feat: 交易渠道重命名、账单来源统计默认值、AI 规则生成与统计搜索，AI 改用 openai-java SDK
- 交易记录「支付方式」全链路重命名为「交易渠道」（channel）：DB 列、实体/DTO/VO、接口 /api/transaction/channels、统计维度 CHANNEL、AI 提示词与 JSON 字段、前端与中英日文案；新增 SchemaMigrator 在启动/切换数据源时幂等迁移列名（MySQL 用 information_schema、SQLite 用 PRAGMA） - 按账单来源设置「计入统计」默认值：AppConfig 持久化 + GET/PUT /api/app/bill-source-include-in-stats，导入解析按「解析器判定 && 来源默认」应用并覆盖上传与邮箱两条路径，设置页新增面板 - AI 生成规则：基于所选已打标签记录归纳分类/标签规则（POST /api/ai/rule/suggest、/api/ai/rule/apply），规则页两步弹窗（选择记录→预览创建），支持候选记录分页/搜索/筛选；按「类型+关键词+分类+标签」签名与已有规则去重，重复项标记「已存在」并禁止导入 - 规则列表新增分页与搜索：GET /api/rule/page（名称/关键词、启用状态、收支类型） - 统计面板 AI 搜索：POST /api/ai/statistics 将自然语言解析为时间/类型/分类/标签/渠道/金额/统计口径/趋势粒度并回填；交互对齐账单列表 AI 查询（弹窗 + 历史 + 示例 + 空条件守卫）；统计后端补充标签筛选，仪表盘新增标签筛选与 AI 搜索 - AI 客户端改用 OpenAI 官方 Java SDK（com.openai:openai-java），自定义 baseUrl 指向 DeepSeek，保留 chat 签名与 DeepSeekResponse - AI 数据外发收敛：分类/标签建议与规则生成不再发送 rawData 与金额，仅发送类型/备注/渠道/分类/标签；新增 AiCallType.RULE / STATISTICS - 收支记录页新增「刷新」按钮
This commit is contained in:
@@ -1,26 +1,27 @@
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package cn.rosercode.finance.client;
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import java.io.IOException;
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import java.net.URI;
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import java.net.http.HttpClient;
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import java.net.http.HttpRequest;
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import java.net.http.HttpResponse;
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import java.nio.charset.StandardCharsets;
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import java.time.Duration;
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import java.util.LinkedHashMap;
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import java.util.List;
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import java.util.Map;
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import java.util.concurrent.ConcurrentHashMap;
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import com.fasterxml.jackson.core.JsonProcessingException;
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import com.fasterxml.jackson.databind.JsonNode;
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import com.fasterxml.jackson.databind.ObjectMapper;
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import com.openai.client.OpenAIClient;
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import com.openai.client.okhttp.OpenAIOkHttpClient;
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import com.openai.errors.OpenAIException;
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import com.openai.models.ResponseFormatJsonObject;
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import com.openai.models.chat.completions.ChatCompletion;
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import com.openai.models.chat.completions.ChatCompletionCreateParams;
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import com.openai.models.completions.CompletionUsage;
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import lombok.extern.slf4j.Slf4j;
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import org.springframework.stereotype.Component;
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import cn.rosercode.finance.common.BusinessException;
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/**
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* DeepSeek 客户端，封装 Chat Completions 接口的 HTTP 调用与响应解析。
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* DeepSeek 客户端，基于 OpenAI Java SDK 封装 Chat Completions 调用与响应解析。
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*
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* <p>DeepSeek 提供 OpenAI 兼容接口，因此复用官方 SDK，通过自定义 baseUrl 指向 DeepSeek，
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* 由 SDK 负责请求构造与响应解析。对外保持 {@link #chat(String, String, String, String, String)}
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* 签名与 {@link DeepSeekResponse} 不变。</p>
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*
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* @date 2026-09-17 17:52:17
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*/
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@@ -31,26 +32,14 @@ public class DeepSeekClient {
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/** 单次请求的读取超时时间 */
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private static final Duration REQUEST_TIMEOUT = Duration.ofSeconds(60);
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/** 连接超时时间 */
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private static final Duration CONNECT_TIMEOUT = Duration.ofSeconds(10);
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/** 缓存的客户端上限，超出后清空重建，避免按用户无限增长 */
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private static final int MAX_CACHED_CLIENTS = 32;
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/** 错误信息中保留的响应体最大长度 */
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private static final int ERROR_BODY_LIMIT = 300;
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/** 采样温度，保持较低随机性以获得稳定的结构化输出 */
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private static final double TEMPERATURE = 0.2;
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private final ObjectMapper objectMapper;
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private final HttpClient httpClient;
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/**
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* 构造方法，初始化 JSON 映射器与 HTTP 客户端。
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*
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* @param objectMapper Jackson 对象映射器
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*/
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public DeepSeekClient(ObjectMapper objectMapper) {
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this.objectMapper = objectMapper;
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this.httpClient = HttpClient.newBuilder()
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.connectTimeout(CONNECT_TIMEOUT)
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.build();
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}
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/** 按 baseUrl + apiKey 缓存的 SDK 客户端，避免每次调用重复构建 */
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private final Map<String, OpenAIClient> clientCache = new ConcurrentHashMap<>();
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/**
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* 调用 Chat Completions 接口，返回模型输出的文本内容。
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@@ -63,89 +52,84 @@ public class DeepSeekClient {
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* @return 模型输出内容与 token 用量
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*/
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public DeepSeekResponse chat(String baseUrl, String apiKey, String model, String systemPrompt, String userPrompt) {
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// 兼容以斜杠结尾的 baseUrl
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String normalized = baseUrl.endsWith("/") ? baseUrl.substring(0, baseUrl.length() - 1) : baseUrl;
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String url = normalized + "/chat/completions";
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long start = System.currentTimeMillis();
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OpenAIClient client = resolveClient(baseUrl, apiKey);
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// 构造请求体，强制返回 JSON 对象
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Map<String, Object> body = new LinkedHashMap<>();
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body.put("model", model);
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body.put("temperature", 0.2);
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body.put("stream", false);
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body.put("response_format", Map.of("type", "json_object"));
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body.put("messages", List.of(
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Map.of("role", "system", "content", systemPrompt),
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Map.of("role", "user", "content", userPrompt)
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));
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String requestBody;
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try {
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requestBody = objectMapper.writeValueAsString(body);
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} catch (JsonProcessingException e) {
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log.error("构建 AI 请求体失败: model={}, error={}", model, e.getMessage());
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throw new BusinessException("构建 AI 请求失败: " + e.getMessage());
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}
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HttpRequest request = HttpRequest.newBuilder(URI.create(url))
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.timeout(REQUEST_TIMEOUT)
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.header("Authorization", "Bearer " + apiKey)
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.header("Content-Type", "application/json")
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.POST(HttpRequest.BodyPublishers.ofString(requestBody, StandardCharsets.UTF_8))
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// 强制返回 JSON 对象，与各 AI 服务的结构化输出约定一致
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ChatCompletionCreateParams params = ChatCompletionCreateParams.builder()
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.model(model)
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.temperature(TEMPERATURE)
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.responseFormat(ResponseFormatJsonObject.builder().build())
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.addSystemMessage(systemPrompt)
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.addUserMessage(userPrompt)
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.build();
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HttpResponse<String> response;
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ChatCompletion completion;
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try {
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response = httpClient.send(request, HttpResponse.BodyHandlers.ofString(StandardCharsets.UTF_8));
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} catch (IOException e) {
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log.error("调用 DeepSeek 失败: model={}, error={}", model, e.getMessage());
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completion = client.chat().completions().create(params);
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} catch (OpenAIException e) {
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log.warn("调用 DeepSeek 失败: model={}, error={}", model, e.getMessage());
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throw new BusinessException("调用 DeepSeek 失败: " + e.getMessage());
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} catch (InterruptedException e) {
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// 恢复中断标记，避免吞掉中断信号
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Thread.currentThread().interrupt();
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log.warn("调用 DeepSeek 被中断: model={}", model);
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throw new BusinessException("调用 DeepSeek 被中断");
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}
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if (response.statusCode() != 200) {
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log.warn("DeepSeek 返回异常状态: model={}, status={}, body={}",
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model, response.statusCode(), truncate(response.body()));
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throw new BusinessException("DeepSeek 返回异常(" + response.statusCode() + "): " + truncate(response.body()));
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String content = completion.choices().stream()
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.findFirst()
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.flatMap(choice -> choice.message().content())
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.orElse("");
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if (content.isBlank()) {
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throw new BusinessException("DeepSeek 返回内容为空");
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}
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// 解析 choices[0].message.content 与 usage 用量
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try {
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JsonNode root = objectMapper.readTree(response.body());
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JsonNode content = root.path("choices").path(0).path("message").path("content");
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if (content.isMissingNode() || content.isNull() || content.asText().isBlank()) {
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throw new BusinessException("DeepSeek 返回内容为空");
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}
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JsonNode usage = root.path("usage");
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DeepSeekResponse result = new DeepSeekResponse();
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result.setContent(content.asText());
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result.setPromptTokens(usage.path("prompt_tokens").asInt(0));
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result.setCompletionTokens(usage.path("completion_tokens").asInt(0));
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result.setTotalTokens(usage.path("total_tokens").asInt(0));
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// DeepSeek 用 prompt_cache_hit_tokens 表示缓存命中的输入 token
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result.setCachedTokens(usage.path("prompt_cache_hit_tokens").asInt(0));
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log.info("DeepSeek 调用完成: model={}, 耗时={}ms, tokens={}", model,
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System.currentTimeMillis() - start, result.getTotalTokens());
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return result;
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} catch (JsonProcessingException e) {
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throw new BusinessException("解析 DeepSeek 响应失败: " + e.getMessage());
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}
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DeepSeekResponse result = new DeepSeekResponse();
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result.setContent(content);
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completion.usage().ifPresent(usage -> fillUsage(result, usage));
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log.info("DeepSeek 调用完成: model={}, 耗时={}ms, tokens={}", model,
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System.currentTimeMillis() - start, result.getTotalTokens());
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return result;
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}
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/**
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* 截断过长的响应体，避免错误信息过长。
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* 将 SDK 用量信息填充到响应对象。
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*
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* @param body 响应体
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* @return 截断后的字符串
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* <p>DeepSeek 的缓存命中 token 使用私有字段 {@code prompt_cache_hit_tokens}，
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* SDK 标准模型未必能读取，缺失时保持为 0。</p>
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*
