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feat: 前端分離+功能api化

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1. 新增資產管理CRUD、googleOAuth登入
2. 更改原記帳controller
This commit is contained in:
henry yo
2026-06-25 14:19:07 +08:00
parent 7bb931c97b
commit 85972f950c
70 changed files with 4754 additions and 1520 deletions
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23
app/Console/Commands/DebugGmailJob.php Normal file
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<?php
namespace App\Console\Commands;
use Illuminate\Console\Command;
use App\Models\User;
use Google\Client as GoogleClient;
use App\Jobs\FetchAndParseGmailInvoices;
class DebugGmailJob extends Command
{
protected $signature = 'gmail:debug-job';
protected $description = '繞過Job快取，直接在終端機打印最新未讀信件';
public function handle()
{
$this->info("🔄 正在讀取 User ID 1 的 Google 憑證...");
$user = User::find(1);
app(FetchAndParseGmailInvoices::class, ['user' => $user])->handle(new \App\Services\GmailParserService());
}
}

162
app/Console/Commands/FetchGmailInvoices.php Normal file
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<?php
namespace App\Jobs;
use Illuminate\Bus\Queueable;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Foundation\Bus\Dispatchable;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Str;
use App\Models\User;
use App\Models\Expense;
use App\Services\GmailParserService;
use Google\Client as GoogleClient;
use Google\Service\Gmail;
use Illuminate\Support\Facades\Log;
use Carbon\Carbon;
class FetchAndParseGmailInvoices implements ShouldQueue
{
use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
protected $user;
public function __construct(User $user)
{
$this->user = $user;
}
public function handle(GmailParserService $parserService)
{
Log::info("====== [DEBUG START] 開始執行 Gmail 抓信任務 ======");
if (!$this->user->google_refresh_token) {
Log::error("❌ 失敗：User ID {$this->user->id} 缺乏 google_refresh_token");
return;
}
try {
Log::info("🔄 正在初始化 Google Client & 刷新 Token...");
$client = new GoogleClient();
$client->setClientId(config('services.google.client_id'));
$client->setClientSecret(config('services.google.client_secret'));
$client->refreshToken($this->user->google_refresh_token);
$gmailService = new Gmail($client);
$afterDate = Carbon::now()->subDays(3)->format('Y/m/d');
$searchQuery = "from:cathaybk.com.tw subject:消費彙整通知 after:{$afterDate}";
Log::info("🔍 正在向 Google API 發送搜尋 Query: [{$searchQuery}]");
$response = $gmailService->users_messages->listUsersMessages('me', [
'q' => $searchQuery,
'maxResults' => 10
]);
$messages = $response->getMessages();
if (empty($messages)) {
Log::warning("⚠️ 警告：Google API 回傳空陣列！");
return;
}
Log::info("🎯 成功拿到信件清單！總共發現 " . count($messages) . " 封潛在信件，開始逐封處理...");
foreach ($messages as $index => $msgItem) {
$msgId = $msgItem->getId();
Log::info("--- [處理第 " . ($index + 1) . " 封信] ID: {$msgId} ---");
$message = $gmailService->users_messages->get('me', $msgId, ['format' => 'full']);
$payload = $message->getPayload();
$subject = '';
foreach ($payload->getHeaders() as $header) {
if ($header->getName() === 'Subject') {
$subject = $header->getValue();
break;
}
}
Log::info("📬 信件主旨: [{$subject}]");
$body = $this->getDecodedBody($payload);
Log::info("📄 內文解碼完成，準備丟入 Parser...");
// 1. 執行解析（現在國泰會回報陣列，其餘單筆通知我們手動把它包成陣列）
$parsedResult = $parserService->parse($subject, $body);
if (!$parsedResult) {
Log::error("❌ 失敗：GmailParserService 無法解析此信件內容");
continue;
}
// 💡 智慧防呆：如果回傳的是單筆消費（一維陣列），我們把它包成二維陣列，這樣下面統一用 foreach 處理
$expensesList = isset($parsedResult['amount']) ? [$parsedResult] : $parsedResult;
Log::info("✨ Parser 解析成功！共發現 " . count($expensesList) . " 筆刷卡消費項目，開始遍歷寫入...");
// 🔄 遍歷這封信裡面的每一筆刷卡紀錄
foreach ($expensesList as $parsedData) {
// 🟢 2. 智慧資產帳戶對照
$matchedAccountRule = \App\Models\AccountRule::where('user_id', $this->user->id)
->get()
->first(function ($rule) use ($subject) {
return Str::contains($subject, $rule->keyword);
});
$accountId = $matchedAccountRule ? $matchedAccountRule->account_id : null;
// 🟢 3. 智慧消費分類對照
$matchedCategoryRule = \App\Models\CategoryRule::where('user_id', $this->user->id)
->get()
->first(function ($rule) use ($parsedData) {
return Str::contains(strtoupper($parsedData['seller_name']), strtoupper($rule->keyword));
});
$categoryId = $matchedCategoryRule ? $matchedCategoryRule->category_id : null;
// 4. 💾 嘗試寫入資料庫
$expense = Expense::firstOrCreate(
[
'user_id' => $this->user->id,
'amount' => $parsedData['amount'],
'seller_name' => $parsedData['seller_name'],
'date' => $parsedData['date'],
],
[
'item_name' => $parsedData['item_name'],
'account_id' => $accountId,
'category_id' => $categoryId,
'note' => 'Gmail自動同步(多筆完全體)',
]
);
if ($expense->wasRecentlyCreated) {
Log::info("✅ 成功！建立全新消費: [{$parsedData['seller_name']}] 額度: [{$parsedData['amount']}], ID: {$expense->id}");
} else {
Log::info("ℹ️ 提示：[{$parsedData['seller_name']}] 額度: [{$parsedData['amount']}] 已存在，跳過。");
}
}
}
Log::info("====== [DEBUG END] Gmail 抓信任務順利結束 ======");
} catch (\Exception $e) {
Log::error("💥 崩潰！handle 內發生致命錯誤: " . $e->getMessage());
}
}
private function getDecodedBody($part)
{
$body = $part->getBody();
if ($body && $body->getData()) {
return base64_decode(str_replace(['-', '_'], ['+', '/'], $body->getData()));
}
$parts = $part->getParts();
if ($parts) {
foreach ($parts as $subPart) {
$result = $this->getDecodedBody($subPart);
if ($result) return $result;
}
}
return '';
}
}

40
app/Console/Commands/RefreshAllAssetPrices.php Normal file
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<?php
namespace App\Console\Commands;
use App\Jobs\UpdateAssetPriceJob;
use App\Models\InvestmentHolding;
use App\Models\Security;
use Illuminate\Console\Command;
class RefreshAllAssetPrices extends Command
{
// 執行此指令的名稱：php artisan asset:refresh-prices
protected $signature = 'asset:refresh-prices';
protected $description = '將全系統所有股票與基金的價格更新任務推入 Queue 佇列';
public function handle()
{
// 🟢 1. 從持倉表中撈出所有使用者「目前有在使用」且「不重複」的股票與基金代號
// 這樣能完美確保 2330 只會被爬一次，不會對證交所造成重複負擔
$uniqueHoldings = Security::select('code', 'type', 'name')
->groupBy('code', 'type', 'name') // 去除重複
->get();
$this->info("全系統共發現 " . $uniqueHoldings->count() . " 檔不重複的現役標的，開始指派更新任務...");
$delaySeconds = 0;
foreach ($uniqueHoldings as $holding) {
UpdateAssetPriceJob::dispatch(
$holding->code,
$holding->type,
$holding->name
)->delay(now()->addSeconds($delaySeconds));
$delaySeconds += 2;
}
$this->info("所有任務皆已成功排入背景 Queue，預計花費 {$delaySeconds} 秒消化完畢。");
}
}

