HandsomeAq/AI-accounting-soft
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat(预算功能新增)

Browse Source 
1、实现月度预算功能，每个用户每个月可以设置一个预算金额。在首页展示预算相关信息，并提供预算调整功能。每月首次打开应用时，自动结算上月预算并弹窗通知用户，同时开启本月预算。
This commit is contained in:
ni ziyi 2025-12-13 22:33:42 +08:00
parent 3df3aea533
commit 2ca71b6982
8 changed files with 374 additions and 0 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

67
src/main/java/com/accounting/controller/BudgetController.java Normal file
View File

@ -0,0 +1,67 @@
package com.accounting.controller;
import com.accounting.dto.BudgetRequest;
import com.accounting.dto.BudgetResponse;
import com.accounting.dto.BudgetSettlementResponse;
import com.accounting.entity.User;
import com.accounting.mapper.UserMapper;
import com.accounting.service.BudgetService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.http.ResponseEntity;
import org.springframework.security.core.Authentication;
import org.springframework.security.core.userdetails.UserDetails;
import org.springframework.web.bind.annotation.*;
import java.time.LocalDate;
@Tag(name = "预算管理", description = "预算管理接口")
@RestController
@RequestMapping("/api/budgets")
public class BudgetController {
@Autowired
private BudgetService budgetService;
@Autowired
private UserMapper userMapper;
@Operation(summary = "获取当前月份的预算信息")
@GetMapping
public ResponseEntity<BudgetResponse> getBudget(Authentication authentication) {
Long userId = getUserId(authentication);
LocalDate today = LocalDate.now();
BudgetResponse response = budgetService.getBudgetWithStatistics(userId, today.getYear(), today.getMonthValue());
return ResponseEntity.ok(response);
}
@Operation(summary = "获取上月预算结算信息")
@GetMapping("/settlement")
public ResponseEntity<BudgetSettlementResponse> getBudgetSettlement(Authentication authentication) {
Long userId = getUserId(authentication);
BudgetSettlementResponse response = budgetService.getLastMonthSettlement(userId);
return ResponseEntity.ok(response);
}
@Operation(summary = "设置/更新预算")
@PutMapping
public ResponseEntity<BudgetResponse> setBudget(
@RequestBody BudgetRequest request,
Authentication authentication) {
Long userId = getUserId(authentication);
BudgetResponse response = budgetService.setBudget(userId, request);
return ResponseEntity.ok(response);
}
private Long getUserId(Authentication authentication) {
UserDetails userDetails = (UserDetails) authentication.getPrincipal();
String username = userDetails.getUsername();
User user = userMapper.selectOne(
new com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper<User>()
.eq(User::getUsername, username)
);
return user != null ? user.getId() : null;
}
}

15
src/main/java/com/accounting/dto/BudgetRequest.java Normal file
View File

@ -0,0 +1,15 @@
package com.accounting.dto;
import lombok.Data;
import java.math.BigDecimal;
@Data
public class BudgetRequest {
private Integer year;
private Integer month;
private BigDecimal amount;
}

23
src/main/java/com/accounting/dto/BudgetResponse.java Normal file
View File

@ -0,0 +1,23 @@
package com.accounting.dto;
import lombok.Data;
import java.math.BigDecimal;
@Data
public class BudgetResponse {
private Long id;
private Integer year;
private Integer month;
private BigDecimal amount; // 预算金额
private BigDecimal usedAmount; // 已用金额（本月支出）
private BigDecimal remainingAmount; // 剩余预算
private BigDecimal remainingDaily; // 剩余日均
}

23
src/main/java/com/accounting/dto/BudgetSettlementResponse.java Normal file
View File

@ -0,0 +1,23 @@
package com.accounting.dto;
import lombok.Data;
import java.math.BigDecimal;
@Data
public class BudgetSettlementResponse {
private Integer year; // 年份
private Integer month; // 月份
private BigDecimal budgetAmount; // 预算金额
private BigDecimal actualExpense; // 实际支出
private Boolean isOverBudget; // 是否超支
private BigDecimal overAmount; // 超支金额（如果超支）
private BigDecimal completionRate; // 完成率（实际支出/预算金额，如果预算为0则为null）
}