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* @param result 响应对象
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* @param usage SDK 返回的用量信息
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*/
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private String truncate(String body) {
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if (body == null) {
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return "";
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private void fillUsage(DeepSeekResponse result, CompletionUsage usage) {
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result.setPromptTokens((int) usage.promptTokens());
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result.setCompletionTokens((int) usage.completionTokens());
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result.setTotalTokens((int) usage.totalTokens());
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usage.promptTokensDetails()
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.flatMap(CompletionUsage.PromptTokensDetails::cachedTokens)
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.ifPresent(cached -> result.setCachedTokens(cached.intValue()));
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}
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/**
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* 获取（并按需构建）对应配置的 SDK 客户端。
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*
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* @param baseUrl API 基础地址
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* @param apiKey API Key
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* @return SDK 客户端
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*/
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private OpenAIClient resolveClient(String baseUrl, String apiKey) {
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String normalized = baseUrl != null && baseUrl.endsWith("/")
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? baseUrl.substring(0, baseUrl.length() - 1)
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: baseUrl;
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String key = normalized + "\n" + apiKey;
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OpenAIClient cached = clientCache.get(key);
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if (cached != null) {
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return cached;
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}
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return body.length() <= ERROR_BODY_LIMIT ? body : body.substring(0, ERROR_BODY_LIMIT) + "...";
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if (clientCache.size() >= MAX_CACHED_CLIENTS) {
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clientCache.clear();
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}
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return clientCache.computeIfAbsent(key, ignored -> OpenAIOkHttpClient.builder()
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.baseUrl(normalized)
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.apiKey(apiKey)
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.timeout(REQUEST_TIMEOUT)
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.maxRetries(0)
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.build());
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}
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}
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@@ -1,5 +1,8 @@
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package cn.rosercode.finance.config.app;
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import java.util.Map;
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import java.util.Set;
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import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
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import lombok.Data;
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@@ -18,6 +21,9 @@ public class AppConfig {
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/** 默认日志保留天数 */
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public static final int DEFAULT_LOG_RETENTION_DAYS = 30;
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/** 系统默认计入统计的账单来源，其余来源默认不计入 */
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private static final Set<String> DEFAULT_INCLUDED_SOURCES = Set.of("WECHAT", "ALIPAY");
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/** 是否开放注册：true 开放，false 关闭（默认关闭） */
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private boolean registrationEnabled = false;
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@@ -26,4 +32,23 @@ public class AppConfig {
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/** 日志保留天数（访问日志/登录日志），0 或负数表示永久保留，默认 30 天 */
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private Integer logRetentionDays = DEFAULT_LOG_RETENTION_DAYS;
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/** 按账单来源的「计入统计」默认值，key 为账单来源编码（BillType 名称）；为空或缺少某来源时使用系统默认 */
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private Map<String, Boolean> billSourceIncludeInStats;
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/**
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* 解析指定账单来源的「计入统计」默认值。
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*
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* <p>优先取用户配置；未配置时，微信与支付宝默认计入，其余来源默认不计入。</p>
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*
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* @param billType 账单来源编码
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* @return 是否默认计入统计
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*/
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public boolean resolveIncludeInStats(String billType) {
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if (billType != null && billSourceIncludeInStats != null
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&& billSourceIncludeInStats.containsKey(billType)) {
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return Boolean.TRUE.equals(billSourceIncludeInStats.get(billType));
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}
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return billType != null && DEFAULT_INCLUDED_SOURCES.contains(billType);
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}
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}
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@@ -0,0 +1,132 @@
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package cn.rosercode.finance.config.datasource;
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import java.sql.Connection;
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import java.sql.PreparedStatement;
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import java.sql.ResultSet;
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import java.sql.SQLException;
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import java.sql.Statement;
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import javax.sql.DataSource;
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import lombok.extern.slf4j.Slf4j;
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import org.springframework.stereotype.Component;
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/**
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* 数据库结构迁移器。
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*
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* <p>建表脚本均为幂等的 {@code CREATE TABLE IF NOT EXISTS}，无法作用于已存在库的列变更，
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* 因此在此集中处理需要就地迁移的结构调整。迁移逻辑必须可重复执行（幂等）。</p>
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*
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* @date 2026-09-20 15:45:00
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*/
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@Component
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@Slf4j
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public class SchemaMigrator {
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/** 交易记录表名 */
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private static final String TRANSACTION_TABLE = "t_transaction";
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/** 旧列名：支付方式 */
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private static final String OLD_CHANNEL_COLUMN = "payment_method";
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/** 新列名：交易渠道 */
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private static final String NEW_CHANNEL_COLUMN = "channel";
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/**
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* 执行结构迁移。
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*
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* @param dataSource 目标数据源
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* @param type 数据库类型
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*/
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public void migrate(DataSource dataSource, DataSourceType type) {
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try (Connection connection = dataSource.getConnection()) {
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renameChannelColumn(connection, type);
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} catch (SQLException e) {
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throw new IllegalStateException("数据库结构迁移失败：" + e.getMessage(), e);
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}
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}
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/**
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* 将 {@code t_transaction.payment_method} 重命名为 {@code channel}。
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*
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* <p>仅当旧列存在且新列不存在时执行，保证幂等。</p>
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*
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* @param connection 数据库连接
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* @param type 数据库类型
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* @throws SQLException 迁移失败
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*/
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private void renameChannelColumn(Connection connection, DataSourceType type) throws SQLException {
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if (!columnExists(connection, type, TRANSACTION_TABLE, OLD_CHANNEL_COLUMN)) {
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return;
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}
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if (columnExists(connection, type, TRANSACTION_TABLE, NEW_CHANNEL_COLUMN)) {
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log.warn("{} 同时存在 {} 与 {} 列，跳过重命名迁移",
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TRANSACTION_TABLE, OLD_CHANNEL_COLUMN, NEW_CHANNEL_COLUMN);
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return;
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}
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try (Statement statement = connection.createStatement()) {
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statement.execute("ALTER TABLE " + TRANSACTION_TABLE + " RENAME COLUMN "
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+ OLD_CHANNEL_COLUMN + " TO " + NEW_CHANNEL_COLUMN);
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}
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log.info("已将 {} 的列 {} 重命名为 {}", TRANSACTION_TABLE, OLD_CHANNEL_COLUMN, NEW_CHANNEL_COLUMN);
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}
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/**
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* 判断列是否存在。
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*
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* @param connection 数据库连接
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* @param type 数据库类型
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* @param table 表名
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* @param column 列名
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* @return 是否存在
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* @throws SQLException 查询失败
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*/
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private boolean columnExists(Connection connection, DataSourceType type, String table, String column)
|
||||
throws SQLException {
|
||||
if (type == DataSourceType.SQLITE) {
|
||||
return sqliteColumnExists(connection, table, column);
|
||||
}
|
||||
return mysqlColumnExists(connection, table, column);
|
||||
}
|
||||
|
||||
/**
|
||||
* 通过 PRAGMA 查询 SQLite 表结构判断列是否存在。
|
||||
*
|
||||
* @param connection 数据库连接
|
||||
* @param table 表名
|
||||
* @param column 列名
|
||||
* @return 是否存在
|
||||
* @throws SQLException 查询失败
|
||||
*/
|
||||
private boolean sqliteColumnExists(Connection connection, String table, String column) throws SQLException {
|
||||
try (Statement statement = connection.createStatement();
|
||||
ResultSet resultSet = statement.executeQuery("PRAGMA table_info(" + table + ")")) {
|
||||
while (resultSet.next()) {
|
||||
if (column.equalsIgnoreCase(resultSet.getString("name"))) {
|
||||
return true;
|
||||
}
|
||||
}
|
||||
}
|
||||
return false;
|
||||
}
|
||||
|
||||
/**
|
||||
* 通过 information_schema 判断 MySQL 列是否存在。
|
||||
*
|
||||
* @param connection 数据库连接
|
||||
* @param table 表名
|
||||
* @param column 列名
|
||||
* @return 是否存在
|
||||
* @throws SQLException 查询失败
|
||||
*/
|
||||
private boolean mysqlColumnExists(Connection connection, String table, String column) throws SQLException {
|
||||
String sql = "SELECT COUNT(*) FROM information_schema.COLUMNS "
|
||||
+ "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = ? AND COLUMN_NAME = ?";
|
||||
try (PreparedStatement statement = connection.prepareStatement(sql)) {
|
||||
statement.setString(1, table);
|
||||
statement.setString(2, column);
|
||||
try (ResultSet resultSet = statement.executeQuery()) {
|
||||
return resultSet.next() && resultSet.getInt(1) > 0;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -20,6 +20,8 @@ import cn.rosercode.finance.dto.AiConfigRequest;
|
||||
import cn.rosercode.finance.dto.AiDecorateRequest;
|
||||
import cn.rosercode.finance.dto.AiQueryRequest;
|
||||
import cn.rosercode.finance.dto.AiRecordRequest;
|
||||
import cn.rosercode.finance.dto.AiRuleApplyRequest;
|
||||
import cn.rosercode.finance.dto.AiRuleSuggestRequest;
|
||||
import cn.rosercode.finance.dto.AiSuggestOneRequest;
|
||||
import cn.rosercode.finance.dto.AiSuggestRequest;
|
||||
import cn.rosercode.finance.dto.AiTagRequest;
|
||||
@@ -28,6 +30,8 @@ import cn.rosercode.finance.service.AiConfigService;
|
||||
import cn.rosercode.finance.service.AiDecorationService;
|
||||
import cn.rosercode.finance.service.AiQueryService;
|
||||
import cn.rosercode.finance.service.AiRecordService;
|
||||
import cn.rosercode.finance.service.AiRuleService;
|
||||
import cn.rosercode.finance.service.AiStatisticsService;
|
||||
import cn.rosercode.finance.service.AiSuggestionService;
|
||||
import cn.rosercode.finance.service.AiTagService;
|
||||
import cn.rosercode.finance.service.AiUsageService;
|
||||
@@ -36,6 +40,8 @@ import cn.rosercode.finance.vo.AiCategoryResultVO;
|
||||
import cn.rosercode.finance.vo.AiConfigVO;
|
||||
import cn.rosercode.finance.vo.AiQueryResultVO;
|
||||
import cn.rosercode.finance.vo.AiRecordResultVO;
|
||||
import cn.rosercode.finance.vo.AiRuleSuggestResultVO;
|
||||
import cn.rosercode.finance.vo.AiStatisticsResultVO;
|
||||
import cn.rosercode.finance.vo.AiSuggestionVO;
|
||||
import cn.rosercode.finance.vo.AiTagResultVO;
|
||||
import cn.rosercode.finance.vo.AiUsageResultVO;
|
||||
@@ -60,11 +66,14 @@ public class AiController {
|
||||
private final AiDecorationService aiDecorationService;
|
||||
private final AiCategoryService aiCategoryService;
|
||||
private final AiTagService aiTagService;
|
||||
private final AiRuleService aiRuleService;
|
||||
