feat: 周期账单 — 自动生成定期交易（房租/订阅/工资）

2026-06-08 17:17:16 +08:00
parent 986c187156
commit 057c69800e
10 changed files with 844 additions and 2 deletions
--- a/server/src/db/init.ts
+++ b/server/src/db/init.ts
@@ -243,6 +243,40 @@ async function runMigrations(conn: mysql.Connection) {
      ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
    `)
  }
+
+  // 周期账单模板表
+  const hasRecurring = await tableExists(conn, 'recurring_templates')
+  if (!hasRecurring) {
+    console.log('[DB] Migrating: creating recurring_templates table')
+    await conn.query(`
+      CREATE TABLE IF NOT EXISTS recurring_templates (
+        id INT AUTO_INCREMENT PRIMARY KEY,
+        user_id INT NOT NULL,
+        amount INT NOT NULL COMMENT '单位：分',
+        type ENUM('expense', 'income') NOT NULL,
+        category_id INT NOT NULL,
+        note VARCHAR(200) DEFAULT '',
+        frequency ENUM('weekly', 'monthly', 'yearly') NOT NULL DEFAULT 'monthly',
+        next_date DATE NOT NULL COMMENT '下次生成日期',
+        end_date DATE DEFAULT NULL COMMENT '截止日期，NULL=永久',
+        is_active TINYINT(1) DEFAULT 1,
+        group_id INT DEFAULT NULL,
+        created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+        updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+        INDEX idx_user (user_id),
+        INDEX idx_next_date (next_date),
+        FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
+        FOREIGN KEY (category_id) REFERENCES categories(id) ON DELETE CASCADE
+      ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
+    `)
+  }
+
+  // transactions 表添加 recurring_id
+  const hasRecurringId = await columnExists(conn, 'transactions', 'recurring_id')
+  if (!hasRecurringId) {
+    console.log('[DB] Migrating: adding recurring_id to transactions')
+    await conn.query("ALTER TABLE transactions ADD COLUMN recurring_id INT DEFAULT NULL COMMENT '关联的周期模板ID' AFTER group_id")
+  }
 }

 export async function initDatabase() {
--- a/server/src/db/schema.sql
+++ b/server/src/db/schema.sql
@@ -33,6 +33,7 @@ CREATE TABLE IF NOT EXISTS transactions (
  note VARCHAR(200),
  date DATE NOT NULL,
  group_id INT DEFAULT NULL COMMENT '群组标签（仅标记，群组账单通过 user_id 关联 group_members 统计）',
+  recurring_id INT DEFAULT NULL COMMENT '关联的周期模板ID',
  created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
  updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
  INDEX idx_user_date (user_id, date),
@@ -149,3 +150,23 @@ CREATE TABLE IF NOT EXISTS track_events (
  INDEX idx_created (created_at),
  INDEX idx_user (user_id)
 ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
+
+CREATE TABLE IF NOT EXISTS recurring_templates (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  user_id INT NOT NULL,
+  amount INT NOT NULL COMMENT '单位：分',
+  type ENUM('expense', 'income') NOT NULL,
+  category_id INT NOT NULL,
+  note VARCHAR(200) DEFAULT '',
+  frequency ENUM('weekly', 'monthly', 'yearly') NOT NULL DEFAULT 'monthly',
+  next_date DATE NOT NULL COMMENT '下次生成日期',
+  end_date DATE DEFAULT NULL COMMENT '截止日期，NULL=永久',
+  is_active TINYINT(1) DEFAULT 1,
+  group_id INT DEFAULT NULL,
+  created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+  updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+  INDEX idx_user (user_id),
+  INDEX idx_next_date (next_date),
+  FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
+  FOREIGN KEY (category_id) REFERENCES categories(id) ON DELETE CASCADE
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
--- a/server/src/index.ts
+++ b/server/src/index.ts
@@ -23,6 +23,7 @@ import feedbackRoutes from './routes/feedback'
 import configRoutes from './routes/config'
 import trackRoutes from './routes/track'
 import logsRoutes from './routes/logs'
+import recurringRoutes from './routes/recurring'
 import { backupDatabase } from './utils/backup'

 // Warn if token secret is using default fallback
@@ -161,6 +162,7 @@ app.use('/api/feedback', apiLimiter, feedbackRoutes)
 app.use('/api/config', apiLimiter, configRoutes)
 app.use('/api/track', apiLimiter, trackRoutes)
 app.use('/api/logs', apiLimiter, logsRoutes)
+app.use('/api/recurring', apiLimiter, recurringRoutes)

 app.get('/api/health', async (_req, res) => {
  try {
--- a/server/src/routes/recurring.ts
+++ b/server/src/routes/recurring.ts
@@ -0,0 +1,205 @@
+import { Router } from 'express'
+import pool from '../db/connection'
+import { authMiddleware } from '../middleware/auth'
+
+const router = Router()
+router.use(authMiddleware)
+
+/** 获取用户的周期模板列表 */
+router.get('/', async (req, res) => {
+  try {
+    const userId = (req as any).userId
+    const [rows] = await pool.execute(
+      `SELECT rt.*, c.name as category_name, c.icon as category_icon, c.color as category_color
+       FROM recurring_templates rt
+       LEFT JOIN categories c ON rt.category_id = c.id
+       WHERE rt.user_id = ?
