Files
EmailBill/.doc/TransactionRecordRepository.md
SunCheng d052ae5197 fix
2026-02-10 17:49:19 +08:00

456 lines
13 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# TransactionRecordRepository 查询语句文档
本文档整理了所有与账单(TransactionRecord)相关的查询语句包括仓储层、服务层中的SQL查询。
## 目录
1. [TransactionRecordRepository 查询方法](#transactionrecordrepository-查询方法)
2. [其他仓储中的账单查询](#其他仓储中的账单查询)
3. [服务层中的SQL查询](#服务层中的sql查询)
4. [总结](#总结)
---
## TransactionRecordRepository 查询方法
### 1. 基础查询
#### 1.1 根据邮件ID和交易时间检查是否存在
```csharp
/// 位置: TransactionRecordRepository.cs:94-99
return await FreeSql.Select<TransactionRecord>()
.Where(t => t.EmailMessageId == emailMessageId && t.OccurredAt == occurredAt)
.FirstAsync();
```
#### 1.2 根据导入编号检查是否存在
```csharp
/// 位置: TransactionRecordRepository.cs:101-106
return await FreeSql.Select<TransactionRecord>()
.Where(t => t.ImportNo == importNo && t.ImportFrom == importFrom)
.FirstAsync();
```
---
### 2. 核心查询构建器
#### 2.1 BuildQuery() 私有方法 - 统一查询构建
```csharp
/// 位置: TransactionRecordRepository.cs:53-92
private ISelect<TransactionRecord> BuildQuery(
int? year = null,
int? month = null,
DateTime? startDate = null,
DateTime? endDate = null,
TransactionType? type = null,
string[]? classifies = null,
string? searchKeyword = null,
string? reason = null)
{
var query = FreeSql.Select<TransactionRecord>();
// 搜索关键词条件Reason/Classify/Card/ImportFrom
query = query.WhereIf(!string.IsNullOrWhiteSpace(searchKeyword),
t => t.Reason.Contains(searchKeyword!) ||
t.Classify.Contains(searchKeyword!) ||
t.Card.Contains(searchKeyword!) ||
t.ImportFrom.Contains(searchKeyword!))
.WhereIf(!string.IsNullOrWhiteSpace(reason),
t => t.Reason == reason);
// 按分类筛选(处理"未分类"特殊情况)
if (classifies is { Length: > 0 })
{
var filterClassifies = classifies.Select(c => c == "未分类" ? string.Empty : c).ToList();
query = query.Where(t => filterClassifies.Contains(t.Classify));
}
// 按交易类型筛选
query = query.WhereIf(type.HasValue, t => t.Type == type!.Value);
// 按年月筛选
if (year.HasValue && month.HasValue)
{
var dateStart = new DateTime(year.Value, month.Value, 1);
var dateEnd = dateStart.AddMonths(1);
query = query.Where(t => t.OccurredAt >= dateStart && t.OccurredAt < dateEnd);
}
// 按日期范围筛选
query = query.WhereIf(startDate.HasValue, t => t.OccurredAt >= startDate!.Value)
.WhereIf(endDate.HasValue, t => t.OccurredAt <= endDate!.Value);
return query;
}
```
---
### 3. 分页查询与统计
#### 3.1 分页获取交易记录列表
```csharp
/// 位置: TransactionRecordRepository.cs:108-137
var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
// 排序:按金额或按时间
if (sortByAmount)
{
return await query
.OrderByDescending(t => t.Amount)
.OrderByDescending(t => t.Id)
.Page(pageIndex, pageSize)
.ToListAsync();
}
return await query
.OrderByDescending(t => t.OccurredAt)
.OrderByDescending(t => t.Id)
.Page(pageIndex, pageSize)
.ToListAsync();
```
#### 3.2 获取总数(与分页查询条件相同)
```csharp
/// 位置: TransactionRecordRepository.cs:139-151
var query = BuildQuery(year, month, startDate, endDate, type, classifies, searchKeyword, reason);
return await query.CountAsync();
```
#### 3.3 获取所有不同的交易分类
```csharp
/// 位置: TransactionRecordRepository.cs:153-159
return await FreeSql.Select<TransactionRecord>()
.Where(t => !string.IsNullOrEmpty(t.Classify))
.Distinct()
.ToListAsync(t => t.Classify);
```
---
### 4. 按邮件相关查询
#### 4.1 获取指定邮件的交易记录列表
```csharp
/// 位置: TransactionRecordRepository.cs:161-167
return await FreeSql.Select<TransactionRecord>()
.Where(t => t.EmailMessageId == emailMessageId)