private final AiStatisticsService aiStatisticsService;
|
||||
|
||||
public AiController(AiConfigService aiConfigService, AiSuggestionService aiSuggestionService,
|
||||
AiUsageService aiUsageService, AiQueryService aiQueryService,
|
||||
AiRecordService aiRecordService, AiDecorationService aiDecorationService,
|
||||
AiCategoryService aiCategoryService, AiTagService aiTagService) {
|
||||
AiCategoryService aiCategoryService, AiTagService aiTagService,
|
||||
AiRuleService aiRuleService, AiStatisticsService aiStatisticsService) {
|
||||
this.aiConfigService = aiConfigService;
|
||||
this.aiSuggestionService = aiSuggestionService;
|
||||
this.aiUsageService = aiUsageService;
|
||||
@@ -73,6 +82,8 @@ public class AiController {
|
||||
this.aiDecorationService = aiDecorationService;
|
||||
this.aiCategoryService = aiCategoryService;
|
||||
this.aiTagService = aiTagService;
|
||||
this.aiRuleService = aiRuleService;
|
||||
this.aiStatisticsService = aiStatisticsService;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -243,4 +254,43 @@ public class AiController {
|
||||
Long userId = UserContext.getUserId();
|
||||
return Result.success(aiDecorationService.suggestColor(userId, decorateRequest.getName()));
|
||||
}
|
||||
|
||||
/**
|
||||
* 根据选中的已打标签记录生成分类与标签规则建议
|
||||
*
|
||||
* @param request 选中的记录
|
||||
* @return 规则建议结果
|
||||
*/
|
||||
@PostMapping("/rule/suggest")
|
||||
@Operation(summary = "AI 生成规则", description = "根据选中的已打标签记录，生成分类与标签规则建议")
|
||||
public Result<AiRuleSuggestResultVO> suggestRules(@RequestBody @Valid AiRuleSuggestRequest request) {
|
||||
Long userId = UserContext.getUserId();
|
||||
return Result.success(aiRuleService.suggest(userId, request));
|
||||
}
|
||||
|
||||
/**
|
||||
* 批量创建 AI 生成的规则
|
||||
*
|
||||
* @param request 待创建的规则
|
||||
* @return 实际创建的规则数量
|
||||
*/
|
||||
@PostMapping("/rule/apply")
|
||||
@Operation(summary = "应用 AI 规则", description = "批量创建 AI 生成的规则，必要时新建分类与标签")
|
||||
public Result<Integer> applyRules(@RequestBody @Valid AiRuleApplyRequest request) {
|
||||
Long userId = UserContext.getUserId();
|
||||
return Result.success(aiRuleService.apply(userId, request));
|
||||
}
|
||||
|
||||
/**
|
||||
* 将自然语言统计查询解析为统计面板参数
|
||||
*
|
||||
* @param queryRequest 自然语言查询
|
||||
* @return 统计查询参数
|
||||
*/
|
||||
@PostMapping("/statistics")
|
||||
@Operation(summary = "AI 统计搜索", description = "将自然语言解析为统计面板的筛选、维度与统计口径参数")
|
||||
public Result<AiStatisticsResultVO> statistics(@RequestBody @Valid AiQueryRequest queryRequest) {
|
||||
Long userId = UserContext.getUserId();
|
||||
return Result.success(aiStatisticsService.parse(userId, queryRequest.getQuery()));
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,5 +1,8 @@
|
||||
package cn.rosercode.finance.controller;
|
||||
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.Map;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import org.springframework.web.bind.annotation.GetMapping;
|
||||
@@ -11,8 +14,10 @@ import org.springframework.web.bind.annotation.RestController;
|
||||
import cn.rosercode.finance.common.Result;
|
||||
import cn.rosercode.finance.config.app.AppConfig;
|
||||
import cn.rosercode.finance.config.app.AppConfigStore;
|
||||
import cn.rosercode.finance.dto.BillSourceStatsRequest;
|
||||
import cn.rosercode.finance.dto.LogRetentionRequest;
|
||||
import cn.rosercode.finance.dto.NotificationUrlRequest;
|
||||
import cn.rosercode.finance.enums.BillType;
|
||||
|
||||
/**
|
||||
* 应用配置控制器
|
||||
@@ -85,4 +90,55 @@ public class AppConfigController {
|
||||
appConfigStore.save(config);
|
||||
return Result.success(config.getLogRetentionDays());
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询按账单来源的「计入统计」默认值。
|
||||
*
|
||||
* @return 账单来源编码到是否计入统计的映射，包含全部支持的来源
|
||||
*/
|
||||
@GetMapping("/bill-source-include-in-stats")
|
||||
@Operation(summary = "查询账单来源统计默认值", description = "返回各账单来源导入时「是否计入统计」的默认值")
|
||||
public Result<Map<String, Boolean>> getBillSourceIncludeInStats() {
|
||||
return Result.success(effectiveBillSourceStats(appConfigStore.load()));
|
||||
}
|
||||
|
||||
/**
|
||||
* 更新按账单来源的「计入统计」默认值。
|
||||
*
|
||||
* @param request 各账单来源的默认值
|
||||
* @return 更新后的有效映射
|
||||
*/
|
||||
@PutMapping("/bill-source-include-in-stats")
|
||||
@Operation(summary = "更新账单来源统计默认值", description = "设置各账单来源导入时「是否计入统计」的默认值")
|
||||
public Result<Map<String, Boolean>> updateBillSourceIncludeInStats(@RequestBody BillSourceStatsRequest request) {
|
||||
AppConfig config = appConfigStore.load();
|
||||
Map<String, Boolean> defaults = new LinkedHashMap<>();
|
||||
Map<String, Boolean> requested = request.getDefaults();
|
||||
if (requested != null) {
|
||||
// 仅保留系统支持的账单来源，忽略非法键
|
||||
for (BillType type : BillType.values()) {
|
||||
Boolean value = requested.get(type.name());
|
||||
if (value != null) {
|
||||
defaults.put(type.name(), value);
|
||||
}
|
||||
}
|
||||
}
|
||||
config.setBillSourceIncludeInStats(defaults);
|
||||
appConfigStore.save(config);
|
||||
return Result.success(effectiveBillSourceStats(config));
|
||||
}
|
||||
|
||||
/**
|
||||
* 构建包含全部账单来源的有效默认值映射。
|
||||
*
|
||||
* @param config 应用配置
|
||||
* @return 账单来源编码到是否计入统计的映射
|
||||
*/
|
||||
private Map<String, Boolean> effectiveBillSourceStats(AppConfig config) {
|
||||
Map<String, Boolean> result = new LinkedHashMap<>();
|
||||
for (BillType type : BillType.values()) {
|
||||
result.put(type.name(), config.resolveIncludeInStats(type.name()));
|
||||
}
|
||||
return result;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -16,7 +16,9 @@ import org.springframework.web.bind.annotation.RequestBody;
|
||||
import org.springframework.web.bind.annotation.RequestMapping;
|
||||
import org.springframework.web.bind.annotation.RestController;
|
||||
|
||||
import cn.rosercode.finance.common.PageResult;
|
||||
import cn.rosercode.finance.common.Result;
|
||||
import cn.rosercode.finance.dto.RuleQuery;
|
||||
import cn.rosercode.finance.dto.RuleRequest;
|
||||
import cn.rosercode.finance.service.RuleService;
|
||||
import cn.rosercode.finance.util.UserContext;
|
||||
@@ -52,6 +54,19 @@ public class RuleController {
|
||||
return Result.success(ruleService.list(userId));
|
||||
}
|
||||
|
||||
/**
|
||||
* 分页查询规则
|
||||
*
|
||||
* @param query 分页与筛选条件
|
||||
* @return 分页规则列表
|
||||
*/
|
||||
@GetMapping("/page")
|
||||
@Operation(summary = "分页查询规则", description = "按名称/关键词、启用状态与收支类型分页查询当前用户的规则")
|
||||
public Result<PageResult<RuleVO>> page(@Parameter(description = "分页查询参数") RuleQuery query) {
|
||||
Long userId = UserContext.getUserId();
|
||||
return Result.success(ruleService.page(userId, query));
|
||||
}
|
||||
|
||||
/**
|
||||
* 创建规则
|
||||
*
|
||||
|
||||
@@ -97,7 +97,7 @@ public class StatisticsController {
|
||||
/**
|
||||
* 按维度获取分组统计数据
|
||||
*
|
||||
* @param dimension 统计维度（day/week/month/quarter/year/paymentMethod/category/type）
|
||||
* @param dimension 统计维度（day/week/month/quarter/year/channel/category/type）
|
||||
* @param query 时间范围查询参数
|
||||
* @return 分组统计列表
|
||||
*/
|
||||
|
||||
@@ -58,14 +58,14 @@ public class TransactionController {
|
||||
}
|
||||
|
||||
/**
|
||||
* 获取系统支持的支付方式列表
|
||||
* 获取系统支持的交易渠道列表
|
||||
*
|
||||
* @return 支付方式编码列表
|
||||
* @return 交易渠道编码列表
|
||||
*/
|
||||
@GetMapping("/payment-methods")
|
||||
@Operation(summary = "获取支付方式列表", description = "返回系统支持的支付方式编码，含账单导入来源与人工支付方式")
|
||||
public Result<List<String>> paymentMethods() {
|
||||
return Result.success(transactionService.listPaymentMethods());
|
||||
@GetMapping("/channels")
|
||||
@Operation(summary = "获取交易渠道列表", description = "返回系统支持的交易渠道编码，含账单导入来源与人工交易渠道")
|
||||
public Result<List<String>> channels() {
|
||||
return Result.success(transactionService.listChannels());
|
||||
}
|
||||
|
||||
/**
|
||||
|
||||
@@ -0,0 +1,62 @@
|
||||
package cn.rosercode.finance.dto;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.util.List;
|
||||
|
||||
import jakarta.validation.constraints.NotEmpty;
|
||||
import lombok.Data;
|
||||
|
||||
import cn.rosercode.finance.vo.AiNewTagVO;
|
||||
|
||||
/**
|
||||
* AI 生成规则的批量创建请求。
|
||||
*
|
||||
* @date 2026-09-20 16:05:00
|
||||
*/
|
||||
@Data
|
||||
public class AiRuleApplyRequest {
|
||||
|
||||
/** 待创建的规则列表，不能为空 */
|
||||
@NotEmpty(message = "请至少选择一条规则")
|
||||
private List<Item> rules;
|
||||
|
||||
/**
|
||||
* 单条待创建规则。
|
||||
*/
|
||||
@Data
|
||||
public static class Item {
|
||||
|
||||
/** 规则名称 */
|
||||
private String name;
|
||||
|
||||
/** 是否启用，默认启用 */
|
||||
private Boolean enabled;
|
||||
|
||||
/** 限定收支类型：INCOME/EXPENSE，为空表示不限 */
|
||||
private String type;
|
||||
|
||||
/** 匹配关键词 */
|
||||
private String keyword;
|
||||
|
||||
/** 金额下限（含） */
|
||||
private BigDecimal minAmount;
|
||||
|
||||
/** 金额上限（含） */
|
||||
private BigDecimal maxAmount;
|
||||
|
||||
/** 现有分类ID */
|
||||
private Long categoryId;
|
||||
|
||||
/** 需新建的分类名称 */
|
||||
private String newCategoryName;
|
||||
|
||||
/** 需新建的分类图标 */
|
||||
private String newCategoryIcon;
|
||||
|
||||
/** 现有标签ID列表 */
|
||||
private List<Long> tagIds;
|
||||
|
||||
/** 需新建的标签列表 */
|
||||
private List<AiNewTagVO> newTags;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,19 @@
|
||||
package cn.rosercode.finance.dto;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
import jakarta.validation.constraints.NotEmpty;
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* AI 规则生成请求，携带选中的已打标签记录。
|
||||
*
|
||||
* @date 2026-09-20 17:10:00
|
||||
*/
|
||||
@Data
|
||||
public class AiRuleSuggestRequest {
|
||||
|
||||
/** 选中的交易记录ID列表，不能为空 */
|
||||
@NotEmpty(message = "请至少选择一条记录")
|
||||
private List<Long> transactionIds;
|
||||
}
|
||||
@@ -20,8 +20,8 @@ public class AiSuggestOneRequest {
|
||||
/** 交易金额 */
|
||||
private BigDecimal amount;
|
||||
|
||||
/** 支付方式 */
|
||||
private String paymentMethod;
|
||||
/** 交易渠道 */
|
||||
private String channel;
|
||||
|
||||
/** 备注 */
|
||||
private String remark;
|
||||
|
||||
@@ -0,0 +1,17 @@
|
||||
package cn.rosercode.finance.dto;
|
||||
|
||||
import java.util.Map;
|
||||
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* 按账单来源的「计入统计」默认值更新请求。
|
||||
*
|
||||
* @date 2026-09-20 15:55:00
|
||||
*/
|
||||
@Data
|
||||
public class BillSourceStatsRequest {
|
||||
|
||||
/** 账单来源编码（BillType 名称）到是否计入统计的映射 */
|
||||
private Map<String, Boolean> defaults;
|
||||
}
|
||||
@@ -0,0 +1,27 @@
|
||||
package cn.rosercode.finance.dto;
|
||||
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* 规则分页查询 DTO。
|
||||
*
|
||||
* @date 2026-09-20 18:10:00
|
||||
*/
|
||||
@Data
|
||||
public class RuleQuery {
|
||||
|
||||
/** 当前页码，默认第1页 */
|
||||
private Integer page = 1;
|
||||
|
||||
/** 每页条数，默认20条 */
|
||||
private Integer size = 20;
|
||||
|
||||
/** 关键字，模糊匹配规则名称或关键词 */
|
||||
private String keyword;
|
||||
|
||||
/** 启用状态筛选：null-全部，true-启用，false-停用 */
|
||||
private Boolean enabled;
|
||||
|
||||
/** 收支类型筛选：INCOME/EXPENSE，为空表示不限 */
|
||||
private String type;
|
||||
}
|
||||
@@ -28,8 +28,14 @@ public class StatisticsRangeQuery {
|
||||
/** 是否仅筛选未分类记录；与 categoryIds 同时存在时取并集 */
|
||||
private Boolean uncategorized;
|
||||
|
||||
/** 支付方式筛选（WECHAT/ALIPAY/CASH/BANK），支持多选 */
|
||||
private List<String> paymentMethods;
|
||||
/** 交易渠道筛选（WECHAT/ALIPAY/CASH/BANK），支持多选 */
|
||||
private List<String> channels;
|
||||
|
||||
/** 标签ID筛选，支持多选 */
|
||||
private List<Long> tagIds;
|
||||
|
||||
/** 是否仅筛选未打标签记录；与 tagIds 同时存在时取并集 */
|
||||
private Boolean untagged;
|
||||
|
||||
/** 最小金额（含），可选 */
|
||||
private BigDecimal minAmount;
|
||||
|
||||
@@ -32,8 +32,8 @@ public class TransactionQuery {
|
||||
/** 查询结束时间 */
|
||||
private String endTime;
|
||||
|
||||
/** 支付方式筛选（WECHAT/ALIPAY/CASH/BANK），支持多选 */
|
||||
private List<String> paymentMethods;
|
||||
/** 交易渠道筛选（WECHAT/ALIPAY/CASH/BANK），支持多选 */
|
||||
private List<String> channels;
|
||||
|
||||
/** 是否计入统计筛选：null-全部，true-仅计入，false-仅不计入 */
|
||||
private Boolean includeInStats;
|
||||
@@ -58,4 +58,7 @@ public class TransactionQuery {
|
||||
|
||||
/** 是否仅筛选无标签记录；与 tagIds 同时存在时取并集 */
|
||||
private Boolean untagged;
|
||||
|
||||
/** 是否仅筛选有标签记录；与 tagIds/untagged 同时存在时取并集 */
|
||||
private Boolean tagged;
|
||||
}
|
||||
|
||||
@@ -27,8 +27,8 @@ public class TransactionRequest {
|
||||
@DecimalMin(value = "0.01", message = "金额必须大于0")
|
||||
private BigDecimal amount;
|
||||
|
||||
/** 支付方式，可选 */
|
||||
private String paymentMethod;
|
||||
/** 交易渠道，可选 */
|
||||
private String channel;
|
||||
|
||||
/** 备注，可选 */
|
||||
private String remark;
|
||||
|
||||
@@ -37,8 +37,8 @@ public class Transaction {
|
||||
/** 交易金额 */
|
||||
private BigDecimal amount;
|
||||
|
||||
/** 支付方式 */
|
||||
private String paymentMethod;
|
||||
/** 交易渠道 */
|
||||
private String channel;
|
||||
|
||||
/** 备注 */
|
||||
private String remark;
|
||||
|
||||
@@ -26,5 +26,11 @@ public enum AiCallType {
|
||||
CATEGORY,
|
||||
|
||||
/** 自然语言生成标签 */
|
||||
TAG
|
||||
TAG,
|
||||
|
||||
/** 根据账单数据生成分类与标签规则 */
|
||||
RULE,
|
||||
|
||||
/** 自然语言统计查询解析 */
|
||||
STATISTICS
|
||||
}
|
||||
|
||||
@@ -19,8 +19,8 @@ public enum StatisticsDimension {
|
||||
QUARTER(true),
|
||||
/** 按年 */
|
||||
YEAR(true),
|
||||
/** 按支付方式 */
|
||||
PAYMENT_METHOD(false),
|
||||
/** 按交易渠道 */
|
||||
CHANNEL(false),
|
||||
/** 按分类 */
|
||||
CATEGORY(false),
|
||||
/** 按交易类型 */
|
||||
@@ -45,7 +45,7 @@ public enum StatisticsDimension {
|
||||
/**
|
||||
* 将字符串解析为统计维度，兼容 camelCase 与 UPPER_SNAKE_CASE
|
||||
*
|
||||
* @param value 维度字符串，如 day、paymentMethod、PAYMENT_METHOD
|
||||
* @param value 维度字符串，如 day、channel、CHANNEL
|
||||
* @return 统计维度
|
||||
*/
|
||||
public static StatisticsDimension from(String value) {
|
||||
|
||||
@@ -0,0 +1,31 @@
|
||||
package cn.rosercode.finance.service;
|
||||
|
||||
import cn.rosercode.finance.dto.AiRuleApplyRequest;
|
||||
import cn.rosercode.finance.dto.AiRuleSuggestRequest;
|
||||
import cn.rosercode.finance.vo.AiRuleSuggestResultVO;
|
||||
|
||||
/**
|
||||
* AI 规则服务，根据账单数据生成分类与标签规则建议并批量创建。
|
||||
*
|
||||
* @date 2026-09-20 16:05:00
|
||||
*/
|
||||
public interface AiRuleService {
|
||||
|
||||
/**
|
||||
* 基于选中的已打标签记录生成规则建议。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @param request 选中的记录
|
||||
* @return 规则建议结果
|
||||
*/
|
||||
AiRuleSuggestResultVO suggest(Long userId, AiRuleSuggestRequest request);
|
||||
|
||||
/**
|
||||
* 批量创建规则，必要时新建分类与标签。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @param request 待创建的规则
|
||||
* @return 实际创建的规则数量
|
||||
*/
|
||||
int apply(Long userId, AiRuleApplyRequest request);
|
||||
}
|
||||
@@ -0,0 +1,20 @@
|
||||
package cn.rosercode.finance.service;
|
||||
|
||||
import cn.rosercode.finance.vo.AiStatisticsResultVO;
|
||||
|
||||
/**
|
||||
* AI 统计查询服务，将自然语言解析为统计面板的查询参数。
|
||||
*
|
||||
* @date 2026-09-20 16:30:00
|
||||
*/
|
||||
public interface AiStatisticsService {
|
||||
|
||||
/**
|
||||
* 解析自然语言统计查询。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @param query 自然语言查询
|
||||
* @return 统计查询参数
|
||||
*/
|
||||
AiStatisticsResultVO parse(Long userId, String query);
|
||||
}
|
||||
@@ -2,6 +2,8 @@ package cn.rosercode.finance.service;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
import cn.rosercode.finance.common.PageResult;
|
||||
import cn.rosercode.finance.dto.RuleQuery;
|
||||
import cn.rosercode.finance.dto.RuleRequest;
|
||||
import cn.rosercode.finance.vo.RuleVO;
|
||||
|
||||
@@ -20,6 +22,15 @@ public interface RuleService {
|
||||
*/
|
||||
List<RuleVO> list(Long userId);
|
||||
|
||||
/**
|
||||
* 分页查询规则，支持按名称/关键词、启用状态与收支类型筛选。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @param query 分页与筛选条件
|
||||
* @return 分页规则列表
|
||||
*/
|
||||
PageResult<RuleVO> page(Long userId, RuleQuery query);
|
||||
|
||||
/**
|
||||
* 创建规则。
|
||||
*
|
||||
|
||||
@@ -106,12 +106,12 @@ public interface TransactionService {
|
||||
int batchTags(Long userId, BatchTagRequest request);
|
||||
|
||||
/**
|
||||
* 获取系统支持的支付方式编码列表。
|
||||
* 获取系统支持的交易渠道编码列表。
|
||||
*
|
||||
* <p>由账单来源（{@link cn.rosercode.finance.enums.BillType}）与人工记账支付方式组成，
|
||||
* <p>由账单来源（{@link cn.rosercode.finance.enums.BillType}）与人工记账交易渠道组成，
|
||||
* 供前端筛选与编辑表单动态渲染。</p>
|
||||
*
|
||||
* @return 支付方式编码列表
|
||||
* @return 交易渠道编码列表
|
||||
*/
|
||||
List<String> listPaymentMethods();
|
||||
List<String> listChannels();
|
||||
}
|
||||
|
||||
@@ -45,8 +45,8 @@ public class AiQueryServiceImpl implements AiQueryService {
|
||||
/** 合法的收支类型 */
|
||||
