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feat: 更新财务系统功能和界面优化

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- 优化财务仪表板数据展示
- 增强账户管理功能
- 改进预算和分类管理
- 完善报表和统计分析
- 优化交易管理界面
- 更新Workspace工作区

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
woshiqp465
2025-10-05 15:10:06 +08:00
parent a1dc8de7e5
commit 1def26f74f
35 changed files with 4449 additions and 3000 deletions
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89
apps/backend/utils/finance-repository.ts
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@@ -9,27 +9,27 @@ interface TransactionRow {
currency: string;
exchange_rate_to_base: number;
amount_in_base: number;
category_id: number | null;
account_id: number | null;
category_id: null | number;
account_id: null | number;
transaction_date: string;
description: string | null;
project: string | null;
memo: string | null;
description: null | string;
project: null | string;
memo: null | string;
created_at: string;
is_deleted: number;
deleted_at: string | null;
deleted_at: null | string;
}
interface TransactionPayload {
type: string;
amount: number;
currency: string;
categoryId?: number | null;
accountId?: number | null;
categoryId?: null | number;
accountId?: null | number;
transactionDate: string;
description?: string;
project?: string | null;
memo?: string | null;
project?: null | string;
memo?: null | string;
createdAt?: string;
isDeleted?: boolean;
}
@@ -41,7 +41,7 @@ function getExchangeRateToBase(currency: string) {
const stmt = db.prepare(
`SELECT rate FROM finance_exchange_rates WHERE from_currency = ? AND to_currency = ? ORDER BY date DESC LIMIT 1`,
);
const row = stmt.get(currency, BASE_CURRENCY) as { rate: number } | undefined;
const row = stmt.get(currency, BASE_CURRENCY) as undefined | { rate: number };
return row?.rate ?? 1;
}
@@ -49,7 +49,7 @@ function mapTransaction(row: TransactionRow) {
return {
id: row.id,
userId: 1,
type: row.type as 'income' | 'expense' | 'transfer',
type: row.type as 'expense' | 'income' | 'transfer',
amount: row.amount,
currency: row.currency,
exchangeRateToBase: row.exchange_rate_to_base,
@@ -66,7 +66,9 @@ function mapTransaction(row: TransactionRow) {
};
}
export function fetchTransactions(options: { type?: string; includeDeleted?: boolean } = {}) {
export function fetchTransactions(
options: { includeDeleted?: boolean; type?: string } = {},
) {
const clauses: string[] = [];
const params: Record<string, unknown> = {};
@@ -78,7 +80,7 @@ export function fetchTransactions(options: { type?: string; includeDeleted?: boo
params.type = options.type;
}
const where = clauses.length ? `WHERE ${clauses.join(' AND ')}` : '';
const where = clauses.length > 0 ? `WHERE ${clauses.join(' AND ')}` : '';
const stmt = db.prepare<TransactionRow>(
`SELECT id, type, amount, currency, exchange_rate_to_base, amount_in_base, category_id, account_id, transaction_date, description, project, memo, created_at, is_deleted, deleted_at FROM finance_transactions ${where} ORDER BY transaction_date DESC, id DESC`,
@@ -98,7 +100,10 @@ export function getTransactionById(id: number) {
export function createTransaction(payload: TransactionPayload) {
const exchangeRate = getExchangeRateToBase(payload.currency);
const amountInBase = +(payload.amount * exchangeRate).toFixed(2);
const createdAt = payload.createdAt && payload.createdAt.length ? payload.createdAt : new Date().toISOString();
const createdAt =
payload.createdAt && payload.createdAt.length > 0
? payload.createdAt
: new Date().toISOString();
const stmt = db.prepare(
`INSERT INTO finance_transactions (type, amount, currency, exchange_rate_to_base, amount_in_base, category_id, account_id, transaction_date, description, project, memo, created_at, is_deleted) VALUES (@type, @amount, @currency, @exchangeRateToBase, @amountInBase, @categoryId, @accountId, @transactionDate, @description, @project, @memo, @createdAt, 0)`,
@@ -171,29 +176,35 @@ export function updateTransaction(id: number, payload: TransactionPayload) {
}
export function softDeleteTransaction(id: number) {
const stmt = db.prepare(`UPDATE finance_transactions SET is_deleted = 1, deleted_at = @deletedAt WHERE id = @id`);
const stmt = db.prepare(
`UPDATE finance_transactions SET is_deleted = 1, deleted_at = @deletedAt WHERE id = @id`,
);
stmt.run({ id, deletedAt: new Date().toISOString() });
return getTransactionById(id);
}
export function restoreTransaction(id: number) {
const stmt = db.prepare(`UPDATE finance_transactions SET is_deleted = 0, deleted_at = NULL WHERE id = @id`);
const stmt = db.prepare(
`UPDATE finance_transactions SET is_deleted = 0, deleted_at = NULL WHERE id = @id`,
);
stmt.run({ id });
return getTransactionById(id);
}
export function replaceAllTransactions(rows: Array<{
type: string;
amount: number;
currency: string;
categoryId: number | null;
accountId: number | null;
transactionDate: string;
description: string;
project?: string | null;
memo?: string | null;
createdAt?: string;
}>) {
export function replaceAllTransactions(
rows: Array<{
accountId: null | number;
amount: number;
categoryId: null | number;
createdAt?: string;
currency: string;
description: string;
memo?: null | string;
project?: null | string;
transactionDate: string;
type: string;
}>,
) {
db.prepare('DELETE FROM finance_transactions').run();
const insert = db.prepare(
@@ -206,7 +217,7 @@ export function replaceAllTransactions(rows: Array<{
const insertMany = db.transaction((items: Array<any>) => {
for (const item of items) {
const row = getRate.get(item.currency) as { rate: number } | undefined;
const row = getRate.get(item.currency) as undefined | { rate: number };
const rate = row?.rate ?? 1;
const amountInBase = +(item.amount * rate).toFixed(2);
insert.run({
@@ -215,7 +226,9 @@ export function replaceAllTransactions(rows: Array<{
amountInBase,
project: item.project ?? null,
memo: item.memo ?? null,
createdAt: item.createdAt ?? new Date(`${item.transactionDate}T00:00:00Z`).toISOString(),
createdAt:
item.createdAt ??
new Date(`${item.transactionDate}T00:00:00Z`).toISOString(),
});
}
});
@@ -228,9 +241,9 @@ interface CategoryRow {
id: number;
name: string;
type: string;
icon: string | null;
color: string | null;
user_id: number | null;
icon: null | string;
color: null | string;
user_id: null | number;
is_active: number;
}
@@ -239,7 +252,7 @@ function mapCategory(row: CategoryRow) {
id: row.id,
userId: row.user_id ?? null,
name: row.name,
type: row.type as 'income' | 'expense',
type: row.type as 'expense' | 'income',
icon: row.icon ?? '📝',
color: row.color ?? '#dfe4ea',
sortOrder: row.id,
@@ -248,8 +261,10 @@ function mapCategory(row: CategoryRow) {
};
}
export function fetchCategories(options: { type?: 'income' | 'expense' } = {}) {
const where = options.type ? `WHERE type = @type AND is_active = 1` : 'WHERE is_active = 1';
export function fetchCategories(options: { type?: 'expense' | 'income' } = {}) {
const where = options.type
? `WHERE type = @type AND is_active = 1`
: 'WHERE is_active = 1';
const params = options.type ? { type: options.type } : {};
const stmt = db.prepare<CategoryRow>(