760 lines
25 KiB
C#
760 lines
25 KiB
C#
namespace WebApi.Controllers;
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[ApiController]
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[Route("api/[controller]/[action]")]
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public class TransactionRecordController(
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ITransactionRecordRepository transactionRepository,
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ITransactionCategoryRepository categoryRepository,
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IOpenAiService openAiService,
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ILogger<TransactionRecordController> logger
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) : ControllerBase
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{
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/// <summary>
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/// 获取交易记录列表（分页）
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/// </summary>
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[HttpGet]
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public async Task<PagedResponse<Entity.TransactionRecord>> GetListAsync(
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[FromQuery] DateTime? lastOccurredAt = null,
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[FromQuery] long? lastId = null,
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[FromQuery] string? searchKeyword = null
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)
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{
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try
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{
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var (list, lastTime, lastIdResult) = await transactionRepository.GetPagedListAsync(lastOccurredAt, lastId, 20, searchKeyword);
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var total = await transactionRepository.GetTotalCountAsync();
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return new PagedResponse<Entity.TransactionRecord>
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{
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Success = true,
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Data = list.ToArray(),
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Total = (int)total,
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LastId = lastIdResult,
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LastTime = lastTime
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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, "获取交易记录列表失败，时间: {LastTime}, ID: {LastId}", lastOccurredAt, lastId);
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return PagedResponse<Entity.TransactionRecord>.Fail($"获取交易记录列表失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 根据ID获取交易记录详情
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/// </summary>
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[HttpGet("{id}")]
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public async Task<BaseResponse<Entity.TransactionRecord>> GetByIdAsync(long id)
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{
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try
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{
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var transaction = await transactionRepository.GetByIdAsync(id);
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if (transaction == null)
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{
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return BaseResponse<Entity.TransactionRecord>.Fail("交易记录不存在");
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}
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return new BaseResponse<Entity.TransactionRecord>
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{
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Success = true,
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Data = transaction
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};
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "获取交易记录详情失败，交易ID: {TransactionId}", id);
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return BaseResponse<Entity.TransactionRecord>.Fail($"获取交易记录详情失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 根据邮件ID获取交易记录列表
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/// </summary>
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[HttpGet("{emailId}")]
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public async Task<BaseResponse<List<Entity.TransactionRecord>>> GetByEmailIdAsync(long emailId)
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{
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try
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{
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var transactions = await transactionRepository.GetByEmailIdAsync(emailId);
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return new BaseResponse<List<Entity.TransactionRecord>>
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{
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Success = true,
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Data = transactions
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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, "获取邮件交易记录失败，邮件ID: {EmailId}", emailId);
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return BaseResponse<List<Entity.TransactionRecord>>.Fail($"获取邮件交易记录失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 创建交易记录
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse> CreateAsync([FromBody] CreateTransactionDto dto)
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{
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try
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{
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// 解析日期字符串
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if (!DateTime.TryParse(dto.OccurredAt, out var occurredAt))
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{
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return BaseResponse.Fail("交易时间格式不正确");
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}
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var transaction = new Entity.TransactionRecord
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{
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OccurredAt = occurredAt,
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Reason = dto.Reason ?? string.Empty,
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Amount = dto.Amount,
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Type = dto.Type,
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Classify = dto.Classify ?? string.Empty,
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ImportFrom = "手动录入",
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EmailMessageId = 0 // 手动录入的记录，EmailMessageId 设为 0
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};
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var result = await transactionRepository.AddAsync(transaction);
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if (result)
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{