private static final List<String> VALID_TYPES = List.of("INCOME", "EXPENSE");
|
||||
|
||||
/** 合法的支付方式 */
|
||||
private static final List<String> VALID_PAYMENTS = List.of("WECHAT", "ALIPAY", "CASH", "BANK");
|
||||
/** 合法的交易渠道 */
|
||||
private static final List<String> VALID_CHANNELS = List.of("WECHAT", "ALIPAY", "CASH", "BANK");
|
||||
|
||||
private final AiConfigService aiConfigService;
|
||||
private final CategoryMapper categoryMapper;
|
||||
@@ -123,7 +123,7 @@ public class AiQueryServiceImpl implements AiQueryService {
|
||||
String today = LocalDate.now().format(DATE_FMT);
|
||||
return "你是一个记账系统的查询解析助手。请把用户的自然语言查询解析为结构化筛选条件，只输出 JSON，不要输出任何多余内容。\n"
|
||||
+ "可用的收支类型：INCOME（收入）、EXPENSE（支出）。\n"
|
||||
+ "可用的支付方式：WECHAT（微信）、ALIPAY（支付宝）、CASH（现金）、BANK（银行卡）。\n"
|
||||
+ "可用的交易渠道：WECHAT（微信）、ALIPAY（支付宝）、CASH（现金）、BANK（银行卡）。\n"
|
||||
+ "可用分类：" + (categoryNames.isEmpty() ? "无" : categoryNames) + "。\n"
|
||||
+ "可用标签：" + (tagNames.isEmpty() ? "无" : tagNames) + "。\n"
|
||||
+ "时间范围请使用 preset 表示，取值：TODAY、YESTERDAY、THIS_WEEK、LAST_WEEK、THIS_MONTH、LAST_MONTH、"
|
||||
@@ -131,7 +131,7 @@ public class AiQueryServiceImpl implements AiQueryService {
|
||||
+ "未提及的字段请留空（数组用 []，其余用 null）。分类和标签只能使用上面给出的名称。\n"
|
||||
+ "今天是 " + today + "。\n"
|
||||
+ "输出格式：{\"summary\":\"简要说明识别到的查询意图\",\"types\":[],\"categoryNames\":[],\"tagNames\":[],"
|
||||
+ "\"paymentMethods\":[],\"dateRange\":{\"preset\":\"NONE\",\"start\":null,\"end\":null},\"minAmount\":null,"
|
||||
+ "\"channels\":[],\"dateRange\":{\"preset\":\"NONE\",\"start\":null,\"end\":null},\"minAmount\":null,"
|
||||
+ "\"maxAmount\":null,\"remark\":null,\"includeInStats\":null,\"uncategorized\":false,\"unmatched\":[]}";
|
||||
}
|
||||
|
||||
@@ -154,7 +154,7 @@ public class AiQueryServiceImpl implements AiQueryService {
|
||||
AiQueryResultVO vo = new AiQueryResultVO();
|
||||
vo.setSummary(root.path("summary").asText(""));
|
||||
vo.setTypes(filterValid(root.path("types"), VALID_TYPES));
|
||||
vo.setPaymentMethods(filterValid(root.path("paymentMethods"), VALID_PAYMENTS));
|
||||
vo.setChannels(filterValid(root.path("channels"), VALID_CHANNELS));
|
||||
vo.setUncategorized(root.path("uncategorized").asBoolean(false));
|
||||
|
||||
JsonNode statsNode = root.path("includeInStats");
|
||||
|
||||
@@ -42,8 +42,8 @@ public class AiRecordServiceImpl implements AiRecordService {
|
||||
/** 合法的收支类型 */
|
||||
private static final List<String> VALID_TYPES = List.of("INCOME", "EXPENSE");
|
||||
|
||||
/** 合法的支付方式 */
|
||||
private static final List<String> VALID_PAYMENTS = List.of("WECHAT", "ALIPAY", "CASH", "BANK");
|
||||
/** 合法的交易渠道 */
|
||||
private static final List<String> VALID_CHANNELS = List.of("WECHAT", "ALIPAY", "CASH", "BANK");
|
||||
|
||||
private final AiConfigService aiConfigService;
|
||||
private final CategoryMapper categoryMapper;
|
||||
@@ -120,17 +120,17 @@ public class AiRecordServiceImpl implements AiRecordService {
|
||||
String now = LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"));
|
||||
return "你是一个记账助手。请把用户的自然语言记账内容解析为一条结构化交易记录，只输出 JSON，不要输出任何多余内容。\n"
|
||||
+ "可用的收支类型：INCOME（收入）、EXPENSE（支出）。\n"
|
||||
+ "可用的支付方式：WECHAT（微信）、ALIPAY（支付宝）、CASH（现金）、BANK（银行卡）。\n"
|
||||
+ "可用的交易渠道：WECHAT（微信）、ALIPAY（支付宝）、CASH（现金）、BANK（银行卡）。\n"
|
||||
+ "可用分类：" + (categoryNames.isEmpty() ? "无" : categoryNames) + "。\n"
|
||||
+ "可用标签：" + (tagNames.isEmpty() ? "无" : tagNames) + "。\n"
|
||||
+ "规则：1. type 默认为 EXPENSE，除非明显是收入；2. amount 为必填数字；"
|
||||
+ "3. categoryNames 从可用分类中选择最合适的一个（数组，最多一个），无法判断则为空数组；"
|
||||
+ "4. tagNames 从可用标签中选择（数组，可为空）；5. paymentMethod 从可用支付方式中选择，无法判断为 null；"
|
||||
+ "4. tagNames 从可用标签中选择（数组，可为空）；5. channel 从可用交易渠道中选择，无法判断为 null；"
|
||||
+ "6. transactionTime 输出 yyyy-MM-ddTHH:mm:ss，未提及时间用当前时间，相对时间（如昨天、上周五）请换算；"
|
||||
+ "7. includeInStats 默认 true；8. remark 给出简洁备注。\n"
|
||||
+ "当前时间：" + now + "。\n"
|
||||
+ "输出格式：{\"summary\":\"简要说明识别到的记账内容\",\"type\":\"EXPENSE\",\"amount\":35.5,"
|
||||
+ "\"categoryNames\":[\"餐饮\"],\"tagNames\":[],\"paymentMethod\":\"ALIPAY\","
|
||||
+ "\"categoryNames\":[\"餐饮\"],\"tagNames\":[],\"channel\":\"ALIPAY\","
|
||||
+ "\"transactionTime\":\"" + LocalDateTime.now().format(DATETIME_FMT) + "\",\"remark\":\"午餐\","
|
||||
+ "\"includeInStats\":true,\"unmatched\":[]}";
|
||||
}
|
||||
@@ -193,10 +193,10 @@ public class AiRecordServiceImpl implements AiRecordService {
|
||||
vo.setTagIds(tagIds);
|
||||
vo.setTagNames(tagNames);
|
||||
|
||||
// 支付方式
|
||||
String payment = root.path("paymentMethod").asText("").toUpperCase();
|
||||
if (VALID_PAYMENTS.contains(payment)) {
|
||||
vo.setPaymentMethod(payment);
|
||||
// 交易渠道
|
||||
String channel = root.path("channel").asText("").toUpperCase();
|
||||
if (VALID_CHANNELS.contains(channel)) {
|
||||
vo.setChannel(channel);
|
||||
}
|
||||
|
||||
// 交易时间
|
||||
|
||||
@@ -0,0 +1,811 @@
|
||||
package cn.rosercode.finance.service.impl;
|
||||
|
||||
import java.util.ArrayList;
|
||||
import java.util.Collections;
|
||||
import java.util.HashSet;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.LinkedHashSet;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.Objects;
|
||||
import java.util.Set;
|
||||
import java.util.function.Function;
|
||||
import java.util.regex.Pattern;
|
||||
import java.util.stream.Collectors;
|
||||
|
||||
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
|
||||
import com.fasterxml.jackson.core.JsonProcessingException;
|
||||
import com.fasterxml.jackson.databind.JsonNode;
|
||||
import com.fasterxml.jackson.databind.ObjectMapper;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
import cn.rosercode.finance.client.DeepSeekClient;
|
||||
import cn.rosercode.finance.client.DeepSeekResponse;
|
||||
import cn.rosercode.finance.common.BusinessException;
|
||||
import cn.rosercode.finance.dto.AiRuleApplyRequest;
|
||||
import cn.rosercode.finance.dto.AiRuleSuggestRequest;
|
||||
import cn.rosercode.finance.dto.RuleRequest;
|
||||
import cn.rosercode.finance.entity.AiConfig;
|
||||
import cn.rosercode.finance.entity.Category;
|
||||
import cn.rosercode.finance.entity.Tag;
|
||||
import cn.rosercode.finance.entity.Transaction;
|
||||
import cn.rosercode.finance.entity.TransactionTag;
|
||||
import cn.rosercode.finance.enums.AiCallType;
|
||||
import cn.rosercode.finance.mapper.CategoryMapper;
|
||||
import cn.rosercode.finance.mapper.TagMapper;
|
||||
import cn.rosercode.finance.mapper.TransactionMapper;
|
||||
import cn.rosercode.finance.mapper.TransactionTagMapper;
|
||||
import cn.rosercode.finance.service.AiConfigService;
|
||||
import cn.rosercode.finance.service.AiRuleService;
|
||||
import cn.rosercode.finance.service.AiUsageService;
|
||||
import cn.rosercode.finance.service.RuleService;
|
||||
import cn.rosercode.finance.vo.AiNewTagVO;
|
||||
import cn.rosercode.finance.vo.AiRuleSuggestResultVO;
|
||||
import cn.rosercode.finance.vo.AiRuleSuggestionVO;
|
||||
import cn.rosercode.finance.vo.RuleVO;
|
||||
|
||||
/**
|
||||
* AI 规则服务实现类，根据选中的已打标签记录反推分类与标签规则。
|
||||
*
|
||||
* @date 2026-09-20 16:05:00
|
||||
*/
|
||||
@Service
|
||||
@Slf4j
|
||||
public class AiRuleServiceImpl implements AiRuleService {
|
||||
|
||||
/** 单次分析的最大记录条数 */
|
||||
private static final int MAX_SELECTED_TRANSACTIONS = 500;
|
||||
|
||||
/** 规则名称最大长度 */
|
||||
private static final int RULE_NAME_MAX_LENGTH = 50;
|
||||
|
||||
/** 关键词最大长度 */
|
||||
private static final int KEYWORD_MAX_LENGTH = 100;
|
||||
|
||||
/** 分类名称最大长度 */
|
||||
private static final int CATEGORY_NAME_MAX_LENGTH = 20;
|
||||
|
||||
/** 标签名称最大长度 */
|
||||
private static final int TAG_NAME_MAX_LENGTH = 20;
|
||||
|
||||
/** 图标最大长度 */
|
||||
private static final int ICON_MAX_LENGTH = 16;
|
||||
|
||||
/** 默认标签颜色 */
|
||||
private static final String DEFAULT_TAG_COLOR = "#2080f0";
|
||||
|
||||
/** 合法的十六进制颜色 */
|
||||
private static final Pattern COLOR_PATTERN = Pattern.compile("^#[0-9a-fA-F]{6}$");
|
||||
|
||||
/** 系统提示词，要求模型严格返回 JSON */
|
||||
private static final String SYSTEM_PROMPT = "你是一个个人记账应用的规则生成助手。"
|
||||
+ "请根据给定的已打标签记录，总结出可用于自动分类与打标签的规则，只输出 JSON。\n"
|
||||
+ "每条记录包含收支类型、备注、交易渠道、已有分类（category）与已有标签（tags），请据此归纳可复用的关键词规则。\n"
|
||||
+ "规则字段说明：\n"
|
||||
+ "- name：规则名称，简洁中文，不超过 20 字；\n"
|
||||
+ "- type：限定收支类型，只能是 INCOME（收入）或 EXPENSE（支出），无法判断为 null；\n"
|
||||
+ "- keyword：匹配备注的关键词（包含匹配，忽略大小写），无法判断为 null；\n"
|
||||
+ "- categoryId：从「可用分类」中选择最合适的分类ID，无法对应时为 null；\n"
|
||||
+ "- newCategory：现有分类都不合适时给出 {\"name\":\"分类名\",\"type\":\"EXPENSE\",\"icon\":\"🚌\"}，否则为 null；\n"
|
||||
+ "- tagIds：从「可用标签」中选择，数组；\n"
|
||||
+ "- newTags：需要新建的标签，格式 [{\"name\":\"标签名\",\"color\":\"#2f80ed\"}]，可为空数组；\n"
|
||||
+ "- reason：简要中文理由。\n"
|
||||
+ "优先依据记录已有的标签与分类归纳规则；规则应聚焦于可复用的关键词，避免一条规则只对应单笔记录。\n"
|
||||
+ "输出格式：{\"summary\":\"简要中文摘要\",\"rules\":[{\"name\":\"...\",\"type\":\"EXPENSE\","
|
||||
+ "\"keyword\":\"星巴克\",\"categoryId\":12,\"newCategory\":null,\"tagIds\":[3],"
|
||||
+ "\"newTags\":[],\"reason\":\"...\"}]}";
|
||||
|
||||
private final AiConfigService aiConfigService;
|
||||
private final DeepSeekClient deepSeekClient;
|
||||
private final AiUsageService aiUsageService;
|
||||
private final ObjectMapper objectMapper;
|
||||
private final TransactionMapper transactionMapper;
|
||||
private final CategoryMapper categoryMapper;
|
||||
private final TagMapper tagMapper;
|
||||
private final TransactionTagMapper transactionTagMapper;
|
||||
private final RuleService ruleService;
|
||||
|
||||
public AiRuleServiceImpl(AiConfigService aiConfigService,
|
||||
DeepSeekClient deepSeekClient,
|
||||
AiUsageService aiUsageService,
|
||||
ObjectMapper objectMapper,
|
||||
TransactionMapper transactionMapper,
|
||||
CategoryMapper categoryMapper,
|
||||
TagMapper tagMapper,
|
||||
TransactionTagMapper transactionTagMapper,
|
||||
RuleService ruleService) {
|
||||
this.aiConfigService = aiConfigService;
|
||||
this.deepSeekClient = deepSeekClient;
|
||||
this.aiUsageService = aiUsageService;
|
||||
this.objectMapper = objectMapper;
|
||||
this.transactionMapper = transactionMapper;
|
||||
this.categoryMapper = categoryMapper;
|
||||
this.tagMapper = tagMapper;
|
||||
this.transactionTagMapper = transactionTagMapper;
|
||||
this.ruleService = ruleService;
|
||||
}
|
||||
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 仅加载属于当前用户且被勾选的记录，并附带其已有标签作为规则归纳依据。
|
||||
*/
|
||||
@Override
|
||||
public AiRuleSuggestResultVO suggest(Long userId, AiRuleSuggestRequest request) {
|
||||
AiConfig config = requireConfig(userId);
|
||||
|
||||
List<Long> requestedIds = request.getTransactionIds().stream().distinct().collect(Collectors.toList());
|
||||
if (requestedIds.size() > MAX_SELECTED_TRANSACTIONS) {
|
||||
throw new BusinessException("单次最多分析 " + MAX_SELECTED_TRANSACTIONS + " 条记录");
|
||||
}
|
||||
|
||||
List<Category> categories = categoryMapper.selectList(new LambdaQueryWrapper<Category>()
|
||||
.eq(Category::getUserId, userId));
|
||||
List<Tag> tags = tagMapper.selectList(new LambdaQueryWrapper<Tag>()
|
||||
.eq(Tag::getUserId, userId));
|
||||
|
||||
// 仅保留属于当前用户的记录，并保持请求顺序
|
||||
Map<Long, Transaction> transactionMap = transactionMapper.selectList(new LambdaQueryWrapper<Transaction>()
|
||||
.eq(Transaction::getUserId, userId)
|
||||
.in(Transaction::getId, requestedIds))
|
||||
.stream().collect(Collectors.toMap(Transaction::getId, Function.identity()));
|
||||
List<Transaction> transactions = requestedIds.stream()
|
||||
.map(transactionMap::get)
|
||||
.filter(Objects::nonNull)
|
||||
.collect(Collectors.toList());
|
||||
if (transactions.isEmpty()) {
|
||||
throw new BusinessException("所选记录不存在或不属于当前用户");
|
||||
}
|
||||
|
||||
// 批量查询所选记录的标签名称
|
||||
List<Long> selectedIds = transactions.stream().map(Transaction::getId).collect(Collectors.toList());
|
||||
Map<Long, List<String>> tagNamesByTransaction = loadTagNames(selectedIds, tags);
|
||||
|
||||
String userPrompt = buildUserPrompt(categories, tags, transactions, tagNamesByTransaction);
|
||||
long start = System.currentTimeMillis();
|
||||
DeepSeekResponse aiResponse;
|
||||
try {
|
||||
aiResponse = deepSeekClient.chat(config.getBaseUrl(), config.getApiKey(), config.getModel(),
|
||||
SYSTEM_PROMPT, userPrompt);
|
||||
} catch (RuntimeException e) {
|
||||
aiUsageService.recordFailure(userId, AiCallType.RULE, config.getModel(), transactions.size(),
|
||||
System.currentTimeMillis() - start, e.getMessage());
|
||||
throw e;
|
||||
}
|
||||
aiUsageService.recordSuccess(userId, AiCallType.RULE, config.getModel(), transactions.size(),
|
||||
aiResponse, System.currentTimeMillis() - start);
|
||||
AiRuleSuggestResultVO result = parseResult(aiResponse.getContent(), categories, tags);
|
||||
// 标记与已有规则重复、或本次建议内部重复的条目
|
||||
markDuplicates(userId, result.getRules(), categories, tags);
|
||||
log.info("AI 规则生成完成: userId={}, 分析记录={}, 建议规则={}", userId, transactions.size(),
|
||||
result.getRules().size());
|
||||
return result;
|
||||
}
|
||||
|
||||
/**
|
||||
* 标记重复的规则建议：与已有规则签名一致，或本次建议内部重复（保留首条）。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @param rules 规则建议列表
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
*/
|
||||
private void markDuplicates(Long userId, List<AiRuleSuggestionVO> rules,
|
||||
List<Category> categories, List<Tag> tags) {
|
||||
Set<String> existing = loadExistingRuleSignatures(userId);
|
||||
Set<String> seen = new HashSet<>();
|
||||
for (AiRuleSuggestionVO rule : rules) {
|
||||
String signature = signatureOf(rule, categories, tags);
|
||||
boolean duplicated = existing.contains(signature) || !seen.add(signature);
|
||||
rule.setDuplicate(duplicated);
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 加载当前用户已有规则的签名集合。
|
||||
*
|
||||
* @param userId 当前用户ID
|
||||
* @return 规则签名集合
|
||||
*/
|
||||
private Set<String> loadExistingRuleSignatures(Long userId) {
|
||||
List<RuleVO> existing = ruleService.list(userId);
|
||||
Set<String> signatures = new HashSet<>();
|
||||
for (RuleVO rule : existing) {
|
||||
String categoryKey = rule.getCategoryId() == null ? "" : "c:" + rule.getCategoryId();
|
||||
List<String> tagKeys = rule.getTags() == null ? List.of()
|
||||
: rule.getTags().stream().map(tag -> "t:" + tag.getId()).collect(Collectors.toList());
|
||||
signatures.add(ruleSignature(rule.getType(), rule.getKeyword(), categoryKey, tagKeys));
|
||||
}
|
||||
return signatures;
|
||||
}
|
||||
|
||||
/**
|
||||
* 计算规则建议的签名，newCategory/newTags 先按名称解析到已有分类/标签 ID。
|
||||
*
|
||||
* @param rule 规则建议
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 规则签名
|
||||
*/
|
||||
private String signatureOf(AiRuleSuggestionVO rule, List<Category> categories, List<Tag> tags) {
|
||||
List<String> newTagNames = rule.getNewTags() == null ? null
|
||||
: rule.getNewTags().stream().map(AiNewTagVO::getName).collect(Collectors.toList());
|
||||
return buildSignature(rule.getType(), rule.getKeyword(), rule.getCategoryId(),
|
||||
rule.getNewCategoryName(), rule.getTagIds(), newTagNames, categories, tags);
|
||||
}
|
||||
|
||||
/**
|
||||
* 构建规则签名，newCategory/newTags 先按名称解析到已有分类/标签 ID。
|
||||
*
|
||||
* @param type 收支类型
|
||||
* @param keyword 关键词
|
||||
* @param categoryId 分类ID
|
||||
* @param newCategoryName 新建分类名称
|
||||
* @param tagIds 标签ID列表
|
||||
* @param newTagNames 新建标签名称列表
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 规则签名
|
||||
*/
|
||||
private String buildSignature(String type, String keyword, Long categoryId, String newCategoryName,
|
||||
List<Long> tagIds, List<String> newTagNames,
|
||||
List<Category> categories, List<Tag> tags) {
|
||||
String categoryKey = "";
|
||||
if (categoryId != null) {
|
||||
categoryKey = "c:" + categoryId;
|
||||
} else if (!isBlank(newCategoryName)) {
|
||||
Category matched = findCategoryByName(categories, type, newCategoryName);
|
||||
categoryKey = matched != null ? "c:" + matched.getId()
|
||||
: "n:" + newCategoryName.trim().toLowerCase();
|
||||
}
|
||||
List<String> tagKeys = new ArrayList<>();
|
||||
if (tagIds != null) {
|
||||
tagIds.forEach(tagId -> tagKeys.add("t:" + tagId));
|
||||
}
|
||||
if (newTagNames != null) {
|
||||
for (String name : newTagNames) {
|
||||
if (isBlank(name)) {
|
||||
continue;
|
||||
}
|
||||
Tag matched = findTagByName(tags, name);
|
||||
tagKeys.add(matched != null ? "t:" + matched.getId() : "n:" + name.trim().toLowerCase());
|
||||
}
|
||||
}
|
||||
return ruleSignature(type, keyword, categoryKey, tagKeys);
|
||||
}
|
||||
|
||||
/**
|
||||
