feat: 收支记录页支持基于勾选账单 AI 生成规则

在收支记录页批量操作区新增「AI 生成规则」入口，可基于勾选的账单调用 AI 归纳分类与标签规则，在弹窗中预览、勾选创建，并可选择同时将这些规则应用到所选账单，复用既有规则生成能力并补充本地匹配应用接口。变更内容： - 后端新增 `POST /api/ai/rule/apply-transactions`（`AiRuleService.applyToTransactions`）：按传入规则对指定交易做本地匹配，命中则覆盖分类、追加标签，必要时新建分类与标签，复用 `AiSuggestionService.apply` 落库。 - 新增 DTO `AiRuleTransactionApplyRequest`，复用 `AiRuleApplyRequest.Item` 结构承载规则定义。 - 前端 `api/ai.ts` 抽出 `AiRuleApplyItem` 类型并新增 `applyRulesToTransactions`。 - 新增组件 `AiRuleSuggestModal.vue`：展示规则建议、勾选创建，并提供「同时应用到当前勾选的 N 条账单」开关。 - `TransactionList.vue` 批量操作区新增「AI 生成规则」按钮（受 AI 启用状态控制），勾选账单后一步生成并预览规则。 - `locales/messages.ts` 补充相关中文、英文、日文文案。说明： - `apply-transactions` 为纯本地匹配、不调用大模型，不外发任何敏感数据；`suggest` 仍遵循白名单只发送类型、备注、渠道与分类标签名称。
2026-10-13 20:53:00 +08:00
parent bfd314a38e
commit 3b7b59ff6f
8 changed files with 488 additions and 18 deletions
@@ -185,25 +185,31 @@ export function suggestRulesByAi(transactionIds: number[]) {
  return request.post('/ai/rule/suggest', { transactionIds }, { timeout: 120000 })
 }

+/** AI 规则创建/应用的单条规则载荷 */
+export interface AiRuleApplyItem {
+  name: string
+  enabled?: boolean
+  type?: string | null
+  keyword?: string | null
+  minAmount?: number | null
+  maxAmount?: number | null
+  categoryId?: number | null
+  newCategoryName?: string | null
+  newCategoryIcon?: string | null
+  tagIds?: number[]
+  newTags?: AiNewTag[]
+}
+
 /** 批量创建 AI 生成的规则，必要时新建分类与标签 */
-export function applyAiRules(
-  rules: {
-    name: string
-    enabled?: boolean
-    type?: string | null
-    keyword?: string | null
-    minAmount?: number | null
-    maxAmount?: number | null
-    categoryId?: number | null
-    newCategoryName?: string | null
-    newCategoryIcon?: string | null
-    tagIds?: number[]
-    newTags?: AiNewTag[]
-  }[],
-) {
+export function applyAiRules(rules: AiRuleApplyItem[]) {
  return request.post('/ai/rule/apply', { rules })
 }

+/** 将规则按类型/关键词/金额匹配并应用到指定交易，命中则覆盖分类、追加标签 */
+export function applyRulesToTransactions(transactionIds: number[], rules: AiRuleApplyItem[]) {
+  return request.post('/ai/rule/apply-transactions', { transactionIds, rules })
+}
+
 /** 一键应用建议：覆盖分类并追加标签，标记为新建的分类/标签会先创建再关联 */
 export function applyAiSuggestions(
  suggestions: {
@@ -0,0 +1,161 @@
+<script setup lang="ts">
+// AI 规则建议弹窗：展示基于勾选账单生成的规则建议，勾选后创建规则，并可选同时应用到勾选账单
+import { ref, computed, watch, h } from 'vue'
+import { useI18n } from 'vue-i18n'
+import { NButton, NModal, NSpace, NDataTable, NTag, NSwitch, NText, NAlert } from 'naive-ui'
+import type { DataTableColumns } from 'naive-ui'
+import type { AiRuleSuggestion } from '../api/ai'
+
+/** 规则建议行：附加本地 key 供表格选择使用 */
+type AiRuleRow = AiRuleSuggestion & { key: number }
+
+const props = defineProps<{
+  show: boolean
+  suggestions: AiRuleSuggestion[]
+  targetCount: number
+  applying: boolean
+}>()
+
+const emit = defineEmits<{
+  (e: 'update:show', value: boolean): void
+  (e: 'submit', payload: { rules: AiRuleSuggestion[]; applyToSelection: boolean }): void
+}>()
+
+const { t } = useI18n()
+
+const showModel = computed({
+  get: () => props.show,
+  set: (value: boolean) => emit('update:show', value),
+})
+
+// 规则建议行（带本地 key）
+const rows = computed<AiRuleRow[]>(() => props.suggestions.map((rule, index) => ({ ...rule, key: index })))
+// 已勾选规则行 key
