release: Elysia ToDo v1.0.0

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Made-with: Cursor

api/app/routers/accounts.py

@@ -0,0 +1,498 @@
+from fastapi import APIRouter, Depends, HTTPException, Query
+from sqlalchemy.orm import Session
+from typing import Optional, List
+from datetime import date
+from calendar import monthrange
+
+from app.database import get_db
+from app.models.account import FinancialAccount, AccountHistory, DebtInstallment
+from app.schemas.account import (
+    AccountCreate, AccountUpdate, AccountResponse, BalanceUpdateRequest,
+    AccountHistoryResponse, AccountListItemResponse,
+    DebtInstallmentCreate, DebtInstallmentUpdate, DebtInstallmentResponse,
+)
+from app.schemas.common import DeleteResponse
+from app.utils.crud import get_or_404
+from app.utils.datetime import utcnow
+from app.utils.logger import logger
+
+router = APIRouter(prefix="/api", tags=["资产"])
+
+
+def compute_installment_info(installment: DebtInstallment, today: date) -> dict:
+    """计算分期计划的下次还款日期、距今天数、剩余期数"""
+    if installment.is_completed:
+        return {
+            "next_payment_date": None,
+            "days_until_payment": None,
+            "remaining_periods": 0,
+        }
+
+    remaining = installment.total_periods - installment.current_period + 1
+    if remaining <= 0:
+        return {
+            "next_payment_date": None,
+            "days_until_payment": None,
+            "remaining_periods": 0,
+        }
+
+    # 根据 start_date 和 payment_day 计算下一还款日期
+    payment_day = installment.payment_day
+    start_year = installment.start_date.year
+    start_month = installment.start_date.month
+
+    # 计算当前应还的期数对应的月份
+    period_index = installment.current_period - 1
+    next_month_year = start_year * 12 + (start_month - 1) + period_index
+    next_year = next_month_year // 12
+    next_month = next_month_year % 12 + 1
+
+    # 处理 payment_day 超出当月天数的情况
+    max_day = monthrange(next_year, next_month)[1]
+    actual_day = min(payment_day, max_day)
+    next_payment_date = date(next_year, next_month, actual_day)
+
+    # 如果计算出的日期在 start_date 之前（边界情况），使用 start_date
+    if next_payment_date < installment.start_date:
+        next_payment_date = installment.start_date
+
+    days_until = (next_payment_date - today).days
+
+    return {
+        "next_payment_date": next_payment_date,
+        "days_until_payment": days_until,
+        "remaining_periods": remaining,
+    }
+
+
+# ============ 财务账户 API ============
+
+@router.get("/accounts", response_model=List[AccountListItemResponse])
+def get_accounts(db: Session = Depends(get_db)):
+    """获取所有账户列表"""
+    try:
+        accounts = db.query(FinancialAccount).order_by(
+            FinancialAccount.sort_order.asc(),
+            FinancialAccount.id.asc()
+        ).all()
+
+        result = []
+        for acc in accounts:
+            data = {
+                "id": acc.id,
+                "name": acc.name,
+                "account_type": acc.account_type,
+                "balance": acc.balance,
+                "icon": acc.icon,
+                "color": acc.color,
+                "sort_order": acc.sort_order,
+                "is_active": acc.is_active,
+                "description": acc.description,
+                "created_at": acc.created_at,
+                "updated_at": acc.updated_at,
+            }
+
+            # 附加分期计划摘要（欠款账户）
+            if acc.account_type == "debt":
+                installments = db.query(DebtInstallment).filter(
+                    DebtInstallment.account_id == acc.id,
+                    DebtInstallment.is_completed == False
+                ).all()
+                today = date.today()
+                active_installments = []
+                for inst in installments:
+                    info = compute_installment_info(inst, today)
+                    active_installments.append(info)
+                data["installments"] = active_installments
+            else:
+                data["installments"] = []
+
+            result.append(data)
+
+        logger.info(f"获取账户列表成功，总数: {len(result)}")
+        return result
+    except Exception as e:
+        logger.error(f"获取账户列表失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="获取账户列表失败")
+
+
+@router.post("/accounts", response_model=AccountResponse, status_code=201)
+def create_account(data: AccountCreate, db: Session = Depends(get_db)):
