ef4ed9fd57
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- Added BudgetArchiveJob for monthly budget archiving. - Created BudgetArchive entity and BudgetArchiveRepository for managing archived budgets. - Introduced JobController for handling job execution, pausing, and resuming. - Developed ScheduledTasksView for displaying and managing scheduled tasks in the frontend. - Updated PeriodicBillJob to improve scope handling. - Enhanced OpenAiService with increased HTTP timeout. - Added archiveBudgets API endpoint for archiving budgets by year and month. - Refactored BudgetController to utilize new repository patterns and improved error handling. - Introduced rich-content styles for better rendering of HTML content in Vue components. - Updated various Vue components to support rich HTML content display.
462 lines
18 KiB
C#
462 lines
18 KiB
C#
namespace Service;
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public interface IBudgetService
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{
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Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null);
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Task<BudgetResult?> GetStatisticsAsync(long id, DateTime? referenceDate = null);
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Task<string> ArchiveBudgetsAsync(int year, int month);
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}
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public class BudgetService(
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IBudgetRepository budgetRepository,
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IBudgetArchiveRepository budgetArchiveRepository,
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ITransactionRecordRepository transactionRecordRepository,
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IOpenAiService openAiService,
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IConfigService configService,
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IMessageRecordService messageService,
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ILogger<BudgetService> logger
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) : IBudgetService
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{
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public async Task<List<BudgetResult>> GetListAsync(DateTime? referenceDate = null)
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{
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var budgets = await budgetRepository.GetAllAsync();
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var dtos = new List<BudgetResult?>();
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foreach (var budget in budgets)
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{
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var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
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dtos.Add(BudgetResult.FromEntity(budget, currentAmount, referenceDate));
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}
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// 创造虚拟的存款预算
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dtos.Add(await GetVirtualSavingsDtoAsync(
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BudgetPeriodType.Month,
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referenceDate,
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budgets));
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dtos.Add(await GetVirtualSavingsDtoAsync(
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BudgetPeriodType.Year,
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referenceDate,
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budgets));
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return dtos.Where(dto => dto != null).Cast<BudgetResult>().ToList();
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}
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public async Task<BudgetResult?> GetStatisticsAsync(long id, DateTime? referenceDate = null)
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{
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if (id == -1)
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{
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return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Year, referenceDate);
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}
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if (id == -2)
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{
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return await GetVirtualSavingsDtoAsync(BudgetPeriodType.Month, referenceDate);
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}
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var budget = await budgetRepository.GetByIdAsync(id);
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if (budget == null)
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{
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return null;
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}
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var currentAmount = await CalculateCurrentAmountAsync(budget, referenceDate);
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return BudgetResult.FromEntity(budget, currentAmount, referenceDate);
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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 addArchives = new List<BudgetArchive>();
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var updateArchives = new List<BudgetArchive>();
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foreach (var budget in budgets)
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{
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var archive = await budgetArchiveRepository.GetArchiveAsync(budget.Id, year, month);
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if (archive != null)
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{
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archive.RealizedAmount = budget.Current;
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archive.ArchiveDate = DateTime.Now;
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updateArchives.Add(archive);
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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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BudgetId = budget.Id,
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BudgetType = budget.Type,
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Year = year,
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Month = month,
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BudgetedAmount = budget.Limit,
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RealizedAmount = budget.Current,
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ArchiveDate = DateTime.Now
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};
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addArchives.Add(archive);
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}
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}
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if (addArchives.Count > 0)
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{
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if (!await budgetArchiveRepository.AddRangeAsync(addArchives))
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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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if (updateArchives.Count > 0)
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{
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if (!await budgetArchiveRepository.UpdateRangeAsync(updateArchives))
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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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_ = 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 budgets = await budgetRepository.GetAllAsync();
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var budgetMap = budgets.ToDictionary(b => b.Id, b => b);
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var archiveData = archives.Select(a =>
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{
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budgetMap.TryGetValue(a.BudgetId, out var br);
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var name = br?.Name ?? (a.BudgetId == -1 ? "年度存款" : a.BudgetId == -2 ? "月度存款" : "未知");
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return new
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{
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Name = name,
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Type = a.BudgetType.ToString(),
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Limit = a.BudgetedAmount,
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Actual = a.RealizedAmount,
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Category = br?.Category.ToString() ?? (a.BudgetId < 0 ? "Savings" : "Unknown")
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};
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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 = budgets
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.Where(b => !string.IsNullOrEmpty(b.SelectedCategories))
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.SelectMany(b => b.SelectedCategories.Split(','))
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.Distinct()
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.ToHashSet();
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var uncovered = monthTransactions
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.Where(t =>
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{
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var dict = (IDictionary<string, object>)t;
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var classify = dict["Classify"]?.ToString() ?? "";