29
src/main/java/com/accounting/entity/Budget.java Normal file
View File

@ -0,0 +1,29 @@
package com.accounting.entity;
import com.baomidou.mybatisplus.annotation.IdType;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Data
@TableName("budget")
public class Budget {
@TableId(type = IdType.AUTO)
private Long id;
private Long userId;
private Integer year;
private Integer month;
private BigDecimal amount;
private LocalDateTime createTime;
private LocalDateTime updateTime;
}

10
src/main/java/com/accounting/mapper/BudgetMapper.java Normal file
View File

@ -0,0 +1,10 @@
package com.accounting.mapper;
import com.accounting.entity.Budget;
import com.baomidou.mybatisplus.core.mapper.BaseMapper;
import org.apache.ibatis.annotations.Mapper;
@Mapper
public interface BudgetMapper extends BaseMapper<Budget> {
}

191
src/main/java/com/accounting/service/BudgetService.java Normal file
View File

@ -0,0 +1,191 @@
package com.accounting.service;
import com.accounting.dto.BudgetRequest;
import com.accounting.dto.BudgetResponse;
import com.accounting.dto.BudgetSettlementResponse;
import com.accounting.dto.StatisticsResponse;
import com.accounting.entity.Budget;
import com.accounting.mapper.BudgetMapper;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import java.math.BigDecimal;
import java.math.RoundingMode;
import java.time.LocalDate;
@Service
public class BudgetService {
@Autowired
private BudgetMapper budgetMapper;
@Autowired
private StatisticsService statisticsService;
/**
* 获取或创建预算（如果不存在则创建默认0）
*/
@Transactional
public Budget getOrCreateBudget(Long userId, int year, int month) {
Budget budget = budgetMapper.selectOne(
new LambdaQueryWrapper<Budget>()
.eq(Budget::getUserId, userId)
.eq(Budget::getYear, year)
.eq(Budget::getMonth, month)
);
if (budget == null) {
budget = new Budget();
budget.setUserId(userId);
budget.setYear(year);
budget.setMonth(month);
budget.setAmount(BigDecimal.ZERO);
budgetMapper.insert(budget);
}
return budget;
}
/**
* 获取预算
*/
public Budget getBudget(Long userId, int year, int month) {
return budgetMapper.selectOne(
new LambdaQueryWrapper<Budget>()
.eq(Budget::getUserId, userId)
.eq(Budget::getYear, year)
.eq(Budget::getMonth, month)
);
}
/**
* 设置/更新预算
*/
@Transactional
public BudgetResponse setBudget(Long userId, BudgetRequest request) {
int year = request.getYear();
int month = request.getMonth();
BigDecimal amount = request.getAmount();
if (amount == null || amount.compareTo(BigDecimal.ZERO) < 0) {
throw new RuntimeException("预算金额必须大于等于0");
}
Budget budget = getOrCreateBudget(userId, year, month);
budget.setAmount(amount);
budgetMapper.updateById(budget);
return getBudgetWithStatistics(userId, year, month);
}
/**
* 获取预算及统计信息
*/
public BudgetResponse getBudgetWithStatistics(Long userId, int year, int month) {
Budget budget = getOrCreateBudget(userId, year, month);
BudgetResponse response = new BudgetResponse();
response.setId(budget.getId());
response.setYear(budget.getYear());
response.setMonth(budget.getMonth());
response.setAmount(budget.getAmount());
// 获取本月支出统计
StatisticsResponse stats = statisticsService.getMonthlyStatistics(userId, year, month);
BigDecimal usedAmount = stats.getTotalExpense() != null ? stats.getTotalExpense() : BigDecimal.ZERO;
response.setUsedAmount(usedAmount);
// 计算剩余预算
BigDecimal remainingAmount = budget.getAmount().subtract(usedAmount);
response.setRemainingAmount(remainingAmount);
// 计算剩余日均
LocalDate today = LocalDate.now();
LocalDate monthStart = LocalDate.of(year, month, 1);
LocalDate monthEnd = monthStart.withDayOfMonth(monthStart.lengthOfMonth());
int remainingDays = 0;
if (year == today.getYear() && month == today.getMonthValue()) {
// 当前月份
remainingDays = monthEnd.getDayOfMonth() - today.getDayOfMonth() + 1;
if (remainingDays < 0) {
remainingDays = 0;
}
} else if (year < today.getYear() || (year == today.getYear() && month < today.getMonthValue())) {
// 过去的月份
remainingDays = 0;
} else {
// 未来的月份
remainingDays = monthEnd.getDayOfMonth();
}
if (remainingDays > 0) {
BigDecimal remainingDaily = remainingAmount.divide(BigDecimal.valueOf(remainingDays), 2, RoundingMode.HALF_UP);
response.setRemainingDaily(remainingDaily);
} else {
response.setRemainingDaily(BigDecimal.ZERO);
}
return response;
}
/**
* 获取上月预算结算信息
*/
public BudgetSettlementResponse getLastMonthSettlement(Long userId) {
LocalDate today = LocalDate.now();
LocalDate lastMonth = today.minusMonths(1);
int year = lastMonth.getYear();
int month = lastMonth.getMonthValue();
Budget budget = getBudget(userId, year, month);
BigDecimal budgetAmount = budget != null && budget.getAmount() != null ? budget.getAmount() : BigDecimal.ZERO;
// 获取上月支出统计
StatisticsResponse stats = statisticsService.getMonthlyStatistics(userId, year, month);
BigDecimal actualExpense = stats.getTotalExpense() != null ? stats.getTotalExpense() : BigDecimal.ZERO;
BudgetSettlementResponse response = new BudgetSettlementResponse();
response.setYear(year);
response.setMonth(month);
response.setBudgetAmount(budgetAmount);
response.setActualExpense(actualExpense);
// 判断是否超支
boolean isOverBudget = actualExpense.compareTo(budgetAmount) > 0;
response.setIsOverBudget(isOverBudget);
if (isOverBudget) {
BigDecimal overAmount = actualExpense.subtract(budgetAmount);
response.setOverAmount(overAmount);
} else {
response.setOverAmount(BigDecimal.ZERO);
}
// 计算完成率
if (budgetAmount.compareTo(BigDecimal.ZERO) > 0) {
BigDecimal completionRate = actualExpense.divide(budgetAmount, 4, RoundingMode.HALF_UP)
.multiply(BigDecimal.valueOf(100));
response.setCompletionRate(completionRate);
} else {
response.setCompletionRate(null);
}
return response;
}
/**
* 检查并创建本月预算（如果不存在则创建默认0）
*/
@Transactional
public void checkAndCreateCurrentMonthBudget(Long userId) {
LocalDate today = LocalDate.now();
int year = today.getYear();
int month = today.getMonthValue();
getOrCreateBudget(userId, year, month);
}
}

