refactor: 整合财务系统到主应用并重构后端架构

主要变更: - 将独立的 web-finance 应用整合到 web-antd 主应用中 - 重命名 backend-mock 为 backend,增强后端功能 - 新增财务模块 API 端点(账户、预算、类别、交易) - 增强财务仪表板和报表功能 - 添加 SQLite 数据存储支持和财务数据导入脚本 - 优化路由结构,删除冗余的 finance-system 模块 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-04 21:14:21 +08:00
parent 9683b940bf
commit 1e42191296
275 changed files with 10221 additions and 22207 deletions
--- a/apps/backend/utils/cookie-utils.ts
+++ b/apps/backend/utils/cookie-utils.ts
@@ -0,0 +1,26 @@
+import type { EventHandlerRequest, H3Event } from 'h3';
+
+export function clearRefreshTokenCookie(event: H3Event<EventHandlerRequest>) {
+  deleteCookie(event, 'jwt', {
+    httpOnly: true,
+    sameSite: 'none',
+    secure: true,
+  });
+}
+
+export function setRefreshTokenCookie(
+  event: H3Event<EventHandlerRequest>,
+  refreshToken: string,
+) {
+  setCookie(event, 'jwt', refreshToken, {
+    httpOnly: true,
+    maxAge: 24 * 60 * 60, // unit: seconds
+    sameSite: 'none',
+    secure: true,
+  });
+}
+
+export function getRefreshTokenFromCookie(event: H3Event<EventHandlerRequest>) {
+  const refreshToken = getCookie(event, 'jwt');
+  return refreshToken;
+}
--- a/apps/backend/utils/finance-metadata.ts
+++ b/apps/backend/utils/finance-metadata.ts
@@ -0,0 +1,49 @@
+import { MOCK_ACCOUNTS, MOCK_BUDGETS, MOCK_CATEGORIES, MOCK_CURRENCIES, MOCK_EXCHANGE_RATES } from './mock-data';
+
+export function listAccounts() {
+  return MOCK_ACCOUNTS;
+}
+
+export function listCategories() {
+  return MOCK_CATEGORIES;
+}
+
+export function listBudgets() {
+  return MOCK_BUDGETS;
+}
+
+export function listCurrencies() {
+  return MOCK_CURRENCIES;
+}
+
+export function listExchangeRates() {
+  return MOCK_EXCHANGE_RATES;
+}
+
+export function createCategoryRecord(category: any) {
+  const newCategory = {
+    ...category,
+    id: MOCK_CATEGORIES.length + 1,
+    createdAt: new Date().toISOString(),
+  };
+  MOCK_CATEGORIES.push(newCategory);
+  return newCategory;
+}
+
+export function updateCategoryRecord(id: number, category: any) {
+  const index = MOCK_CATEGORIES.findIndex(c => c.id === id);
+  if (index !== -1) {
+    MOCK_CATEGORIES[index] = { ...MOCK_CATEGORIES[index], ...category };
+    return MOCK_CATEGORIES[index];
+  }
+  return null;
+}
+
+export function deleteCategoryRecord(id: number) {
+  const index = MOCK_CATEGORIES.findIndex(c => c.id === id);
+  if (index !== -1) {
+    MOCK_CATEGORIES.splice(index, 1);
+    return true;
+  }
+  return false;
+}
--- a/apps/backend/utils/finance-repository.ts
+++ b/apps/backend/utils/finance-repository.ts
@@ -0,0 +1,260 @@
+import db from './sqlite';
+
+const BASE_CURRENCY = 'CNY';
+
+interface TransactionRow {
+  id: number;
+  type: string;
+  amount: number;
+  currency: string;
+  exchange_rate_to_base: number;
+  amount_in_base: number;
+  category_id: number | null;
+  account_id: number | null;
+  transaction_date: string;
+  description: string | null;
+  project: string | null;
+  memo: string | null;
+  created_at: string;
+  is_deleted: number;
+  deleted_at: string | null;
+}
+
+interface TransactionPayload {
+  type: string;
+  amount: number;
+  currency: string;
+  categoryId?: number | null;
+  accountId?: number | null;
+  transactionDate: string;
+  description?: string;
+  project?: string | null;
+  memo?: string | null;
+  createdAt?: string;
+  isDeleted?: boolean;
+}
+
+function getExchangeRateToBase(currency: string) {
+  if (currency === BASE_CURRENCY) {
+    return 1;
+  }
+  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;
+  return row?.rate ?? 1;
+}
+
+function mapTransaction(row: TransactionRow) {
+  return {
+    id: row.id,
+    userId: 1,
+    type: row.type as 'income' | 'expense' | 'transfer',
+    amount: row.amount,
+    currency: row.currency,