.OrderBy(t => t.OccurredAt)
.ToListAsync();
```
#### 4.2 获取指定邮件的交易记录数量
```csharp
/// 位置: TransactionRecordRepository.cs:169-174
return (int)await FreeSql.Select<TransactionRecord>()
.Where(t => t.EmailMessageId == emailMessageId)
.CountAsync();
```
---
### 5. 未分类账单查询
#### 5.1 获取未分类的账单列表
```csharp
/// 位置: TransactionRecordRepository.cs:176-183
return await FreeSql.Select<TransactionRecord>()
.Where(t => string.IsNullOrEmpty(t.Classify))
.OrderByDescending(t => t.OccurredAt)
.Page(1, pageSize)
.ToListAsync();
```
---
### 6. 智能分类相关查询
#### 6.1 根据关键词查询已分类的账单
```csharp
/// 位置: TransactionRecordRepository.cs:185-204
if (keywords.Count == 0)
{
return [];
}
var query = FreeSql.Select<TransactionRecord>()
.Where(t => t.Classify != "");
// 构建OR条件Reason包含任意一个关键词
if (keywords.Count > 0)
{
query = query.Where(t => keywords.Any(keyword => t.Reason.Contains(keyword)));
}
return await query
.OrderByDescending(t => t.OccurredAt)
.Limit(limit)
.ToListAsync();
```
---
### 7. 待确认分类查询
#### 7.1 获取待确认分类的账单列表
```csharp
/// 位置: TransactionRecordRepository.cs:206-212
return await FreeSql.Select<TransactionRecord>()
.Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
.OrderByDescending(t => t.OccurredAt)
.ToListAsync();
```
---
### 8. 批量更新操作
#### 8.1 按摘要批量更新交易记录的分类
```csharp
/// 位置: TransactionRecordRepository.cs:214-221
return await FreeSql.Update<TransactionRecord>()
.Set(t => t.Type, type)
.Set(t => t.Classify, classify)
.Where(t => t.Reason == reason)
.ExecuteAffrowsAsync();
```
#### 8.2 更新分类名称
```csharp
/// 位置: TransactionRecordRepository.cs:223-229
return await FreeSql.Update<TransactionRecord>()
.Set(a => a.Classify, newName)
.Where(a => a.Classify == oldName && a.Type == type)
.ExecuteAffrowsAsync();
```
#### 8.3 确认待确认的分类
```csharp
/// 位置: TransactionRecordRepository.cs:231-241
return await FreeSql.Update<TransactionRecord>()
.Set(t => t.Classify == t.UnconfirmedClassify)
.Set(t => t.Type == (t.UnconfirmedType ?? t.Type))
.Set(t => t.UnconfirmedClassify, null)
.Set(t => t.UnconfirmedType, null)
.Where(t => t.UnconfirmedClassify != null && t.UnconfirmedClassify != "")
.Where(t => ids.Contains(t.Id))
.ExecuteAffrowsAsync();
```
---
## 其他仓储中的账单查询
### BudgetRepository
#### 1. 获取预算当前金额
```csharp
/// 位置: BudgetRepository.cs:12-33
var query = FreeSql.Select<TransactionRecord>()
.Where(t => t.OccurredAt >= startDate && t.OccurredAt <= endDate);
if (!string.IsNullOrEmpty(budget.SelectedCategories))
{
var categoryList = budget.SelectedCategories.Split(',');
query = query.Where(t => categoryList.Contains(t.Classify));
}
if (budget.Category == BudgetCategory.Expense)
{
query = query.Where(t => t.Type == TransactionType.Expense);
}
else if (budget.Category == BudgetCategory.Income)
{
query = query.Where(t => t.Type == TransactionType.Income);
}
return await query.SumAsync(t => t.Amount);
```
---
### TransactionCategoryRepository
#### 1. 检查分类是否被使用
```csharp
/// 位置: TransactionCategoryRepository.cs:53-63
var count = await FreeSql.Select<TransactionRecord>()
.Where(r => r.Classify == category.Name && r.Type == category.Type)
.CountAsync();
return count > 0;
```
---
## 服务层中的SQL查询
### SmartHandleService
#### 1. 智能分析账单 - 执行AI生成的SQL
```csharp
/// 位置: SmartHandleService.cs:351
queryResults = await transactionRepository.ExecuteDynamicSqlAsync(sqlText);
```
**说明**: 此方法接收AI生成的SQL语句并执行SQL内容由AI根据用户问题动态生成例如
```sql
SELECT
COUNT(*) AS TransactionCount,
SUM(ABS(Amount)) AS TotalAmount,