+const checkedKeys = ref<number[]>([])
+// 是否同时把规则应用到当前勾选的账单
+const applyToSelection = ref(false)
+
+// 打开时重置：默认勾选非重复项，应用开关默认关闭
+watch(
+  () => props.show,
+  (visible) => {
+    if (!visible) return
+    checkedKeys.value = rows.value.filter((row) => !row.duplicate).map((row) => row.key)
+    applyToSelection.value = false
+  },
+)
+
+/** 规则建议表格列（只读展示） */
+const columns = computed<DataTableColumns<AiRuleRow>>(() => [
+  { type: 'selection', disabled: (row) => !!row.duplicate },
+  {
+    title: t('common.name'),
+    key: 'name',
+    minWidth: 160,
+    render: (row) =>
+      h(
+        NSpace,
+        { size: 4, align: 'center', wrap: false },
+        {
+          default: () => [
+            h('span', null, row.name),
+            row.duplicate
+              ? h(NTag, { size: 'small', type: 'warning' }, { default: () => t('ai.rule.duplicate') })
+              : null,
+          ],
+        },
+      ),
+  },
+  {
+    title: t('rule.keyword'),
+    key: 'keyword',
+    width: 140,
+    render: (row) => row.keyword || '—',
+  },
+  {
+    title: t('common.type'),
+    key: 'type',
+    width: 80,
+    render: (row) => (row.type ? (row.type === 'INCOME' ? t('common.types.income') : t('common.types.expense')) : '—'),
+  },
+  {
+    title: t('rule.targetCategory'),
+    key: 'category',
+    minWidth: 130,
+    render: (row) => {
+      if (row.categoryName) return row.categoryName
+      if (row.newCategoryName) return `${t('ai.rule.newPrefix')}${row.newCategoryName}`
+      return '—'
+    },
+  },
+  {
+    title: t('rule.targetTags'),
+    key: 'tags',
+    minWidth: 150,
+    render: (row) => {
+      const names = [
+        ...(row.tagNames || []),
+        ...(row.newTags || []).map((tag) => `${t('ai.rule.newPrefix')}${tag.name}`),
+      ]
+      return names.length > 0 ? names.join('、') : '—'
+    },
+  },
+  {
+    title: t('ai.rule.reason'),
+    key: 'reason',
+    minWidth: 160,
+    ellipsis: { tooltip: true },
+  },
+])
+
+// 已勾选规则（重复项不可选）
+const selectedRules = computed(() => rows.value.filter((row) => !row.duplicate && checkedKeys.value.includes(row.key)))
+
+/** 去除本地 key，还原为规则建议对象 */
+function stripKey(row: AiRuleRow): AiRuleSuggestion {
+  const { key, ...rest } = row
+  void key
+  return rest
+}
+
+/** 提交：传出勾选规则与是否同时应用到账单 */
+function handleSubmit() {
+  if (selectedRules.value.length === 0) return
+  emit('submit', {
+    rules: selectedRules.value.map(stripKey),
+    applyToSelection: applyToSelection.value,
+  })
+}
+</script>
+
+<template>
+  <NModal v-model:show="showModel" preset="card" :title="t('ai.rule.title')" style="width: min(1100px, 94vw)">
+    <NSpace vertical :size="12">
+      <NText depth="3" style="font-size: 12px">{{ t('ai.rule.hint') }}</NText>
+      <NDataTable
+        v-model:checked-row-keys="checkedKeys"
+        :columns="columns"
+        :data="rows"
+        :max-height="420"
+        :scroll-x="900"
+        :row-key="(row: AiRuleRow) => row.key"
+        size="small"
+      />
+      <NAlert v-if="applyToSelection" type="warning" :show-icon="true">
+        {{ t('ai.rule.applyToSelectionNote') }}
+      </NAlert>
+      <NSpace align="center" justify="space-between" :wrap="true">
+        <NSpace align="center" :size="8">