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return new BaseResponse
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{
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Success = true
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};
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}
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else
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{
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return BaseResponse.Fail("创建交易记录失败");
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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, "创建交易记录失败，交易信息: {@TransactionDto}", dto);
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return BaseResponse.Fail($"创建交易记录失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 更新交易记录
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse> UpdateAsync([FromBody] UpdateTransactionDto dto)
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{
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try
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{
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var transaction = await transactionRepository.GetByIdAsync(dto.Id);
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if (transaction == null)
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{
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return BaseResponse.Fail("交易记录不存在");
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}
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// 更新可编辑字段
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transaction.Reason = dto.Reason ?? string.Empty;
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transaction.Amount = dto.Amount;
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transaction.Balance = dto.Balance;
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transaction.Type = dto.Type;
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transaction.Classify = dto.Classify ?? string.Empty;
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var success = await transactionRepository.UpdateAsync(transaction);
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if (success)
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{
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return new BaseResponse
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{
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Success = true
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};
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}
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else
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{
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return BaseResponse.Fail("更新交易记录失败");
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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, "更新交易记录失败，交易ID: {TransactionId}, 交易信息: {@TransactionDto}", dto.Id, dto);
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return BaseResponse.Fail($"更新交易记录失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 删除交易记录
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse> DeleteByIdAsync([FromQuery] long id)
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{
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try
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{
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var success = await transactionRepository.DeleteAsync(id);
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if (success)
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{
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return new BaseResponse
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{
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Success = true
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};
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}
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else
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{
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return BaseResponse.Fail("删除交易记录失败，记录不存在");
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}
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "删除交易记录失败，交易ID: {TransactionId}", id);
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return BaseResponse.Fail($"删除交易记录失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 获取指定月份每天的消费统计
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/// </summary>
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[HttpGet]
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public async Task<BaseResponse<List<DailyStatisticsDto>>> GetDailyStatisticsAsync(
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[FromQuery] int year,
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[FromQuery] int month
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)
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{
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try
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{
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var statistics = await transactionRepository.GetDailyStatisticsAsync(year, month);
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var result = statistics.Select(s => new DailyStatisticsDto(s.Key, s.Value.count, s.Value.amount)).ToList();
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return new BaseResponse<List<DailyStatisticsDto>>
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{
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Success = true,
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Data = result
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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, "获取日历统计数据失败，年份: {Year}, 月份: {Month}", year, month);
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return BaseResponse<List<DailyStatisticsDto>>.Fail($"获取日历统计数据失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 获取指定日期的交易记录
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/// </summary>
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[HttpGet]
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public async Task<BaseResponse<List<Entity.TransactionRecord>>> GetByDateAsync(
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[FromQuery] string date
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)
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{
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try
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{
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if (!DateTime.TryParse(date, out var targetDate))
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{
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return BaseResponse<List<Entity.TransactionRecord>>.Fail("日期格式不正确");
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}
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// 获取当天的开始和结束时间
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var startDate = targetDate.Date;
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var endDate = startDate.AddDays(1);
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var records = await transactionRepository.GetByDateRangeAsync(startDate, endDate);
