feat: 增加财务报表近5年图表展示

leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/controller/StockController.java

@@ -1,11 +1,14 @@
 package com.lanyuanxiaoyao.leopard.server.controller;
 
+import cn.hutool.core.bean.BeanUtil;
 import com.lanyuanxiaoyao.leopard.core.entity.Stock;
 import com.lanyuanxiaoyao.leopard.server.helper.NumberHelper;
 import com.lanyuanxiaoyao.leopard.server.service.StockService;
 import com.lanyuanxiaoyao.service.template.controller.GlobalResponse;
 import com.lanyuanxiaoyao.service.template.controller.SimpleControllerSupport;
 import java.time.LocalDate;
+import java.util.List;
+import java.util.Map;
 import java.util.function.Function;
 import org.springframework.web.bind.annotation.GetMapping;
 import org.springframework.web.bind.annotation.PathVariable;
@@ -44,7 +47,11 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
       balanceSheet
         .map(bs -> new BalanceSheetItem(
           NumberHelper.formatFinanceDouble(bs.getTotalAssets()),
-          NumberHelper.formatFinanceDouble(bs.getTotalLiabilities())
+          NumberHelper.formatFinanceDouble(bs.getTotalCurrentAssets()),
+          NumberHelper.formatFinanceDouble(bs.getTotalNonCurrentAssets()),
+          NumberHelper.formatFinanceDouble(bs.getTotalLiabilities()),
+          NumberHelper.formatFinanceDouble(bs.getTotalCurrentLiabilities()),
+          NumberHelper.formatFinanceDouble(bs.getTotalNonCurrentLiabilities())
         ))
         .orElse(new BalanceSheetItem()),
       income
@@ -62,6 +69,24 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
     ));
   }
 
+  private GlobalResponse<Map<String, Object>> convertFinanceChartData(List<?> data, String field) {
+    return GlobalResponse.responseDetailData(
+      data.stream()
+        .map(item -> BeanUtil.getFieldValue(item, field))
+        .toList()
+    );
+  }
+
+  @GetMapping("finance/{id}/{type}/{field}")
+  public GlobalResponse<Map<String, Object>> financeCharts(@PathVariable("id") Long id, @PathVariable("type") String type, @PathVariable("field") String field) {
+    return switch (type) {
+      case "balanceSheet" -> convertFinanceChartData(stockService.findBalanceSheetRecent(id, 5), field);
+      case "income" -> convertFinanceChartData(stockService.findIncomeRecent(id, 5), field);
+      case "cashflow" -> convertFinanceChartData(stockService.findCashFlowRecent(id, 5), field);
+      default -> throw new IllegalStateException("Unexpected value: " + type);
+    };
+  }
+
   @Override
   protected Function<Void, Stock> saveItemMapper() {
     throw new UnsupportedOperationException();
@@ -111,10 +136,18 @@ public class StockController extends SimpleControllerSupport<Stock, Void, StockC
 
   public record BalanceSheetItem(
     String totalAssets,
-    String totalLiabilities
+    String totalCurrentAssets,
+    String totalNonCurrentAssets,
+    String totalLiabilities,
+    String totalCurrentLiabilities,
+    String totalNonCurrentLiabilities
   ) {
     public BalanceSheetItem() {
       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
       );

leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/helper/NumberHelper.java

@@ -1,5 +1,6 @@
 package com.lanyuanxiaoyao.leopard.server.helper;
 
+import cn.hutool.core.util.NumberUtil;
 import cn.hutool.core.util.ObjectUtil;
 import cn.hutool.core.util.StrUtil;
 import java.util.function.Function;
@@ -15,7 +16,7 @@ public class NumberHelper {
     if (ObjectUtil.isNull(value)) {
       return FINANCE_NULL_DOUBLE;
     }
-    return value.toString();
+    return NumberUtil.decimalFormat("#.##", value);
   }
 
   public static Double parseDouble(String value) {

leopard-server/src/main/java/com/lanyuanxiaoyao/leopard/server/service/StockService.java