+          <NSwitch v-model:value="applyToSelection" />
+          <span>{{ t('ai.rule.applyToSelection', { count: targetCount }) }}</span>
+        </NSpace>
+        <NSpace justify="end">
+          <NButton @click="showModel = false">{{ t('common.cancel') }}</NButton>
+          <NButton type="primary" :loading="applying" :disabled="selectedRules.length === 0" @click="handleSubmit">
+            {{ t('ai.rule.apply') }}
+          </NButton>
+        </NSpace>
+      </NSpace>
+    </NSpace>
+  </NModal>
+</template>
@@ -1440,6 +1440,26 @@ export default {
        en: 'All generated rules already exist',
        ja: '生成されたルールはすべて既存です',
      },
+      selectFirst: {
+        zh: '请先勾选要用于生成规则的账单',
+        en: 'Please select the records to derive rules from',
+        ja: 'ルール生成に使う記録を先に選択してください',
+      },
+      applyToSelection: {
+        zh: '同时应用到当前勾选的 {count} 条账单',
+        en: 'Also apply to the {count} selected records',
+        ja: '選択中の {count} 件の記録にも適用する',
+      },
+      applyToSelectionNote: {
+        zh: '命中规则时会覆盖这些账单的分类并追加标签（不改动备注与金额）',
+        en: 'Matching rules overwrite the category and append tags of these records (remark and amount unchanged)',
+        ja: 'ルールが一致した場合、これらの記録のカテゴリを上書きしタグを追加します（備考と金額は変更しません）',
+      },
+      appliedAndApplied: {
+        zh: '已创建 {rules} 条规则，并应用到 {transactions} 条账单',
+        en: 'Created {rules} rule(s) and applied to {transactions} record(s)',
+        ja: '{rules} 件のルールを作成し、{transactions} 件の記録に適用しました',
+      },
    },
    category: {
      label: { zh: 'AI 生成分类', en: 'AI Category', ja: 'AI 生成カテゴリ' },
@@ -39,9 +39,19 @@ import {
  getChannels,
  batchDeleteTransactions,
 } from '../api/transaction'
-import { suggestByAi, suggestOneByAi, queryByAi, parseCategoryByAi, parseTagByAi, parseChannelByAi } from '../api/ai'
+import {
+  suggestByAi,
+  suggestOneByAi,
+  queryByAi,
+  parseCategoryByAi,
+  parseTagByAi,
+  parseChannelByAi,
+  suggestRulesByAi,
+  applyAiRules,
+  applyRulesToTransactions,
+} from '../api/ai'
 import { createChannel } from '../api/channel'
-import type { AiSuggestion, AiQueryResult, AiRecordResult } from '../api/ai'
+import type { AiSuggestion, AiQueryResult, AiRecordResult, AiRuleSuggestion, AiRuleApplyItem } from '../api/ai'
 import { getExcludedDisplayStyle, getShowHiddenData } from '../api/setting'
 import { getCategoryList, createCategory } from '../api/category'
 import { getTagList, createTag } from '../api/tag'
@@ -59,6 +69,7 @@ import { aiEnabled, ensureAiEnabledLoaded } from '../composables/useAiEnabled'
 import EmojiPicker from '../components/EmojiPicker.vue'
 import AiRecordModal from '../components/AiRecordModal.vue'
 import AiSuggestModal from '../components/AiSuggestModal.vue'
+import AiRuleSuggestModal from '../components/AiRuleSuggestModal.vue'
 import TransactionBatchModal from '../components/TransactionBatchModal.vue'
 import BillImportModal from './BillImportModal.vue'
 import TransactionDetailModal from '../components/TransactionDetailModal.vue'
@@ -220,6 +231,10 @@ const newTagColorSwatches = [
  '#000000',
 ]
 const aiSuggestions = ref<AiSuggestion[]>([]) // AI 建议列表
+const aiRuleSuggestions = ref<AiRuleSuggestion[]>([]) // AI 规则建议列表
+const aiRuleGenerating = ref(false) // 规则生成中
+const aiRuleApplying = ref(false) // 规则创建/应用中