* 生成规则签名：类型 + 归一化关键词 + 分类键 + 排序后的标签键。
|
||||
*
|
||||
* @param type 收支类型
|
||||
* @param keyword 关键词
|
||||
* @param categoryKey 分类键（c:ID 或 n:名称）
|
||||
* @param tagKeys 标签键列表
|
||||
* @return 规则签名
|
||||
*/
|
||||
private String ruleSignature(String type, String keyword, String categoryKey, List<String> tagKeys) {
|
||||
String normalizedType = isBlank(type) ? "" : type.trim().toUpperCase();
|
||||
String normalizedKeyword = isBlank(keyword) ? "" : keyword.trim().toLowerCase();
|
||||
List<String> sortedTags = new ArrayList<>(tagKeys);
|
||||
Collections.sort(sortedTags);
|
||||
return normalizedType + "|" + normalizedKeyword + "|" + (categoryKey == null ? "" : categoryKey)
|
||||
+ "|" + String.join(",", sortedTags);
|
||||
}
|
||||
|
||||
/**
|
||||
* 按名称与类型查找已有分类。
|
||||
*
|
||||
* @param categories 用户分类列表
|
||||
* @param type 收支类型
|
||||
* @param name 分类名称
|
||||
* @return 匹配的分类，未命中返回 null
|
||||
*/
|
||||
private Category findCategoryByName(List<Category> categories, String type, String name) {
|
||||
if (isBlank(name)) {
|
||||
return null;
|
||||
}
|
||||
String target = name.trim();
|
||||
for (Category category : categories) {
|
||||
if ((type == null || type.equals(category.getType())) && category.getName().equalsIgnoreCase(target)) {
|
||||
return category;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 按名称查找已有标签。
|
||||
*
|
||||
* @param tags 用户标签列表
|
||||
* @param name 标签名称
|
||||
* @return 匹配的标签，未命中返回 null
|
||||
*/
|
||||
private Tag findTagByName(List<Tag> tags, String name) {
|
||||
if (isBlank(name)) {
|
||||
return null;
|
||||
}
|
||||
String target = name.trim();
|
||||
for (Tag tag : tags) {
|
||||
if (tag.getName().equalsIgnoreCase(target)) {
|
||||
return tag;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 批量加载交易的标签名称。
|
||||
*
|
||||
* @param transactionIds 交易ID列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 交易ID到标签名称列表的映射
|
||||
*/
|
||||
private Map<Long, List<String>> loadTagNames(List<Long> transactionIds, List<Tag> tags) {
|
||||
Map<Long, String> tagNameMap = tags.stream()
|
||||
.collect(Collectors.toMap(Tag::getId, Tag::getName, (a, b) -> a));
|
||||
List<TransactionTag> relations = transactionTagMapper.selectList(new LambdaQueryWrapper<TransactionTag>()
|
||||
.in(TransactionTag::getTransactionId, transactionIds));
|
||||
Map<Long, List<String>> result = new LinkedHashMap<>();
|
||||
for (TransactionTag relation : relations) {
|
||||
String name = tagNameMap.get(relation.getTagId());
|
||||
if (name != null) {
|
||||
result.computeIfAbsent(relation.getTransactionId(), key -> new ArrayList<>()).add(name);
|
||||
}
|
||||
}
|
||||
return result;
|
||||
}
|
||||
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 逐条创建规则，必要时新建分类与标签；复用 {@link RuleService} 完成校验与落库。
|
||||
*/
|
||||
@Override
|
||||
@Transactional
|
||||
public int apply(Long userId, AiRuleApplyRequest request) {
|
||||
List<AiRuleApplyRequest.Item> items = request.getRules();
|
||||
List<Category> categories = categoryMapper.selectList(new LambdaQueryWrapper<Category>()
|
||||
.eq(Category::getUserId, userId));
|
||||
List<Tag> tags = tagMapper.selectList(new LambdaQueryWrapper<Tag>()
|
||||
.eq(Tag::getUserId, userId));
|
||||
Map<Long, Category> categoryMap = categories.stream()
|
||||
.collect(Collectors.toMap(Category::getId, Function.identity()));
|
||||
Map<Long, Tag> tagMap = tags.stream()
|
||||
.collect(Collectors.toMap(Tag::getId, Function.identity()));
|
||||
// 名称映射同时作为本次新建的缓存，避免同批重复创建
|
||||
Map<String, Category> categoryNameMap = categories.stream()
|
||||
.collect(Collectors.toMap(c -> c.getType() + "|" + c.getName(), Function.identity(), (a, b) -> a));
|
||||
Map<String, Tag> tagNameMap = tags.stream()
|
||||
.collect(Collectors.toMap(Tag::getName, Function.identity(), (a, b) -> a));
|
||||
// 已有规则签名与本次计划创建签名，用于跳过重复规则
|
||||
Set<String> existingSignatures = loadExistingRuleSignatures(userId);
|
||||
Set<String> plannedSignatures = new HashSet<>();
|
||||
|
||||
int created = 0;
|
||||
for (AiRuleApplyRequest.Item item : items) {
|
||||
if (item == null || isBlank(item.getName())) {
|
||||
continue;
|
||||
}
|
||||
String type = validType(item.getType());
|
||||
// 与已有规则或本次已创建规则重复时跳过（禁止导入）
|
||||
List<String> newTagNames = item.getNewTags() == null ? null
|
||||
: item.getNewTags().stream().map(AiNewTagVO::getName).collect(Collectors.toList());
|
||||
String signature = buildSignature(type, item.getKeyword(), item.getCategoryId(),
|
||||
item.getNewCategoryName(), item.getTagIds(), newTagNames, categories, tags);
|
||||
if (existingSignatures.contains(signature) || plannedSignatures.contains(signature)) {
|
||||
continue;
|
||||
}
|
||||
Category category = item.getCategoryId() == null ? null : categoryMap.get(item.getCategoryId());
|
||||
if (category != null && type != null && !type.equals(category.getType())) {
|
||||
category = null;
|
||||
}
|
||||
// 未匹配到现有分类时按建议新建
|
||||
if (category == null && !isBlank(item.getNewCategoryName())) {
|
||||
String name = item.getNewCategoryName().trim();
|
||||
if (name.length() > CATEGORY_NAME_MAX_LENGTH) {
|
||||
continue;
|
||||
}
|
||||
String newType = type != null ? type : "EXPENSE";
|
||||
category = resolveCategory(userId, newType, name,
|
||||
truncate(item.getNewCategoryIcon(), ICON_MAX_LENGTH), categoryNameMap);
|
||||
if (type == null) {
|
||||
type = newType;
|
||||
}
|
||||
}
|
||||
|
||||
List<Long> tagIds = new ArrayList<>();
|
||||
if (item.getTagIds() != null) {
|
||||
item.getTagIds().stream().filter(tagMap::containsKey).distinct().forEach(tagIds::add);
|
||||
}
|
||||
if (item.getNewTags() != null) {
|
||||
for (AiNewTagVO newTag : item.getNewTags()) {
|
||||
if (newTag == null || isBlank(newTag.getName())
|
||||
|| newTag.getName().trim().length() > TAG_NAME_MAX_LENGTH) {
|
||||
continue;
|
||||
}
|
||||
String color = newTag.getColor();
|
||||
if (color == null || !COLOR_PATTERN.matcher(color).matches()) {
|
||||
color = DEFAULT_TAG_COLOR;
|
||||
}
|
||||
Tag tag = resolveTag(userId, newTag.getName().trim(), color.toLowerCase(), tagNameMap);
|
||||
if (!tagIds.contains(tag.getId())) {
|
||||
tagIds.add(tag.getId());
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
RuleRequest ruleRequest = new RuleRequest();
|
||||
ruleRequest.setName(truncate(item.getName().trim(), RULE_NAME_MAX_LENGTH));
|
||||
ruleRequest.setEnabled(item.getEnabled() == null ? Boolean.TRUE : item.getEnabled());
|
||||
ruleRequest.setType(type);
|
||||
ruleRequest.setKeyword(isBlank(item.getKeyword()) ? null
|
||||
: truncate(item.getKeyword().trim(), KEYWORD_MAX_LENGTH));
|
||||
ruleRequest.setCategoryId(category != null ? category.getId() : null);
|
||||
ruleRequest.setTagIds(tagIds);
|
||||
plannedSignatures.add(signature);
|
||||
ruleService.create(userId, ruleRequest);
|
||||
created++;
|
||||
}
|
||||
log.info("AI 规则批量创建完成: userId={}, 创建数量={}", userId, created);
|
||||
return created;
|
||||
}
|
||||
|
||||
/**
|
||||
* 构建用户提示词，将可用分类、标签与已打标签记录序列化为 JSON。
|
||||
*
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @param transactions 选中的记录列表
|
||||
* @param tagNamesByTransaction 记录ID到标签名称列表的映射
|
||||
* @return JSON 格式的用户提示词
|
||||
*/
|
||||
private String buildUserPrompt(List<Category> categories, List<Tag> tags,
|
||||
List<Transaction> transactions,
|
||||
Map<Long, List<String>> tagNamesByTransaction) {
|
||||
Map<Long, String> categoryNameMap = categories.stream()
|
||||
.collect(Collectors.toMap(Category::getId, Category::getName, (a, b) -> a));
|
||||
Map<String, Object> payload = new LinkedHashMap<>();
|
||||
payload.put("categories", categories.stream().map(category -> {
|
||||
Map<String, Object> node = new LinkedHashMap<>();
|
||||
node.put("id", category.getId());
|
||||
node.put("name", category.getName());
|
||||
node.put("type", category.getType());
|
||||
return node;
|
||||
}).collect(Collectors.toList()));
|
||||
payload.put("tags", tags.stream().map(tag -> {
|
||||
Map<String, Object> node = new LinkedHashMap<>();
|
||||
node.put("id", tag.getId());
|
||||
node.put("name", tag.getName());
|
||||
return node;
|
||||
}).collect(Collectors.toList()));
|
||||
|
||||
// 相同「类型 + 备注 + 渠道 + 标签」的记录只保留一条，降低 token 消耗
|
||||
List<Map<String, Object>> records = new ArrayList<>();
|
||||
Set<String> seen = new LinkedHashSet<>();
|
||||
for (Transaction transaction : transactions) {
|
||||
List<String> recordTagNames = tagNamesByTransaction.getOrDefault(transaction.getId(), List.of());
|
||||
String key = transaction.getType() + "|" + safe(transaction.getRemark()) + "|"
|
||||
+ safe(transaction.getChannel()) + "|" + String.join(",", recordTagNames);
|
||||
if (!seen.add(key)) {
|
||||
continue;
|
||||
}
|
||||
Map<String, Object> node = new LinkedHashMap<>();
|
||||
node.put("type", transaction.getType());
|
||||
node.put("remark", transaction.getRemark());
|
||||
node.put("channel", transaction.getChannel());
|
||||
node.put("category", transaction.getCategoryId() == null
|
||||
? null : categoryNameMap.get(transaction.getCategoryId()));
|
||||
node.put("tags", recordTagNames);
|
||||
records.add(node);
|
||||
}
|
||||
payload.put("records", records);
|
||||
|
||||
try {
|
||||
return objectMapper.writeValueAsString(payload);
|
||||
} catch (JsonProcessingException e) {
|
||||
throw new BusinessException("构建 AI 提示词失败: " + e.getMessage());
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 空值安全的字符串处理。
|
||||
*
|
||||
* @param value 原字符串
|
||||
* @return 非空字符串，null 时返回空串
|
||||
*/
|
||||
private String safe(String value) {
|
||||
return value == null ? "" : value;
|
||||
}
|
||||
|
||||
/**
|
||||
* 解析模型返回的规则 JSON，并校验分类与标签合法性。
|
||||
*
|
||||
* @param content 模型输出内容
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 规则建议结果
|
||||
*/
|
||||
private AiRuleSuggestResultVO parseResult(String content, List<Category> categories, List<Tag> tags) {
|
||||
JsonNode root;
|
||||
try {
|
||||
root = objectMapper.readTree(stripCodeFence(content));
|
||||
} catch (JsonProcessingException e) {
|
||||
throw new BusinessException("AI 返回内容不是有效 JSON，请重试");
|
||||
}
|
||||
JsonNode array = root.path("rules");
|
||||
if (!array.isArray()) {
|
||||
throw new BusinessException("AI 返回格式不正确，请重试");
|
||||
}
|
||||
|
||||
Map<Long, Category> categoryMap = categories.stream()
|
||||
.collect(Collectors.toMap(Category::getId, Function.identity()));
|
||||
Map<Long, Tag> tagMap = tags.stream()
|
||||
.collect(Collectors.toMap(Tag::getId, Function.identity()));
|
||||
|
||||
List<AiRuleSuggestionVO> rules = new ArrayList<>();
|
||||
for (JsonNode node : array) {
|
||||
AiRuleSuggestionVO rule = parseRuleNode(node, categoryMap, tagMap);
|
||||
if (rule != null) {
|
||||
rules.add(rule);
|
||||
}
|
||||
}
|
||||
if (rules.isEmpty()) {
|
||||
throw new BusinessException("AI 未生成有效规则，请重试");
|
||||
}
|
||||
|
||||
AiRuleSuggestResultVO result = new AiRuleSuggestResultVO();
|
||||
result.setSummary(root.path("summary").asText(""));
|
||||
result.setRules(rules);
|
||||
return result;
|
||||
}
|
||||
|
||||
/**
|
||||
* 解析单条规则建议，无有效条件时返回 null。
|
||||
*
|
||||
* @param node 规则节点
|
||||
* @param categoryMap 现有分类映射
|
||||
* @param tagMap 现有标签映射
|
||||
* @return 规则建议，或 null
|
||||
*/
|
||||
private AiRuleSuggestionVO parseRuleNode(JsonNode node, Map<Long, Category> categoryMap,
|
||||
Map<Long, Tag> tagMap) {
|
||||
String type = validType(node.path("type").asText(""));
|
||||
String keyword = node.path("keyword").asText("").trim();
|
||||
if (keyword.length() > KEYWORD_MAX_LENGTH) {
|
||||
keyword = keyword.substring(0, KEYWORD_MAX_LENGTH);
|
||||
}
|
||||
// 现有分类：ID 必须存在且类型一致
|
||||
Long categoryId = null;
|
||||
String categoryName = null;
|
||||
long rawCategoryId = node.path("categoryId").asLong(0);
|
||||
Category category = categoryMap.get(rawCategoryId);
|
||||
if (category != null && (type == null || type.equals(category.getType()))) {
|
||||
categoryId = category.getId();
|
||||
categoryName = category.getName();
|
||||
}
|
||||
|
||||
// 建议新建的分类
|
||||
String newCategoryName = null;
|
||||
String newCategoryIcon = null;
|
||||
JsonNode newCategory = node.path("newCategory");
|
||||
if (newCategory.isObject()) {
|
||||
String name = newCategory.path("name").asText("").trim();
|
||||
if (!isBlank(name) && name.length() <= CATEGORY_NAME_MAX_LENGTH) {
|
||||
newCategoryName = name;
|
||||
newCategoryIcon = truncate(newCategory.path("icon").asText("").trim(), ICON_MAX_LENGTH);
|
||||
if (type == null) {
|
||||
type = validType(newCategory.path("type").asText(""));
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// 现有标签
|
||||
List<Long> tagIds = new ArrayList<>();
|
||||
List<String> tagNames = new ArrayList<>();
|
||||
JsonNode tagArray = node.path("tagIds");
|
||||
if (tagArray.isArray()) {
|
||||
for (JsonNode tagNode : tagArray) {
|
||||
long tagId = tagNode.asLong(0);
|
||||
Tag tag = tagMap.get(tagId);
|
||||
if (tag != null && !tagIds.contains(tagId)) {
|
||||
tagIds.add(tagId);
|
||||
tagNames.add(tag.getName());
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// 建议新建的标签
|
||||
List<AiNewTagVO> newTags = new ArrayList<>();
|
||||
JsonNode newTagArray = node.path("newTags");
|
||||
if (newTagArray.isArray()) {
|
||||
for (JsonNode tagNode : newTagArray) {
|
||||
String name = tagNode.path("name").asText("").trim();
|
||||
if (isBlank(name) || name.length() > TAG_NAME_MAX_LENGTH) {
|
||||
continue;
|
||||
}
|
||||
String color = tagNode.path("color").asText("").trim();
|
||||
if (!COLOR_PATTERN.matcher(color).matches()) {
|
||||
color = DEFAULT_TAG_COLOR;
|
||||
}
|
||||
AiNewTagVO newTag = new AiNewTagVO();
|
||||
newTag.setName(name);
|
||||
newTag.setColor(color.toLowerCase());
|
||||
newTags.add(newTag);
|
||||
}
|
||||
}
|
||||
|
||||
// 无任何有效条件时丢弃
|
||||
boolean hasCondition = !isBlank(keyword)
|
||||
|| categoryId != null || !isBlank(newCategoryName) || !tagIds.isEmpty() || !newTags.isEmpty();
|
||||
if (!hasCondition) {
|
||||
return null;
|
||||
}
|
||||
|
||||
String name = node.path("name").asText("").trim();
|
||||
if (isBlank(name)) {
|
||||
name = !isBlank(keyword) ? keyword + " 规则"
|
||||
: (categoryName != null ? categoryName + " 规则" : "AI 规则");
|
||||
}
|
||||
|
||||
AiRuleSuggestionVO vo = new AiRuleSuggestionVO();
|
||||
vo.setName(truncate(name, RULE_NAME_MAX_LENGTH));
|
||||
vo.setType(type);
|
||||
vo.setKeyword(isBlank(keyword) ? null : keyword);
|
||||
vo.setCategoryId(categoryId);
|
||||
vo.setCategoryName(categoryName);
|
||||
vo.setNewCategoryName(newCategoryName);
|
||||
vo.setNewCategoryIcon(newCategoryIcon);
|
||||
vo.setTagIds(tagIds);
|
||||
vo.setTagNames(tagNames);
|
||||
vo.setNewTags(newTags);
|
||||
vo.setReason(node.path("reason").asText(""));
|
||||
return vo;
|
||||
}
|
||||
|
||||
/**
|
||||
* 按「类型 + 名称」查找分类，不存在时创建并写入缓存。
|
||||
*
|
||||
* @param userId 用户ID
|
||||
* @param type 分类类型
|
||||
* @param name 分类名称
|
||||
* @param icon 分类图标
|
||||
* @param categoryNameMap 类型与名称到分类的映射，同时作为新建缓存
|
||||
* @return 已存在或新建的分类
|
||||
*/
|
||||
private Category resolveCategory(Long userId, String type, String name, String icon,
|
||||
Map<String, Category> categoryNameMap) {
|
||||
String key = type + "|" + name;
|
||||
Category existing = categoryNameMap.get(key);
|
||||
if (existing != null) {
|
||||
return existing;
|
||||
}
|
||||
Category category = new Category();
|
||||
category.setUserId(userId);
|
||||
category.setName(name);
|
||||
category.setType(type);
|
||||
category.setIcon(icon);
|
||||
category.setSortOrder(0);
|
||||
categoryMapper.insert(category);
|
||||
categoryNameMap.put(key, category);
|
||||
return category;
|
||||
}
|
||||
|
||||
/**
|
||||
* 按名称查找标签，不存在时创建并写入缓存。
|
||||
*
|
||||
* @param userId 用户ID
|
||||
* @param name 标签名称
|
||||
* @param color 标签颜色
|
||||
* @param tagNameMap 名称到标签的映射，同时作为新建缓存
|
||||
* @return 已存在或新建的标签
|
||||
*/
|
||||
private Tag resolveTag(Long userId, String name, String color, Map<String, Tag> tagNameMap) {
|
||||
Tag existing = tagNameMap.get(name);
|
||||
if (existing != null) {
|
||||
return existing;
|
||||
}
|
||||
Tag tag = new Tag();
|
||||
tag.setUserId(userId);
|
||||
tag.setName(name);
|
||||
tag.setColor(color);
|
||||
tag.setSortOrder(0);
|
||||
tagMapper.insert(tag);
|
||||
tagNameMap.put(name, tag);
|
||||
return tag;
|
||||
}
|
||||
|
||||
/**
|
||||
* 获取并校验当前用户的 AI 配置。
|
||||
*
|
||||
* @param userId 用户ID
|
||||
* @return 有效的 AI 配置