16
src/main/resources/db/schema.sql
View File

@ -67,6 +67,22 @@ CREATE TABLE IF NOT EXISTS `account` (
UNIQUE KEY `uk_user_account` (`user_id`) COMMENT '每个用户只有一个账户' UNIQUE KEY `uk_user_account` (`user_id`) COMMENT '每个用户只有一个账户'
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='账户表'; ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='账户表';
-- 预算表
CREATE TABLE IF NOT EXISTS `budget` (
`id` BIGINT NOT NULL AUTO_INCREMENT COMMENT '预算ID',
`user_id` BIGINT NOT NULL COMMENT '用户ID',
`year` INT NOT NULL COMMENT '年份',
`month` INT NOT NULL COMMENT '月份（1-12）',
`amount` DECIMAL(10,2) NOT NULL DEFAULT 0.00 COMMENT '预算金额',
`create_time` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`update_time` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
PRIMARY KEY (`id`),
INDEX `idx_user_id` (`user_id`),
INDEX `idx_year_month` (`year`, `month`),
FOREIGN KEY (`user_id`) REFERENCES `user` (`id`) ON DELETE CASCADE,
UNIQUE KEY `uk_user_year_month` (`user_id`, `year`, `month`) COMMENT '每个用户每个月只有一个预算'
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='预算表';
-- OCR记录表 -- OCR记录表
CREATE TABLE IF NOT EXISTS `ocr_record` ( CREATE TABLE IF NOT EXISTS `ocr_record` (
`id` BIGINT NOT NULL AUTO_INCREMENT COMMENT 'OCR记录ID', `id` BIGINT NOT NULL AUTO_INCREMENT COMMENT 'OCR记录ID',