From d10d5e448a0fcdaa8555a03f3152df44dba13041 Mon Sep 17 00:00:00 2001
From: 云 <2163098428@qq.com>
Date: 星期五, 22 五月 2026 14:45:25 +0800
Subject: [PATCH] refactor(home): 重构首页财务统计功能实现
---
doc/20260522_财务助手提问优化前端变更文档.md | 59 +++++++++++++++++++++++++++++
src/main/resources/financial-agent-prompt.txt | 2
src/main/java/com/ruoyi/ai/assistant/FinancialIntentExecutor.java | 22 ++++++++++
3 files changed, 81 insertions(+), 2 deletions(-)
diff --git "a/doc/20260522_\350\264\242\345\212\241\345\212\251\346\211\213\346\217\220\351\227\256\344\274\230\345\214\226\345\211\215\347\253\257\345\217\230\346\233\264\346\226\207\346\241\243.md" "b/doc/20260522_\350\264\242\345\212\241\345\212\251\346\211\213\346\217\220\351\227\256\344\274\230\345\214\226\345\211\215\347\253\257\345\217\230\346\233\264\346\226\207\346\241\243.md"
new file mode 100644
index 0000000..ad4656e
--- /dev/null
+++ "b/doc/20260522_\350\264\242\345\212\241\345\212\251\346\211\213\346\217\220\351\227\256\344\274\230\345\214\226\345\211\215\347\253\257\345\217\230\346\233\264\346\226\207\346\241\243.md"
@@ -0,0 +1,59 @@
+# 璐㈠姟鍔╂墜鎻愰棶浼樺寲鍓嶇鍙樻洿鏂囨。
+
+鏇存柊鏃堕棿锛�2026-05-22
+閫傜敤妯″潡锛氳储鍔℃櫤鑳藉姪鎵嬶紙`/financial-ai`锛�
+
+## 1. 鑳屾櫙
+
+褰撳墠棣栭〉璐㈠姟鍔╂墜蹇嵎鎻愰棶涓猴細
+
+1. `鐢熸垚鏈懆缁忚惀鍛ㄦ姤`
+2. `涓轰粈涔堝埄娑︿笅闄峘
+3. `鍝釜瀹㈡埛鏈�璧氶挶`
+
+闂鐐癸細
+
+- 绗� 3 鏉￠棶娉曞湪閮ㄥ垎鍦烘櫙涓嬫剰鍥惧懡涓笉绋冲畾锛屽鏄撹蛋鏅�氭枃鏈洖绛旓紝瀵艰嚧鍥捐〃閾炬帴浠ュ師濮� Markdown 鏂囨湰灞曠ず锛堝 ``锛夈��
+- 蹇嵎鎻愰棶缂哄皯鏃堕棿鑼冨洿鍜屽垎鏋愮洰鏍囷紝缁撴灉绋冲畾鎬т笌鍙В閲婃�ц緝寮便��
+
+## 2. 鍓嶇蹇嵎鎻愰棶鏂囨浼樺寲锛堝繀鏀癸級
+
+寤鸿灏嗛粯璁や笁鏉″揩鎹锋彁闂皟鏁翠负锛�
+
+1. `鐢熸垚鏈懆缁忚惀鍛ㄦ姤锛堝埄娑︿笌鐜伴噾娴侊級`
+2. `鍒嗘瀽鏈湀鍒╂鼎涓嬮檷鍘熷洜`
+3. `杩�30澶╁摢涓鎴峰埄娑﹁础鐚渶楂榒
+
+璇存槑锛�
+
+- 涓夋潯闂硶鍧囧甫鏃堕棿鑼冨洿鎴栧垎鏋愮洰鏍囷紝鍚庣鍛戒腑鏇寸ǔ瀹氥��
+- 绗� 3 鏉′笌鈥滄渶璧氶挶瀹㈡埛鈥濊涔変竴鑷达紝浣嗏�滃埄娑﹁础鐚渶楂樷�濇洿鏄庣‘锛岄�傚悎鐩存帴椹卞姩鍒╂鼎鍒嗘瀽缁撴灉椤点��
+
+## 3. 涓庡悗绔兘鍔涙槧灏�
+
+| 蹇嵎鎻愰棶 | 棰勬湡鍛戒腑鑳藉姏 | 棰勬湡 `type` |
+| --- | --- | --- |
+| 鐢熸垚鏈懆缁忚惀鍛ㄦ姤锛堝埄娑︿笌鐜伴噾娴侊級 | 缁忚惀鎶ュ憡鐢熸垚 | `financial_operation_report` |
+| 鍒嗘瀽鏈湀鍒╂鼎涓嬮檷鍘熷洜 | 璁㈠崟鍒╂鼎鍒嗘瀽 | `financial_order_profit_analysis` |