|
||||
*/
|
||||
private AiConfig requireConfig(Long userId) {
|
||||
AiConfig config = aiConfigService.getRawConfig(userId);
|
||||
if (config == null || !Boolean.TRUE.equals(config.getEnabled())) {
|
||||
throw new BusinessException("AI 功能未启用，请先在 AI 设置中开启");
|
||||
}
|
||||
if (isBlank(config.getApiKey())) {
|
||||
throw new BusinessException("请先配置 DeepSeek API Key");
|
||||
}
|
||||
return config;
|
||||
}
|
||||
|
||||
/**
|
||||
* 统计模型返回内容中的规则数量，用于日志。
|
||||
*
|
||||
* @param content 模型输出内容
|
||||
* @return 规则数量，解析失败时为 0
|
||||
*/
|
||||
private int parseRuleCount(String content) {
|
||||
try {
|
||||
JsonNode array = objectMapper.readTree(stripCodeFence(content)).path("rules");
|
||||
return array.isArray() ? array.size() : 0;
|
||||
} catch (JsonProcessingException e) {
|
||||
return 0;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 去除模型可能附加的 Markdown 代码块围栏。
|
||||
*
|
||||
* @param content 原始内容
|
||||
* @return 清理后的内容
|
||||
*/
|
||||
private String stripCodeFence(String content) {
|
||||
if (content == null) {
|
||||
return "";
|
||||
}
|
||||
String cleaned = content.trim();
|
||||
if (cleaned.startsWith("```")) {
|
||||
int firstLineEnd = cleaned.indexOf('\n');
|
||||
if (firstLineEnd > 0) {
|
||||
cleaned = cleaned.substring(firstLineEnd + 1);
|
||||
}
|
||||
if (cleaned.endsWith("```")) {
|
||||
cleaned = cleaned.substring(0, cleaned.length() - 3);
|
||||
}
|
||||
}
|
||||
return cleaned.trim();
|
||||
}
|
||||
|
||||
/**
|
||||
* 校验并归一化收支类型。
|
||||
*
|
||||
* @param type 原始类型
|
||||
* @return INCOME/EXPENSE，非法时返回 null
|
||||
*/
|
||||
private String validType(String type) {
|
||||
if (type == null) {
|
||||
return null;
|
||||
}
|
||||
String upper = type.trim().toUpperCase();
|
||||
return "INCOME".equals(upper) || "EXPENSE".equals(upper) ? upper : null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 截断字符串到指定长度。
|
||||
*
|
||||
* @param value 原字符串
|
||||
* @param maxLength 最大长度
|
||||
* @return 截断后的字符串，原值为 null 时返回 null
|
||||
*/
|
||||
private String truncate(String value, int maxLength) {
|
||||
if (value == null) {
|
||||
return null;
|
||||
}
|
||||
return value.length() <= maxLength ? value : value.substring(0, maxLength);
|
||||
}
|
||||
|
||||
/**
|
||||
* 判断字符串是否为空白。
|
||||
*
|
||||
* @param value 待判断字符串
|
||||
* @return 为 null 或全空白时返回 true
|
||||
*/
|
||||
private boolean isBlank(String value) {
|
||||
return value == null || value.isBlank();
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,469 @@
|
||||
package cn.rosercode.finance.service.impl;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.time.DayOfWeek;
|
||||
import java.time.LocalDate;
|
||||
import java.time.format.DateTimeFormatter;
|
||||
import java.util.ArrayList;
|
||||
import java.util.List;
|
||||
import java.util.stream.Collectors;
|
||||
|
||||
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
|
||||
import com.fasterxml.jackson.core.JsonProcessingException;
|
||||
import com.fasterxml.jackson.databind.JsonNode;
|
||||
import com.fasterxml.jackson.databind.ObjectMapper;
|
||||
import org.springframework.stereotype.Service;
|
||||
|
||||
import cn.rosercode.finance.client.DeepSeekClient;
|
||||
import cn.rosercode.finance.client.DeepSeekResponse;
|
||||
import cn.rosercode.finance.common.BusinessException;
|
||||
import cn.rosercode.finance.entity.AiConfig;
|
||||
import cn.rosercode.finance.entity.Category;
|
||||
import cn.rosercode.finance.entity.Tag;
|
||||
import cn.rosercode.finance.enums.AiCallType;
|
||||
import cn.rosercode.finance.enums.BillType;
|
||||
import cn.rosercode.finance.mapper.CategoryMapper;
|
||||
import cn.rosercode.finance.mapper.TagMapper;
|
||||
import cn.rosercode.finance.service.AiConfigService;
|
||||
import cn.rosercode.finance.service.AiStatisticsService;
|
||||
import cn.rosercode.finance.service.AiUsageService;
|
||||
import cn.rosercode.finance.vo.AiStatisticsResultVO;
|
||||
|
||||
/**
|
||||
* AI 统计查询服务实现类，负责提示词组装、日期推算与名称映射。
|
||||
*
|
||||
* @date 2026-09-20 16:30:00
|
||||
*/
|
||||
@Service
|
||||
public class AiStatisticsServiceImpl implements AiStatisticsService {
|
||||
|
||||
/** 日期格式 */
|
||||
private static final DateTimeFormatter DATE_FMT = DateTimeFormatter.ofPattern("yyyy-MM-dd");
|
||||
|
||||
/** 日期时间格式，与前端筛选参数保持一致 */
|
||||
private static final DateTimeFormatter DATETIME_FMT = DateTimeFormatter.ofPattern("yyyy-MM-dd'T'HH:mm:ss");
|
||||
|
||||
/** 合法的收支类型 */
|
||||
private static final List<String> VALID_TYPES = List.of("INCOME", "EXPENSE");
|
||||
|
||||
/** 合法的统计口径 */
|
||||
private static final List<String> VALID_STATS_SCOPES = List.of("INCLUDED", "ALL", "EXCLUDED");
|
||||
|
||||
/** 合法的统计维度（趋势粒度） */
|
||||
private static final List<String> VALID_DIMENSIONS = List.of("day", "week", "month", "quarter", "year");
|
||||
|
||||
/** 合法的交易渠道 */
|
||||
private static final List<String> VALID_CHANNELS;
|
||||
|
||||
static {
|
||||
List<String> channels = new ArrayList<>();
|
||||
for (BillType type : BillType.values()) {
|
||||
channels.add(type.name());
|
||||
}
|
||||
channels.add("CASH");
|
||||
VALID_CHANNELS = List.copyOf(channels);
|
||||
}
|
||||
|
||||
private final AiConfigService aiConfigService;
|
||||
private final CategoryMapper categoryMapper;
|
||||
private final TagMapper tagMapper;
|
||||
private final DeepSeekClient deepSeekClient;
|
||||
private final AiUsageService aiUsageService;
|
||||
private final ObjectMapper objectMapper;
|
||||
|
||||
public AiStatisticsServiceImpl(AiConfigService aiConfigService,
|
||||
CategoryMapper categoryMapper,
|
||||
TagMapper tagMapper,
|
||||
DeepSeekClient deepSeekClient,
|
||||
AiUsageService aiUsageService,
|
||||
ObjectMapper objectMapper) {
|
||||
this.aiConfigService = aiConfigService;
|
||||
this.categoryMapper = categoryMapper;
|
||||
this.tagMapper = tagMapper;
|
||||
this.deepSeekClient = deepSeekClient;
|
||||
this.aiUsageService = aiUsageService;
|
||||
this.objectMapper = objectMapper;
|
||||
}
|
||||
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 将用户分类、标签与当前日期注入提示词，解析模型输出并映射为统计查询参数。
|
||||
*/
|
||||
@Override
|
||||
public AiStatisticsResultVO parse(Long userId, String query) {
|
||||
if (query == null || query.isBlank()) {
|
||||
throw new BusinessException("请输入查询内容");
|
||||
}
|
||||
AiConfig config = aiConfigService.getRawConfig(userId);
|
||||
if (config == null || !Boolean.TRUE.equals(config.getEnabled())) {
|
||||
throw new BusinessException("AI 功能未启用，请先在 AI 设置中开启");
|
||||
}
|
||||
if (isBlank(config.getApiKey())) {
|
||||
throw new BusinessException("请先配置 DeepSeek API Key");
|
||||
}
|
||||
|
||||
List<Category> categories = categoryMapper.selectList(new LambdaQueryWrapper<Category>()
|
||||
.eq(Category::getUserId, userId));
|
||||
List<Tag> tags = tagMapper.selectList(new LambdaQueryWrapper<Tag>()
|
||||
.eq(Tag::getUserId, userId));
|
||||
|
||||
String systemPrompt = buildSystemPrompt(categories, tags);
|
||||
long start = System.currentTimeMillis();
|
||||
DeepSeekResponse aiResponse;
|
||||
try {
|
||||
aiResponse = deepSeekClient.chat(config.getBaseUrl(), config.getApiKey(), config.getModel(),
|
||||
systemPrompt, query);
|
||||
} catch (RuntimeException e) {
|
||||
// 失败也记录一次使用，便于排查问题
|
||||
aiUsageService.recordFailure(userId, AiCallType.STATISTICS, config.getModel(), 0,
|
||||
System.currentTimeMillis() - start, e.getMessage());
|
||||
throw e;
|
||||
}
|
||||
aiUsageService.recordSuccess(userId, AiCallType.STATISTICS, config.getModel(), 0,
|
||||
aiResponse, System.currentTimeMillis() - start);
|
||||
|
||||
return parseResult(aiResponse.getContent(), categories, tags);
|
||||
}
|
||||
|
||||
/**
|
||||
* 构建系统提示词，注入可用分类、标签与当前日期。
|
||||
*
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 系统提示词
|
||||
*/
|
||||
private String buildSystemPrompt(List<Category> categories, List<Tag> tags) {
|
||||
String categoryNames = categories.stream().map(Category::getName).collect(Collectors.joining("、"));
|
||||
String tagNames = tags.stream().map(Tag::getName).collect(Collectors.joining("、"));
|
||||
String today = LocalDate.now().format(DATE_FMT);
|
||||
return "你是一个记账系统的统计查询解析助手。请把用户的自然语言统计意图解析为结构化统计参数，只输出 JSON，不要输出任何多余内容。\n"
|
||||
+ "可用的收支类型：INCOME（收入）、EXPENSE（支出）。\n"
|
||||
+ "可用的交易渠道：WECHAT（微信）、ALIPAY（支付宝）、MEITUAN（美团）、CMB（招商银行）、BOCOM（交通银行）、CASH（现金）。\n"
|
||||
+ "可用分类：" + (categoryNames.isEmpty() ? "无" : categoryNames) + "。\n"
|
||||
+ "可用标签：" + (tagNames.isEmpty() ? "无" : tagNames) + "。\n"
|
||||
+ "时间范围请使用 preset 表示，取值：TODAY、YESTERDAY、THIS_WEEK、LAST_WEEK、THIS_MONTH、LAST_MONTH、"
|
||||
+ "LAST_7_DAYS、LAST_30_DAYS、THIS_YEAR、LAST_YEAR、CUSTOM、NONE；若为 CUSTOM，请同时给出 start 与 end（格式 yyyy-MM-dd）。\n"
|
||||
+ "dimension 表示趋势统计的粒度，取值 day、week、month、quarter、year，无法判断为 null。\n"
|
||||
+ "statsScope 表示统计口径，取值 INCLUDED（仅计入统计）、ALL（全部）、EXCLUDED（仅不计入统计），无法判断为 null。\n"
|
||||
+ "未提及的字段请留空（数组用 []，其余用 null）。分类和标签只能使用上面给出的名称。\n"
|
||||
+ "今天是 " + today + "。\n"
|
||||
+ "输出格式：{\"summary\":\"简要说明识别到的统计意图\",\"types\":[],\"categoryNames\":[],\"tagNames\":[],"
|
||||
+ "\"channels\":[],\"dateRange\":{\"preset\":\"NONE\",\"start\":null,\"end\":null},\"minAmount\":null,"
|
||||
+ "\"maxAmount\":null,\"remark\":null,\"statsScope\":null,\"dimension\":null,\"unmatched\":[]}";
|
||||
}
|
||||
|
||||
/**
|
||||
* 解析模型返回的 JSON 并映射为统计查询参数。
|
||||
*
|
||||
* @param content 模型输出内容
|
||||
* @param categories 用户分类列表
|
||||
* @param tags 用户标签列表
|
||||
* @return 统计查询参数
|
||||
*/
|
||||
private AiStatisticsResultVO parseResult(String content, List<Category> categories, List<Tag> tags) {
|
||||
JsonNode root;
|
||||
try {
|
||||
root = objectMapper.readTree(stripCodeFence(content));
|
||||
} catch (JsonProcessingException e) {
|
||||
throw new BusinessException("AI 返回内容不是有效 JSON，请重试");
|
||||
}
|
||||
|
||||
AiStatisticsResultVO vo = new AiStatisticsResultVO();
|
||||
vo.setSummary(root.path("summary").asText(""));
|
||||
vo.setTypes(filterValid(root.path("types"), VALID_TYPES));
|
||||
vo.setChannels(filterValid(root.path("channels"), VALID_CHANNELS));
|
||||
vo.setMinAmount(decimalOrNull(root.path("minAmount")));
|
||||
vo.setMaxAmount(decimalOrNull(root.path("maxAmount")));
|
||||
|
||||
String remark = root.path("remark").asText(null);
|
||||
vo.setRemark(isBlank(remark) ? null : remark.trim());
|
||||
|
||||
// 统计口径与维度
|
||||
vo.setStatsScope(filterSingle(root.path("statsScope"), VALID_STATS_SCOPES));
|
||||
String dimension = root.path("dimension").asText("").trim().toLowerCase();
|
||||
vo.setDimension(VALID_DIMENSIONS.contains(dimension) ? dimension : null);
|
||||
|
||||
// 分类名称映射为ID
|
||||
List<Long> categoryIds = new ArrayList<>();
|
||||
List<String> categoryNames = new ArrayList<>();
|
||||
JsonNode categoryNode = root.path("categoryNames");
|
||||
if (categoryNode.isArray()) {
|
||||
for (JsonNode node : categoryNode) {
|
||||
Category category = matchCategory(categories, node.asText(""));
|
||||
if (category != null && !categoryIds.contains(category.getId())) {
|
||||
categoryIds.add(category.getId());
|
||||
categoryNames.add(category.getName());
|
||||
}
|
||||
}
|
||||
}
|
||||
vo.setCategoryIds(categoryIds);
|
||||
vo.setCategoryNames(categoryNames);
|
||||
|
||||
// 标签名称映射为ID
|
||||
List<Long> tagIds = new ArrayList<>();
|
||||
List<String> tagNames = new ArrayList<>();
|
||||
JsonNode tagNode = root.path("tagNames");
|
||||
if (tagNode.isArray()) {
|
||||
for (JsonNode node : tagNode) {
|
||||
Tag tag = matchTag(tags, node.asText(""));
|
||||
if (tag != null && !tagIds.contains(tag.getId())) {
|
||||
tagIds.add(tag.getId());
|
||||
tagNames.add(tag.getName());
|
||||
}
|
||||
}
|
||||
}
|
||||
vo.setTagIds(tagIds);
|
||||
vo.setTagNames(tagNames);
|
||||
|
||||
// 时间范围推算
|
||||
String[] range = resolveDateRange(root.path("dateRange"));
|
||||
if (range != null) {
|
||||
vo.setStartTime(range[0]);
|
||||
vo.setEndTime(range[1]);
|
||||
}
|
||||
|
||||
// 未识别关键词
|
||||
List<String> unmatched = new ArrayList<>();
|
||||
JsonNode unmatchedNode = root.path("unmatched");
|
||||
if (unmatchedNode.isArray()) {
|
||||
for (JsonNode node : unmatchedNode) {
|
||||
String text = node.asText("");
|
||||
if (!isBlank(text)) {
|
||||
unmatched.add(text);
|
||||
}
|
||||
}
|
||||
}
|
||||
vo.setUnmatched(unmatched);
|
||||
return vo;
|
||||
}
|
||||
|
||||
/**
|
||||
* 将模型给出的日期 preset 推算为绝对时间范围。
|
||||
*
|
||||
* @param dateRange 模型输出的 dateRange 节点
|
||||
* @return 起止时间数组，无法识别时返回 null
|
||||
*/
|
||||
private String[] resolveDateRange(JsonNode dateRange) {
|
||||
if (dateRange == null || dateRange.isMissingNode() || dateRange.isNull()) {
|
||||
return null;
|
||||
}
|
||||
String preset = dateRange.path("preset").asText("NONE");
|
||||
if (isBlank(preset) || "NONE".equalsIgnoreCase(preset)) {
|
||||
return null;
|
||||
}
|
||||
LocalDate today = LocalDate.now();
|
||||
LocalDate start;
|
||||
LocalDate end;
|
||||
switch (preset.toUpperCase()) {
|
||||
case "TODAY":
|
||||
start = today;
|
||||
end = today;
|
||||
break;
|
||||
case "YESTERDAY":
|
||||
start = today.minusDays(1);
|
||||
end = start;
|
||||
break;
|
||||
case "THIS_WEEK":
|
||||
start = today.with(DayOfWeek.MONDAY);
|
||||
end = today;
|
||||
break;
|
||||
case "LAST_WEEK":
|
||||
start = today.with(DayOfWeek.MONDAY).minusWeeks(1);
|
||||
end = start.plusDays(6);
|
||||
break;
|
||||
case "THIS_MONTH":
|
||||
start = today.withDayOfMonth(1);
|
||||
end = today;
|
||||
break;
|
||||
case "LAST_MONTH":
|
||||
start = today.withDayOfMonth(1).minusMonths(1);
|
||||
end = start.withDayOfMonth(start.lengthOfMonth());
|
||||
break;
|
||||
case "LAST_7_DAYS":
|
||||
start = today.minusDays(6);
|
||||
end = today;
|
||||
break;
|
||||
case "LAST_30_DAYS":
|
||||
start = today.minusDays(29);
|
||||
end = today;
|
||||
break;
|
||||
case "THIS_YEAR":
|
||||
start = today.withDayOfYear(1);
|
||||
end = today;
|
||||
break;
|
||||
case "LAST_YEAR":
|
||||
start = today.withDayOfYear(1).minusYears(1);
|
||||
end = start.withDayOfYear(start.lengthOfYear());
|
||||
break;
|
||||
case "CUSTOM": {
|
||||
LocalDate customStart = parseDate(dateRange.path("start").asText(null));
|
||||
LocalDate customEnd = parseDate(dateRange.path("end").asText(null));
|
||||
if (customStart == null && customEnd == null) {
|
||||
return null;
|
||||
}
|
||||
start = customStart != null ? customStart : customEnd;
|
||||
end = customEnd != null ? customEnd : customStart;
|
||||
break;
|
||||
}
|
||||
default:
|
||||
return null;
|
||||
}
|
||||
return new String[]{
|
||||
start.atStartOfDay().format(DATETIME_FMT),
|
||||
end.atTime(23, 59, 59).format(DATETIME_FMT)
|
||||
};
|
||||
}
|
||||
|
||||
/**
|
||||
* 解析日期文本，失败返回 null。
|
||||
*
|
||||
* @param text 日期文本
|
||||
* @return 日期对象
|
||||
*/
|
||||
private LocalDate parseDate(String text) {
|
||||
if (isBlank(text)) {
|
||||
return null;
|
||||
}
|
||||
try {
|
||||
return LocalDate.parse(text.trim().substring(0, 10), DATE_FMT);
|
||||
} catch (Exception e) {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 按名称匹配分类：优先精确匹配，其次包含匹配。
|
||||
*
|
||||
* @param categories 分类列表
|
||||
* @param name 目标名称
|
||||
* @return 匹配到的分类，未命中返回 null
|
||||
*/
|
||||
private Category matchCategory(List<Category> categories, String name) {
|
||||
if (isBlank(name)) {
|
||||
return null;
|
||||
}
|
||||
String target = name.trim();
|
||||
for (Category category : categories) {
|
||||
if (category.getName().equalsIgnoreCase(target)) {
|
||||
return category;
|
||||
}
|
||||
}
|
||||
for (Category category : categories) {
|
||||
if (category.getName().contains(target) || target.contains(category.getName())) {
|
||||
return category;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 按名称匹配标签：优先精确匹配，其次包含匹配。
|
||||
*
|
||||
* @param tags 标签列表
|
||||
* @param name 目标名称
|
||||
* @return 匹配到的标签，未命中返回 null
|
||||
*/
|
||||
private Tag matchTag(List<Tag> tags, String name) {
|
||||
if (isBlank(name)) {
|
||||
return null;
|
||||
}
|
||||
String target = name.trim();
|
||||
for (Tag tag : tags) {
|
||||
if (tag.getName().equalsIgnoreCase(target)) {
|
||||
return tag;
|
||||
}
|
||||
}
|
||||
for (Tag tag : tags) {
|
||||
if (tag.getName().contains(target) || target.contains(tag.getName())) {
|
||||
return tag;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 过滤出合法且去重的枚举值。
|
||||
*
|
||||
* @param node 模型输出节点
|
||||
* @param valid 合法值列表
|
||||
* @return 过滤后的列表
|
||||
*/
|
||||