115
app/Console/Commands/TestGmailFetch.php Normal file
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<?php
namespace App\Console\Commands;
use Illuminate\Console\Command;
use App\Models\User;
use Google\Client as GoogleClient;
use Google\Service\Gmail;
use Illuminate\Support\Facades\Log;
class TestGmailFetch extends Command
{
protected $signature = 'gmail:test-fetch';
protected $description = '測試抓取最新的一筆發票或刷卡信件，並輸出至 Log 中';
public function handle()
{
// 1. 抓取你剛才綁定成功的使用者（假設 ID 為 1）
$user = User::find(1);
if (!$user || !$user->google_refresh_token) {
$this->error('找不到使用者，或該使用者尚未擁有 google_refresh_token！');
return;
}
$this->info("🔄 正在初始化 Google Client 并刷新 Token...");
// 2. 初始化 Google Client
$client = new GoogleClient();
$client->setClientId(config('services.google.client_id'));
$client->setClientSecret(config('services.google.client_secret'));
// 用 refresh_token 去跟 Google 交換新的短期 access_token
$client->refreshToken($user->google_refresh_token);
$accessToken = $client->getAccessToken();
// 順手把新的 token 蓋回資料庫（防呆）
$user->update([
'google_access_token' => $accessToken['access_token'],
'google_token_expires_at' => now()->addSeconds($accessToken['expires_in']),
]);
// 3. 呼叫 Gmail 服務
$gmailService = new Gmail($client);
$this->info("🔍 正在透過標籤精準搜尋信用卡消費通知...");
$searchQuery = 'label:信用卡 -is:spam -is:trash';
$response = $gmailService->users_messages->listUsersMessages('me', [
'maxResults' => 1, // 先抓一筆來看內文
'q' => $searchQuery
]);
$messages = $response->getMessages();
if (empty($messages)) {
$this->warn('❌ 找不到任何符合關鍵字的信件！請確認你的 Gmail 裡有這種類型的信。');
return;
}
$msgId = $messages[0]->getId();
$this->info("🎯 成功找到信件 ID: {$msgId}，正在下載詳細內容...");
// 4. 抓取信件完整細節
$message = $gmailService->users_messages->get('me', $msgId, ['format' => 'full']);
$payload = $message->getPayload();
$headers = $payload->getHeaders();
// 解析主旨
$subject = '';
foreach ($headers as $header) {
if ($header->getName() === 'Subject') {
$subject = $header->getValue();
break;
}
}
// 解析內文 (處理可能存在的多重 Multipart 結構)
$body = $this->getDecodedBody($payload);
// 5. 🟢 核心現形：把內容原封不動地噴進 Log
Log::info("=== 【GMAIL 測試抓取成功】 ===");
Log::info("主旨: " . $subject);
Log::info("信件 ID: " . $msgId);
Log::info("=== 原始內文開始 ===");
Log::info($body);
Log::info("=== 原始內文結束 ===");
$this->info("✅ 抓取完畢！真實內容已成功寫入 storage/logs/laravel.log，快去打開瞧瞧吧！");
}
/**
* 輔助方法：遞迴解析 Gmail 的 Body 內容
*/
private function getDecodedBody($part)
{
$body = $part->getBody();
if ($body && $body->getData()) {
// Gmail 的 base64 比較特殊，需要把 - 和 _ 換回來
$sanitizedData = str_replace(['-', '_'], ['+', '/'], $body->getData());
return base64_decode($sanitizedData);
}
$parts = $part->getParts();
if ($parts) {
foreach ($parts as $subPart) {
$result = $this->getDecodedBody($subPart);
if ($result) return $result;
}
}
return '';
}
}

122
app/Http/Controllers/Api/AccountController.php Normal file
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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\Account;
use Illuminate\Http\Request;
class AccountController extends Controller
{
public function index(Request $request)
{
// 🟢 1. 預先載入 holdings、transactions 還有全新開荒好的 security 字典表！
$accounts = $request->user()->accounts()
->with(['holdings.transactions', 'holdings.security']) // 👈 確保能直接拿到最新價格
->get()
->map(function ($account) {
$data = $account->toArray();
// 🟢 2. 處理股票與基金的成本與估計現值計算
if (in_array($account->type, ['stock', 'fund'])) {
$totalCost = 0;
$totalValue = 0;
foreach ($account->holdings as $holding) {
// 🟢 修正 1：直接拿資料庫存好的庫存股數，不用再去 transactions 加減計算
$remainingShares = floatval($holding->shares);
if ($remainingShares > 0) {
// 🟢 修正 2：拿到最新價格 (如果沒抓到就先給一個暫時的預設值，例如 10，方便你 debug 畫面)
$currentPrice = floatval($holding->security?->latest_price ?? 0);
if ($currentPrice == 0) {
// 💡 Debug 觀測：如果還是 0，我們先用 avg_cost 頂替，或者去手動確認 securities 表有沒有真的更新到價格
$currentPrice = floatval($holding->avg_cost ?? 0);
}
// 總現值 = 剩餘單位 * 最新價格
$totalValue += ($remainingShares * $currentPrice);
// 總成本：直接拿你畫面上已經有的 avg_cost * shares 算最快最準！
$avgCost = floatval($holding->avg_cost ?? 0);
$totalCost += ($remainingShares * $avgCost);
}
}
// 🟢 捨入並塞入回傳陣列
$data['total_cost'] = round($totalCost); // 持倉成本
$data['total_value'] = round($totalValue); // 目前市值
// 💡 關鍵補強：計算總損益與總報酬率並塞回陣列，消滅前端的 NaN%！
$totalProfit = $totalValue - $totalCost;
$totalRate = $totalCost > 0 ? ($totalProfit / $totalCost) * 100 : 0;
// 🚨 請確認這裡的 Key 名稱（例如 total_profit 或是 unrealized_profit），
// 要跟你在 Vue 前端 account.xxx 綁定的欄位名稱一模一樣喔！
$data['total_profit'] = round($totalProfit);
$data['total_rate'] = round($totalRate, 2);
}
// 處理信用卡
if ($account->type === 'credit_card') {
$data['unpaid_amount'] = $account->unpaidAmount();
}
return $data;
});
return response()->json($accounts);
}
public function store(Request $request)
{
$validated = $request->validate([
'name' => 'required|string|max:255',
'type' => 'required|in:cash,bank,stock,fund,wallet,credit_card',
'currency' => 'nullable|string|max:10',
'balance' => 'nullable|numeric',
'note' => 'nullable|string',
'billing_day' => 'nullable|integer|min:1|max:31',
'payment_day' => 'nullable|integer|min:1|max:31',
]);
$account = $request->user()->accounts()->create($validated);
return response()->json($account, 201);
}
public function show(Request $request, string $id)
{
$account = $request->user()->accounts()->findOrFail($id);
return response()->json($account);
}
public function update(Request $request, string $id)
{
$account = $request->user()->accounts()->findOrFail($id);
$validated = $request->validate([
'name' => 'sometimes|string|max:255',
'type' => 'sometimes|in:cash,bank,stock,fund,wallet,credit_card',
'currency' => 'nullable|string|max:10',
'balance' => 'nullable|numeric',
'note' => 'nullable|string',
'billing_day' => 'nullable|integer|min:1|max:31',
'payment_day' => 'nullable|integer|min:1|max:31',
]);
$account->update($validated);
return response()->json($account);
}
public function destroy(Request $request, string $id)
{
$account = $request->user()->accounts()->findOrFail($id);
$account->delete();
return response()->json(null, 204);
}
}

31
app/Http/Controllers/CategoryController.php → app/Http/Controllers/Api/CategoryController.php
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@@ -1,7 +1,8 @@
<?php
namespace App\Http\Controllers;
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\Category;
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
use Illuminate\Http\Request;
@@ -10,6 +11,10 @@ class CategoryController extends Controller
{
use AuthorizesRequests;
/**
* 新增分類
* POST /api/categories
*/
public function store(Request $request)
{
$validated = $request->validate([
@@ -18,14 +23,19 @@ class CategoryController extends Controller
'icon' => 'nullable|string|max:50',
]);
Category::create([
$category = Category::create([
...$validated,
'user_id' => auth()->id(),
'user_id' => $request->user()->id,
]);
return redirect()->back();
// 🟢 修正：回傳剛剛建立的 JSON 資料與 201 狀態碼給前端 push 入陣列
return response()->json($category, 201);
}
/**
* 修改分類
* PUT /api/categories/{category}
*/
public function update(Request $request, Category $category)
{
$this->authorize('update', $category);
@@ -36,13 +46,20 @@ class CategoryController extends Controller
]);
$category->update($validated);
return redirect()->back();
// 🟢 修正：回傳修改後的最新資料，讓前端動態替換
return response()->json($category);
}
/**
* 刪除分類
* DELETE /api/categories/{category}
*/
public function destroy(Category $category)
{
$this->authorize('delete', $category);
$category->delete();
return redirect()->back();
return response()->json(['message' => '分類刪除成功']);
}
}
}

