feat: 增加财务指标显示

2025-09-15 18:42:36 +08:00
parent b569d62a25
commit 697a58a0e4
3 changed files with 161 additions and 22 deletions
--- a/leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/controller/StockController.java
+++ b/leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/controller/StockController.java
@@ -66,9 +66,28 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
        .orElse(new IncomeItem()),
      financeIndicator
        .map(fi -> new CashFlowItem(
-          NumberHelper.formatFinanceDouble(fi.getNetProfit())
+          NumberHelper.formatFinanceDouble(fi.getNetProfit()),
+          NumberHelper.formatFinanceDouble(fi.getCashFlowFromOperatingActivities()),
+          NumberHelper.formatFinanceDouble(fi.getCashFlowFromInvestingActivities()),
+          NumberHelper.formatFinanceDouble(fi.getCashFlowFromFinancingActivities())
        ))
-        .orElse(new CashFlowItem())
+        .orElse(new CashFlowItem()),
+      financeIndicator
+        .map(fi -> new IndicateItem(
+          NumberHelper.formatFinanceDouble(fi.getCurrentRatio()),
+          NumberHelper.formatFinanceDouble(fi.getQuickRatio()),
+          NumberHelper.formatFinanceDouble(fi.getReturnOnEquity()),
+          NumberHelper.formatFinanceDouble(fi.getReturnOnAssets()),
+          NumberHelper.formatFinanceDouble(fi.getAccountsReceivableTurnover()),
+          NumberHelper.formatDaysDouble(fi.getDaysAccountsReceivableTurnover()),
+          NumberHelper.formatFinanceDouble(fi.getInventoryTurnover()),
+          NumberHelper.formatDaysDouble(fi.getDaysInventoryTurnover()),
+          NumberHelper.formatFinanceDouble(fi.getFixedAssetsTurnover()),
+          NumberHelper.formatDaysDouble(fi.getDaysFixedAssetsTurnover()),
+          NumberHelper.formatFinanceDouble(fi.getTotalAssetsTurnover()),
+          NumberHelper.formatDaysDouble(fi.getDaysTotalAssetsTurnover())
+        ))
+        .orElse(new IndicateItem())
    ));
  }

@@ -125,7 +144,8 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
    Integer year,
    BalanceSheetItem balanceSheet,
    IncomeItem income,
-    CashFlowItem cashFlow
+    CashFlowItem cashFlow,
+    IndicateItem indicate
  ) {
  }

@@ -172,10 +192,48 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
  }

  public record CashFlowItem(
-    String netProfit
+    String netProfit,
+    String cashFlowFromOperatingActivities,
+    String cashFlowFromInvestingActivities,
+    String cashFlowFromFinancingActivities
  ) {
    public CashFlowItem() {
      this(
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE
+      );
+    }
+  }
+
+  public record IndicateItem(
+    String currentRatio,
+    String quickRatio,
+    String roe,
+    String roa,
+    String accountsReceivableTurnover,
+    String daysAccountsReceivableTurnover,
+    String inventoryTurnover,
+    String daysInventoryTurnover,
+    String fixedAssetsTurnover,
+    String daysFixedAssetsTurnover,
+    String totalAssetsTurnover,
+    String daysTotalAssetsTurnover
+  ) {
+    public IndicateItem() {
+      this(
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
+        NumberHelper.FINANCE_NULL_DOUBLE,
        NumberHelper.FINANCE_NULL_DOUBLE
      );
    }
--- a/leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/helper/NumberHelper.java
+++ b/leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/helper/NumberHelper.java
@@ -28,6 +28,13 @@ public class NumberHelper {
    return value < 0 ? "-" + result : result;
  }

+  public static String formatDaysDouble(Double value) {
+    if (ObjectUtil.isNull(value)) {
+      return FINANCE_NULL_DOUBLE;
+    }
+    return NumberUtil.decimalFormat("#", value);
+  }
+
  public static String formatPercentageDouble(Double value) {
    if (ObjectUtil.isNull(value)) {
      return null;
--- a/leopard-web/src/pages/stock/StockDetail.tsx
+++ b/leopard-web/src/pages/stock/StockDetail.tsx
@@ -4,7 +4,6 @@ import {amisRender, commonInfo, readOnlyDialogOptions, remoteMappings} from '../
 import type {Schema} from 'amis'
 import {isNil} from 'es-toolkit'

-// 格式化财务数字显示的公共函数
 const formatFinanceNumber = (value: number): string => {
  if (isNil(value)) {
    return '-'
@@ -25,7 +24,13 @@ const formatFinanceNumber = (value: number): string => {
  return isNegative ? `-${formatted}` : formatted
 }

-// 格式化百分比数字显示的公共函数
+const formatDaysNumber = (value: number): string => {
+  if (isNil(value)) {
+    return '-'
+  }
+  return `${value.toFixed(0)}天`
+}
+
 const formatPercentageNumber = (value: number): string => {
  if (isNil(value)) {
    return '-'
@@ -33,7 +38,7 @@ const formatPercentageNumber = (value: number): string => {
  return `${(value * 100).toFixed(2)}%`
 }