+    """创建账户"""
+    try:
+        account = FinancialAccount(
+            name=data.name,
+            account_type=data.account_type,
+            balance=data.balance,
+            icon=data.icon,
+            color=data.color,
+            sort_order=data.sort_order,
+            is_active=data.is_active,
+            description=data.description,
+        )
+        db.add(account)
+        db.commit()
+        db.refresh(account)
+        logger.info(f"创建账户成功: id={account.id}, name={account.name}")
+        return account
+    except Exception as e:
+        db.rollback()
+        logger.error(f"创建账户失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="创建账户失败")
+
+
+@router.get("/accounts/{account_id}", response_model=AccountResponse)
+def get_account(account_id: int, db: Session = Depends(get_db)):
+    """获取单个账户"""
+    try:
+        account = get_or_404(db, FinancialAccount, account_id, "账户")
+        return account
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"获取账户失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="获取账户失败")
+
+
+@router.put("/accounts/{account_id}", response_model=AccountResponse)
+def update_account(account_id: int, data: AccountUpdate, db: Session = Depends(get_db)):
+    """更新账户基本信息"""
+    try:
+        account = get_or_404(db, FinancialAccount, account_id, "账户")
+        update_data = data.model_dump(exclude_unset=True)
+
+        # 不允许通过此接口修改余额（使用专门的余额更新接口）
+        if "balance" in update_data:
+            del update_data["balance"]
+
+        for field, value in update_data.items():
+            setattr(account, field, value)
+
+        account.updated_at = utcnow()
+        db.commit()
+        db.refresh(account)
+        logger.info(f"更新账户成功: id={account_id}")
+        return account
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"更新账户失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="更新账户失败")
+
+
+@router.delete("/accounts/{account_id}")
+def delete_account(account_id: int, db: Session = Depends(get_db)):
+    """删除账户（级联删除历史记录和分期计划）"""
+    try:
+        account = get_or_404(db, FinancialAccount, account_id, "账户")
+        db.delete(account)
+        db.commit()
+        logger.info(f"删除账户成功: id={account_id}")
+        return DeleteResponse(message="账户删除成功")
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"删除账户失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="删除账户失败")
+
+
+@router.post("/accounts/{account_id}/balance", response_model=AccountResponse)
+def update_balance(account_id: int, data: BalanceUpdateRequest, db: Session = Depends(get_db)):
+    """更新账户余额（自动记录变更历史）"""
+    try:
+        account = get_or_404(db, FinancialAccount, account_id, "账户")
+        old_balance = account.balance
+        new_balance = data.new_balance
+        change_amount = round(new_balance - old_balance, 2)
+
+        # 创建历史记录
+        history = AccountHistory(
+            account_id=account_id,
+            change_amount=change_amount,
+            balance_before=old_balance,
+            balance_after=new_balance,
+            note=data.note,
+        )
+        db.add(history)
+
+        # 更新余额
+        account.balance = new_balance
+        account.updated_at = utcnow()
+        db.commit()
+        db.refresh(account)
+        logger.info(f"更新余额成功: account_id={account_id}, {old_balance} -> {new_balance}")
+        return account
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"更新余额失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="更新余额失败")
+
+
+@router.get("/accounts/{account_id}/history")
+def get_account_history(
+    account_id: int,
+    page: int = Query(1, ge=1),
+    page_size: int = Query(20, ge=1, le=100),
+    db: Session = Depends(get_db)):
+    """获取账户变更历史"""
+    try:
+        account = get_or_404(db, FinancialAccount, account_id, "账户")
+
+        total = db.query(AccountHistory).filter(
+            AccountHistory.account_id == account_id
+        ).count()
+
+        records = db.query(AccountHistory).filter(
+            AccountHistory.account_id == account_id
+        ).order_by(
+            AccountHistory.created_at.desc()
+        ).offset((page - 1) * page_size).limit(page_size).all()
+
+        result = {
+            "total": total,
+            "page": page,
+            "page_size": page_size,
+            "records": [
+                {
+                    "id": r.id,