50
app/Http/Controllers/Api/CategoryRuleController.php Normal file
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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\CategoryRule;
use Illuminate\Http\Request;
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
class CategoryRuleController extends Controller
{
use AuthorizesRequests;
/**
* 新增自動分類規則
* POST /api/category-rules
*/
public function store(Request $request)
{
$validated = $request->validate([
'keyword' => 'required|string|max:255',
'category_id' => 'required|exists:categories,id',
]);
$rule = CategoryRule::create([
...$validated,
'user_id' => $request->user()->id,
]);
// 🟢 核心優化：必須預先載入 category 關聯，否則前端拿到這筆規則物件時，會無法渲染它的分類標籤
$rule->load('category');
return response()->json($rule, 201);
}
/**
* 刪除自動分類規則
* DELETE /api/category-rules/{categoryRule}
*/
public function destroy(CategoryRule $categoryRule)
{
if ($categoryRule->user_id !== $request->user()->id) {
return response()->json(['error' => '未經授權'], 403);
}
$categoryRule->delete();
return response()->json(['message' => '自動分類規則刪除成功']);
}
}

114
app/Http/Controllers/Api/DashboardController.php Normal file
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<?php
namespace App\Http\Controllers\Api;
use App\Models\Expense;
use Illuminate\Support\Facades\Auth;
use Carbon\Carbon;
use App\Http\Controllers\Controller;
use Illuminate\Support\Facades\DB;
class DashboardController extends Controller
{
public function index()
{
$userId = Auth::id();
$now = Carbon::now();
// 1. 本月基礎統計 (用一個查詢同時撈出「總金額」與「總筆數」)
$monthStats = Expense::where('user_id', $userId)
->whereYear('date', $now->year)
->whereMonth('date', $now->month)
->selectRaw('SUM(amount) as total_amount, COUNT(id) as total_count')
->first();
$monthlyTotal = (float) ($monthStats->total_amount ?? 0);
$monthlyCount = (int) ($monthStats->total_count ?? 0);
// 2. 本月分類統計（圓餅圖）- 保持集合操作即可
$categoryStats = Expense::with('category')
->where('user_id', $userId)
->whereYear('date', $now->year)
->whereMonth('date', $now->month)
->get()
->groupBy(fn($e) => $e->category?->name ?? '未分類')
->map(fn($group, $name) => [
'name' => $name,
'total' => (float) $group->sum('amount'),
'color' => $group->first()->category?->color ?? '#6B7280',
])
->values();
// 3. 近 6 個月趨勢優化：一次性撈出半年內的所有資料，避免 6 次 SQL 查詢
$sixMonthsAgo = $now->copy()->subMonths(5)->startOfMonth();
$endOfCurrentMonth = $now->copy()->endOfMonth();
// 建立近 6 個月的初始月份清單（例如 ['2026/01' => 0.0, '2026/02' => 0.0 ... ]）
$monthlyTrendData = collect(range(5, 0))->mapWithKeys(function ($i) use ($now) {
$monthStr = $now->copy()->subMonths($i)->format('Y/m');
return [$monthStr => 0.0];
})->toArray();
// ➔ (A) 撈取一般消費 (未開啟分攤)
$isPostgres = DB::connection()->getDriverName() === 'pgsql';
$dateGroupRaw = $isPostgres ? "to_char(date, 'YYYY/MM')" : "DATE_FORMAT(date, '%Y/%m')";
$normalExpenses = Expense::where('user_id', $userId)
->where('is_amortized', false)
->where('date', '>=', $sixMonthsAgo)
->selectRaw("{$dateGroupRaw} as month, SUM(amount) as total")
->groupBy('month')
->get();
foreach ($normalExpenses as $expense) {
if (array_key_exists($expense->month, $monthlyTrendData)) {
$monthlyTrendData[$expense->month] += (float) $expense->total;
}
}
// ➔ (B) 智慧分攤消費 (處理跨月、跨年、半年繳大魔王 🎯)
// 撈出所有歸屬期間有交集到這 6 個月範圍內的分攤費用
$amortizedExpenses = Expense::where('user_id', $userId)
->where('is_amortized', true)
->where(function ($query) use ($sixMonthsAgo, $endOfCurrentMonth) {
$query->where('period_start', '<=', $endOfCurrentMonth)
->where('period_end', '>=', $sixMonthsAgo);
})
->get();
foreach ($amortizedExpenses as $expense) {
$start = Carbon::parse($expense->period_start)->startOfMonth();
$end = Carbon::parse($expense->period_end)->endOfMonth();
// 計算這筆費用的總跨月份數 (至少為 1 個月)
$totalMonths = max(1, $start->diffInMonths($end) + 1);
// 算出每月平均攤提金額
$monthlyShare = (float) $expense->amount / $totalMonths;
// 跑這 6 個月的迴圈，看有沒有落在這筆費用的歸屬區間內
foreach ($monthlyTrendData as $monthStr => $currentTotal) {
$currentMonthObj = Carbon::createFromFormat('Y/m', $monthStr)->startOfMonth();
// 如果圖表上的這個月份，剛好在費用的歸屬起訖之內，就把每月平均金額灌進去！
if ($currentMonthObj->betweenIncluded($start, $end)) {
$monthlyTrendData[$monthStr] += $monthlyShare;
}
}
}
// 轉回前端圖表要的格式
$monthlyTrend = collect($monthlyTrendData)->map(function ($total, $monthStr) {
return [
'month' => $monthStr,
'total' => round($total, 2), // 四捨五入到小數點兩位
];
})->values();
return response()->json([
'monthlyTotal' => $monthlyTotal,
'monthlyCount' => $monthlyCount,
'categoryStats' => $categoryStats,
'monthlyTrend' => $monthlyTrend,
]);
}
}

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<?php
namespace App\Http\Controllers\Api; // 💡 建議放到 Api 命名空間下
use App\Http\Controllers\Controller;
use App\Models\Category;
use App\Models\CategoryRule;
use App\Models\Expense;
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
use Illuminate\Http\Request;
class ExpenseController extends Controller
{
use AuthorizesRequests;
/**
* 1. 取得使用者所有支出明細
* GET /api/expenses
*/
public function index()
{
$expenses = Expense::with('category')
->where('user_id', auth()->id())
->orderBy('date', 'desc')
->get();
return response()->json($expenses);
}
/**
* 2. 取得使用者所有的消費分類
* GET /api/categories
*/
public function categories()
{
$categories = Category::where('user_id', auth()->id())->get();
return response()->json($categories);
}
/**
* 3. 取得使用者所有的自動分類規則
* GET /api/category-rules
*/
public function categoryRules()
{
$rules = CategoryRule::with('category')
->where('user_id', auth()->id())
->get();
return response()->json($rules);
}
/**
* 4. 手動新增支出明細
* POST /api/expenses
*/
public function store(Request $request)
{
$validated = $request->validate([
'amount' => 'required|numeric|min:0',
'category_id' => 'nullable|exists:categories,id',
'item_name' => 'nullable|string|max:255',
'seller_name' => 'nullable|string|max:255',
'is_amortized' => 'boolean',
'period_start' => 'nullable|date',
'period_end' => 'nullable|date|after_or_equal:period_start',
'date' => 'required|date',
'note' => 'nullable|string|max:255',
]);
$expense = Expense::create([
...$validated,
'user_id' => $request->user()->id,
]);
// 🟢 核心優化：載入分類關聯，這樣前端拿到的 response.data 才能立刻顯示分類顏色
$expense->load('category');
return response()->json($expense, 201);
}
/**
* 5. 修改單筆支出
* PUT /api/expenses/{expense}
*/
public function update(Request $request, Expense $expense)
{
$this->authorize('update', $expense);
$validated = $request->validate([
'amount' => 'required|numeric|min:0',
'category_id' => 'nullable|exists:categories,id',
'item_name' => 'nullable|string|max:255',
'date' => 'required|date',
'note' => 'nullable|string|max:255',
'seller_name' => 'nullable|string|max:255',
'is_amortized' => 'boolean',
'period_start' => 'nullable|date',
'period_end' => 'nullable|date|after_or_equal:period_start',
]);
$expense->update($validated);
// 🟢 核心優化：同樣載入分類關聯
$expense->load('category');
return response()->json($expense);
}
/**
* 6. 刪除單筆支出
* DELETE /api/expenses/{expense}
*/
public function destroy(Expense $expense)
{
$this->authorize('delete', $expense);
$expense->delete();
return response()->json(['message' => '刪除成功']);
}
/**
* 7. 批量刪除支出
* POST /api/expenses/destroy-batch
*/
public function destroyBatch(Request $request)
{
$request->validate(['ids' => 'required|array']);
Expense::whereIn('id', $request->ids)
->where('user_id', $request->user()->id)
->delete();
return response()->json(['message' => '批量刪除成功']);
}
}