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return new BaseResponse<List<Entity.TransactionRecord>>
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{
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Success = true,
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Data = records
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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, "获取指定日期的交易记录失败，日期: {Date}", date);
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return BaseResponse<List<Entity.TransactionRecord>>.Fail($"获取指定日期的交易记录失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 获取未分类的账单数量
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/// </summary>
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[HttpGet]
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public async Task<BaseResponse<int>> GetUnclassifiedCountAsync()
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{
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try
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{
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var count = await transactionRepository.GetUnclassifiedCountAsync();
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return new BaseResponse<int>
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{
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Success = true,
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Data = count
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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, "获取未分类账单数量失败");
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return BaseResponse<int>.Fail($"获取未分类账单数量失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 获取未分类的账单列表
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/// </summary>
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[HttpGet]
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public async Task<BaseResponse<List<Entity.TransactionRecord>>> GetUnclassifiedAsync([FromQuery] int pageSize = 10)
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{
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try
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{
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var records = await transactionRepository.GetUnclassifiedAsync(pageSize);
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return new BaseResponse<List<Entity.TransactionRecord>>
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{
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Success = true,
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Data = records
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};
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "获取未分类账单列表失败");
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return BaseResponse<List<Entity.TransactionRecord>>.Fail($"获取未分类账单列表失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 智能分类 - 使用AI对账单进行分类（流式响应）
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/// </summary>
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[HttpPost]
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public async Task SmartClassifyAsync([FromBody] SmartClassifyRequest request)
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{
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Response.ContentType = "text/event-stream";
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Response.Headers.Append("Cache-Control", "no-cache");
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Response.Headers.Append("Connection", "keep-alive");
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try
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{
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// 验证账单ID列表
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if (request.TransactionIds == null || request.TransactionIds.Count == 0)
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{
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await WriteEventAsync("error", "请提供要分类的账单ID");
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return;
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}
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// 获取指定ID的账单
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var records = new List<Entity.TransactionRecord>();
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foreach (var id in request.TransactionIds)
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{
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var record = await transactionRepository.GetByIdAsync(id);
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if (record != null && record.Classify == string.Empty)
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{
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records.Add(record);
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}
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}
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if (records.Count == 0)
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{
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await WriteEventAsync("error", "找不到指定的账单");
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return;
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}
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// 获取所有分类
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var categories = await categoryRepository.GetAllAsync();
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// 构建分类信息
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var categoryInfo = new StringBuilder();
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foreach (var type in new[] { 0, 1, 2 })
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{
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var typeName = GetTypeName((TransactionType)type);
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categoryInfo.AppendLine($"{typeName}: ");
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var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
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foreach (var category in categoriesOfType)
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{
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categoryInfo.AppendLine($"- {category.Name}");
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}
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}
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// 构建账单信息
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var billsInfo = string.Join("\n", records.Select((r, i) =>
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$"{i + 1}. ID={r.Id}, 摘要={r.Reason}, 金额={r.Amount}, 类型={GetTypeName(r.Type)}"));
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var systemPrompt = $$"""
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你是一个专业的账单分类助手。请根据提供的账单信息和分类列表，为每个账单选择最合适的分类。
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可用的分类列表：
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{{categoryInfo}}
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分类规则：
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1. 根据账单的摘要和金额，选择最匹配的分类
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2. 如果无法确定分类，可以选择""其他""
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请对每个账单进行分类，每次输出一个账单的分类结果，格式如下：