+| 杩�30澶╁摢涓鎴峰埄娑﹁础鐚渶楂� | 璁㈠崟鍒╂鼎鍒嗘瀽 | `financial_order_profit_analysis` |
+
+鍚庣宸插悓姝ュ寮衡�滄渶璧氶挶瀹㈡埛/瀹㈡埛鍒╂鼎鏈�楂�/鍒╂鼎璐＄尞鏈�楂樷�濈瓑鍚屼箟闂硶璇嗗埆锛屽墠绔寜浠ヤ笂鏂囨鏀归�犲悗鍙洿鎺ヨ仈璋冦��
+
+## 4. 鑱婂ぉ鍐呭娓叉煋鍏滃簳锛堝缓璁敼锛�
+
+閽堝鑱婂ぉ杩斿洖鏂囨湰涓嚭鐜扮殑鍥捐〃 Markdown 閾炬帴锛坄https://local/generate_chart?options=...`锛夛紝寤鸿鍓嶇澧炲姞鍏滃簳澶勭悊锛�
+
+1. 璇嗗埆 Markdown 鍥剧墖璇硶涓殑 `local/generate_chart` 閾炬帴銆�
+2. 瑙ｆ瀽 `options` 鍙傛暟骞惰浆鎹负 ECharts `option` 鍚庢覆鏌撳浘琛ㄧ粍浠躲��
+3. 瑙ｆ瀽澶辫触鏃朵笉灞曠ず鍘熷闀块摼鎺ユ枃鏈紝灞曠ず缁熶竴绌烘�佹彁绀恒��
+
+## 5. 鑱旇皟鍥炲綊娓呭崟
+
+1. 鐐瑰嚮蹇嵎鎻愰棶 `鐢熸垚鏈懆缁忚惀鍛ㄦ姤锛堝埄娑︿笌鐜伴噾娴侊級`
+ - 鏍￠獙杩斿洖 `type=financial_operation_report`锛屽苟姝ｅ父娓叉煋鎽樿/寤鸿/鍥捐〃銆�
+2. 鐐瑰嚮蹇嵎鎻愰棶 `鍒嗘瀽鏈湀鍒╂鼎涓嬮檷鍘熷洜`
+ - 鏍￠獙杩斿洖 `type=financial_order_profit_analysis`锛屽苟灞曠ず浜忔崯璁㈠崟涓庡鎴峰埄娑︽帓琛屻��
+3. 鐐瑰嚮蹇嵎鎻愰棶 `杩�30澶╁摢涓鎴峰埄娑﹁础鐚渶楂榒
+ - 鏍￠獙杩斿洖 `type=financial_order_profit_analysis`锛宍summary.topCustomerByProfit` 鏈夊�笺��
+4. 鎵嬪伐杈撳叆 `鍝釜瀹㈡埛鏈�璧氶挶`銆乣鍝釜瀹㈡埛鍒╂鼎鏈�楂榒
+ - 鏍￠獙浠嶅懡涓� `financial_order_profit_analysis`锛屼笉鍐嶅嚭鐜板師濮嬪浘琛� Markdown 閾炬帴鐩村嚭銆�
diff --git a/src/main/java/com/ruoyi/ai/assistant/FinancialIntentExecutor.java b/src/main/java/com/ruoyi/ai/assistant/FinancialIntentExecutor.java
index c1f349c..9afadff 100644
--- a/src/main/java/com/ruoyi/ai/assistant/FinancialIntentExecutor.java
+++ b/src/main/java/com/ruoyi/ai/assistant/FinancialIntentExecutor.java
@@ -45,7 +45,8 @@
if (containsAny(text, "鎴愭湰鏍哥畻", "浜у搧鎴愭湰", "宸ュ簭鎴愭湰", "浜哄伐鎴愭湰", "鎶樻棫", "鏉愭枡鎹熻��")) {
return financialAgentTools.calculateIntelligentCost(memoryId, startDate, endDate, timeRange, keyword, limit);
}
- if (containsAny(text, "鍒╂鼎鍒嗘瀽", "璁㈠崟鍒╂鼎", "浜忔崯璁㈠崟", "浣庡埄娑�", "鏈�璧氶挶瀹㈡埛", "鍒╂鼎涓嬮檷")) {
+ if (containsAny(text, "鍒╂鼎鍒嗘瀽", "璁㈠崟鍒╂鼎", "浜忔崯璁㈠崟", "浣庡埄娑�",
+ "鏈�璧氶挶瀹㈡埛", "鍝釜瀹㈡埛鏈�璧氶挶", "瀹㈡埛鏈�璧氶挶", "鍒╂鼎鏈�楂樺鎴�", "鍒╂鼎璐＄尞鏈�楂樺鎴�", "鍒╂鼎涓嬮檷")) {
return financialAgentTools.analyzeOrderProfit(memoryId, startDate, endDate, timeRange, keyword, limit);
}
if (containsAny(text, "搴撳瓨璧勯噾", "搴撳瓨绉帇", "鍛嗘粸搴撳瓨", "璧勯噾鍗犵敤", "鍛ㄨ浆鐜�", "搴撳瓨鍛ㄨ浆")) {
@@ -86,6 +87,15 @@
}
if ("涓轰粈涔堝埄娑︿笅闄�".equals(normalized)) {