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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Jobs\UpdateAssetPriceJob;
use App\Models\Account;
use App\Models\InvestmentHolding;
use App\Models\Security;
use Illuminate\Http\Request;
class InvestmentHoldingController extends Controller
{
public function index(Request $request, string $accountId)
{
$account = $request->user()->accounts()->findOrFail($accountId);
// 🟢 1. 預先載入最新價格字典表關聯，避免 N+1 問題
$holdings = $account->holdings()->with('security')->get();
// 🟢 2. 透過 map 幫每檔持倉加工算出市值與報酬率
$processedHoldings = $holdings->map(function ($holding) {
$data = $holding->toArray();
$remainingShares = floatval($holding->shares);
$avgCost = floatval($holding->avg_cost);
// 預設給 0 或拿平均成本防呆
$currentPrice = floatval($holding->security?->latest_price ?? 0);
if ($currentPrice == 0) {
$currentPrice = $avgCost;
}
if ($remainingShares > 0) {
// 單一標的總成本
$totalCost = $remainingShares * $avgCost;
// 單一標目前市值
$currentValue = $remainingShares * $currentPrice;
// 單一標的未實現損益
$profit = $currentValue - $totalCost;
// 單一標的報酬率
$profitRate = $totalCost > 0 ? ($profit / $totalCost) * 100 : 0;
// 🟢 3. 塞入擴充數據欄位
$data['latest_price'] = $currentPrice;
$data['current_value'] = round($currentValue);
$data['profit'] = round($profit);
$data['profit_rate'] = round($profitRate, 2);
} else {
// 庫存為 0 的防呆
$data['latest_price'] = $currentPrice;
$data['current_value'] = 0;
$data['profit'] = 0;
$data['profit_rate'] = 0;
}
return $data;
});
// 傳回包含豐富績效數據的持倉清單
return response()->json($processedHoldings);
}
public function store(Request $request, string $accountId)
{
$account = $request->user()->accounts()->findOrFail($accountId);
$validated = $request->validate([
'type' => 'required|in:stock,fund',
'symbol' => 'required|string|max:20',
'name' => 'required|string|max:255',
]);
$holding = $account->holdings()->create($validated);
// 檢查security: 如果之前有資料不create, 如果之前沒有資料create
$security = Security::firstOrCreate(
['code' => $validated['symbol']], // 尋找條件
[
'type' => $validated['type'],
'name' => $validated['name'],
'source' => $request->input('source') ?? 'twse',
]
);
// 立即派發更新價格的任務
UpdateAssetPriceJob::dispatch($security->code, $security->type, $security->name);
return response()->json($holding, 201);
}
public function show(Request $request, string $accountId, string $id)
{
$account = $request->user()->accounts()->findOrFail($accountId);
$holding = $account->holdings()->findOrFail($id);
return response()->json($holding);
}
public function update(Request $request, string $accountId, string $id)
{
$account = $request->user()->accounts()->findOrFail($accountId);
$holding = $account->holdings()->findOrFail($id);
$validated = $request->validate([
'name' => 'sometimes|string|max:255',
]);
$holding->update($validated);
return response()->json($holding);
}
public function destroy(Request $request, string $accountId, string $id)
{
$account = $request->user()->accounts()->findOrFail($accountId);
$holding = $account->holdings()->findOrFail($id);
$holding->delete();
return response()->json(null, 204);
}
}

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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\InvestmentHolding;
use Illuminate\Http\Request;
class InvestmentTransactionController extends Controller
{
public function index(Request $request, string $holdingId)
{
$holding = InvestmentHolding::whereHas('account', function ($q) use ($request) {
$q->where('user_id', $request->user()->id);
})->findOrFail($holdingId);
return response()->json($holding->transactions()->orderBy('traded_at', 'desc')->get());
}
public function store(Request $request, string $holdingId)
{
$holding = InvestmentHolding::whereHas('account', function ($q) use ($request) {
$q->where('user_id', $request->user()->id);
})->findOrFail($holdingId);
$validated = $request->validate([
'action' => 'required|in:buy,sell',
'shares' => 'nullable|numeric|min:0',
'price' => 'nullable|numeric|min:0',
'fee' => 'nullable|numeric|min:0',
'tax' => 'nullable|numeric|min:0',
'traded_at' => 'required|date',
'note' => 'nullable|string',
'amount' => 'nullable|numeric|min:0', // 實際投入金額（基金用）
'nav' => 'nullable|numeric|min:0', // 淨值（基金用）
]);
$transaction = $holding->transactions()->create($validated);
// 更新持倉的 shares 和 avg_cost
$this->recalculateHolding($holding);
return response()->json($transaction, 201);
}
public function destroy(Request $request, string $holdingId, string $id)
{
$holding = InvestmentHolding::whereHas('account', function ($q) use ($request) {
$q->where('user_id', $request->user()->id);
})->findOrFail($holdingId);
$transaction = $holding->transactions()->findOrFail($id);
$transaction->delete();
$this->recalculateHolding($holding);
return response()->json(null, 204);
}
// 每次買賣後重新計算平均成本和持有股數
private function recalculateHolding(InvestmentHolding $holding): void
{
$transactions = $holding->transactions()->orderBy('traded_at')->get();
$totalUnits = 0;
$totalCost = 0;
$presentUnits = 0;
foreach ($transactions as $tx) {
if ($tx->action === 'buy') {
if ($holding->type === 'fund') {
$units = $tx->nav > 0 ? $tx->amount / $tx->nav : 0;
$totalCost += $tx->amount + $tx->fee;
$presentUnits += $units;
$totalUnits += $units;
} else {
$totalCost += $tx->shares * $tx->price + $tx->fee;
$presentUnits += $tx->shares;
$totalUnits += $tx->shares;
}
} else {
if ($holding->type === 'fund') {
$units = $tx->nav > 0 ? $tx->amount / $tx->nav : 0;
$totalUnits -= $units;
} else {
$totalUnits -= $tx->shares;
}
}
}
$holding->update([
'shares' => max(0, $totalUnits), // 總持有股數
'avg_cost' => $presentUnits > 0 ? $totalCost / $presentUnits : 0,
]);
}
}