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{"id": 账单ID, "type": 0:支出/1:收入/2:不计入收支(Type为Number枚举值) ,"classify": 分类名称}
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只输出JSON，不要有其他文字说明。
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""";
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var userPrompt = $@"请为以下账单进行分类：
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{billsInfo}
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请逐个输出分类结果。";
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// 流式调用AI
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await WriteEventAsync("start", $"开始分类 {records.Count} 条账单");
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await foreach (var chunk in openAiService.ChatStreamAsync(systemPrompt, userPrompt))
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{
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await WriteEventAsync("data", chunk);
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}
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await WriteEventAsync("end", "分类完成");
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "智能分类失败");
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await WriteEventAsync("error", $"智能分类失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 批量更新账单分类
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse> BatchUpdateClassifyAsync([FromBody] List<BatchUpdateClassifyItem> items)
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{
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try
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{
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var successCount = 0;
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var failCount = 0;
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foreach (var item in items)
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{
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var record = await transactionRepository.GetByIdAsync(item.Id);
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if (record != null)
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{
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record.Classify = item.Classify ?? string.Empty;
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// 如果提供了Type，也更新Type
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if (item.Type.HasValue)
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{
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record.Type = item.Type.Value;
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}
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var success = await transactionRepository.UpdateAsync(record);
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if (success)
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successCount++;
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else
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failCount++;
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}
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else
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{
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failCount++;
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}
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}
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return new BaseResponse
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{
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Success = true,
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Message = $"批量更新完成，成功 {successCount} 条，失败 {failCount} 条"
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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, "批量更新分类失败");
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return BaseResponse.Fail($"批量更新分类失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 获取按交易摘要分组的统计信息（支持分页）
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/// </summary>
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[HttpGet]
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public async Task<PagedResponse<Repository.ReasonGroupDto>> GetReasonGroupsAsync(
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[FromQuery] int pageIndex = 1,
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[FromQuery] int pageSize = 20)
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{
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try
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{
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var (list, total) = await transactionRepository.GetReasonGroupsAsync(pageIndex, pageSize);
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return new PagedResponse<Repository.ReasonGroupDto>
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{
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Success = true,
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Data = list.ToArray(),
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Total = total
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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, "获取交易摘要分组失败");
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return PagedResponse<Repository.ReasonGroupDto>.Fail($"获取交易摘要分组失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 按摘要批量更新分类
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse<int>> BatchUpdateByReasonAsync([FromBody] BatchUpdateByReasonDto dto)
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{
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try
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{
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var count = await transactionRepository.BatchUpdateByReasonAsync(dto.Reason, dto.Type, dto.Classify);
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return new BaseResponse<int>
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{
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Success = true,
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Data = count,
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Message = $"成功更新 {count} 条记录"
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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, "按摘要批量更新分类失败，摘要: {Reason}", dto.Reason);
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return BaseResponse<int>.Fail($"按摘要批量更新分类失败: {ex.Message}");
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}
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}
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/// <summary>
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/// 自然语言分析 - 根据用户输入的自然语言查询交易记录并预设分类
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/// </summary>
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[HttpPost]
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public async Task<BaseResponse<NlpAnalysisResult>> NlpAnalysisAsync([FromBody] NlpAnalysisRequest request)
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{
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try
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{
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if (string.IsNullOrWhiteSpace(request.UserInput))
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{