+                    "account_id": r.account_id,
+                    "change_amount": r.change_amount,
+                    "balance_before": r.balance_before,
+                    "balance_after": r.balance_after,
+                    "note": r.note,
+                    "created_at": r.created_at,
+                }
+                for r in records
+            ]
+        }
+
+        logger.info(f"获取账户历史成功: account_id={account_id}, total={total}")
+        return result
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"获取账户历史失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="获取账户历史失败")
+
+
+# ============ 分期还款计划 API ============
+
+@router.get("/debt-installments", response_model=List[DebtInstallmentResponse])
+def get_installments(db: Session = Depends(get_db)):
+    """获取所有分期计划（含下次还款计算）"""
+    try:
+        installments = db.query(DebtInstallment).order_by(
+            DebtInstallment.is_completed.asc(),
+            DebtInstallment.next_payment_date.asc() if hasattr(DebtInstallment, 'next_payment_date') else DebtInstallment.id.asc()
+        ).all()
+
+        today = date.today()
+        result = []
+        for inst in installments:
+            info = compute_installment_info(inst, today)
+            data = {
+                "id": inst.id,
+                "account_id": inst.account_id,
+                "total_amount": inst.total_amount,
+                "total_periods": inst.total_periods,
+                "current_period": inst.current_period,
+                "payment_day": inst.payment_day,
+                "payment_amount": inst.payment_amount,
+                "start_date": inst.start_date,
+                "is_completed": inst.is_completed,
+                "created_at": inst.created_at,
+                "updated_at": inst.updated_at,
+                **info,
+            }
+
+            if inst.account:
+                data["account_name"] = inst.account.name
+                data["account_icon"] = inst.account.icon
+                data["account_color"] = inst.account.color
+
+            result.append(data)
+
+        # 排序：未完成且临近的排前面
+        result.sort(key=lambda x: (
+            0 if not x["is_completed"] and x["days_until_payment"] is not None else 1,
+            0 if not x["is_completed"] else 1,
+            x["days_until_payment"] if x["days_until_payment"] is not None else 9999,
+        ))
+
+        logger.info(f"获取分期计划列表成功，总数: {len(result)}")
+        return result
+    except Exception as e:
+        logger.error(f"获取分期计划列表失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="获取分期计划列表失败")
+
+
+@router.post("/debt-installments", response_model=DebtInstallmentResponse, status_code=201)
+def create_installment(data: DebtInstallmentCreate, db: Session = Depends(get_db)):
+    """创建分期计划"""
+    try:
+        # 验证关联账户存在且为欠款类型
+        account = get_or_404(db, FinancialAccount, data.account_id, "账户")
+        if account.account_type != "debt":
+            raise HTTPException(status_code=400, detail="分期计划只能关联欠款类型的账户")
+
+        installment = DebtInstallment(
+            account_id=data.account_id,
+            total_amount=data.total_amount,
+            total_periods=data.total_periods,
+            current_period=data.current_period,
+            payment_day=data.payment_day,
+            payment_amount=data.payment_amount,
+            start_date=data.start_date,
+            is_completed=data.is_completed,
+        )
+        db.add(installment)
+        db.commit()
+        db.refresh(installment)
+
+        # 返回含计算字段的响应
+        today = date.today()
+        info = compute_installment_info(installment, today)
+
+        logger.info(f"创建分期计划成功: id={installment.id}")
+        return DebtInstallmentResponse(
+            id=installment.id,
+            account_id=installment.account_id,
+            total_amount=installment.total_amount,
+            total_periods=installment.total_periods,
+            current_period=installment.current_period,
+            payment_day=installment.payment_day,
+            payment_amount=installment.payment_amount,
+            start_date=installment.start_date,
+            is_completed=installment.is_completed,
+            created_at=installment.created_at,
+            updated_at=installment.updated_at,
+            **info,
+            account_name=account.name,
+            account_icon=account.icon,