@@ -1,8 +1,11 @@
 package com.lanyuanxiaoyao.leopard.server.service;
 
 import com.lanyuanxiaoyao.leopard.core.entity.BalanceSheet;
+import com.lanyuanxiaoyao.leopard.core.entity.BalanceSheet_;
 import com.lanyuanxiaoyao.leopard.core.entity.CashFlow;
+import com.lanyuanxiaoyao.leopard.core.entity.CashFlow_;
 import com.lanyuanxiaoyao.leopard.core.entity.Income;
+import com.lanyuanxiaoyao.leopard.core.entity.Income_;
 import com.lanyuanxiaoyao.leopard.core.entity.QBalanceSheet;
 import com.lanyuanxiaoyao.leopard.core.entity.QCashFlow;
 import com.lanyuanxiaoyao.leopard.core.entity.QIncome;
@@ -12,8 +15,11 @@ import com.lanyuanxiaoyao.leopard.core.repository.CashFlowRepository;
 import com.lanyuanxiaoyao.leopard.core.repository.IncomeRepository;
 import com.lanyuanxiaoyao.leopard.core.repository.StockRepository;
 import com.lanyuanxiaoyao.service.template.service.SimpleServiceSupport;
+import java.time.LocalDate;
+import java.util.List;
 import java.util.Optional;
 import lombok.extern.slf4j.Slf4j;
+import org.springframework.data.domain.Sort;
 import org.springframework.stereotype.Service;
 
 /**
@@ -56,4 +62,31 @@ public class StockService extends SimpleServiceSupport<Stock> {
         .and(QCashFlow.cashFlow.stock.id.eq(stockId))
     );
   }
+
+  public List<BalanceSheet> findBalanceSheetRecent(Long stockId, int years) {
+    var current = LocalDate.now();
+    return balanceSheetRepository.findAll(
+      QBalanceSheet.balanceSheet.stock.id.eq(stockId)
+        .and(QBalanceSheet.balanceSheet.year.between(current.minusYears(years).getYear(), current.getYear())),
+      Sort.by(Sort.Direction.ASC, BalanceSheet_.YEAR)
+    );
+  }
+
+  public List<Income> findIncomeRecent(Long stockId, int years) {
+    var current = LocalDate.now();
+    return incomeRepository.findAll(
+      QIncome.income.stock.id.eq(stockId)
+        .and(QIncome.income.year.between(current.minusYears(years).getYear(), current.getYear())),
+      Sort.by(Sort.Direction.ASC, Income_.YEAR)
+    );
+  }
+
+  public List<CashFlow> findCashFlowRecent(Long stockId, int years) {
+    var current = LocalDate.now();
+    return cashFlowRepository.findAll(
+      QCashFlow.cashFlow.stock.id.eq(stockId)
+        .and(QCashFlow.cashFlow.year.between(current.minusYears(years).getYear(), current.getYear())),
+      Sort.by(Sort.Direction.ASC, CashFlow_.YEAR)
+    );
+  }
 }

leopard-web/src/pages/stock/StockDetail.tsx

@@ -1,6 +1,149 @@
 import React from 'react'
 import {useParams} from 'react-router'
-import {amisRender, commonInfo, remoteMappings} from '../../util/amis.tsx'
+import {amisRender, commonInfo, readOnlyDialogOptions, remoteMappings} from '../../util/amis.tsx'
+import type {Schema} from 'amis'
+
+const financePropertyLabel = (id: string | undefined, label: string, type: string, field: string): Schema => {
+  if (!id) {
+    return {
+      type: 'tpl',
+      tpl: label,
+    }
+  }
+  let current = new Date().getFullYear()
+  return {
+    type: 'wrapper',
+    size: 'none',
+    body: [
+      label,
+      {
+        className: 'ml-1 text-secondary',
+        type: 'action',
+        label: '',
+        icon: 'fa fa-eye',
+        level: 'link',
+        size: 'xs',
+        tooltip: '查看五年趋势',
+        tooltipPlacement: 'top',
+        actionType: 'dialog',
+        dialog: {
+          title: `${label}五年趋势`,
+          size: 'md',
+          bodyClassName: 'p-0',
+          ...readOnlyDialogOptions(),
+          body: {
+            type: 'chart',
+            api: `get:${commonInfo.baseUrl}/stock/finance/${id}/${type}/${field}`,
+            height: 500,
+            config: {
+              tooltip: {
+                trigger: 'axis',
+                backgroundColor: 'rgba(255, 255, 255, 0.9)',
+                borderColor: '#ccc',
+                borderWidth: 1,
+                textStyle: {
+                  color: '#333',
+                },
+                padding: [10, 15],
+              },
+              grid: {
+                left: '5%',
+                right: '5%',
+                top: '10%',
+                bottom: '15%',
+                containLabel: true,
+              },
+              xAxis: {
+                type: 'category',
+                data: [
+                  current - 5,
+                  current - 4,
+                  current - 3,
+                  current - 2,
+                  current - 1,
+                ],
+                axisLine: {
+                  lineStyle: {
+                    color: '#e0e0e0',
+                  },
+                },
+                axisLabel: {
+                  color: '#666',
+                  fontWeight: 'bold',
+                },
+                axisTick: {
+                  show: false,
+                },
+              },
+              yAxis: {
+                type: 'value',
+                show: true,
+                splitLine: {
+                  lineStyle: {
+                    type: 'dashed',
+                    color: '#f0f0f0',
+                  },
+                },
+                axisLine: {
+                  show: false,
+                },
+                axisLabel: {
+                  color: '#999',
+                  fontSize: 12,
+                },
+                axisTick: {
+                  show: false,
+                },
+              },
+              series: [
+                {
+                  data: '${detail || []}',
+                  type: 'line',
+                  smooth: true,
+                  showSymbol: true,
+                  symbolSize: 6,
+                  lineStyle: {
+                    width: 3,
+                    color: '#4096ff',
+                    shadowColor: 'rgba(64, 150, 255, 0.3)',
+                    shadowBlur: 5,
+                    shadowOffsetY: 2,
+                  },
+                  itemStyle: {
+                    color: '#4096ff',
+                    borderWidth: 2,
+                    borderColor: '#fff',
+                  },
+                  areaStyle: {
+                    color: {
+                      type: 'linear',
+                      x: 0,
+                      y: 0,
+                      x2: 0,
+                      y2: 1,
+                      colorStops: [{
+                        offset: 0, color: 'rgba(64, 150, 255, 0.2)',
+                      }, {
+                        offset: 1, color: 'rgba(64, 150, 255, 0.01)',
+                      }],
+                    },
+                  },
+                  label: {
+                    show: true,
+                    position: 'top',
+                    color: '#333',
+                    fontWeight: 'bold',
+                    fontSize: 12,
+                  },
+                },
+              ],
+            },
+          },
+        },
+      },
+    ],
+  }
+}
 
