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>
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woshiqp465
260
apps/backend/utils/finance-repository.ts
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260
apps/backend/utils/finance-repository.ts
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import db from './sqlite';
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const BASE_CURRENCY = 'CNY';
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interface TransactionRow {
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id: number;
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type: string;
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amount: number;
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currency: string;
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exchange_rate_to_base: number;
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amount_in_base: number;
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category_id: number | null;
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account_id: number | null;
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transaction_date: string;
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description: string | null;
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project: string | null;
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memo: string | null;
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created_at: string;
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is_deleted: number;
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deleted_at: string | null;
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}
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interface TransactionPayload {
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type: string;
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amount: number;
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currency: string;
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categoryId?: number | null;
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accountId?: number | null;
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transactionDate: string;
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description?: string;
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project?: string | null;
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memo?: string | null;
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createdAt?: string;
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isDeleted?: boolean;
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}
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function getExchangeRateToBase(currency: string) {
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if (currency === BASE_CURRENCY) {
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return 1;
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}
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const stmt = db.prepare(
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`SELECT rate FROM finance_exchange_rates WHERE from_currency = ? AND to_currency = ? ORDER BY date DESC LIMIT 1`,
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);
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const row = stmt.get(currency, BASE_CURRENCY) as { rate: number } | undefined;
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return row?.rate ?? 1;
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}
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function mapTransaction(row: TransactionRow) {
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return {
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id: row.id,
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userId: 1,
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type: row.type as 'income' | 'expense' | 'transfer',
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amount: row.amount,
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currency: row.currency,
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exchangeRateToBase: row.exchange_rate_to_base,
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amountInBase: row.amount_in_base,
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categoryId: row.category_id ?? undefined,
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accountId: row.account_id ?? undefined,
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transactionDate: row.transaction_date,
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description: row.description ?? '',
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project: row.project ?? undefined,
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memo: row.memo ?? undefined,
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createdAt: row.created_at,
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isDeleted: Boolean(row.is_deleted),
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deletedAt: row.deleted_at ?? undefined,
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};
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}
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export function fetchTransactions(options: { type?: string; includeDeleted?: boolean } = {}) {
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const clauses: string[] = [];
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const params: Record<string, unknown> = {};
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if (!options.includeDeleted) {
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clauses.push('is_deleted = 0');
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}
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if (options.type) {
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clauses.push('type = @type');
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params.type = options.type;
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}
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const where = clauses.length ? `WHERE ${clauses.join(' AND ')}` : '';
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const stmt = db.prepare<TransactionRow>(
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`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`,
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);
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return stmt.all(params).map(mapTransaction);
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}
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export function getTransactionById(id: number) {
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const stmt = db.prepare<TransactionRow>(
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`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 = ?`,
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);
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const row = stmt.get(id);
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return row ? mapTransaction(row) : null;
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}
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export function createTransaction(payload: TransactionPayload) {
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const exchangeRate = getExchangeRateToBase(payload.currency);
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const amountInBase = +(payload.amount * exchangeRate).toFixed(2);
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const createdAt = payload.createdAt && payload.createdAt.length ? payload.createdAt : new Date().toISOString();
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const stmt = db.prepare(
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`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)`,
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);
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const info = stmt.run({
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type: payload.type,
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amount: payload.amount,
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currency: payload.currency,
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exchangeRateToBase: exchangeRate,
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amountInBase,
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categoryId: payload.categoryId ?? null,
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accountId: payload.accountId ?? null,
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transactionDate: payload.transactionDate,
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description: payload.description ?? '',
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project: payload.project ?? null,
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memo: payload.memo ?? null,
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createdAt,
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});
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return getTransactionById(Number(info.lastInsertRowid));
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}
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export function updateTransaction(id: number, payload: TransactionPayload) {
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const current = getTransactionById(id);
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if (!current) {
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return null;
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}