+            account_color=account.color,
+        )
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"创建分期计划失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="创建分期计划失败")
+
+
+@router.put("/debt-installments/{installment_id}", response_model=DebtInstallmentResponse)
+def update_installment(installment_id: int, data: DebtInstallmentUpdate, db: Session = Depends(get_db)):
+    """更新分期计划"""
+    try:
+        installment = get_or_404(db, DebtInstallment, installment_id, "分期计划")
+        update_data = data.model_dump(exclude_unset=True)
+
+        for field, value in update_data.items():
+            setattr(installment, field, value)
+
+        installment.updated_at = utcnow()
+        db.commit()
+        db.refresh(installment)
+
+        today = date.today()
+        info = compute_installment_info(installment, today)
+
+        result = DebtInstallmentResponse(
+            id=installment.id,
+            account_id=installment.account_id,
+            total_amount=installment.total_amount,
+            total_periods=installment.total_periods,
+            current_period=installment.current_period,
+            payment_day=installment.payment_day,
+            payment_amount=installment.payment_amount,
+            start_date=installment.start_date,
+            is_completed=installment.is_completed,
+            created_at=installment.created_at,
+            updated_at=installment.updated_at,
+            **info,
+        )
+        if installment.account:
+            result.account_name = installment.account.name
+            result.account_icon = installment.account.icon
+            result.account_color = installment.account.color
+
+        logger.info(f"更新分期计划成功: id={installment_id}")
+        return result
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"更新分期计划失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="更新分期计划失败")
+
+
+@router.delete("/debt-installments/{installment_id}")
+def delete_installment(installment_id: int, db: Session = Depends(get_db)):
+    """删除分期计划"""
+    try:
+        installment = get_or_404(db, DebtInstallment, installment_id, "分期计划")
+        db.delete(installment)
+        db.commit()
+        logger.info(f"删除分期计划成功: id={installment_id}")
+        return DeleteResponse(message="分期计划删除成功")
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"删除分期计划失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="删除分期计划失败")
+
+
+@router.patch("/debt-installments/{installment_id}/pay")
+def pay_installment(installment_id: int, db: Session = Depends(get_db)):
+    """标记已还一期"""
+    try:
+        installment = get_or_404(db, DebtInstallment, installment_id, "分期计划")
+
+        if installment.is_completed:
+            raise HTTPException(status_code=400, detail="该分期计划已全部还清")
+
+        installment.current_period += 1
+
+        # 检查是否已全部还清
+        if installment.current_period > installment.total_periods:
+            installment.is_completed = True
+            installment.current_period = installment.total_periods
+
+        installment.updated_at = utcnow()
+        db.commit()
+        db.refresh(installment)
+
+        today = date.today()
+        info = compute_installment_info(installment, today)
+
+        result = DebtInstallmentResponse(
+            id=installment.id,
+            account_id=installment.account_id,
+            total_amount=installment.total_amount,
+            total_periods=installment.total_periods,
+            current_period=installment.current_period,
+            payment_day=installment.payment_day,
+            payment_amount=installment.payment_amount,
+            start_date=installment.start_date,
+            is_completed=installment.is_completed,
+            created_at=installment.created_at,
+            updated_at=installment.updated_at,
+            **info,
+        )
+        if installment.account:
+            result.account_name = installment.account.name
+            result.account_icon = installment.account.icon
+            result.account_color = installment.account.color
+
+        logger.info(f"分期还款成功: id={installment_id}, current_period={installment.current_period}")
+        return result
+    except HTTPException:
+        raise
+    except Exception as e:
+        db.rollback()
+        logger.error(f"分期还款失败: {str(e)}")
+        raise HTTPException(status_code=500, detail="分期还款失败")