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app/Http/Controllers/Api/InvoiceImportController.php Normal file
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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\Expense;
use App\Models\Category;
use App\Models\CategoryRule;
use Illuminate\Http\Request;
use Illuminate\Support\Facades\DB;
class InvoiceImportController extends Controller
{
/**
* 1. API 主入口：執行發票/帳本 CSV 上傳匯入
* POST /api/expenses/import
*/
public function store(Request $request)
{
$request->validate([
'file' => 'required|file',
]);
$file = $request->file('file');
$content = file_get_contents($file->getPathname());
$encoding = mb_detect_encoding($content, ['UTF-8', 'BIG-5', 'UTF-16LE', 'CP950'], true);
if ($encoding && $encoding !== 'UTF-8') {
$content = mb_convert_encoding($content, 'UTF-8', $encoding);
}
$content = preg_replace('/^\xEF\xBB\xBF/', '', $content);
$rules = CategoryRule::with('category')
->where('user_id', auth()->id())
->get();
// 智慧判定財政部官方載具格式
if (str_contains($content, '表頭=M') || str_contains($content, 'M|')) {
[$imported, $updated] = $this->importPipeInvoice($content, $rules);
$formatName = '財政部官方載具發票';
} else {
$handle = fopen('php://memory', 'r+');
fwrite($handle, $content);
rewind($handle);
$firstRow = fgetcsv($handle);
$format = $this->detectFormat($firstRow);
rewind($handle);
if ($format === 'andromoney') {
[$imported, $updated] = $this->importAndroMoney($handle);
$formatName = 'AndroMoney 帳本';
} else {
[$imported, $updated] = $this->importOldCommaInvoice($handle, $rules);
$formatName = '傳統扁平發票 CSV';
}
fclose($handle);
}
return response()->json([
'success' => true,
'imported' => $imported,
'updated' => $updated,
'message' => "【{$formatName}】匯入完成！成功新增 {$imported} 筆紀錄，自動跳過重複/負值金額共 {$updated} 筆。"
]);
}
/**
* 2. 財政部官網 Pipe 格式解析
*/
private function importPipeInvoice(string $content, $rules): array
{
$imported = 0;
$updated = 0;
$lines = preg_split('/\r\n|\r|\n/', $content);
$invoices = [];
foreach ($lines as $line) {
if (empty($line) || str_contains($line, '表頭=')) continue;
$parts = explode('|', $line);
$type = $parts[0] ?? '';
if ($type === 'M') {
$invNum = trim($parts[6] ?? '');
if (!$invNum) continue;
$invoices[$invNum] = [
'date' => trim($parts[3] ?? ''),
'seller' => trim($parts[5] ?? ''),
'amount' => (float)trim($parts[7] ?? 0),
'items' => []
];
} elseif ($type === 'D') {
$invNum = trim($parts[1] ?? '');
$itemName = trim($parts[3] ?? '');
if ($invNum && isset($invoices[$invNum]) && $itemName) {
$invoices[$invNum]['items'][] = $itemName;
}
}
}
DB::transaction(function () use ($invoices, $rules, &$imported, &$updated) {
foreach ($invoices as $invoiceNumber => $info) {
if ($info['amount'] < 0) {
$updated++;
continue;
}
$exists = Expense::where('user_id', auth()->id())
->where('invoice_number', $invoiceNumber)
->exists();
if ($exists) {
$updated++;
continue;
}
$d = $info['date'];
$formattedDate = (strlen($d) === 8) ? substr($d, 0, 4) . '-' . substr($d, 4, 2) . '-' . substr($d, 6, 2) : now()->toDateString();
$itemName = implode(', ', $info['items']);
if (mb_strlen($itemName) > 255) {
$itemName = mb_substr($itemName, 0, 252) . '...';
}
$categoryId = $this->guessCategory($info['seller'], $rules);
$expense = Expense::updateOrCreate(
[
'user_id' => auth()->id(),
'invoice_number' => $invoiceNumber,
],
[
'amount' => $info['amount'],
'date' => $formattedDate,
'seller_name' => $info['seller'],
'item_name' => $itemName ?: $info['seller'],
'note' => $info['seller'],
'category_id' => $categoryId,
]
);
if ($expense->wasRecentlyCreated) {
$imported++;
} else {
$updated++;
}
}
});
return [$imported, $updated];
}
/**
* 3. 舊版扁平逗號 CSV 匯入
*/
private function importOldCommaInvoice($handle, $rules): array
{
$imported = 0; $updated = 0;
while (($row = fgetcsv($handle)) !== false) {
if (count($row) < 8) continue;
$invoiceNumber = trim($row[2] ?? '');
$date = trim($row[1] ?? '');
$amount = trim($row[3] ?? '0');
$sellerName = trim($row[7] ?? '');
$itemName = trim($row[13] ?? '');
if (empty($invoiceNumber)) continue;
if ((float)$amount < 0) { $updated++; continue; }
$formattedDate = null;
if (strlen($date) === 8) {
$formattedDate = substr($date, 0, 4) . '-' . substr($date, 4, 2) . '-' . substr($date, 6, 2);
}
$exists = Expense::where('user_id', auth()->id())->where('invoice_number', $invoiceNumber)->exists();
if ($exists) { $updated++; continue; }
$categoryId = $this->guessCategory($sellerName, $rules);
// 🟢 校正：移除所有舊外鍵欄位，對齊 Migration
$expense = Expense::updateOrCreate(
[
'user_id' => auth()->id(),
'invoice_number' => $invoiceNumber
],
[
'amount' => (float)$amount,
'date' => $formattedDate ?: now()->toDateString(),
'seller_name' => $sellerName,
'item_name' => $itemName,
'note' => $sellerName,
'category_id' => $categoryId,
]
);
if ($expense->wasRecentlyCreated) { $imported++; } else { $updated++; }
}
return [$imported, $updated];
}
/**
* 4. AndroMoney 格式匯入
*/
private function importAndroMoney($handle): array
{
$imported = 0; $updated = 0;
fgetcsv($handle);
while (($row = fgetcsv($handle)) !== false) {
$row = array_map(fn($val) => mb_convert_encoding($val, 'UTF-8', 'Big5'), $row);
if (count($row) < 6) continue;
$amount = trim($row[2] ?? '0');
$catName = trim($row[3] ?? '');
$subCatName = trim($row[4] ?? '');
$date = trim($row[5] ?? '');
$note = trim($row[8] ?? '');
$sellerName = trim($row[13] ?? '');
if (preg_match('/^[0-9a-f]{20,}$/i', $note)) { $note = ''; }
if (empty($amount) || empty($date) || (float)$amount == 0) continue;
$formattedDate = null;
if (strlen($date) === 8 && is_numeric($date)) {
$formattedDate = substr($date, 0, 4) . '-' . substr($date, 4, 2) . '-' . substr($date, 6, 2);
}
if (!$formattedDate) { $updated++; continue; }
$categoryId = !empty($catName) ? $this->findOrCreateCategory($catName) : null;
$subcategoryId = (!empty($subCatName) && $categoryId) ? $this->findOrCreateCategory($subCatName, $categoryId) : null;
// 🟢 校正：AndroMoney 沒有發票號碼，所以單純用使用者、日期、金額與備註作防重判斷
$exists = Expense::where('user_id', auth()->id())
->where('date', $formattedDate)
->where('amount', abs((float)$amount))
->where('note', $note ?: $sellerName)
->exists();
if ($exists) {
$updated++;
continue;
}
Expense::create([
'user_id' => auth()->id(),
'amount' => abs((float)$amount),
'date' => $formattedDate,
'category_id' => $categoryId,
'subcategory_id' => $subcategoryId,
'note' => $note ?: $sellerName,
'seller_name' => $sellerName,
]);
$imported++;
}
return [$imported, $updated];
}
private function detectFormat(array $firstRow): string
{
if (isset($firstRow[1]) && str_contains($firstRow[1], 'AndroMoney')) { return 'andromoney'; }
return 'invoice';
}
private function findOrCreateCategory(string $name, ?int $parentId = null): int
{
$category = Category::firstOrCreate(
['user_id' => auth()->id(), 'name' => $name, 'parent_id' => $parentId],
['color' => $this->randomColor()]
);
return $category->id;
}
private function randomColor(): string
{
$colors = ['#EF4444', '#F59E0B', '#10B981', '#3B82F6', '#8B5CF6', '#EC4899', '#14B8A6', '#F97316'];
return $colors[array_rand($colors)];
}
private function guessCategory($sellerName, $rules)
{
foreach ($rules as $rule) {
if (str_contains($sellerName, $rule->keyword)) { return $rule->category_id; }
}
return null;
}
}

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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\Security;
use Illuminate\Http\Request;
use Illuminate\Support\Facades\Http;
class SecurityController extends Controller
{
public function index(Request $request)
{
$validated = $request->validate([
'type' => ['required', 'in:stock,etf,fund'],
'keyword' => ['required', 'string', 'min:1'],
]);
$results = Security::query()
->where('type', $validated['type'])
->where(function ($query) use ($validated) {
$query->where('code', 'ilike', "%{$validated['keyword']}%")
->orWhere('name', 'ilike', "%{$validated['keyword']}%");
})
->orderBy('code')
->limit(10)
->get(['code', 'name']);
if ($results->isEmpty()) {
if ($validated['type'] === 'fund') {
$res = Http::post("https://www.anuefund.com/anuefundApi/Search/Light", [
'keyword' => $validated['keyword'],
]);
if ($res->ok()) {
$data = $res->json();
foreach ($data['data']['result'] as $item) {
$results->push(new Security([
'code' => $item['fundID'],
'name' => $item['fundName'],
]));
}
}
}
}
return response()->json($results);
}
}