+    exchangeRateToBase: row.exchange_rate_to_base,
+    amountInBase: row.amount_in_base,
+    categoryId: row.category_id ?? undefined,
+    accountId: row.account_id ?? undefined,
+    transactionDate: row.transaction_date,
+    description: row.description ?? '',
+    project: row.project ?? undefined,
+    memo: row.memo ?? undefined,
+    createdAt: row.created_at,
+    isDeleted: Boolean(row.is_deleted),
+    deletedAt: row.deleted_at ?? undefined,
+  };
+}
+
+export function fetchTransactions(options: { type?: string; includeDeleted?: boolean } = {}) {
+  const clauses: string[] = [];
+  const params: Record<string, unknown> = {};
+
+  if (!options.includeDeleted) {
+    clauses.push('is_deleted = 0');
+  }
+  if (options.type) {
+    clauses.push('type = @type');
+    params.type = options.type;
+  }
+
+  const where = clauses.length ? `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`,
+  );
+
+  return stmt.all(params).map(mapTransaction);
+}
+
+export function getTransactionById(id: number) {
+  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 id = ?`,
+  );
+  const row = stmt.get(id);
+  return row ? mapTransaction(row) : null;
+}
+
+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 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)`,
+  );
+
+  const info = stmt.run({
+    type: payload.type,
+    amount: payload.amount,
+    currency: payload.currency,
+    exchangeRateToBase: exchangeRate,
+    amountInBase,
+    categoryId: payload.categoryId ?? null,
+    accountId: payload.accountId ?? null,
+    transactionDate: payload.transactionDate,
+    description: payload.description ?? '',
+    project: payload.project ?? null,
+    memo: payload.memo ?? null,
+    createdAt,
+  });
+
+  return getTransactionById(Number(info.lastInsertRowid));
+}
+
+export function updateTransaction(id: number, payload: TransactionPayload) {
+  const current = getTransactionById(id);
+  if (!current) {
+    return null;
+  }
+
+  const next = {
+    type: payload.type ?? current.type,
+    amount: payload.amount ?? current.amount,
+    currency: payload.currency ?? current.currency,
+    categoryId: payload.categoryId ?? current.categoryId ?? null,
+    accountId: payload.accountId ?? current.accountId ?? null,
+    transactionDate: payload.transactionDate ?? current.transactionDate,
+    description: payload.description ?? current.description ?? '',
+    project: payload.project ?? current.project ?? null,
+    memo: payload.memo ?? current.memo ?? null,
+    isDeleted: payload.isDeleted ?? current.isDeleted,
+  };
+
+  const exchangeRate = getExchangeRateToBase(next.currency);
+  const amountInBase = +(next.amount * exchangeRate).toFixed(2);
+
+  const stmt = db.prepare(
+    `UPDATE finance_transactions SET type = @type, amount = @amount, currency = @currency, exchange_rate_to_base = @exchangeRateToBase, amount_in_base = @amountInBase, category_id = @categoryId, account_id = @accountId, transaction_date = @transactionDate, description = @description, project = @project, memo = @memo, is_deleted = @isDeleted, deleted_at = @deletedAt WHERE id = @id`,
+  );
+
+  const deletedAt = next.isDeleted ? new Date().toISOString() : null;
+
+  stmt.run({
+    id,
+    type: next.type,
+    amount: next.amount,
+    currency: next.currency,
+    exchangeRateToBase: exchangeRate,
+    amountInBase,
+    categoryId: next.categoryId,
+    accountId: next.accountId,
+    transactionDate: next.transactionDate,
+    description: next.description,
+    project: next.project,
+    memo: next.memo,
+    isDeleted: next.isDeleted ? 1 : 0,
+    deletedAt,
+  });
+
+  return getTransactionById(id);
+}
+
+export function softDeleteTransaction(id: number) {
+  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`);