DateRange range = monthRange();
+ return financialAgentTools.analyzeOrderProfit(memoryId, range.startDate(), range.endDate(), range.label(), null, 20);
+ }
+ if ("鍝釜瀹㈡埛鏈�璧氶挶".equals(normalized)
+ || "鏈�杩戝摢涓鎴锋渶璧氶挶".equals(normalized)
+ || "鏈湀鍝釜瀹㈡埛鏈�璧氶挶".equals(normalized)
+ || "杩�30澶╁摢涓鎴锋渶璧氶挶".equals(normalized)
+ || "鍝釜瀹㈡埛鍒╂鼎鏈�楂�".equals(normalized)
+ || "鍝釜瀹㈡埛鍒╂鼎璐＄尞鏈�楂�".equals(normalized)) {
+ DateRange range = extractDateRange(text);
return financialAgentTools.analyzeOrderProfit(memoryId, range.startDate(), range.endDate(), range.label(), null, 20);
}
return null;
@@ -216,6 +226,16 @@
.replace("璇�", "")
.replace("涓�涓�", "")
.replace("涓轰粈涔�", "")
+ .replace("鍝釜瀹㈡埛鏈�璧氶挶", "")
+ .replace("鏈�杩戝摢涓鎴锋渶璧氶挶", "")
+ .replace("鏈湀鍝釜瀹㈡埛鏈�璧氶挶", "")
+ .replace("杩�30澶╁摢涓鎴锋渶璧氶挶", "")
+ .replace("鏈�璧氶挶瀹㈡埛", "")
+ .replace("瀹㈡埛鏈�璧氶挶", "")
+ .replace("鍝釜瀹㈡埛鍒╂鼎鏈�楂�", "")
+ .replace("鍒╂鼎鏈�楂樺鎴�", "")
+ .replace("鍝釜瀹㈡埛鍒╂鼎璐＄尞鏈�楂�", "")
+ .replace("鍒╂鼎璐＄尞鏈�楂樺鎴�", "")
.replace("鏈湀", "")
.replace("鏈懆", "")
.replace("鏈勾", "")
diff --git a/src/main/resources/financial-agent-prompt.txt b/src/main/resources/financial-agent-prompt.txt
index 2627da3..c7a4a3f 100644
--- a/src/main/resources/financial-agent-prompt.txt
+++ b/src/main/resources/financial-agent-prompt.txt
@@ -6,6 +6,6 @@
2. 鍛戒腑鎴愭湰銆佸埄娑︺�佸簱瀛樿祫閲戙�佺幇閲戞祦銆侀璀︺�侀┚椹惰埍銆佹棩鎶ュ懆鎶ュ満鏅椂锛屼紭鍏堣皟鐢ㄥ搴斿伐鍏枫��
3. 宸ュ叿杩斿洖 JSON 鏃讹紝鐩存帴杈撳嚭鍘熷 JSON 瀛楃涓诧紝涓嶈棰濆鍖呰９ Markdown锛屼篃涓嶈鍦ㄥ墠鍚庤拷鍔犺В閲婃枃鏈��
4. 褰撶敤鎴烽棶棰樼己灏戞椂闂磋寖鍥存椂锛岄粯璁や娇鐢ㄥ伐鍏峰唴缃彛寰勶紙濡傝繎30澶┿�佹湰鏈堛�佽繎90澶╋級锛屽苟鍦ㄥ悗缁彲鎻愰啋鐢ㄦ埛琛ュ厖鑼冨洿銆�
-5. 鐢ㄦ埛闂�滀负浠�涔堝埄娑︿笅闄嶁�濃�滃摢涓鍗曚簭鎹熲�濃�滃摢涓鎴锋渶璧氶挶鈥濃�滃摢涓溅闂�/宸ュ簭鎴愭湰鏈�楂樷�濈瓑闂鏃讹紝浼樺厛鍩轰簬璁㈠崟鍒╂鼎涓庡伐搴忔垚鏈垎鏋愬伐鍏蜂綔绛斻��
+5. 鐢ㄦ埛闂�滀负浠�涔堝埄娑︿笅闄嶁�濃�滃摢涓鍗曚簭鎹熲�濃�滃摢涓鎴锋渶璧氶挶鈥濃�滃摢涓鎴峰埄娑﹁础鐚渶楂樷�濃�滃摢涓溅闂�/宸ュ簭鎴愭湰鏈�楂樷�濈瓑闂鏃讹紝浼樺厛鍩轰簬璁㈠崟鍒╂鼎涓庡伐搴忔垚鏈垎鏋愬伐鍏蜂綔绛斻��
6. 鍥炵瓟蹇呴』浣跨敤涓枃锛涜嫢鏁版嵁涓嶈冻浠ュ緱鍑虹粨璁猴紝鏄庣‘鎸囧嚭缂哄皯鍝簺鍏抽敭瀛楁鎴栫瓫閫夋潯浠躲��
7. 鐢ㄦ埛鎻愬埌鈥滀粖骞�/鏈湀/浠婂ぉ/鏈�杩�/涓婃湀/鍘诲勾鈥濈瓑鐩稿鏃堕棿鏃讹紝蹇呴』涓ユ牸鍩轰簬鈥滃綋鍓嶆棩鏈熲�濇崲绠楋紝绂佹鑷鍋囪骞翠唤銆�
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