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app/Http/Controllers/Api/SecurityPriceController.php Normal file
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<?php
namespace App\Http\Controllers\Api;
use App\Http\Controllers\Controller;
use App\Models\InvestmentHolding;
use Illuminate\Http\Request;
use Illuminate\Support\Facades\DB;
use Carbon\Carbon;
use Illuminate\Support\Facades\Http;
class SecurityPriceController extends Controller
{
/**
* 最新價格/現值 API (自帶過期即時回補機制 ⚡)
* GET /api/holdings/{holdingId}/realtime
*/
public function showRealtime(Request $request, string $holdingId)
{
// 1. 驗證持倉是否屬於該使用者
$holding = InvestmentHolding::whereHas('account', function ($q) use ($request) {
$q->where('user_id', $request->user()->id);
})->findOrFail($holdingId);
// 2. 從本地字典表撈出紀錄
$security = DB::table('securities')->where('code', $holding->symbol)->first();
// 💡 關鍵判定：如果字典表根本沒這檔標的，或者資料「過期了」，就即時去戳外網更新
$needUpdate = false;
if (!$security) {
$needUpdate = true;
} else {
$lastUpdate = Carbon::parse($security->updated_at);
// 情境 A：最新價格的日期不是今天
if (!$lastUpdate->isToday()) {
$needUpdate = true;
}
// 情境 B：如果是今天的台股交易時間 (09:00 - 14:00)，且本地資料超過 15 分鐘沒更新，就幫他刷新
elseif (now()->between('09:00', '14:00') && now()->diffInMinutes($lastUpdate) > 15) {
$needUpdate = true;
}
}
if ($needUpdate) {
// 當場發動外網即時救援
$security = $this->fetchAndSaveRealtime($holding);
}
if (!$security) {
return response()->json(['error' => '無法取得該標的的最新價格資料'], 404);
}
// 3. 統一格式回傳給前端
return response()->json([
'symbol' => $holding->symbol,
'name' => $security->name,
'type' => $holding->type,
'latest_price' => (float) $security->latest_price,
'change_amount' => (float) ($security->change_amount ?? 0),
'change_rate' => (float) ($security->change_rate ?? 0),
'updated_at' => $security->updated_at,
]);
}
/**
* 內部方法：即時抓取外部市價並洗回資料庫字典表
*/
private function fetchAndSaveRealtime(InvestmentHolding $holding)
{
$priceData = [
'name' => $holding->name ?? $holding->symbol,
'latest_price' => 0.0,
'change_amount' => 0.0,
'change_rate' => 0.0,
];
// ----------------------------------------
// A. 股票實時抓取
// ----------------------------------------
if ($holding->type === 'stock') {
try {
$exchange = (str_starts_with($holding->symbol, '00') || strlen($holding->symbol) === 4) ? 'tse' : 'tse'; // 可依需求擴充 otc
$res = Http::timeout(5)->get("https://mis.twse.com.tw/stock/api/getStockInfo.jsp", [
'ex_ch' => "{$exchange}_{$holding->symbol}.tw",
'json' => 1,
'delay' => 0,
]);
if ($res->ok() && !empty($res->json('msgArray'))) {
$stock = $res->json('msgArray')[0];
if (isset($stock['^']) && !Carbon::parse($stock['^'])->isToday()) {
$existing = DB::table('securities')->where('code', $holding->symbol)->first();
if ($existing) return $existing;
}
$priceData['name'] = $stock['n'] ?? $priceData['name'];
$currentPrice = $stock['z'] !== '-' ? (float) $stock['z'] : (float) $stock['y'];
$prevPrice = (float) $stock['y'];
$priceData['latest_price'] = $currentPrice;
$priceData['change_amount'] = $currentPrice - $prevPrice;
$priceData['change_rate'] = $prevPrice > 0 ? (($currentPrice - $prevPrice) / $prevPrice) * 100 : 0;
}
} catch (\Exception $e) {
// 網路超時防呆，保留不崩潰
}
}
// ----------------------------------------
// B. 基金實時抓取
// ----------------------------------------
elseif ($holding->type === 'fund') {
try {
$res = Http::timeout(5)->get("https://www.anuefund.com/anuefundApi/FundDetail/FundInfo", [
'fundDetailEnum' => 'FundINFO',
'FundID' => $holding->symbol,
]);
if ($res->ok() && !empty($res->json('data.hearder'))) {
$header = $res->json('data.hearder');
if (isset($header['navDate']) && !Carbon::parse($header['navDate'])->isToday()) {
$existing = DB::table('securities')->where('code', $holding->symbol)->first();
if ($existing) return $existing;
}
$priceData['name'] = $header['fundName'] ?? $priceData['name'];
$priceData['latest_price'] = (float) $header['nav'];
// 鉅亨網實時 API 沒有給當日漲跌幅的話，這裡預設留空或 0
}
} catch (\Exception $e) {
// 防呆
}
}
// 如果連外部都抓不到且本地完全沒資料，就防呆返回 null
if ($priceData['latest_price'] == 0) {
$existing = DB::table('securities')->where('code', $holding->symbol)->first();
if ($existing) return $existing;
}
// 更新或新增進字典表
DB::table('securities')->updateOrInsert(
['code' => $holding->symbol],
[
'name' => $priceData['name'],
'type' => $holding->type,
'source' => $holding->type === 'stock' ? 'twse' : 'anue',
'latest_price' => $priceData['latest_price'],
'change_amount' => $priceData['change_amount'],
'change_rate' => $priceData['change_rate'],
'updated_at' => now(),
'created_at' => now(), // updateOrInsert 在更新時會自動忽略 created_at
]
);
return DB::table('securities')->where('code', $holding->symbol)->first();
}
/**
* 整合後的歷史紀錄 API (股票、基金共用)
* GET /api/holdings/{holdingId}/history
*/
public function history(Request $request, string $holdingId)
{
$holding = InvestmentHolding::whereHas('account', function ($q) use ($request) {
$q->where('user_id', $request->user()->id);
})->with(['transactions'])->findOrFail($holdingId);
// 找出最早的買入點作為時間起點
$firstTx = $holding->transactions->where('action', 'buy')->sortBy('traded_at')->first();
if (!$firstTx) return response()->json(['history' => [], 'buy_points' => []]);
$startDate = Carbon::parse($firstTx->traded_at)->toDateString();
// 拿持倉的 symbol 去字典表查出對應的歷史主鍵 id
$securityId = DB::table('securities')->where('code', $holding->symbol)->value('id');
if (!$securityId) {
return response()->json(['history' => [], 'buy_points' => []]);
}
// 從本地歷史資料庫撈取趨勢
$history = DB::table('security_price_histories')
->where('security_id', $securityId)
->where('price_date', '>=', $startDate)
->orderBy('price_date', 'asc')
->get(['price_date as date', 'price as close'])
->map(function ($item) {
return [
'date' => $item->date,
'close' => (float) $item->close
];
})
->toArray();
// 整合買賣點標記
$buyPoints = $holding->transactions
->where('action', 'buy')
->map(fn($tx) => [
'date' => Carbon::parse($tx->traded_at)->toDateString(),
'price' => (float) ($holding->type === 'fund'
? ($tx->nav ?? $tx->price ?? 0)
: ($tx->price ?? $tx->nav ?? 0)),
'note' => $tx->note ?? '買入',
])->values();
return response()->json([
'history' => $history,
'buy_points' => $buyPoints,
]);
}
public function accountTrend(Request $request, string $accountId)
{
$account = $request->user()->accounts()->findOrFail($accountId);
// 1. 撈出所有目前有庫存的持倉
$holdings = $account->holdings()->where('shares', '>', 0)->get();
// 🟢 關鍵修正：找出所有有庫存標的裡，最古老的一筆買入交易日期
$earliestTxDate = DB::table('investment_transactions')
->whereIn('holding_id', $holdings->pluck('id'))
->where('action', 'buy')
->orderBy('traded_at', 'asc')
->value('traded_at');
// 防呆：如果真的完全沒有交易紀錄，預設才走 30 天；有的話就以最古老日期為起點
$startDate = $earliestTxDate
? Carbon::parse($earliestTxDate)->toDateString()
: now()->subDays(30)->format('Y-m-d');
$securityIds = DB::table('securities')->whereIn('code', $holdings->pluck('symbol'))->pluck('id', 'code');
// 2. 撈取歷史紀錄 (此時起點已經完美回溯到 4 月甚至更早了)
$historyPrices = DB::table('security_price_histories')
->whereIn('security_id', $securityIds->values())
->where('price_date', '>=', $startDate)
->orderBy('price_date', 'asc')
->get()
->groupBy('security_id');
$chartData = [];
foreach ($holdings as $holding) {
$sid = $securityIds->get($holding->symbol);
if (!$sid) continue;
$prices = $historyPrices->get($sid) ?? collect();
$avgCost = floatval($holding->avg_cost);
if ($avgCost <= 0) continue;
$seriesData = [];
foreach ($prices as $hp) {
$dailyRate = ((floatval($hp->price) - $avgCost) / $avgCost) * 100;
$seriesData[] = [
'date' => $hp->price_date,
'rate' => round($dailyRate, 2)
];
}
$chartData[] = [
'symbol' => $holding->symbol,
'name' => $holding->name,
'data' => $seriesData
];
}
return response()->json($chartData);
}
}