+  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;
+}>) {
+  db.prepare('DELETE FROM finance_transactions').run();
+
+  const insert = 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)`,
+  );
+
+  const getRate = db.prepare(
+    `SELECT rate FROM finance_exchange_rates WHERE from_currency = ? AND to_currency = 'CNY' ORDER BY date DESC LIMIT 1`,
+  );
+
+  const insertMany = db.transaction((items: Array<any>) => {
+    for (const item of items) {
+      const row = getRate.get(item.currency) as { rate: number } | undefined;
+      const rate = row?.rate ?? 1;
+      const amountInBase = +(item.amount * rate).toFixed(2);
+      insert.run({
+        ...item,
+        exchangeRateToBase: rate,
+        amountInBase,
+        project: item.project ?? null,
+        memo: item.memo ?? null,
+        createdAt: item.createdAt ?? new Date(`${item.transactionDate}T00:00:00Z`).toISOString(),
+      });
+    }
+  });
+
+  insertMany(rows);
+}
+
+// 分类相关函数
+interface CategoryRow {
+  id: number;
+  name: string;
+  type: string;
+  icon: string | null;
+  color: string | null;
+  user_id: number | null;
+  is_active: number;
+}
+
+function mapCategory(row: CategoryRow) {
+  return {
+    id: row.id,
+    userId: row.user_id ?? null,
+    name: row.name,
+    type: row.type as 'income' | 'expense',
+    icon: row.icon ?? '📝',
+    color: row.color ?? '#dfe4ea',
+    sortOrder: row.id,
+    isSystem: row.user_id === null,
+    isActive: Boolean(row.is_active),
+  };
+}
+
+export function fetchCategories(options: { type?: 'income' | 'expense' } = {}) {
+  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>(
+    `SELECT id, name, type, icon, color, user_id, is_active FROM finance_categories ${where} ORDER BY id ASC`,
+  );
+
+  return stmt.all(params).map(mapCategory);
+}
--- a/apps/backend/utils/jwt-utils.ts
+++ b/apps/backend/utils/jwt-utils.ts
@@ -0,0 +1,59 @@
+import type { EventHandlerRequest, H3Event } from 'h3';
+
+import jwt from 'jsonwebtoken';
+
+import { UserInfo } from './mock-data';
+
+// TODO: Replace with your own secret key
+const ACCESS_TOKEN_SECRET = 'access_token_secret';
+const REFRESH_TOKEN_SECRET = 'refresh_token_secret';
+
+export interface UserPayload extends UserInfo {
+  iat: number;
+  exp: number;
+}
+
+export function generateAccessToken(user: UserInfo) {
+  return jwt.sign(user, ACCESS_TOKEN_SECRET, { expiresIn: '7d' });
+}
+
+export function generateRefreshToken(user: UserInfo) {
+  return jwt.sign(user, REFRESH_TOKEN_SECRET, {
+    expiresIn: '30d',
+  });
+}
+
+export function verifyAccessToken(
+  event: H3Event<EventHandlerRequest>,
+): null | Omit<UserInfo, 'password'> {
+  const authHeader = getHeader(event, 'Authorization');
+  if (!authHeader?.startsWith('Bearer')) {
+    return null;
+  }
+
+  const token = authHeader.split(' ')[1];
+  try {
+    const decoded = jwt.verify(token, ACCESS_TOKEN_SECRET) as UserPayload;
+
+    const username = decoded.username;
+    const user = MOCK_USERS.find((item) => item.username === username);
+    const { password: _pwd, ...userinfo } = user;
+    return userinfo;
+  } catch {
+    return null;
+  }
+}
+
+export function verifyRefreshToken(
+  token: string,
+): null | Omit<UserInfo, 'password'> {
+  try {
+    const decoded = jwt.verify(token, REFRESH_TOKEN_SECRET) as UserPayload;
+    const username = decoded.username;
+    const user = MOCK_USERS.find((item) => item.username === username);
+    const { password: _pwd, ...userinfo } = user;
+    return userinfo;
+  } catch {
+    return null;
+  }
+}
--- a/apps/backend/utils/mock-data.ts
+++ b/apps/backend/utils/mock-data.ts
--- a/apps/backend/utils/response.ts
+++ b/apps/backend/utils/response.ts
@@ -0,0 +1,68 @@
+import type { EventHandlerRequest, H3Event } from 'h3';