+       ORDER BY rt.is_active DESC, rt.next_date ASC`,
+      [userId]
+    )
+    res.json({ code: 0, data: rows })
+  } catch (error) {
+    console.error('Get recurring templates error:', error)
+    res.status(500).json({ code: 50000, message: '获取失败' })
+  }
+})
+
+/** 创建周期模板 */
+router.post('/', async (req, res) => {
+  try {
+    const userId = (req as any).userId
+    const { amount, type, category_id, note, frequency, next_date, end_date, group_id } = req.body
+
+    if (!amount || amount <= 0) {
+      return res.status(400).json({ code: 40001, message: '请输入金额' })
+    }
+    if (!type || !['expense', 'income'].includes(type)) {
+      return res.status(400).json({ code: 40001, message: '请选择类型' })
+    }
+    if (!category_id) {
+      return res.status(400).json({ code: 40001, message: '请选择分类' })
+    }
+    if (!frequency || !['weekly', 'monthly', 'yearly'].includes(frequency)) {
+      return res.status(400).json({ code: 40001, message: '请选择周期' })
+    }
+    if (!next_date) {
+      return res.status(400).json({ code: 40001, message: '请选择开始日期' })
+    }
+
+    const [result] = await pool.execute(
+      `INSERT INTO recurring_templates (user_id, amount, type, category_id, note, frequency, next_date, end_date, group_id)
+       VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+      [userId, amount, type, category_id, note || '', frequency, next_date, end_date || null, group_id || null]
+    )
+    res.json({ code: 0, data: { id: (result as any).insertId } })
+  } catch (error) {
+    console.error('Create recurring template error:', error)
+    res.status(500).json({ code: 50000, message: '创建失败' })
+  }
+})
+
+/** 更新周期模板 */
+router.put('/:id', async (req, res) => {
+  try {
+    const userId = (req as any).userId
+    const { id } = req.params
+    const { amount, type, category_id, note, frequency, next_date, end_date, is_active } = req.body
+
+    // 校验所有权
+    const [rows] = await pool.execute(
+      'SELECT id FROM recurring_templates WHERE id = ? AND user_id = ?',
+      [id, userId]
+    )
+    if ((rows as any[]).length === 0) {
+      return res.status(404).json({ code: 40400, message: '模板不存在' })
+    }
+
+    const updates: string[] = []
+    const params: any[] = []
+
+    if (amount !== undefined) { updates.push('amount = ?'); params.push(amount) }
+    if (type !== undefined) { updates.push('type = ?'); params.push(type) }
+    if (category_id !== undefined) { updates.push('category_id = ?'); params.push(category_id) }
+    if (note !== undefined) { updates.push('note = ?'); params.push(note) }
+    if (frequency !== undefined) { updates.push('frequency = ?'); params.push(frequency) }
+    if (next_date !== undefined) { updates.push('next_date = ?'); params.push(next_date) }
+    if (end_date !== undefined) { updates.push('end_date = ?'); params.push(end_date) }
+    if (is_active !== undefined) { updates.push('is_active = ?'); params.push(is_active) }
+
+    if (updates.length === 0) {
+      return res.status(400).json({ code: 40001, message: '无更新字段' })
+    }
+
+    params.push(id, userId)
+    await pool.execute(
+      `UPDATE recurring_templates SET ${updates.join(', ')} WHERE id = ? AND user_id = ?`,
+      params
+    )
+    res.json({ code: 0 })
+  } catch (error) {
+    console.error('Update recurring template error:', error)
+    res.status(500).json({ code: 50000, message: '更新失败' })