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var type = Convert.ToInt32(dict["Type"]);
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return type == 0 && !budgetedCategories.Contains(classify);
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})
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.ToList();
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logger.LogInformation("预算执行数据{JSON}", JsonSerializer.Serialize(archiveData));
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logger.LogInformation("本月消费明细{JSON}", JsonSerializer.Serialize(monthTransactions));
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logger.LogInformation("全年累计消费概况{JSON}", JsonSerializer.Serialize(yearTransactions));
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logger.LogInformation("未被预算覆盖的分类{JSON}", JsonSerializer.Serialize(uncovered));
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var dataPrompt = $"""
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报告周期：{year}年{month}月
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账单数据说明：支出金额已取绝对值（TotalAmount 为正数表示支出/收入的总量）。
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1. 预算执行数据（JSON）：
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{JsonSerializer.Serialize(archiveData)}
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2. 本月消费明细（按分类, JSON）：
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{JsonSerializer.Serialize(monthTransactions)}
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3. 全年累计消费概况（按分类, JSON）：
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{JsonSerializer.Serialize(yearTransactions)}
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4. 未被任何预算覆盖的支出分类（JSON）：
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{JsonSerializer.Serialize(uncovered)}
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请生成一份专业且美观的预算执行分析报告，严格遵守以下要求：
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【内容要求】
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1. 概览：总结本月预算达成情况。
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2. 预算详情：使用 HTML 表格展示预算执行明细（预算项、预算额、实际额、使用/达成率、状态）。
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3. 超支/异常预警：重点分析超支项或支出异常的分类。
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4. 消费透视：针对“未被预算覆盖的支出”提供分析建议。分析这些账单产生的合理性，并评估是否需要为其中的大额或频发分类建立新预算。
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5. 改进建议：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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【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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4. 使用合适的HTML标签：h2（标题）、h3（小节）、p（段落）、table（表格）、ul/li（列表）、strong（强调）
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5. 支出金额用 <span class='expense-value'>金额</span> 包裹
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6. 收入金额用 <span class='income-value'>金额</span> 包裹
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7. 重要结论用 <span class='highlight'>内容</span> 高亮
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【样式限制（重要）】
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8. 不要包含 html、body、head 标签
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9. 不要使用任何 style 属性或 <style> 标签
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10. 不要设置 background、background-color、color 等样式属性
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11. 不要使用 div 包裹大段内容
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直接输出纯净 HTML 内容，不要带有 Markdown 代码块包裹。
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""";
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var htmlReport = await openAiService.ChatAsync(dataPrompt);
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if (!string.IsNullOrEmpty(htmlReport))
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{
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await messageService.AddAsync(
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title: $"{year}年{month}月 - 预算归档报告",
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content: htmlReport,
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type: MessageType.Html);
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}
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "生成预算执行通知报告失败");
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}
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}
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private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, DateTime? now = null)
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{
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if (budget.IsStopped) return 0;
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var referenceDate = now ?? DateTime.Now;
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var (startDate, endDate) = GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
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return await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
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}
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internal static (DateTime start, DateTime end) GetPeriodRange(DateTime startDate, BudgetPeriodType type, DateTime referenceDate)
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{
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DateTime start;
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DateTime end;
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if (type == BudgetPeriodType.Month)
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{
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start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
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end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
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}
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else if (type == BudgetPeriodType.Year)
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{
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start = new DateTime(referenceDate.Year, 1, 1);
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end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
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}
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else
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{
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start = startDate;
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end = DateTime.MaxValue;
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}
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return (start, end);
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}
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private async Task<BudgetResult?> GetVirtualSavingsDtoAsync(
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BudgetPeriodType periodType,
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DateTime? referenceDate = null,
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IEnumerable<BudgetRecord>? existingBudgets = null)
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{
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var allBudgets = existingBudgets;
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if (existingBudgets == null)
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{
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allBudgets = await budgetRepository.GetAllAsync();
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}
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if (allBudgets == null)
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{
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return null;
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}
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var date = referenceDate ?? DateTime.Now;
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decimal incomeLimitAtPeriod = 0;
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decimal expenseLimitAtPeriod = 0;
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var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
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var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
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foreach (var b in allBudgets)
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{
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if (b.IsStopped || b.Category == BudgetCategory.Savings) continue;
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// 折算系数：根据当前请求的 periodType (Year 或 Month)，将预算 b 的 Limit 折算过来
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decimal factor = 1.0m;
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if (periodType == BudgetPeriodType.Year)
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{
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factor = b.Type switch
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{
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BudgetPeriodType.Month => 12,
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BudgetPeriodType.Year => 1,
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_ => 0
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};
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}
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else if (periodType == BudgetPeriodType.Month)
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{
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factor = b.Type switch
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{
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BudgetPeriodType.Month => 1,
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BudgetPeriodType.Year => 0,
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_ => 0
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};
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}
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else