+
+export function useResponseSuccess<T = any>(data: T) {
+  return {
+    code: 0,
+    data,
+    error: null,
+    message: 'ok',
+  };
+}
+
+export function usePageResponseSuccess<T = any>(
+  page: number | string,
+  pageSize: number | string,
+  list: T[],
+  { message = 'ok' } = {},
+) {
+  const pageData = pagination(
+    Number.parseInt(`${page}`),
+    Number.parseInt(`${pageSize}`),
+    list,
+  );
+
+  return {
+    ...useResponseSuccess({
+      items: pageData,
+      total: list.length,
+    }),
+    message,
+  };
+}
+
+export function useResponseError(message: string, error: any = null) {
+  return {
+    code: -1,
+    data: null,
+    error,
+    message,
+  };
+}
+
+export function forbiddenResponse(
+  event: H3Event<EventHandlerRequest>,
+  message = 'Forbidden Exception',
+) {
+  setResponseStatus(event, 403);
+  return useResponseError(message, message);
+}
+
+export function unAuthorizedResponse(event: H3Event<EventHandlerRequest>) {
+  setResponseStatus(event, 401);
+  return useResponseError('Unauthorized Exception', 'Unauthorized Exception');
+}
+
+export function sleep(ms: number) {
+  return new Promise((resolve) => setTimeout(resolve, ms));
+}
+
+export function pagination<T = any>(
+  pageNo: number,
+  pageSize: number,
+  array: T[],
+): T[] {
+  const offset = (pageNo - 1) * Number(pageSize);
+  return offset + Number(pageSize) >= array.length
+    ? array.slice(offset)
+    : array.slice(offset, offset + Number(pageSize));
+}
--- a/apps/backend/utils/sqlite.ts
+++ b/apps/backend/utils/sqlite.ts
@@ -0,0 +1,82 @@
+import Database from 'better-sqlite3';
+import { mkdirSync } from 'node:fs';
+import { dirname, join } from 'pathe';
+
+const dbFile = join(process.cwd(), 'storage', 'finance.db');
+
+mkdirSync(dirname(dbFile), { recursive: true });
+
+const database = new Database(dbFile);
+
+database.pragma('journal_mode = WAL');
+
+database.exec(`
+  CREATE TABLE IF NOT EXISTS finance_currencies (
+    code TEXT PRIMARY KEY,
+    name TEXT NOT NULL,
+    symbol TEXT NOT NULL,
+    is_base INTEGER NOT NULL DEFAULT 0,
+    is_active INTEGER NOT NULL DEFAULT 1
+  );
+`);
+
+database.exec(`
+  CREATE TABLE IF NOT EXISTS finance_exchange_rates (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    from_currency TEXT NOT NULL,
+    to_currency TEXT NOT NULL,
+    rate REAL NOT NULL,
+    date TEXT NOT NULL,
+    source TEXT DEFAULT 'manual'
+  );
+`);
+
+database.exec(`
+  CREATE TABLE IF NOT EXISTS finance_accounts (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    name TEXT NOT NULL,
+    currency TEXT NOT NULL,
+    type TEXT DEFAULT 'cash',
+    icon TEXT,
+    color TEXT,
+    user_id INTEGER DEFAULT 1,
+    is_active INTEGER DEFAULT 1
+  );
+`);
+
+database.exec(`
+  CREATE TABLE IF NOT EXISTS finance_categories (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    name TEXT NOT NULL,
+    type TEXT NOT NULL,
+    icon TEXT,
+    color TEXT,
+    user_id INTEGER DEFAULT 1,
+    is_active INTEGER DEFAULT 1
+  );
+`);
+
+database.exec(`
+  CREATE TABLE IF NOT EXISTS finance_transactions (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    type TEXT NOT NULL,
+    amount REAL NOT NULL,
+    currency TEXT NOT NULL,
+    exchange_rate_to_base REAL NOT NULL,
+    amount_in_base REAL NOT NULL,
+    category_id INTEGER,
+    account_id INTEGER,
+    transaction_date TEXT NOT NULL,
+    description TEXT,
+    project TEXT,
+    memo TEXT,
+    created_at TEXT NOT NULL,
+    is_deleted INTEGER NOT NULL DEFAULT 0,
+    deleted_at TEXT,
+    FOREIGN KEY (currency) REFERENCES finance_currencies(code),
+    FOREIGN KEY (category_id) REFERENCES finance_categories(id),
+    FOREIGN KEY (account_id) REFERENCES finance_accounts(id)
+  );
+`);
+
+export default database;