+  }
+})
+
+/** 删除周期模板 */
+router.delete('/:id', async (req, res) => {
+  try {
+    const userId = (req as any).userId
+    const { id } = req.params
+
+    const [rows] = await pool.execute(
+      'SELECT id FROM recurring_templates WHERE id = ? AND user_id = ?',
+      [id, userId]
+    )
+    if ((rows as any[]).length === 0) {
+      return res.status(404).json({ code: 40400, message: '模板不存在' })
+    }
+
+    await pool.execute(
+      'DELETE FROM recurring_templates WHERE id = ? AND user_id = ?',
+      [id, userId]
+    )
+    res.json({ code: 0 })
+  } catch (error) {
+    console.error('Delete recurring template error:', error)
+    res.status(500).json({ code: 50000, message: '删除失败' })
+  }
+})
+
+/** 同步：检查所有活跃模板，生成到期交易 */
+router.post('/sync', async (req, res) => {
+  try {
+    const userId = (req as any).userId
+    // 获取该用户所有活跃且到期（next_date <= 今天）的模板
+    const [templates] = await pool.execute(
+      `SELECT * FROM recurring_templates
+       WHERE user_id = ? AND is_active = 1 AND next_date <= CURDATE()
+       ORDER BY next_date ASC`,
+      [userId]
+    )
+
+    let generated = 0
+    const today = new Date()
+    const todayStr = today.toISOString().slice(0, 10)
+
+    for (const t of templates as any[]) {
+      let next = new Date(t.next_date)
+      const end = t.end_date ? new Date(t.end_date) : null
+
+      // 生成所有错过的交易
+      while (next <= today) {
+        if (end && next > end) break
+
+        // 检查是否已生成过（避免重复）
+        const [existing] = await pool.execute(
+          `SELECT id FROM transactions
+           WHERE user_id = ? AND recurring_id = ? AND date = ?`,
+          [userId, t.id, next.toISOString().slice(0, 10)]
+        )
+        if ((existing as any[]).length === 0) {
+          await pool.execute(
+            `INSERT INTO transactions (user_id, amount, type, category_id, note, date, group_id, recurring_id)
+             VALUES (?, ?, ?, ?, ?, ?, ?, ?)`,
+            [userId, t.amount, t.type, t.category_id, t.note,
+             next.toISOString().slice(0, 10), t.group_id, t.id]
+          )
+          generated++
+        }
+
+        // 推进到下一周期
+        if (t.frequency === 'weekly') {
+          next = new Date(next.getTime() + 7 * 86400000)
+        } else if (t.frequency === 'monthly') {
+          next = new Date(next.getFullYear(), next.getMonth() + 1, next.getDate())
+        } else if (t.frequency === 'yearly') {
+          next = new Date(next.getFullYear() + 1, next.getMonth(), next.getDate())
+        }
+      }
+
+      // 更新 next_date 到下一周期
+      let newNext: Date
+      if (t.frequency === 'weekly') {
+        newNext = new Date(new Date(t.next_date).getTime() + 7 * 86400000)
+      } else if (t.frequency === 'monthly') {
+        const d = new Date(t.next_date)
+        newNext = new Date(d.getFullYear(), d.getMonth() + 1, d.getDate())
+      } else {
+        const d = new Date(t.next_date)
+        newNext = new Date(d.getFullYear() + 1, d.getMonth(), d.getDate())
+      }
+
+      await pool.execute(
+        'UPDATE recurring_templates SET next_date = ? WHERE id = ?',
+        [newNext.toISOString().slice(0, 10), t.id]
+      )
+    }
+
+    res.json({ code: 0, data: { generated } })
+  } catch (error) {
+    console.error('Sync recurring error:', error)
+    res.status(500).json({ code: 50000, message: '同步失败' })
+  }
+})
+
+export default router