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{
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factor = 0; // 其他周期暂不计算虚拟存款
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}
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if (factor <= 0) continue;
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var subtotal = b.Limit * factor;
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if (b.Category == BudgetCategory.Income)
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{
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incomeLimitAtPeriod += subtotal;
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incomeItems.Add((b.Name, b.Limit, factor, subtotal));
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}
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else if (b.Category == BudgetCategory.Expense)
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{
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expenseLimitAtPeriod += subtotal;
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expenseItems.Add((b.Name, b.Limit, factor, subtotal));
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}
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}
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var description = new StringBuilder();
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description.Append("<h3>预算收入明细</h3>");
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if (incomeItems.Count == 0) description.Append("<p>无收入预算</p>");
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else
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{
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description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
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foreach (var item in incomeItems)
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{
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description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='income-value'>{item.Total:N0}</span></td></tr>");
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}
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description.Append("</tbody></table>");
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}
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description.Append($"<p>收入合计: <span class='income-value'><strong>{incomeLimitAtPeriod:N0}</strong></span></p>");
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description.Append("<h3>预算支出明细</h3>");
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if (expenseItems.Count == 0) description.Append("<p>无支出预算</p>");
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else
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{
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description.Append("<table><thead><tr><th>名称</th><th>金额</th><th>折算</th><th>合计</th></tr></thead><tbody>");
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foreach (var item in expenseItems)
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{
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description.Append($"<tr><td>{item.Name}</td><td>{item.Limit:N0}</td><td>x{item.Factor:0.##}</td><td><span class='expense-value'>{item.Total:N0}</span></td></tr>");
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}
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description.Append("</tbody></table>");
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}
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description.Append($"<p>支出合计: <span class='expense-value'><strong>{expenseLimitAtPeriod:N0}</strong></span></p>");
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description.Append("<h3>存款计划结论</h3>");
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description.Append($"<p>计划存款 = 收入 <span class='income-value'>{incomeLimitAtPeriod:N0}</span> - 支出 <span class='expense-value'>{expenseLimitAtPeriod:N0}</span></p>");
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description.Append($"<p>最终目标：<span class='highlight'><strong>{incomeLimitAtPeriod - expenseLimitAtPeriod:N0}</strong></span></p>");
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var savingsCategories = await configService.GetConfigByKeyAsync<string>("SavingsCategories") ?? string.Empty;
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var virtualBudget = new BudgetRecord
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{
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Id = periodType == BudgetPeriodType.Year ? -1 : -2,
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Name = periodType == BudgetPeriodType.Year ? "年度存款" : "月度存款",
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Category = BudgetCategory.Savings,
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Type = periodType,
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Limit = incomeLimitAtPeriod - expenseLimitAtPeriod,
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StartDate = periodType == BudgetPeriodType.Year ? new DateTime(date.Year, 1, 1) : new DateTime(date.Year, date.Month, 1),
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SelectedCategories = savingsCategories
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};
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// 计算实际发生的 收入 - 支出
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var incomeHelper = new BudgetRecord { Category = BudgetCategory.Income, Type = periodType, StartDate = virtualBudget.StartDate, SelectedCategories = savingsCategories };
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var expenseHelper = new BudgetRecord { Category = BudgetCategory.Expense, Type = periodType, StartDate = virtualBudget.StartDate, SelectedCategories = savingsCategories };
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var actualIncome = await CalculateCurrentAmountAsync(incomeHelper, date);
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var actualExpense = await CalculateCurrentAmountAsync(expenseHelper, date);
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return BudgetResult.FromEntity(virtualBudget, actualIncome - actualExpense, date, description.ToString());
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}
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}
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public record BudgetResult
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{
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public long Id { get; set; }
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public string Name { get; set; } = string.Empty;
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public BudgetPeriodType Type { get; set; }
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public decimal Limit { get; set; }
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public decimal Current { get; set; }
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public BudgetCategory Category { get; set; }
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public string[] SelectedCategories { get; set; } = Array.Empty<string>();
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public bool IsStopped { get; set; }
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public string StartDate { get; set; } = string.Empty;
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public string Period { get; set; } = string.Empty;
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public DateTime? PeriodStart { get; set; }
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public DateTime? PeriodEnd { get; set; }
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public string Description { get; set; } = string.Empty;
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public static BudgetResult FromEntity(
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BudgetRecord entity,
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decimal currentAmount = 0,
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DateTime? referenceDate = null,
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string description = "")
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{
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var date = referenceDate ?? DateTime.Now;
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var (start, end) = BudgetService.GetPeriodRange(entity.StartDate, entity.Type, date);
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return new BudgetResult
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{
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Id = entity.Id,
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Name = entity.Name,
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Type = entity.Type,
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Limit = entity.Limit,
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Current = currentAmount,
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Category = entity.Category,
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SelectedCategories = string.IsNullOrEmpty(entity.SelectedCategories)
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? Array.Empty<string>()
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: entity.SelectedCategories.Split(','),
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IsStopped = entity.IsStopped,
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StartDate = entity.StartDate.ToString("yyyy-MM-dd"),
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Period = entity.Type switch
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{
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BudgetPeriodType.Year => $"{start:yy}年",
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BudgetPeriodType.Month => $"{start:yy}年第{start.Month}月",
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_ => $"{start:yyyy-MM-dd} ~ {end:yyyy-MM-dd}"
|
||
},
|
||
PeriodStart = start,
|
||
PeriodEnd = end,
|
||
Description = description
|
||
};
|
||
}
|
||
}
|