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app/Http/Controllers/Auth/GoogleAuthController.php Normal file
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<?php
namespace App\Http\Controllers\Auth;
use App\Http\Controllers\Controller;
use App\Models\User;
use Illuminate\Support\Facades\Auth;
use Laravel\Socialite\Facades\Socialite;
class GoogleAuthController extends Controller
{
// 導向 Google 登入頁
public function redirect()
{
return Socialite::driver('google')
->scopes(['https://www.googleapis.com/auth/gmail.readonly'])
->with([
'access_type' => 'offline', // 💡 極其重要：強制要求 Google 回傳長期有效的 refresh_token
'prompt' => 'consent' // 💡 強制跳出授權提示，確保每次都能順利拿到憑證
])
->redirect();
}
// Google 打回來後處理
public function callback()
{
$googleUser = Socialite::driver('google')->stateless()->user();
$user = User::updateOrCreate(
['email' => $googleUser->getEmail()],
[
'name' => $googleUser->getName(),
'google_id' => $googleUser->getId(),
'avatar' => $googleUser->getAvatar(),
'password' => bcrypt(str()->random(24)),
'google_access_token' => $googleUser->token,
'google_refresh_token' => $googleUser->refreshToken, // 💡 只有第一次授權或加了 prompt=consent 才會給
'google_token_expires_at' => now()->addSeconds($googleUser->expiresIn),
]
);
if ($googleUser->refreshToken) {
$user->update(['google_refresh_token' => $googleUser->refreshToken]);
}
$token = $user->createToken('auth_token')->plainTextToken;
// 把 token 帶回前端
return redirect("http://localhost:5173/#/auth/callback?token={$token}&name=" . urlencode($user->name));
}
}

37
app/Http/Controllers/CategoryRuleController.php
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<?php
namespace App\Http\Controllers;
use App\Models\CategoryRule;
use Illuminate\Http\Request;
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
class CategoryRuleController extends Controller
{
use AuthorizesRequests;
public function store(Request $request)
{
$validated = $request->validate([
'keyword' => 'required|string|max:255',
'category_id' => 'required|exists:categories,id',
]);
CategoryRule::create([
...$validated,
'user_id' => auth()->id(),
]);
return redirect()->back();
}
public function destroy(CategoryRule $categoryRule)
{
if ($categoryRule->user_id !== auth()->id()) {
abort(403);
}
$categoryRule->delete();
return redirect()->back();
}
}

57
app/Http/Controllers/DashboardController.php
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<?php
namespace App\Http\Controllers;
use App\Models\Expense;
use Illuminate\Support\Facades\Auth;
use Inertia\Inertia;
use Carbon\Carbon;
class DashboardController extends Controller
{
public function index()
{
$userId = Auth::id();
$now = Carbon::now();
// 本月花費
$monthlyTotal = Expense::where('user_id', $userId)
->whereYear('date', $now->year)
->whereMonth('date', $now->month)
->sum('amount');
// 本月分類統計（圓餅圖）
$categoryStats = Expense::with('category')
->where('user_id', $userId)
->whereYear('date', $now->year)
->whereMonth('date', $now->month)
->get()
->groupBy(fn($e) => $e->category?->name ?? '未分類')
->map(fn($group, $name) => [
'name' => $name,
'total' => $group->sum('amount'),
'color' => $group->first()->category?->color ?? '#6B7280',
])
->values();
// 近6個月趨勢
$monthlyTrend = collect(range(5, 0))->map(function ($i) use ($userId, $now) {
$month = $now->copy()->subMonths($i);
$total = Expense::where('user_id', $userId)
->whereYear('date', $month->year)
->whereMonth('date', $month->month)
->sum('amount');
return [
'month' => $month->format('Y/m'),
'total' => (float) $total,
];
});
return Inertia::render('Dashboard', [
'monthlyTotal' => (float) $monthlyTotal,
'categoryStats' => $categoryStats,
'monthlyTrend' => $monthlyTrend,
]);
}
}

114
app/Http/Controllers/ExpenseController.php
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<?php
namespace App\Http\Controllers;
use App\Models\Category;
use App\Models\CategoryRule;
use App\Models\Expense;
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
use Illuminate\Http\Request;
use Inertia\Inertia;
class ExpenseController extends Controller
{
use AuthorizesRequests;
/**
* Display a listing of the resource.
*/
public function index()
{
$expenses = Expense::with('category')
->where('user_id', auth()->id())
->orderBy('date', 'desc')
->get();
$categories = Category::where('user_id', auth()->id())->get();
$rules = CategoryRule::with('category')
->where('user_id', auth()->id())
->get();
return Inertia::render('Expenses/Index', [
'expenses' => $expenses,
'categories' => $categories,
'rules' => $rules,
]);
}
/**
* Store a newly created resource in storage.
*/
public function store(Request $request)
{
$validated = $request->validate([
'amount' => 'required|numeric|min:0',
'category_id' => 'nullable|exists:categories,id',
'note' => 'nullable|string|max:255',
'date' => 'required|date',
]);
Expense::create([
...$validated,
'user_id' => auth()->id(),
]);
return redirect()->back();
}
/**
* Display the specified resource.
*/
public function show(Expense $expense)
{
//
}
/**
* Show the form for editing the specified resource.
*/
public function edit(Expense $expense)
{
//
}
/**
* Update the specified resource in storage.
*/
public function update(Request $request, Expense $expense)
{
$this->authorize('update', $expense);
$validated = $request->validate([
'amount' => 'required|numeric|min:0',
'category_id' => 'nullable|exists:categories,id',
'note' => 'nullable|string|max:255',
'date' => 'required|date',
]);
$expense->update($validated);
return redirect()->back();
}
/**
* Remove the specified resource from storage.
*/
public function destroy(Expense $expense)
{
$this->authorize('delete', $expense);
$expense->delete();
return redirect()->back();
}
public function destroyBatch(Request $request)
{
$request->validate(['ids' => 'required|array']);
Expense::whereIn('id', $request->ids)
->where('user_id', auth()->id())
->delete();
return redirect()->back();
}
}