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return BaseResponse<NlpAnalysisResult>.Fail("请输入查询条件");
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}
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// 获取所有分类
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var categories = await categoryRepository.GetAllAsync();
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var categoryInfo = new StringBuilder();
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foreach (var type in new[] { 0, 1, 2 })
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{
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var typeName = GetTypeName((TransactionType)type);
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categoryInfo.AppendLine($"{typeName}: ");
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var categoriesOfType = categories.Where(c => (int)c.Type == type).ToList();
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foreach (var category in categoriesOfType)
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{
|
||
categoryInfo.AppendLine($"- {category.Name}");
|
||
}
|
||
}
|
||
|
||
var systemPrompt = $$"""
|
||
你是一个专业的交易记录查询助手。用户会用自然语言描述他想要查询和分类的交易记录。
|
||
|
||
可用的分类列表：
|
||
{{categoryInfo}}
|
||
|
||
你需要分析用户的需求，提取以下信息：
|
||
1. 查询SQL, 根据用户的描述生成SQL Where 子句，用于查询交易记录。例如：Reason LIKE '%关键词%'
|
||
Table Schema:
|
||
TransactionRecord (
|
||
Id LONG,
|
||
Reason STRING,
|
||
Amount DECIMAL,
|
||
RefundAmount DECIMAL,
|
||
Balance DECIMAL,
|
||
OccurredAt DATETIME,
|
||
EmailMessageId LONG,
|
||
Type INT,
|
||
Classify STRING,
|
||
ImportNo STRING,
|
||
ImportFrom STRING
|
||
)
|
||
2. 目标交易类型（0:支出, 1:收入, 2:不计入收支）
|
||
3. 目标分类名称（必须从上面的分类列表中选择）
|
||
|
||
请以JSON格式输出，格式如下：
|
||
{
|
||
"sql": "查询SQL",
|
||
"targetType": 交易类型数字,
|
||
"targetClassify": "分类名称"
|
||
}
|
||
|
||
只输出JSON，不要有其他文字说明。
|
||
""";
|
||
|
||
var userPrompt = $"用户输入：{request.UserInput}";
|
||
|
||
// 调用AI分析
|
||
var aiResponse = await openAiService.ChatAsync(systemPrompt, userPrompt);
|
||
logger.LogInformation("NLP分析AI返回结果: {Response}", aiResponse);
|
||
if (string.IsNullOrWhiteSpace(aiResponse))
|
||
{
|
||
return BaseResponse<NlpAnalysisResult>.Fail("AI分析失败，请检查AI配置");
|
||
}
|
||
|
||
// 解析AI返回的JSON
|
||
NlpAnalysisInfo? analysisInfo;
|
||
try
|
||
{
|
||
analysisInfo = JsonSerializer.Deserialize<NlpAnalysisInfo>(aiResponse);
|
||
if (analysisInfo == null)
|
||
{
|
||
return BaseResponse<NlpAnalysisResult>.Fail("AI返回格式错误");
|
||
}
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "解析AI返回结果失败，返回内容: {Response}", aiResponse);
|
||
return BaseResponse<NlpAnalysisResult>.Fail($"AI返回格式错误: {ex.Message}");
|
||
}
|
||
|
||
// 根据关键词查询交易记录
|
||
var allRecords = await transactionRepository.QueryBySqlAsync(analysisInfo.Sql);
|
||
logger.LogInformation("NLP分析查询到 {Count} 条记录，SQL: {Sql}", allRecords.Count, analysisInfo.Sql);
|
||
|
||
// 为每条记录预设分类
|
||
var recordsWithClassify = allRecords.Select(r => new TransactionRecordWithClassify
|
||
{
|
||
Id = r.Id,
|
||
Reason = r.Reason ?? string.Empty,
|
||
Amount = r.Amount,
|
||
Balance = r.Balance,
|
||
Card = r.Card ?? string.Empty,
|
||
OccurredAt = r.OccurredAt,
|
||
CreateTime = r.CreateTime,
|
||
ImportFrom = r.ImportFrom ?? string.Empty,
|
||
RefundAmount = r.RefundAmount,
|
||
UpsetedType = analysisInfo.TargetType,
|
||
UpsetedClassify = analysisInfo.TargetClassify,
|
||
TargetType = r.Type,
|
||
TargetClassify = r.Classify ?? string.Empty
|
||
}).ToList();
|
||
|
||
return new BaseResponse<NlpAnalysisResult>
|
||
{
|
||
Success = true,
|
||
Data = new NlpAnalysisResult
|
||
{
|
||
Records = recordsWithClassify,
|
||
TargetType = analysisInfo.TargetType,
|
||
TargetClassify = analysisInfo.TargetClassify,
|
||
SearchKeyword = analysisInfo.Sql
|
||
}
|
||
};
|
||
}
|
||
catch (Exception ex)
|
||
{
|
||
logger.LogError(ex, "NLP分析失败，用户输入: {Input}", request.UserInput);
|
||
return BaseResponse<NlpAnalysisResult>.Fail($"NLP分析失败: {ex.Message}");
|
||
}
|
||
}
|
||
|
||
private async Task WriteEventAsync(string eventType, string data)
|
||
{
|
||
var message = $"event: {eventType}\ndata: {data}\n\n";
|
||
await Response.WriteAsync(message);
|
||
await Response.Body.FlushAsync();
|
||
}
|
||
|
||
private static string GetTypeName(TransactionType type)
|
||
{
|
||
return type switch
|
||
{
|
||
TransactionType.Expense => "支出",
|
||
TransactionType.Income => "收入",
|
||
TransactionType.None => "不计入收支",
|
||
_ => "未知"
|
||
};
|
||
}
|
||
|
||
|
||
}
|
||
|
||
/// <summary>
|
||
/// 创建交易记录DTO
|
||
/// </summary>
|
||
public record CreateTransactionDto(
|
||
string OccurredAt,
|
||
string? Reason,
|
||
decimal Amount,
|
||
TransactionType Type,
|
||
string? Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// 更新交易记录DTO
|
||
/// </summary>
|
||
public record UpdateTransactionDto(
|
||
long Id,
|
||
string? Reason,
|
||
decimal Amount,
|
||
decimal Balance,
|
||
TransactionType Type,
|
||
string? Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// 日历统计响应DTO
|
||
/// </summary>
|
||
public record DailyStatisticsDto(
|
||
string Date,
|
||
int Count,
|
||
decimal Amount
|
||
);
|
||
|
||
/// <summary>
|
||
/// 智能分类请求DTO
|
||
/// </summary>
|
||
public record SmartClassifyRequest(
|
||
List<long>? TransactionIds = null
|
||
);
|
||
|
||
/// <summary>
|
||
/// 批量更新分类项DTO
|
||
/// </summary>
|
||
public record BatchUpdateClassifyItem(
|
||
long Id,
|
||
string? Classify,
|
||
TransactionType? Type = null
|
||
);
|
||
|
||
/// <summary>
|
||
/// 按摘要批量更新DTO
|
||
/// </summary>
|
||
public record BatchUpdateByReasonDto(
|
||
string Reason,
|
||
TransactionType Type,
|
||
string Classify
|
||
);
|
||
|
||
/// <summary>
|
||
/// NLP分析请求DTO
|
||
/// </summary>
|
||
public record NlpAnalysisRequest(
|
||
string UserInput
|
||
);
|
||
|
||
/// <summary>
|
||
/// NLP分析结果DTO
|
||
/// </summary>
|
||
public record NlpAnalysisResult
|
||
{
|
||
public List<TransactionRecordWithClassify> Records { get; set; } = new();
|
||
public TransactionType TargetType { get; set; }
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
public string SearchKeyword { get; set; } = string.Empty;
|
||
}
|
||
|
||
/// <summary>
|
||
/// 带分类信息的交易记录DTO
|
||
/// </summary>
|
||
public record TransactionRecordWithClassify
|
||
{
|
||
public long Id { get; set; }
|
||
public string Reason { get; set; } = string.Empty;
|
||
public decimal Amount { get; set; }
|
||
public decimal Balance { get; set; }
|
||
public string Card { get; set; } = string.Empty;
|
||
public DateTime OccurredAt { get; set; }
|
||
public DateTime CreateTime { get; set; }
|
||
public string ImportFrom { get; set; } = string.Empty;
|
||
public decimal RefundAmount { get; set; }
|
||
public TransactionType UpsetedType { get; set; }
|
||
public string UpsetedClassify { get; set; } = string.Empty;
|
||
public TransactionType TargetType { get; set; }
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
}
|
||
|
||
/// <summary>
|
||
/// AI分析信息DTO（内部使用）
|
||
/// </summary>
|
||
public record NlpAnalysisInfo
|
||
{
|
||
[JsonPropertyName("sql")]
|
||
public string Sql { get; set; } = string.Empty;
|
||
|
||
[JsonPropertyName("targetType")]
|
||
public TransactionType TargetType { get; set; }
|
||
|
||
[JsonPropertyName("targetClassify")]
|
||
public string TargetClassify { get; set; } = string.Empty;
|
||
}
|