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const next = {
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type: payload.type ?? current.type,
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amount: payload.amount ?? current.amount,
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currency: payload.currency ?? current.currency,
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categoryId: payload.categoryId ?? current.categoryId ?? null,
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accountId: payload.accountId ?? current.accountId ?? null,
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transactionDate: payload.transactionDate ?? current.transactionDate,
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description: payload.description ?? current.description ?? '',
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project: payload.project ?? current.project ?? null,
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memo: payload.memo ?? current.memo ?? null,
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isDeleted: payload.isDeleted ?? current.isDeleted,
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};
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const exchangeRate = getExchangeRateToBase(next.currency);
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const amountInBase = +(next.amount * exchangeRate).toFixed(2);
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const stmt = db.prepare(
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`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`,
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);
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const deletedAt = next.isDeleted ? new Date().toISOString() : null;
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stmt.run({
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id,
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type: next.type,
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amount: next.amount,
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currency: next.currency,
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exchangeRateToBase: exchangeRate,
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amountInBase,
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categoryId: next.categoryId,
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accountId: next.accountId,
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transactionDate: next.transactionDate,
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description: next.description,
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project: next.project,
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memo: next.memo,
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isDeleted: next.isDeleted ? 1 : 0,
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deletedAt,
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});
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return getTransactionById(id);
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}
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export function softDeleteTransaction(id: number) {
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const stmt = db.prepare(`UPDATE finance_transactions SET is_deleted = 1, deleted_at = @deletedAt WHERE id = @id`);
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stmt.run({ id, deletedAt: new Date().toISOString() });
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return getTransactionById(id);
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}
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export function restoreTransaction(id: number) {
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const stmt = db.prepare(`UPDATE finance_transactions SET is_deleted = 0, deleted_at = NULL WHERE id = @id`);
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stmt.run({ id });
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return getTransactionById(id);
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}
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export function replaceAllTransactions(rows: Array<{
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type: string;
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amount: number;
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currency: string;
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categoryId: number | null;
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accountId: number | null;
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transactionDate: string;
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description: string;
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project?: string | null;
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memo?: string | null;
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createdAt?: string;
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}>) {
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db.prepare('DELETE FROM finance_transactions').run();
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const insert = db.prepare(
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`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)`,
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);
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const getRate = db.prepare(
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`SELECT rate FROM finance_exchange_rates WHERE from_currency = ? AND to_currency = 'CNY' ORDER BY date DESC LIMIT 1`,
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);
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const insertMany = db.transaction((items: Array<any>) => {
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for (const item of items) {
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const row = getRate.get(item.currency) as { rate: number } | undefined;
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const rate = row?.rate ?? 1;
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const amountInBase = +(item.amount * rate).toFixed(2);
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insert.run({
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...item,
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exchangeRateToBase: rate,
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amountInBase,
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project: item.project ?? null,
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memo: item.memo ?? null,
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createdAt: item.createdAt ?? new Date(`${item.transactionDate}T00:00:00Z`).toISOString(),
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});
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}
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});
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insertMany(rows);
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}
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// 分类相关函数
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interface CategoryRow {
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id: number;
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name: string;
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type: string;
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icon: string | null;
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color: string | null;
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user_id: number | null;
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is_active: number;
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}
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function mapCategory(row: CategoryRow) {
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return {
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id: row.id,
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userId: row.user_id ?? null,
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name: row.name,
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type: row.type as 'income' | 'expense',
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icon: row.icon ?? '📝',
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color: row.color ?? '#dfe4ea',
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sortOrder: row.id,
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isSystem: row.user_id === null,
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isActive: Boolean(row.is_active),
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};
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}
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export function fetchCategories(options: { type?: 'income' | 'expense' } = {}) {
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const where = options.type ? `WHERE type = @type AND is_active = 1` : 'WHERE is_active = 1';
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const params = options.type ? { type: options.type } : {};
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const stmt = db.prepare<CategoryRow>(
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`SELECT id, name, type, icon, color, user_id, is_active FROM finance_categories ${where} ORDER BY id ASC`,
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);
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return stmt.all(params).map(mapCategory);
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}
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