+const showAiRuleModal = ref(false) // AI 生成规则弹窗显示状态
 const aiQuerying = ref(false) // AI 查询解析状态
 const aiQueryResult = ref<AiQueryResult | null>(null) // AI 查询解析结果
 const showAiQueryModal = ref(false) // AI 智能查询弹窗显示状态
@@ -1021,6 +1036,72 @@ async function handleAiSuggest() {
  }
 }

+/** 基于勾选的账单生成规则建议 */
+async function handleAiRuleGenerate() {
+  const ids = checkedTransactionIds.value
+  if (ids.length === 0) {
+    message.warning(t('ai.rule.selectFirst'))
+    return
+  }
+  aiRuleGenerating.value = true
+  try {
+    const res: any = await suggestRulesByAi(ids)
+    const data = res.data || {}
+    aiRuleSuggestions.value = data.rules || []
+    if (aiRuleSuggestions.value.length === 0) {
+      message.warning(t('ai.noSuggestion'))
+      return
+    }
+    showAiRuleModal.value = true
+  } catch (e: any) {
+    message.error(e.message || t('ai.rule.failed'))
+  } finally {
+    aiRuleGenerating.value = false
+  }
+}
+
+/** 将规则建议映射为创建/应用载荷 */
+function toRulePayload(rule: AiRuleSuggestion): AiRuleApplyItem {
+  return {
+    name: rule.name,
+    enabled: true,
+    type: rule.type,
+    keyword: rule.keyword,
+    minAmount: rule.minAmount,
+    maxAmount: rule.maxAmount,
+    categoryId: rule.categoryId,
+    newCategoryName: rule.newCategoryName,
+    newCategoryIcon: rule.newCategoryIcon,
+    tagIds: rule.tagIds,
+    newTags: rule.newTags,
+  }
+}
+
+/** 创建勾选的规则，并可选同时应用到勾选的账单 */
+async function handleAiRuleSubmit(payload: { rules: AiRuleSuggestion[]; applyToSelection: boolean }) {
+  const rules = payload.rules.map(toRulePayload)
+  const targetIds = [...checkedTransactionIds.value]
+  aiRuleApplying.value = true
+  try {
+    await applyAiRules(rules)
+    if (payload.applyToSelection) {
+      await applyRulesToTransactions(targetIds, rules)
+      message.success(t('ai.rule.appliedAndApplied', { rules: rules.length, transactions: targetIds.length }))
+    } else {
+      message.success(t('ai.rule.applied', { count: rules.length }))
+    }
+    showAiRuleModal.value = false
+    exitSelectionMode()
+    await fetchData()
+    await fetchCategories()
+    await fetchTags()
+  } catch (e: any) {
+    message.error(e.message || t('ai.rule.applyFailed'))
+  } finally {
+    aiRuleApplying.value = false
+  }
+}
+
 /** 编辑弹窗内 AI 推荐分类：基于表单当前内容（类型、金额、交易渠道、备注） */
 async function handleAiSuggestOne() {
  aiFormLoading.value = true
@@ -1857,6 +1938,9 @@ onMounted(() => {
      <NButton v-if="checkedTransactionIds.length >= 2" type="primary" ghost @click="handleCreateRelation">
        {{ t('transaction.relation.createFromSelection') }}
      </NButton>
+      <NButton v-if="aiEnabled" :loading="aiRuleGenerating" @click="handleAiRuleGenerate">
+        {{ t('ai.rule.entry') }}
+      </NButton>
    </NSpace>

    <!-- 表格信息栏（右上角） -->
@@ -2206,6 +2290,16 @@ onMounted(() => {
      @applied="onAiSuggestApplied"
    />

+    <!-- AI 生成规则弹窗（基于勾选账单生成规则，可选同时应用到账单） -->
+    <AiRuleSuggestModal
+      v-if="aiEnabled"
+      v-model:show="showAiRuleModal"
+      :suggestions="aiRuleSuggestions"
+      :target-count="checkedTransactionIds.length"
+      :applying="aiRuleApplying"
+      @submit="handleAiRuleSubmit"
+    />
+
    <!-- AI 智能记账弹窗（文字 / 图片） -->
    <AiRecordModal
      v-if="aiEnabled"