
public List<long> TransactionIds { get; set; } = [];
public decimal TotalAmount { get; set; }
}
public record MonthlyStatistics
{
public int Year { get; set; }
public int Month { get; set; }
public decimal TotalExpense { get; set; }
public decimal TotalIncome { get; set; }
public decimal Balance { get; set; }
public int ExpenseCount { get; set; }
public int IncomeCount { get; set; }
public int TotalCount { get; set; }
}
public record CategoryStatistics
{
public string Classify { get; set; } = string.Empty;
public decimal Amount { get; set; }
public int Count { get; set; }
public decimal Percent { get; set; }
}
public record TrendStatistics
{
public int Year { get; set; }
public int Month { get; set; }
public decimal Expense { get; set; }
public decimal Income { get; set; }
public decimal Balance { get; set; }
}