Type,
Classify
FROM TransactionRecord
WHERE OccurredAt >= '2025-01-01'
AND OccurredAt < '2026-01-01'
GROUP BY Type, Classify
ORDER BY TotalAmount DESC
```
---
### BudgetService
#### 1. 获取归档摘要 - 年度交易统计
```csharp
/// 位置: BudgetService.cs:239-252
var yearTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
$"""
SELECT
COUNT(*) AS TransactionCount,
SUM(ABS(Amount)) AS TotalAmount,
Type,
Classify
FROM TransactionRecord
WHERE OccurredAt >= '{year}-01-01'
AND OccurredAt < '{year + 1}-01-01'
GROUP BY Type, Classify
ORDER BY TotalAmount DESC
"""
);
```
#### 2. 获取归档摘要 - 月度交易统计
```csharp
/// 位置: BudgetService.cs:254-267
var monthYear = new DateTime(year, month, 1).AddMonths(1);
var monthTransactions = await transactionRecordRepository.ExecuteDynamicSqlAsync(
$"""
SELECT
COUNT(*) AS TransactionCount,
SUM(ABS(Amount)) AS TotalAmount,
Type,
Classify
FROM TransactionRecord
WHERE OccurredAt >= '{year}-{month:00}-01'
AND OccurredAt < '{monthYear:yyyy-MM-dd}'
GROUP BY Type, Classify
ORDER BY TotalAmount DESC
"""
);
```
---
### BudgetSavingsService
#### 1. 获取按分类分组的交易金额(用于存款预算计算)
```csharp
/// 位置: BudgetSavingsService.cs:62-65
var transactionClassify = await transactionsRepository.GetAmountGroupByClassifyAsync(
new DateTime(year, month, 1),
new DateTime(year, month, 1).AddMonths(1)
);
```
---
## 总结
### 查询方法分类
| 分类 | 方法数 | 说明 |
|------|--------|------|
| 基础查询 | 2 | 检查记录是否存在(去重) |
| 核心构建器 | 1 | BuildQuery() 私有方法,统一查询逻辑 |
| 分页查询 | 2 | 分页列表 + 总数统计 |
| 分类查询 | 1 | 获取所有不同分类 |
| 邮件相关 | 2 | 按邮件ID查询列表和数量 |
| 未分类查询 | 1 | 获取未分类账单列表 |
| 智能分类 | 1 | 关键词匹配查询 |
| 待确认分类 | 1 | 获取待确认账单列表 |
| 批量更新 | 3 | 批量更新分类和确认操作 |
| 其他仓储查询 | 2 | 预算/分类仓储中的账单查询 |
| 服务层SQL | 3 | AI生成SQL + 归档统计 |
### 关键发现
1. **简化的架构**新实现移除了复杂的统计方法专注于核心的CRUD操作和查询功能。
2. **统一的查询构建**`BuildQuery()` 私有方法第53-92行`QueryAsync()``CountAsync()` 共享使用,确保查询逻辑一致性。
3. **去重检查**`ExistsByEmailMessageIdAsync()``ExistsByImportNoAsync()` 用于防止重复导入。
4. **灵活的查询条件**:支持按年月、日期范围、交易类型、分类、关键词等多维度筛选。
5. **批量操作优化**:提供批量更新分类、确认待确认记录等高效操作。
6. **服务层SQL保持不变**AI生成SQL和归档统计等高级查询功能仍然通过 `ExecuteDynamicSqlAsync()` 实现。
### SQL查询模式
所有SQL查询都遵循以下模式
```sql
SELECT [] FROM TransactionRecord
WHERE []
ORDER BY []
LIMIT []
```
常用查询条件:
- `EmailMessageId == ? AND OccurredAt == ?` - 精确匹配去重
- `ImportNo == ? AND ImportFrom == ?` - 导入记录去重
- `Classify != ""` - 已分类记录
- `Classify == "" OR Classify IS NULL` - 未分类记录
- `UnconfirmedClassify != ""` - 待确认记录
- `Reason.Contains(?) OR Classify.Contains(?)` - 关键词搜索
### 字段说明
| 字段 | 类型 | 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 |
| Type | int | 交易类型0=支出, 1=收入, 2=不计入收支) |
| Classify | nvarchar | 交易分类(空字符串表示未分类) |
| EmailMessageId | bigint | 关联邮件ID |
| ImportNo | nvarchar | 导入编号 |
| ImportFrom | nvarchar | 导入来源 |
| UnconfirmedClassify | nvarchar | 待确认分类 |
| UnconfirmedType | int? | 待确认类型 |
### 接口方法总览
**ITransactionRecordRepository 接口定义17个方法**
1. `ExistsByEmailMessageIdAsync()` - 邮件去重检查
2. `ExistsByImportNoAsync()` - 导入去重检查
3. `QueryAsync()` - 分页查询(支持多维度筛选)
4. `CountAsync()` - 总数统计与QueryAsync条件相同
5. `GetDistinctClassifyAsync()` - 获取所有分类
6. `GetByEmailIdAsync()` - 按邮件ID查询记录
7. `GetCountByEmailIdAsync()` - 按邮件ID统计数量
8. `GetUnclassifiedAsync()` - 获取未分类记录
9. `GetClassifiedByKeywordsAsync()` - 关键词匹配查询
10. `GetUnconfirmedRecordsAsync()` - 获取待确认记录
11. `BatchUpdateByReasonAsync()` - 按摘要批量更新
12. `UpdateCategoryNameAsync()` - 更新分类名称
13. `ConfirmAllUnconfirmedAsync()` - 确认待确认记录
**私有辅助方法:**
- `BuildQuery()` - 统一查询构建器被QueryAsync和CountAsync使用