 function StockDetail() {
   const {id} = useParams()
@@ -39,8 +182,30 @@ function StockDetail() {
                   className: 'my-2',
                   type: 'property',
                   items: [
-                    {label: '总资产', content: '${balanceSheet.totalAssets}'},
+                    {
-                    {label: '总负债', content: '${balanceSheet.totalLiabilities}'},
+                      label: financePropertyLabel(id, '总资产', 'balanceSheet', 'totalAssets'),
+                      content: '${balanceSheet.totalAssets}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '流动资产', 'balanceSheet', 'totalCurrentAssets'),
+                      content: '${balanceSheet.totalCurrentAssets}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '非流动资产', 'balanceSheet', 'totalNonCurrentAssets'),
+                      content: '${balanceSheet.totalNonCurrentAssets}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '总负债', 'balanceSheet', 'totalLiabilities'),
+                      content: '${balanceSheet.totalLiabilities}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '流动负债', 'balanceSheet', 'totalCurrentLiabilities'),
+                      content: '${balanceSheet.totalCurrentLiabilities}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '非流动负债', 'balanceSheet', 'totalNonCurrentLiabilities'),
+                      content: '${balanceSheet.totalNonCurrentLiabilities}',
+                    },
                   ],
                 },
                 '利润表',
@@ -48,9 +213,18 @@ function StockDetail() {
                   className: 'my-2',
                   type: 'property',
                   items: [
-                    {label: '营业总收入', content: '${income.totalOperatingRevenue}'},
+                    {
-                    {label: '营业总成本', content: '${income.totalOperatingCost}'},
+                      label: financePropertyLabel(id, '营业总收入', 'income', 'totalOperatingRevenue'),
-                    {label: '营业总利润', content: '${income.totalProfit}'},
+                      content: '${income.totalOperatingRevenue}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '营业总成本', 'income', 'totalOperatingCost'),
+                      content: '${income.totalOperatingCost}',
+                    },
+                    {
+                      label: financePropertyLabel(id, '营业总利润', 'income', 'totalProfit'),
+                      content: '${income.totalProfit}',
+                    },
                   ],
                 },
                 '现金流量表',
@@ -58,7 +232,10 @@ function StockDetail() {
                   className: 'my-2',
                   type: 'property',
                   items: [
-                    {label: '净利润', content: '${cashFlow.netProfit}'},
+                    {
+                      label: financePropertyLabel(id, '净利润', 'cashflow', 'netProfit'),
+                      content: '${cashFlow.netProfit}',
+                    },
                   ],
                 },
                 {type: 'divider'},