private List<String> filterValid(JsonNode node, List<String> valid) {
|
||||
List<String> result = new ArrayList<>();
|
||||
if (node != null && node.isArray()) {
|
||||
for (JsonNode item : node) {
|
||||
String value = item.asText("").toUpperCase();
|
||||
if (valid.contains(value) && !result.contains(value)) {
|
||||
result.add(value);
|
||||
}
|
||||
}
|
||||
}
|
||||
return result;
|
||||
}
|
||||
|
||||
/**
|
||||
* 过滤单个枚举值，非法时返回 null。
|
||||
*
|
||||
* @param node 模型输出节点
|
||||
* @param valid 合法值列表
|
||||
* @return 合法值或 null
|
||||
*/
|
||||
private String filterSingle(JsonNode node, List<String> valid) {
|
||||
if (node == null || node.isMissingNode() || node.isNull()) {
|
||||
return null;
|
||||
}
|
||||
String value = node.asText("").trim().toUpperCase();
|
||||
return valid.contains(value) ? value : null;
|
||||
}
|
||||
|
||||
/**
|
||||
* 将节点转换为金额，非数字时返回 null。
|
||||
*
|
||||
* @param node 模型输出节点
|
||||
* @return 金额
|
||||
*/
|
||||
private BigDecimal decimalOrNull(JsonNode node) {
|
||||
if (node == null || node.isMissingNode() || node.isNull()) {
|
||||
return null;
|
||||
}
|
||||
try {
|
||||
return node.decimalValue();
|
||||
} catch (Exception e) {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 去除模型可能附加的 Markdown 代码块围栏。
|
||||
*
|
||||
* @param content 原始内容
|
||||
* @return 清理后的内容
|
||||
*/
|
||||
private String stripCodeFence(String content) {
|
||||
if (content == null) {
|
||||
return "";
|
||||
}
|
||||
String cleaned = content.trim();
|
||||
if (cleaned.startsWith("```")) {
|
||||
int firstLineEnd = cleaned.indexOf('\n');
|
||||
if (firstLineEnd > 0) {
|
||||
cleaned = cleaned.substring(firstLineEnd + 1);
|
||||
}
|
||||
if (cleaned.endsWith("```")) {
|
||||
cleaned = cleaned.substring(0, cleaned.length() - 3);
|
||||
}
|
||||
}
|
||||
return cleaned.trim();
|
||||
}
|
||||
|
||||
/**
|
||||
* 判断字符串是否为空白。
|
||||
*
|
||||
* @param value 待判断字符串
|
||||
* @return 为 null 或全空白时返回 true
|
||||
*/
|
||||
private boolean isBlank(String value) {
|
||||
return value == null || value.isBlank();
|
||||
}
|
||||
}
|
||||
@@ -55,9 +55,6 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
/** 单次请求最多分析的记录总数（与前端最大页大小一致） */
|
||||
private static final int MAX_TOTAL_SIZE = 500;
|
||||
|
||||
/** 原始账单数据注入提示词时的最大长度 */
|
||||
private static final int RAW_DATA_LIMIT = 300;
|
||||
|
||||
/** 分类/标签名称最大长度 */
|
||||
private static final int NAME_MAX_LENGTH = 20;
|
||||
|
||||
@@ -71,7 +68,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
private static final Pattern COLOR_PATTERN = Pattern.compile("^#[0-9a-fA-F]{6}$");
|
||||
|
||||
/** 严格模式系统提示词，仅允许使用现有分类与标签，供编辑弹窗单条建议使用 */
|
||||
private static final String STRICT_SYSTEM_PROMPT = "你是一个专业的个人记账助手。请根据每条交易记录的类型、金额、备注等信息，"
|
||||
private static final String STRICT_SYSTEM_PROMPT = "你是一个专业的个人记账助手。请根据每条交易记录的类型、备注、交易渠道等信息，"
|
||||
+ "从给定的分类列表和标签列表中，为该记录选择最合适的分类与标签。"
|
||||
+ "要求：1. 分类必须与记录的类型一致（INCOME 只能选 INCOME 分类，EXPENSE 只能选 EXPENSE 分类）；"
|
||||
+ "2. 只能使用给定列表中的 ID，不要编造；3. 标签可多选，也可为空数组；"
|
||||
@@ -79,7 +76,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
+ "输出格式：{\"suggestions\":[{\"id\":记录ID,\"categoryId\":分类ID,\"tagIds\":[标签ID],\"reason\":\"简要中文理由\"}]}";
|
||||
|
||||
/** 增强模式系统提示词，允许在现有候选都不合适时提出新建分类与标签 */
|
||||
private static final String NEW_SYSTEM_PROMPT = "你是一个专业的个人记账助手。请根据每条交易记录的类型、金额、备注等信息，"
|
||||
private static final String NEW_SYSTEM_PROMPT = "你是一个专业的个人记账助手。请根据每条交易记录的类型、备注、交易渠道等信息，"
|
||||
+ "为该记录选择合适的分类与标签。优先从给定的分类列表和标签列表中选择，如果列表中确实没有合适的，可以提出新建。"
|
||||
+ "要求：1. 分类必须与记录的类型一致（INCOME 只能选 INCOME 分类，EXPENSE 只能选 EXPENSE 分类）；"
|
||||
+ "2. 优先使用给定列表中的 ID，不要编造列表之外的 ID；"
|
||||
@@ -121,7 +118,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 先按「类型 + 支付方式 + 备注」聚合重复记录，仅将每组代表送入模型，
|
||||
* 先按「类型 + 交易渠道 + 备注」聚合重复记录，仅将每组代表送入模型，
|
||||
* 再把建议套用到整组记录；代表数超过单批上限时自动分批调用并汇总结果。
|
||||
*/
|
||||
@Override
|
||||
@@ -163,7 +160,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
List<Tag> tags = tagMapper.selectList(new LambdaQueryWrapper<Tag>()
|
||||
.eq(Tag::getUserId, userId));
|
||||
|
||||
// 按类型、支付方式与备注聚合，重复记录只保留一条代表参与分析
|
||||
// 按类型、交易渠道与备注聚合，重复记录只保留一条代表参与分析
|
||||
List<List<Transaction>> groups = groupTransactions(transactions);
|
||||
|
||||
List<AiSuggestionVO> result = new ArrayList<>();
|
||||
@@ -235,7 +232,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
transaction.setUserId(userId);
|
||||
transaction.setType(request.getType());
|
||||
transaction.setAmount(request.getAmount());
|
||||
transaction.setPaymentMethod(request.getPaymentMethod());
|
||||
transaction.setChannel(request.getChannel());
|
||||
transaction.setRemark(request.getRemark());
|
||||
List<Transaction> single = List.of(transaction);
|
||||
|
||||
@@ -377,7 +374,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
}
|
||||
|
||||
/**
|
||||
* 按「类型 + 支付方式 + 备注」聚合交易记录，并保持原有顺序。
|
||||
* 按「类型 + 交易渠道 + 备注」聚合交易记录，并保持原有顺序。
|
||||
*
|
||||
* <p>备注为空的记录不参与聚合，各自独立成组，避免无关记录被归为一类。</p>
|
||||
*
|
||||
@@ -393,7 +390,7 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
key = "__single__" + transaction.getId();
|
||||
} else {
|
||||
key = transaction.getType() + "|"
|
||||
+ (transaction.getPaymentMethod() == null ? "" : transaction.getPaymentMethod())
|
||||
+ (transaction.getChannel() == null ? "" : transaction.getChannel())
|
||||
+ "|" + transaction.getRemark();
|
||||
}
|
||||
grouped.computeIfAbsent(key, k -> new ArrayList<>()).add(transaction);
|
||||
@@ -599,11 +596,9 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
Map<String, Object> node = new LinkedHashMap<>();
|
||||
node.put("id", transaction.getId());
|
||||
node.put("type", transaction.getType());
|
||||
node.put("amount", transaction.getAmount());
|
||||
node.put("time", transaction.getTransactionTime());
|
||||
node.put("paymentMethod", transaction.getPaymentMethod());
|
||||
node.put("channel", transaction.getChannel());
|
||||
node.put("remark", transaction.getRemark());
|
||||
node.put("extra", extractExtra(transaction.getRawData()));
|
||||
return node;
|
||||
}).collect(Collectors.toList()));
|
||||
|
||||
@@ -790,19 +785,6 @@ public class AiSuggestionServiceImpl implements AiSuggestionService {
|
||||
return cleaned.trim();
|
||||
}
|
||||
|
||||
/**
|
||||
* 从原始账单数据中截取摘要，用于注入提示词。
|
||||
*
|
||||
* @param rawData 原始账单 JSON 字符串
|
||||
* @return 截断后的摘要，为空时返回 null
|
||||
*/
|
||||
private String extractExtra(String rawData) {
|
||||
if (isBlank(rawData)) {
|
||||
return null;
|
||||
}
|
||||
return rawData.length() <= RAW_DATA_LIMIT ? rawData : rawData.substring(0, RAW_DATA_LIMIT);
|
||||
}
|
||||
|
||||
/**
|
||||
* 判断字符串是否为空白。
|
||||
*
|
||||
|
||||
@@ -20,6 +20,7 @@ import org.springframework.transaction.annotation.Transactional;
|
||||
import org.springframework.util.StringUtils;
|
||||
|
||||
import cn.rosercode.finance.common.BusinessException;
|
||||
import cn.rosercode.finance.config.app.AppConfigStore;
|
||||
import cn.rosercode.finance.converter.VoConverter;
|
||||
import cn.rosercode.finance.dto.BillImportRequest;
|
||||
import cn.rosercode.finance.entity.Category;
|
||||
@@ -62,6 +63,7 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
private final RuleService ruleService;
|
||||
private final VoConverter voConverter;
|
||||
private final BillArchiveExtractor archiveExtractor;
|
||||
private final AppConfigStore appConfigStore;
|
||||
|
||||
public BillImportServiceImpl(List<BillParser> parsers,
|
||||
TransactionMapper transactionMapper,
|
||||
@@ -70,7 +72,8 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
TransactionTagMapper transactionTagMapper,
|
||||
RuleService ruleService,
|
||||
VoConverter voConverter,
|
||||
BillArchiveExtractor archiveExtractor) {
|
||||
BillArchiveExtractor archiveExtractor,
|
||||
AppConfigStore appConfigStore) {
|
||||
// 按账单类型注册解析器，便于扩展新账单来源
|
||||
for (BillParser parser : parsers) {
|
||||
parserMap.put(parser.getBillType(), parser);
|
||||
@@ -82,6 +85,7 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
this.ruleService = ruleService;
|
||||
this.voConverter = voConverter;
|
||||
this.archiveExtractor = archiveExtractor;
|
||||
this.appConfigStore = appConfigStore;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -105,6 +109,9 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
|
||||
List<ParsedBillRow> rows = parser.parse(fileContent);
|
||||
|
||||
// 按账单来源的默认值覆盖「计入统计」标记
|
||||
applyBillSourceStatsDefault(rows, billType);
|
||||
|
||||
// 批量查询已存在的交易号，用于标记重复
|
||||
List<String> externalNos = rows.stream()
|
||||
.map(ParsedBillRow::getExternalNo)
|
||||
@@ -192,6 +199,9 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
.collect(Collectors.toList());
|
||||
List<RuleMatchResult> ruleMatches = ruleService.matchBatch(userId, ruleContexts);
|
||||
|
||||
// 请求未显式提供「计入统计」时，按账单来源默认值兜底
|
||||
boolean sourceStatsDefault = appConfigStore.load().resolveIncludeInStats(request.getBillType());
|
||||
|
||||
int skipped = 0;
|
||||
int failed = 0;
|
||||
List<String> messages = new ArrayList<>();
|
||||
@@ -237,11 +247,12 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
transaction.setCategoryId(categoryId);
|
||||
transaction.setType(item.getType());
|
||||
transaction.setAmount(item.getAmount());
|
||||
transaction.setPaymentMethod(resolvePaymentMethod(request.getBillType()));
|
||||
transaction.setChannel(resolveChannel(request.getBillType()));
|
||||
transaction.setRemark(truncate(buildRemark(item.getCounterparty(), item.getProduct()), 255));
|
||||
transaction.setExternalNo(item.getExternalNo());
|
||||
transaction.setTransactionTime(item.getTransactionTime());
|
||||
transaction.setIncludeInStats(item.getIncludeInStats() == null ? Boolean.TRUE : item.getIncludeInStats());
|
||||
transaction.setIncludeInStats(item.getIncludeInStats() == null
|
||||
? sourceStatsDefault : item.getIncludeInStats());
|
||||
transaction.setRawData(item.getRawData());
|
||||
pending.add(transaction);
|
||||
|
||||
@@ -476,12 +487,12 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
}
|
||||
|
||||
/**
|
||||
* 根据账单类型解析对应的支付方式编码
|
||||
* 根据账单类型解析对应的交易渠道编码
|
||||
*
|
||||
* @param billType 账单类型，如 ALIPAY、WECHAT
|
||||
* @return 支付方式编码，无法识别时返回 null
|
||||
* @return 交易渠道编码，无法识别时返回 null
|
||||
*/
|
||||
private String resolvePaymentMethod(String billType) {
|
||||
private String resolveChannel(String billType) {
|
||||
try {
|
||||
return BillType.valueOf(billType).name();
|
||||
} catch (IllegalArgumentException e) {
|
||||
@@ -489,6 +500,23 @@ public class BillImportServiceImpl implements BillImportService {
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 按账单来源的「计入统计」默认值覆盖解析结果。
|
||||
*
|
||||
* <p>采用「解析器判定 && 来源默认」的语义：来源默认不计入时整批置为不计入；
|
||||
* 来源默认计入时保留解析器对「不计收支/中性」行的排除。</p>
|
||||
*
|
||||
* @param rows 解析结果
|
||||
* @param billType 账单来源
|
||||
*/
|
||||
private void applyBillSourceStatsDefault(List<ParsedBillRow> rows, BillType billType) {
|
||||
boolean sourceDefault = appConfigStore.load().resolveIncludeInStats(billType.name());
|
||||
for (ParsedBillRow row : rows) {
|
||||
boolean parserValue = row.getIncludeInStats() == null || row.getIncludeInStats();
|
||||
row.setIncludeInStats(parserValue && sourceDefault);
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 根据交易对方与商品名称构造备注
|
||||
*
|
||||
|
||||
@@ -23,6 +23,7 @@ import cn.rosercode.finance.config.datasource.DatabaseConfig;
|
||||
import cn.rosercode.finance.config.datasource.DatabaseConfigStore;
|
||||
import cn.rosercode.finance.config.datasource.DynamicDataSource;
|
||||
import cn.rosercode.finance.config.datasource.SchemaInitializer;
|
||||
import cn.rosercode.finance.config.datasource.SchemaMigrator;
|
||||
import cn.rosercode.finance.dto.DatabaseConfigRequest;
|
||||
import cn.rosercode.finance.service.DatabaseService;
|
||||
import cn.rosercode.finance.vo.DatabaseStatusVO;
|
||||
@@ -47,16 +48,19 @@ public class DatabaseServiceImpl implements DatabaseService {
|
||||
private final DynamicDataSource dynamicDataSource;
|
||||
private final DatabaseConfigStore configStore;
|
||||
private final SchemaInitializer schemaInitializer;
|
||||
private final SchemaMigrator schemaMigrator;
|
||||
|
||||
/** 当前生效的数据库配置，未配置时为 null */
|
||||
private volatile DatabaseConfig currentConfig;
|
||||
|
||||
public DatabaseServiceImpl(DynamicDataSource dynamicDataSource,
|
||||
DatabaseConfigStore configStore,
|
||||
SchemaInitializer schemaInitializer) {
|
||||
SchemaInitializer schemaInitializer,
|
||||
SchemaMigrator schemaMigrator) {
|
||||
this.dynamicDataSource = dynamicDataSource;
|
||||
this.configStore = configStore;
|
||||
this.schemaInitializer = schemaInitializer;
|
||||
this.schemaMigrator = schemaMigrator;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -104,6 +108,7 @@ public class DatabaseServiceImpl implements DatabaseService {
|
||||
try {
|
||||
assertConnectable(newDataSource);
|
||||
schemaInitializer.initialize(newDataSource, config.getType());
|
||||
schemaMigrator.migrate(newDataSource, config.getType());
|
||||
// 先落盘再切换，避免切换成功但配置未保存导致重启后状态不一致
|
||||
configStore.save(config);
|
||||
dynamicDataSource.addAndSwitch(config.getType(), newDataSource);
|
||||
@@ -178,6 +183,7 @@ public class DatabaseServiceImpl implements DatabaseService {
|
||||
try {
|
||||
assertConnectable(dataSource);
|
||||
schemaInitializer.initialize(dataSource, config.getType());
|
||||
schemaMigrator.migrate(dataSource, config.getType());
|
||||
dynamicDataSource.addAndSwitch(config.getType(), dataSource);
|
||||
switched = true;
|
||||
currentConfig = config;
|
||||
|
||||
@@ -10,13 +10,16 @@ import java.util.Set;
|
||||
import java.util.stream.Collectors;
|
||||
|
||||
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
|
||||
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
import org.springframework.util.StringUtils;
|
||||
|
||||
import cn.rosercode.finance.common.BusinessException;
|
||||
import cn.rosercode.finance.common.PageResult;
|
||||
import cn.rosercode.finance.converter.VoConverter;
|
||||
import cn.rosercode.finance.dto.RuleQuery;
|
||||
import cn.rosercode.finance.dto.RuleRequest;
|
||||
import cn.rosercode.finance.entity.Category;
|
||||
import cn.rosercode.finance.entity.Rule;
|
||||
@@ -73,10 +76,48 @@ public class RuleServiceImpl implements RuleService {
|
||||
.eq(Rule::getUserId, userId)
|
||||
.orderByAsc(Rule::getSortOrder)
|
||||
.orderByAsc(Rule::getId));
|
||||
return toVoList(rules);
|
||||
}
|
||||
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 支持按名称/关键词、启用状态与收支类型筛选，按优先级排序。
|
||||
*/
|
||||
@Override
|
||||
public PageResult<RuleVO> page(Long userId, RuleQuery query) {
|
||||
LambdaQueryWrapper<Rule> wrapper = new LambdaQueryWrapper<>();
|
||||
wrapper.eq(Rule::getUserId, userId);
|
||||
if (StringUtils.hasText(query.getKeyword())) {
|
||||
String keyword = query.getKeyword().trim();
|
||||
wrapper.and(w -> w.like(Rule::getName, keyword).or().like(Rule::getKeyword, keyword));
|
||||
}
|
||||
if (query.getEnabled() != null) {
|
||||
wrapper.eq(Rule::getEnabled, query.getEnabled());
|
||||
}
|
||||
if (StringUtils.hasText(query.getType())) {
|
||||
wrapper.eq(Rule::getType, query.getType());
|
||||
}
|
||||
wrapper.orderByAsc(Rule::getSortOrder).orderByAsc(Rule::getId);
|
||||
|
||||
int pageNo = query.getPage() == null || query.getPage() < 1 ? 1 : query.getPage();
|
||||
int pageSize = query.getSize() == null || query.getSize() < 1 ? 20 : query.getSize();
|
||||
Page<Rule> page = new Page<>(pageNo, pageSize);
|
||||
Page<Rule> result = ruleMapper.selectPage(page, wrapper);
|
||||
return new PageResult<>(toVoList(result.getRecords()), result.getTotal(), result.getCurrent(),
|
||||
result.getSize());
|
||||
}
|
||||
|
||||
/**
|
||||
* 将规则实体列表转换为视图对象，并批量填充分类名称与标签。
|
||||
*
|
||||
* @param rules 规则实体列表
|
||||
* @return 规则视图对象列表
|
||||
*/
|
||||
private List<RuleVO> toVoList(List<Rule> rules) {
|
||||
if (rules.isEmpty()) {
|
||||
return List.of();
|
||||
}
|
||||
|
||||
// 批量查询关联分类
|
||||
List<Long> categoryIds = rules.stream()
|
||||
.map(Rule::getCategoryId)
|
||||
|
||||
@@ -264,9 +264,9 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
} else if (uncategorized) {
|
||||
wrapper.isNull("category_id");
|
||||
}
|
||||
// 支付方式筛选（多选）
|
||||
if (query.getPaymentMethods() != null && !query.getPaymentMethods().isEmpty()) {
|
||||
wrapper.in("payment_method", query.getPaymentMethods());
|
||||
// 交易渠道筛选（多选）
|
||||
if (query.getChannels() != null && !query.getChannels().isEmpty()) {
