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有分类功能了

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Robofish
2025-11-25 20:45:10 +08:00
parent dd801f5d6a
commit 77b9eb978d
164 changed files with 1283 additions and 13008 deletions
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65
app/tools/finance_manager.py
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@@ -26,7 +26,8 @@ class Transaction:
def __init__(self, trans_id: Optional[str] = None, date: Optional[str] = None, amount: float = 0.0,
trader: str = "", notes: str = "", invoice_path: Optional[str] = None,
payment_path: Optional[str] = None, purchase_path: Optional[str] = None):
payment_path: Optional[str] = None, purchase_path: Optional[str] = None,
category: str = ""):
self.id = trans_id or str(uuid.uuid4())
self.date = date or datetime.now().strftime("%Y-%m-%d")
self.amount = amount
@@ -35,6 +36,7 @@ class Transaction:
self.invoice_path = invoice_path # 相对路径
self.payment_path = payment_path
self.purchase_path = purchase_path
self.category = category # 交易分类，用户自定义
self.created_at = datetime.now().isoformat()
self.updated_at = datetime.now().isoformat()
@@ -49,6 +51,7 @@ class Transaction:
'invoice_path': self.invoice_path,
'payment_path': self.payment_path,
'purchase_path': self.purchase_path,
'category': self.category,
'created_at': self.created_at,
'updated_at': self.updated_at
}
@@ -64,7 +67,8 @@ class Transaction:
notes=data.get('notes', ''),
invoice_path=data.get('invoice_path'),
payment_path=data.get('payment_path'),
purchase_path=data.get('purchase_path')
purchase_path=data.get('purchase_path'),
category=data.get('category', '')
)
if 'created_at' in data:
trans.created_at = data['created_at']
@@ -81,6 +85,7 @@ class Account:
self.name = account_name
self.description = description
self.transactions: List[Transaction] = []
self.categories: List[str] = [] # 空列表，用户自定义分类
self.created_at = datetime.now().isoformat()
self.updated_at = datetime.now().isoformat()
@@ -111,6 +116,7 @@ class Account:
'id': self.id,
'name': self.name,
'description': self.description,
'categories': self.categories,
'transactions': [t.to_dict() for t in self.transactions],
'created_at': self.created_at,
'updated_at': self.updated_at
@@ -124,6 +130,7 @@ class Account:
account_name=data.get('name', ''),
description=data.get('description', '')
)
account.categories = data.get('categories', []) # 使用存储的分类，如果没有则为空列表
account.transactions = [Transaction.from_dict(t) for t in data.get('transactions', [])]
if 'created_at' in data:
account.created_at = data['created_at']
@@ -152,6 +159,13 @@ class FinanceManager:
self._ensure_directory_structure()
self.accounts: Dict[str, Account] = {}
self.load_all_accounts()
# 如果没有账户，自动创建 admin 账户
if len(self.accounts) == 0:
self.create_account(
account_name="admin",
description="默认管理账户"
)
def _ensure_directory_structure(self) -> None:
"""确保目录结构完整"""
@@ -183,6 +197,7 @@ class FinanceManager:
'id': account.id,
'name': account.name,
'description': account.description,
'categories': account.categories,
'created_at': account.created_at,
'updated_at': account.updated_at
}
@@ -325,7 +340,7 @@ class FinanceManager:
# 更新允许的字段
allowed_fields = ['date', 'amount', 'trader', 'notes', 'invoice_path',
'payment_path', 'purchase_path']
'payment_path', 'purchase_path', 'category']
for field, value in kwargs.items():
if field in allowed_fields:
setattr(transaction, field, value)
@@ -343,7 +358,8 @@ class FinanceManager:
def query_transactions(self, account_id: str, date_start: Optional[str] = None,
date_end: Optional[str] = None, amount_min: Optional[float] = None,
amount_max: Optional[float] = None, trader: Optional[str] = None) -> List[Transaction]:
amount_max: Optional[float] = None, trader: Optional[str] = None,
category: Optional[str] = None) -> List[Transaction]:
"""查询交易记录（支持多条件筛选）"""
account = self.accounts.get(account_id)
if not account:
@@ -367,6 +383,10 @@ class FinanceManager:
if trader and trader.lower() not in trans.trader.lower():
continue
# 分类筛选
if category and trans.category != category:
continue
results.append(trans)
# 按日期排序
@@ -498,6 +518,7 @@ class FinanceManager:
account_name=metadata['name'],
description=metadata.get('description', '')
)
account.categories = metadata.get('categories', []) # 从元数据加载分类
account.created_at = metadata.get('created_at')
account.updated_at = metadata.get('updated_at')
@@ -525,13 +546,14 @@ class FinanceManager:
import csv
with open(csv_path, 'w', newline='', encoding='utf-8-sig') as f:
writer = csv.writer(f)
writer.writerow(['日期', '金额', '交易人', '备注', '创建时间'])
writer.writerow(['日期', '金额', '交易人', '分类', '备注', '创建时间'])
for trans in account.transactions:
writer.writerow([
trans.date,
trans.amount,
trans.trader,
trans.category,
trans.notes,
trans.created_at
])
@@ -540,3 +562,36 @@ class FinanceManager:
except Exception as e:
print(f"导出CSV出错: {e}")
return False
def add_category(self, account_id: str, category: str) -> bool:
"""添加交易分类"""
account = self.accounts.get(account_id)
if not account:
return False
if category not in account.categories:
account.categories.append(category)
account.updated_at = datetime.now().isoformat()
self._save_account_metadata(account)
return True
return False
def delete_category(self, account_id: str, category: str) -> bool:
"""删除交易分类"""
account = self.accounts.get(account_id)
if not account:
return False
if category in account.categories:
account.categories.remove(category)
account.updated_at = datetime.now().isoformat()
self._save_account_metadata(account)
return True
return False
def get_categories(self, account_id: str) -> List[str]:
"""获取账户的所有分类"""
account = self.accounts.get(account_id)
if not account:
return []
return account.categories