-type FinanceType = 'PERCENTAGE' | 'FINANCE'
+type FinanceType = 'PERCENTAGE' | 'FINANCE' | 'DAYS'

 const financePropertyLabel = (id: string | undefined, label: string, type: FinanceType, field: string): Schema => {
  if (!id) {
@@ -43,7 +48,20 @@ const financePropertyLabel = (id: string | undefined, label: string, type: Finan
    }
  }
  let current = new Date().getFullYear()
-  let formatter: (value: number) => string = type === 'PERCENTAGE' ? formatPercentageNumber : formatFinanceNumber
+  let formatter: (value: number) => string
+  switch (type) {
+    case 'PERCENTAGE':
+      formatter = formatPercentageNumber
+      break
+    case 'FINANCE':
+      formatter = formatFinanceNumber
+      break
+    case 'DAYS':
+      formatter = formatDaysNumber
+      break
+    default:
+      formatter = (v: number) => v.toFixed(2)
+  }
  return {
    type: 'wrapper',
    size: 'none',
@@ -229,29 +247,21 @@ function StockDetail() {
                    {
                      label: financePropertyLabel(id, '总资产', 'FINANCE', 'totalAssets'),
                      content: '${balanceSheet.totalAssets}',
-                      span: 4,
+                      span: 2,
+                    },
+                    {
+                      label: financePropertyLabel(id, '总负债', 'FINANCE', 'totalLiabilities'),
+                      content: '${balanceSheet.totalLiabilities}',
+                      span: 2,
                    },
                    {
                      label: financePropertyLabel(id, '流动资产', 'FINANCE', 'currentAssets'),
                      content: '${balanceSheet.currentAssets}',
                    },
-                    {
-                      label: financePropertyLabel(id, '流动资产占比', 'PERCENTAGE', 'currentAssetsToTotalAssetsRatio'),
-                      content: '${balanceSheet.currentAssetsRatio}',
-                    },
-                    {
-                      label: financePropertyLabel(id, '非流动资产', 'FINANCE', 'fixedAssets'),
-                      content: '${balanceSheet.fixedAssets}',
-                    },
                    {
                      label: financePropertyLabel(id, '非流动资产占比', 'PERCENTAGE', 'fixedAssetsToTotalAssetsRatio'),
                      content: '${balanceSheet.fixedAssetsRatio}',
                    },
-                    {
-                      label: financePropertyLabel(id, '总负债', 'FINANCE', 'totalLiabilities'),
-                      content: '${balanceSheet.totalLiabilities}',
-                      span: 4,
-                    },
                    {
                      label: financePropertyLabel(id, '流动负债', 'FINANCE', 'currentLiabilities'),
                      content: '${balanceSheet.currentLiabilities}',
@@ -260,6 +270,14 @@ function StockDetail() {
                      label: financePropertyLabel(id, '流动负债占比', 'PERCENTAGE', 'currentLiabilitiesToTotalAssetsRatio'),
                      content: '${balanceSheet.currentLiabilitiesRatio}',
                    },
+                    {
+                      label: financePropertyLabel(id, '流动资产占比', 'PERCENTAGE', 'currentAssetsToTotalAssetsRatio'),
+                      content: '${balanceSheet.currentAssetsRatio}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '非流动资产', 'FINANCE', 'fixedAssets'),
+                      content: '${balanceSheet.fixedAssets}',
+                    },
                    {
                      label: financePropertyLabel(id, '非流动负债', 'FINANCE', 'longTermLiabilities'),
                      content: '${balanceSheet.longTermLiabilities}',
@@ -300,6 +318,62 @@ function StockDetail() {
                    },
                  ],
                },
+                '财务指标',
+                {
+                  className: 'my-2',
+                  type: 'property',
+                  column: 4,
+                  items: [
+                    {
+                      label: financePropertyLabel(id, '流动比率', 'FINANCE', 'currentRatio'),
+                      content: '${indicate.currentRatio}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '速动比率', 'FINANCE', 'quickRatio'),
+                      content: '${indicate.quickRatio}',
+                    },
+                    {
+                      label: financePropertyLabel(id, 'ROE', 'FINANCE', 'returnOnEquity'),
+                      content: '${indicate.roe}',
+                    },
+                    {
+                      label: financePropertyLabel(id, 'ROA', 'FINANCE', 'returnOnAssets'),
+                      content: '${indicate.roa}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '应收账款周转率', 'FINANCE', 'accountsReceivableTurnover'),
+                      content: '${indicate.accountsReceivableTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '应收账款周转天', 'DAYS', 'daysAccountsReceivableTurnover'),
+                      content: '${indicate.daysAccountsReceivableTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '存货周转率', 'FINANCE', 'inventoryTurnover'),
+                      content: '${indicate.inventoryTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '存货周转天', 'DAYS', 'daysInventoryTurnover'),
+                      content: '${indicate.daysInventoryTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '固定资产周转率', 'FINANCE', 'fixedAssetsTurnover'),
+                      content: '${indicate.fixedAssetsTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '固定资产周转天', 'DAYS', 'daysFixedAssetsTurnover'),
+                      content: '${indicate.daysFixedAssetsTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '总资产周转率', 'FINANCE', 'totalAssetsTurnover'),
+                      content: '${indicate.totalAssetsTurnover}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '总资产周转天', 'DAYS', 'daysTotalAssetsTurnover'),
+                      content: '${indicate.daysTotalAssetsTurnover}',
+                    },
+                  ],
+                },
                {type: 'divider'},
              ],
            },