|
||||
wrapper.in("channel", query.getChannels());
|
||||
}
|
||||
// 金额区间筛选
|
||||
if (query.getMinAmount() != null) {
|
||||
@@ -279,6 +279,25 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
if (StringUtils.hasText(query.getRemark())) {
|
||||
wrapper.like("remark", query.getRemark());
|
||||
}
|
||||
// 标签筛选（多选）；同时勾选「未打标签」时与其取并集
|
||||
boolean hasTagIds = query.getTagIds() != null && !query.getTagIds().isEmpty();
|
||||
boolean untagged = Boolean.TRUE.equals(query.getUntagged());
|
||||
if (hasTagIds || untagged) {
|
||||
wrapper.and(w -> {
|
||||
if (hasTagIds) {
|
||||
String ids = query.getTagIds().stream().map(String::valueOf)
|
||||
.collect(Collectors.joining(","));
|
||||
w.inSql("id", "SELECT transaction_id FROM t_transaction_tag WHERE tag_id IN (" + ids + ")");
|
||||
}
|
||||
if (untagged) {
|
||||
if (hasTagIds) {
|
||||
w.or();
|
||||
}
|
||||
w.apply("NOT EXISTS (SELECT 1 FROM t_transaction_tag tt "
|
||||
+ "WHERE tt.transaction_id = t_transaction.id)");
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
// 统计口径：默认仅统计计入统计的记录（排除借款、账户间转账等）
|
||||
@@ -337,7 +356,7 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
vo.setType(category != null ? category.getType()
|
||||
: (income.compareTo(expense) >= 0 ? "INCOME" : "EXPENSE"));
|
||||
}
|
||||
case PAYMENT_METHOD -> vo.setName(paymentLabel(key));
|
||||
case CHANNEL -> vo.setName(channelLabel(key));
|
||||
case TYPE -> {
|
||||
vo.setName("INCOME".equals(key) ? "收入" : "支出");
|
||||
vo.setType(key);
|
||||
@@ -365,7 +384,7 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
case QUARTER -> "strftime('%Y', transaction_time) || '-Q' || "
|
||||
+ "((CAST(strftime('%m', transaction_time) AS INTEGER) + 2) / 3)";
|
||||
case YEAR -> "strftime('%Y', transaction_time)";
|
||||
case PAYMENT_METHOD -> "payment_method";
|
||||
case CHANNEL -> "channel";
|
||||
case CATEGORY -> "category_id";
|
||||
case TYPE -> "type";
|
||||
};
|
||||
@@ -376,7 +395,7 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
case MONTH -> "DATE_FORMAT(transaction_time, '%Y-%m')";
|
||||
case QUARTER -> "CONCAT(YEAR(transaction_time), '-Q', QUARTER(transaction_time))";
|
||||
case YEAR -> "DATE_FORMAT(transaction_time, '%Y')";
|
||||
case PAYMENT_METHOD -> "payment_method";
|
||||
case CHANNEL -> "channel";
|
||||
case CATEGORY -> "category_id";
|
||||
case TYPE -> "type";
|
||||
};
|
||||
@@ -420,12 +439,12 @@ public class StatisticsServiceImpl implements StatisticsService {
|
||||
}
|
||||
|
||||
/**
|
||||
* 将支付方式编码转换为中文名称
|
||||
* 将交易渠道编码转换为中文名称
|
||||
*
|
||||
* @param code 支付方式编码
|
||||
* @param code 交易渠道编码
|
||||
* @return 中文名称
|
||||
*/
|
||||
private String paymentLabel(String code) {
|
||||
private String channelLabel(String code) {
|
||||
if (!StringUtils.hasText(code)) {
|
||||
return "未填写";
|
||||
}
|
||||
|
||||
@@ -102,9 +102,9 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
wrapper.le(Transaction::getTransactionTime,
|
||||
LocalDateTime.parse(query.getEndTime(), DateTimeFormatter.ISO_LOCAL_DATE_TIME));
|
||||
}
|
||||
// 按支付方式筛选（多选）
|
||||
if (query.getPaymentMethods() != null && !query.getPaymentMethods().isEmpty()) {
|
||||
wrapper.in(Transaction::getPaymentMethod, query.getPaymentMethods());
|
||||
// 按交易渠道筛选（多选）
|
||||
if (query.getChannels() != null && !query.getChannels().isEmpty()) {
|
||||
wrapper.in(Transaction::getChannel, query.getChannels());
|
||||
}
|
||||
// 按是否计入统计筛选
|
||||
if (query.getIncludeInStats() != null) {
|
||||
@@ -121,17 +121,27 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
if (StringUtils.hasText(query.getRemark())) {
|
||||
wrapper.like(Transaction::getRemark, query.getRemark());
|
||||
}
|
||||
// 按标签筛选：命中任一选中标签，或筛选无任何标签的记录
|
||||
// 按标签筛选：命中任一选中标签、有任意标签，或筛选无任何标签的记录（多条件取并集）
|
||||
boolean hasTagIds = query.getTagIds() != null && !query.getTagIds().isEmpty();
|
||||
boolean untagged = Boolean.TRUE.equals(query.getUntagged());
|
||||
if (hasTagIds || untagged) {
|
||||
boolean tagged = Boolean.TRUE.equals(query.getTagged());
|
||||
if (hasTagIds || untagged || tagged) {
|
||||
wrapper.and(w -> {
|
||||
boolean appended = false;
|
||||
if (hasTagIds) {
|
||||
w.inSql(Transaction::getId, "SELECT transaction_id FROM t_transaction_tag WHERE tag_id IN ("
|
||||
+ query.getTagIds().stream().map(String::valueOf).collect(Collectors.joining(",")) + ")");
|
||||
appended = true;
|
||||
}
|
||||
if (tagged) {
|
||||
if (appended) {
|
||||
w.or();
|
||||
}
|
||||
w.apply("EXISTS (SELECT 1 FROM t_transaction_tag tt WHERE tt.transaction_id = t_transaction.id)");
|
||||
appended = true;
|
||||
}
|
||||
if (untagged) {
|
||||
if (hasTagIds) {
|
||||
if (appended) {
|
||||
w.or();
|
||||
}
|
||||
w.apply("NOT EXISTS (SELECT 1 FROM t_transaction_tag tt WHERE tt.transaction_id = t_transaction.id)");
|
||||
@@ -187,7 +197,7 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
transaction.setCategoryId(request.getCategoryId());
|
||||
transaction.setType(request.getType());
|
||||
transaction.setAmount(request.getAmount());
|
||||
transaction.setPaymentMethod(request.getPaymentMethod());
|
||||
transaction.setChannel(request.getChannel());
|
||||
transaction.setRemark(request.getRemark());
|
||||
transaction.setTransactionTime(request.getTransactionTime());
|
||||
transaction.setIncludeInStats(request.getIncludeInStats() == null ? Boolean.TRUE : request.getIncludeInStats());
|
||||
@@ -223,7 +233,7 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
transaction.setCategoryId(request.getCategoryId());
|
||||
transaction.setType(request.getType());
|
||||
transaction.setAmount(request.getAmount());
|
||||
transaction.setPaymentMethod(request.getPaymentMethod());
|
||||
transaction.setChannel(request.getChannel());
|
||||
transaction.setRemark(request.getRemark());
|
||||
transaction.setTransactionTime(request.getTransactionTime());
|
||||
transaction.setIncludeInStats(request.getIncludeInStats() == null ? Boolean.TRUE : request.getIncludeInStats());
|
||||
@@ -588,9 +598,9 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
wrapper.le(Transaction::getTransactionTime,
|
||||
LocalDateTime.parse(query.getEndTime(), DateTimeFormatter.ISO_LOCAL_DATE_TIME));
|
||||
}
|
||||
// 按支付方式筛选（多选）
|
||||
if (query.getPaymentMethods() != null && !query.getPaymentMethods().isEmpty()) {
|
||||
wrapper.in(Transaction::getPaymentMethod, query.getPaymentMethods());
|
||||
// 按交易渠道筛选（多选）
|
||||
if (query.getChannels() != null && !query.getChannels().isEmpty()) {
|
||||
wrapper.in(Transaction::getChannel, query.getChannels());
|
||||
}
|
||||
// 按是否计入统计筛选
|
||||
if (query.getIncludeInStats() != null) {
|
||||
@@ -607,17 +617,27 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
if (StringUtils.hasText(query.getRemark())) {
|
||||
wrapper.like(Transaction::getRemark, query.getRemark());
|
||||
}
|
||||
// 按标签筛选：命中任一选中标签，或筛选无任何标签的记录
|
||||
// 按标签筛选：命中任一选中标签、有任意标签，或筛选无任何标签的记录（多条件取并集）
|
||||
boolean hasTagIds = query.getTagIds() != null && !query.getTagIds().isEmpty();
|
||||
boolean untagged = Boolean.TRUE.equals(query.getUntagged());
|
||||
if (hasTagIds || untagged) {
|
||||
boolean tagged = Boolean.TRUE.equals(query.getTagged());
|
||||
if (hasTagIds || untagged || tagged) {
|
||||
wrapper.and(w -> {
|
||||
boolean appended = false;
|
||||
if (hasTagIds) {
|
||||
w.inSql(Transaction::getId, "SELECT transaction_id FROM t_transaction_tag WHERE tag_id IN ("
|
||||
+ query.getTagIds().stream().map(String::valueOf).collect(Collectors.joining(",")) + ")");
|
||||
appended = true;
|
||||
}
|
||||
if (tagged) {
|
||||
if (appended) {
|
||||
w.or();
|
||||
}
|
||||
w.apply("EXISTS (SELECT 1 FROM t_transaction_tag tt WHERE tt.transaction_id = t_transaction.id)");
|
||||
appended = true;
|
||||
}
|
||||
if (untagged) {
|
||||
if (hasTagIds) {
|
||||
if (appended) {
|
||||
w.or();
|
||||
}
|
||||
w.apply("NOT EXISTS (SELECT 1 FROM t_transaction_tag tt WHERE tt.transaction_id = t_transaction.id)");
|
||||
@@ -666,7 +686,7 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
}
|
||||
vo.setCategoryName(category != null ? category.getName() : "");
|
||||
vo.setAmount(String.format("%.2f", t.getAmount()));
|
||||
vo.setPaymentMethod(getPaymentMethodLabel(t.getPaymentMethod()));
|
||||
vo.setChannel(getChannelLabel(t.getChannel()));
|
||||
// 备注被标记为隐藏时，导出同样以占位符替代，避免泄露
|
||||
if (Boolean.TRUE.equals(t.getRemarkHidden())) {
|
||||
vo.setRemark(REMARK_HIDDEN_PLACEHOLDER);
|
||||
@@ -681,12 +701,12 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
}
|
||||
|
||||
/**
|
||||
* 将支付方式编码转换为中文标签
|
||||
* 将交易渠道编码转换为中文标签
|
||||
*
|
||||
* @param code 支付方式编码
|
||||
* @param code 交易渠道编码
|
||||
* @return 中文标签
|
||||
*/
|
||||
private String getPaymentMethodLabel(String code) {
|
||||
private String getChannelLabel(String code) {
|
||||
if (code == null) return "";
|
||||
return switch (code) {
|
||||
case "WECHAT" -> "微信";
|
||||
@@ -703,16 +723,16 @@ public class TransactionServiceImpl implements TransactionService {
|
||||
/**
|
||||
* {@inheritDoc}
|
||||
*
|
||||
* 由账单来源枚举（支付宝、微信、美团、招商银行、交通银行）与人工记账支付方式
|
||||
* （现金）组成，账单来源在前，人工支付方式在后。
|
||||
* 由账单来源枚举（支付宝、微信、美团、招商银行、交通银行）与人工记账交易渠道
|
||||
* （现金）组成，账单来源在前，人工交易渠道在后。
|
||||
*/
|
||||
@Override
|
||||
public List<String> listPaymentMethods() {
|
||||
public List<String> listChannels() {
|
||||
List<String> methods = new ArrayList<>();
|
||||
for (BillType type : BillType.values()) {
|
||||
methods.add(type.name());
|
||||
}
|
||||
// 人工记账使用的支付方式，非账单来源
|
||||
// 人工记账使用的交易渠道，非账单来源
|
||||
methods.add("CASH");
|
||||
return methods;
|
||||
}
|
||||
|
||||
@@ -28,8 +28,8 @@ public class AiQueryResultVO {
|
||||
/** 是否筛选未分类记录 */
|
||||
private Boolean uncategorized;
|
||||
|
||||
/** 支付方式列表 */
|
||||
private List<String> paymentMethods;
|
||||
/** 交易渠道列表 */
|
||||
private List<String> channels;
|
||||
|
||||
/** 开始时间（yyyy-MM-ddTHH:mm:ss） */
|
||||
private String startTime;
|
||||
|
||||
@@ -28,8 +28,8 @@ public class AiRecordResultVO {
|
||||
/** 命中的分类名称 */
|
||||
private String categoryName;
|
||||
|
||||
/** 支付方式 */
|
||||
private String paymentMethod;
|
||||
/** 交易渠道 */
|
||||
private String channel;
|
||||
|
||||
/** 交易时间（yyyy-MM-ddTHH:mm:ss） */
|
||||
private String transactionTime;
|
||||
|
||||
@@ -0,0 +1,20 @@
|
||||
package cn.rosercode.finance.vo;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* AI 生成规则建议结果视图对象。
|
||||
*
|
||||
* @date 2026-09-20 16:05:00
|
||||
*/
|
||||
@Data
|
||||
public class AiRuleSuggestResultVO {
|
||||
|
||||
/** 分析摘要 */
|
||||
private String summary;
|
||||
|
||||
/** 规则建议列表 */
|
||||
private List<AiRuleSuggestionVO> rules;
|
||||
}
|
||||
@@ -0,0 +1,57 @@
|
||||
package cn.rosercode.finance.vo;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.util.List;
|
||||
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* AI 生成的分类与标签规则建议视图对象。
|
||||
*
|
||||
* @date 2026-09-20 16:05:00
|
||||
*/
|
||||
@Data
|
||||
public class AiRuleSuggestionVO {
|
||||
|
||||
/** 规则名称 */
|
||||
private String name;
|
||||
|
||||
/** 限定收支类型：INCOME/EXPENSE，null 表示不限 */
|
||||
private String type;
|
||||
|
||||
/** 匹配关键词（备注等），null 表示不限 */
|
||||
private String keyword;
|
||||
|
||||
/** 金额下限（含），null 表示不限 */
|
||||
private BigDecimal minAmount;
|
||||
|
||||
/** 金额上限（含），null 表示不限 */
|
||||
private BigDecimal maxAmount;
|
||||
|
||||
/** 命中的现有分类ID，null 表示未匹配到现有分类 */
|
||||
private Long categoryId;
|
||||
|
||||
/** 现有分类名称 */
|
||||
private String categoryName;
|
||||
|
||||
/** 建议新建的分类名称，null 表示无需新建 */
|
||||
private String newCategoryName;
|
||||
|
||||
/** 建议新建的分类图标 */
|
||||
private String newCategoryIcon;
|
||||
|
||||
/** 命中的现有标签ID列表 */
|
||||
private List<Long> tagIds;
|
||||
|
||||
/** 现有标签名称列表 */
|
||||
private List<String> tagNames;
|
||||
|
||||
/** 建议新建的标签列表 */
|
||||
private List<AiNewTagVO> newTags;
|
||||
|
||||
/** AI 生成理由 */
|
||||
private String reason;
|
||||
|
||||
/** 是否与已有规则（或本次建议）重复：重复时前端默认不勾选且禁止导入 */
|
||||
private Boolean duplicate = false;
|
||||
}
|
||||
@@ -0,0 +1,60 @@
|
||||
package cn.rosercode.finance.vo;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.util.List;
|
||||
|
||||
import lombok.Data;
|
||||
|
||||
/**
|
||||
* AI 自然语言统计查询解析结果视图对象。
|
||||
*
|
||||
* @date 2026-09-20 16:30:00
|
||||
*/
|
||||
@Data
|
||||
public class AiStatisticsResultVO {
|
||||
|
||||
/** 识别到的统计意图摘要 */
|
||||
private String summary;
|
||||
|
||||
/** 收支类型筛选 */
|
||||
private List<String> types;
|
||||
|
||||
/** 分类ID列表 */
|
||||
private List<Long> categoryIds;
|
||||
|
||||
/** 分类名称列表 */
|
||||
private List<String> categoryNames;
|
||||
|
||||
/** 标签ID列表 */
|
||||
private List<Long> tagIds;
|
||||
|
||||
/** 标签名称列表 */
|
||||
private List<String> tagNames;
|
||||
|
||||
/** 交易渠道列表 */
|
||||
private List<String> channels;
|
||||
|
||||
/** 起始时间（yyyy-MM-dd'T'HH:mm:ss） */
|
||||
private String startTime;
|
||||
|
||||
/** 结束时间（yyyy-MM-dd'T'HH:mm:ss） */
|
||||
private String endTime;
|
||||
|
||||
/** 最小金额（含） */
|
||||
private BigDecimal minAmount;
|
||||
|
||||
/** 最大金额（含） */
|
||||
private BigDecimal maxAmount;
|
||||
|
||||
/** 备注关键字 */
|
||||
private String remark;
|
||||
|
||||
/** 统计口径：INCLUDED/ALL/EXCLUDED，null 表示不限 */
|
||||
private String statsScope;
|
||||
|
||||
/** 统计维度（趋势粒度）：day/week/month/quarter/year，null 表示不限 */
|
||||
private String dimension;
|
||||
|
||||
/** 未识别的关键词 */
|
||||
private List<String> unmatched;
|
||||
}
|
||||
@@ -15,7 +15,7 @@ public class AiSuggestionVO {
|
||||
/** 代表交易记录ID */
|
||||
private Long transactionId;
|
||||
|
||||
/** 该建议适用的全部记录ID（按类型、备注、支付方式聚合后的一组记录） */
|
||||
/** 该建议适用的全部记录ID（按类型、备注、交易渠道聚合后的一组记录） */
|
||||
private List<Long> transactionIds;
|
||||
|
||||
/** 命中的记录数，等于 transactionIds 的大小 */
|
||||
|
||||
@@ -12,7 +12,7 @@ import lombok.Data;
|
||||
@Data
|
||||
public class StatisticsGroupVO {
|
||||
|
||||
/** 分组键（如分类ID、支付方式编码、日期标签） */
|
||||
/** 分组键（如分类ID、交易渠道编码、日期标签） */
|
||||
private String key;
|
||||
|
||||
/** 分组显示名称 */
|
||||
|
||||
@@ -22,9 +22,9 @@ public class TransactionExportVO {
|
||||
@ColumnWidth(12)
|
||||
private String amount;
|
||||
|
||||
@ExcelProperty("支付方式")
|
||||
@ExcelProperty("交易渠道")
|
||||
@ColumnWidth(12)
|
||||
private String paymentMethod;
|
||||
private String channel;
|
||||
|
||||
@ExcelProperty("备注")
|
||||
@ColumnWidth(30)
|
||||
|
||||
@@ -30,8 +30,8 @@ public class TransactionVO {
|
||||
/** 交易金额 */
|
||||
private BigDecimal amount;
|
||||
|
||||
/** 支付方式 */
|
||||
private String paymentMethod;
|
||||
/** 交易渠道 */
|
||||
private String channel;
|
||||
|
||||
/** 备注 */
|
||||
private String remark;
|
||||
|
||||
@@ -8,11 +8,11 @@
|
||||
-->
|
||||
<insert id="insertBatch">
|
||||
INSERT INTO t_transaction
|
||||
(user_id, category_id, type, amount, payment_method, remark, remark_hidden,
|
||||
(user_id, category_id, type, amount, channel, remark, remark_hidden,
|
||||
external_no, transaction_time, include_in_stats, raw_data)
|
||||
VALUES
|
||||
<foreach collection="list" item="item" separator=",">
|
||||
(#{item.userId}, #{item.categoryId}, #{item.type}, #{item.amount}, #{item.paymentMethod},
|
||||
(#{item.userId}, #{item.categoryId}, #{item.type}, #{item.amount}, #{item.channel},
|
||||
#{item.remark}, IFNULL(#{item.remarkHidden}, 0), #{item.externalNo},
|
||||
#{item.transactionTime}, IFNULL(#{item.includeInStats}, 1), #{item.rawData})
|
||||
</foreach>
|
||||
|
||||
@@ -30,7 +30,7 @@ CREATE TABLE IF NOT EXISTS t_transaction (
|
||||
category_id BIGINT COMMENT '所属分类ID，可为空表示未分类',
|
||||
type VARCHAR(10) NOT NULL COMMENT '记录类型：INCOME-收入，EXPENSE-支出',
|
||||
amount DECIMAL(12, 2) NOT NULL COMMENT '金额，精确到分',
|
||||
payment_method VARCHAR(30) COMMENT '支付方式：WECHAT-微信，ALIPAY-支付宝，CASH-现金，BANK-银行卡',
|
||||
channel VARCHAR(30) COMMENT '交易渠道：WECHAT-微信，ALIPAY-支付宝，CASH-现金，BANK-银行卡',
|
||||
remark VARCHAR(255) COMMENT '备注说明',
|
||||
remark_hidden TINYINT(1) NOT NULL DEFAULT 0 COMMENT '备注是否隐藏：1-隐藏，0-显示',
|
||||
external_no VARCHAR(64) COMMENT '外部账单交易号，用于账单导入去重',
|
||||
|
||||
@@ -36,7 +36,7 @@ CREATE TABLE IF NOT EXISTS t_transaction (
|
||||
category_id INTEGER,
|
||||
type VARCHAR(10) NOT NULL,
|
||||
amount NUMERIC(12, 2) NOT NULL,
|
||||
payment_method VARCHAR(30),
|
||||
channel VARCHAR(30),
|
||||
remark VARCHAR(255),
|
||||
remark_hidden INTEGER NOT NULL DEFAULT 0,
|
||||
external_no VARCHAR(64),
|
||||
|
||||
Reference in New Issue
Block a user