258
app/Http/Controllers/InvoiceImportController.php
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<?php
namespace App\Http\Controllers;
use App\Models\Expense;
use App\Models\Category;
use App\Models\CategoryRule;
use Illuminate\Http\Request;
class InvoiceImportController extends Controller
{
// ── 自動偵測格式 ──
private function detectFormat(array $firstRow): string
{
// AndroMoney 第一行是 "Windows Excel", "理財幫手AndroMoney", 日期
if (isset($firstRow[1]) && str_contains($firstRow[1], 'AndroMoney')) {
return 'andromoney';
}
return 'invoice';
}
// ── 取得或建立分類 ──
private function findOrCreateCategory(string $name, ?int $parentId = null): int
{
$category = Category::firstOrCreate(
[
'user_id' => auth()->id(),
'name' => $name,
'parent_id' => $parentId,
],
[
'color' => $this->randomColor(),
]
);
return $category->id;
}
private function randomColor(): string
{
$colors = [
'#EF4444',
'#F59E0B',
'#10B981',
'#3B82F6',
'#8B5CF6',
'#EC4899',
'#14B8A6',
'#F97316',
];
return $colors[array_rand($colors)];
}
// ── 發票格式匯入 ──
private function importInvoice($handle, $rules): array
{
$imported = 0;
$updated = 0;
while (($row = fgetcsv($handle)) !== false) {
if (count($row) < 8) continue;
$invoiceNumber = trim($row[2] ?? '');
$date = trim($row[1] ?? '');
$amount = trim($row[3] ?? '0');
$sellerName = trim($row[7] ?? '');
$itemName = trim($row[13] ?? '');
if (empty($invoiceNumber)) continue;
if ((float)$amount < 0) {
$updated++;
continue;
}
$formattedDate = null;
if (strlen($date) === 8) {
$formattedDate = substr($date, 0, 4) . '-'
. substr($date, 4, 2) . '-'
. substr($date, 6, 2);
}
$exists = Expense::where('user_id', auth()->id())
->where('invoice_number', $invoiceNumber)
->exists();
if ($exists) {
$updated++;
continue;
}
$categoryId = $this->guessCategory($sellerName, $rules);
$expense = Expense::updateOrCreate(
[
'user_id' => auth()->id(),
'external_id' => $invoiceNumber,
],
[
'type' => 'expense',
'amount' => (float)$amount,
'date' => $formattedDate,
'seller_name' => $sellerName,
'item_name' => $itemName,
'invoice_number' => $invoiceNumber,
'note' => $sellerName,
'category_id' => $categoryId,
]
);
if ($expense->wasRecentlyCreated) {
$imported++;
} else {
$updated++;
}
}
return [$imported, $updated];
}
// ── AndroMoney 格式匯入 ──
private function importAndroMoney($handle): array
{
$imported = 0;
$updated = 0;
// 跳過標題列（第二行）
fgetcsv($handle);
while (($row = fgetcsv($handle)) !== false) {
// 轉換 Big5 → UTF-8
$row = array_map(fn($val) => mb_convert_encoding($val, 'UTF-8', 'Big5'), $row);
if (count($row) < 6) continue;
// 欄位對應
// A=0:id, B=1:幣別, C=2:金額, D=3:分類, E=4:子分類
// F=5:日期, G=6:付款, H=7:收款, I=8:備註, M=12:商家, N=13:uid
$amount = trim($row[2] ?? '0');
$catName = trim($row[3] ?? '');
$subCatName = trim($row[4] ?? '');
$date = trim($row[5] ?? '');
$payOut = trim($row[6] ?? '');
$payIn = trim($row[7] ?? '');
$note = trim($row[8] ?? '');
$sellerName = trim($row[13] ?? '');
// 過濾掉看起來像 uid 的值（32碼以上的hex字串）
if (preg_match('/^[0-9a-f]{20,}$/i', $note)) {
$note = '';
}
if (empty($amount) || empty($date)) continue;
if ((float)$amount == 0) continue;
// 日期格式轉換 20260106 → 2026-01-06
$formattedDate = null;
if (strlen($date) === 8 && is_numeric($date)) {
$formattedDate = substr($date, 0, 4) . '-'
. substr($date, 4, 2) . '-'
. substr($date, 6, 2);
}
// 日期無效就跳過
if (!$formattedDate) {
$updated++;
continue;
}
// 判斷收入/支出
// 付款欄有值 = 支出，收款欄有值 = 收入
$type = !empty($payIn) ? 'income' : 'expense';
// 取得或建立主分類
$categoryId = null;
if (!empty($catName)) {
$categoryId = $this->findOrCreateCategory($catName);
}
// 取得或建立子分類（掛在主分類下）
$subcategoryId = null;
if (!empty($subCatName) && $categoryId) {
$subcategoryId = $this->findOrCreateCategory($subCatName, $categoryId);
}
// uid 是 row[12]
$uid = trim($row[12] ?? '');
$expense = Expense::updateOrCreate(
[
'user_id' => auth()->id(),
'external_id' => $uid ?: null,
],
[
'type' => $type,
'amount' => abs((float)$amount),
'date' => $formattedDate,
'category_id' => $categoryId,
'subcategory_id' => $subcategoryId,
'note' => $note ?: $sellerName,
'seller_name' => $sellerName,
]
);
if ($expense->wasRecentlyCreated) {
$imported++;
} else {
$updated++;
}
}
return [$imported, $updated];
}
// ── 自動分類（發票用）──
private function guessCategory($sellerName, $rules)
{
foreach ($rules as $rule) {
if (str_contains($sellerName, $rule->keyword)) {
return $rule->category_id;
}
}
return null;
}
public function index()
{
return inertia('Expenses/Import');
}
public function store(Request $request)
{
$request->validate([
'file' => 'required|file|mimes:csv,txt',
]);
$file = $request->file('file');
$handle = fopen($file->getPathname(), 'r');
// 讀第一行偵測格式
$firstRow = fgetcsv($handle);
$format = $this->detectFormat($firstRow);
$rules = CategoryRule::with('category')
->where('user_id', auth()->id())
->get();
if ($format === 'andromoney') {
[$imported, $updated] = $this->importAndroMoney($handle);
} else {
[$imported, $updated] = $this->importInvoice($handle, $rules);
}
fclose($handle);
$formatName = $format === 'andromoney' ? 'AndroMoney' : '發票';
return redirect()->route('expenses.index')->with([
'message' => "【{$formatName}】匯入完成！新增 {$imported} 筆，更新 {$updated} 筆",
]);
}
}

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app/Jobs/FetchAndParseGmailInvoices.php Normal file
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<?php
namespace App\Jobs;
use Illuminate\Bus\Queueable;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Foundation\Bus\Dispatchable;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use App\Models\User;
use App\Models\Expense;
use App\Models\CategoryRule; // 💡 假設這是你存自動分類規則的 Model
use App\Services\GmailParserService;
use Google\Client as GoogleClient;
use Google\Service\Gmail;
use Google\Service\Gmail\ModifyMessageRequest;
use Illuminate\Support\Facades\Log;
class FetchAndParseGmailInvoices implements ShouldQueue
{
use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
protected $user;
/**
* 這裡我們可以在初始化時傳入指定 User，或者在 handle 裡跑全部 User
*/
public function __construct(User $user)
{
$this->user = $user;
}
public function handle(GmailParserService $parserService)
{
// 1. 檢查使用者憑證
if (!$this->user->google_refresh_token) {
Log::warning("User ID {$this->user->id} 試圖執行抓信任務，但缺乏 refresh_token。");
return;
}
try {
// 2. 初始化 Google Client 並刷新 Token
$client = new GoogleClient();
$client->setClientId(config('services.google.client_id'));
$client->setClientSecret(config('services.google.client_secret'));
$client->refreshToken($this->user->google_refresh_token);
$gmailService = new Gmail($client);
// 3. 搜尋帶有專屬標籤且「未讀」的信件
$searchQuery = 'label:FinBuddy-Card is:unread';
$response = $gmailService->users_messages->listUsersMessages('me', [
'q' => $searchQuery,
'maxResults' => 20 // 每次最多處理 20 筆，防爆
]);
$messages = $response->getMessages();
if (empty($messages)) {
Log::info("User ID {$this->user->id}: 沒發現符合條件的未讀刷卡信件。");
return;
}
// 4. 逐封拆解信件
foreach ($messages as $msgItem) {
$msgId = $msgItem->getId();
$message = $gmailService->users_messages->get('me', $msgId, ['format' => 'full']);
$payload = $message->getPayload();
// 抓取主旨
$subject = '';
foreach ($payload->getHeaders() as $header) {
if ($header->getName() === 'Subject') {
$subject = $header->getValue();
break;
}
}
// 遞迴拿到內文
$body = $this->getDecodedBody($payload);
// 5. 丟給 Parser 進行 Regex 解析
$parsedData = $parserService->parse($subject, $body);
if ($parsedData) {
// 🟢 智慧分類：根據商家名稱反查資料庫裡的自動分類規則
// 假設你的規則表有關鍵字比對 (例如: keyword = 'PCHOME', category_id = 3)
$matchedRule = CategoryRule::where('user_id', $this->user->id)
->get()
->first(function ($rule) use ($parsedData) {
return Str::contains(strtoupper($parsedData['seller_name']), strtoupper($rule->keyword));
});
$categoryId = $matchedRule ? $matchedRule->category_id : null;
// 6. 寫入消費紀錄（我們已經補上了 $fillable，絕對暢行無阻！）
Expense::create([
'user_id' => $this->user->id,
'amount' => $parsedData['amount'],
'item_name' => $parsedData['item_name'],
'seller_name' => $parsedData['seller_name'],
'date' => $parsedData['date'],
'category_id' => $categoryId,
'note' => 'Gmail背景自動記帳',
]);
Log::info("User ID {$this->user->id}: 成功自動記帳一筆金額 {$parsedData['amount']}，商家: {$parsedData['seller_name']}");
}
// 7. 🟢 防重複防線：記帳成功後，立刻把信件在 Gmail 標記為「已讀」
$mods = new ModifyMessageRequest();
$mods->setRemoveLabelIds(['UNREAD']); // 移除未讀標籤 = 標記已讀
$gmailService->users_messages->modify('me', $msgId, $mods);
}
} catch (\Exception $e) {
Log::error("User ID {$this->user->id} Gmail 自動抓帳 Job 發生崩潰: " . $e->getMessage());
}
}
/**
* 遞迴解析內文的輔助方法
*/
private function getDecodedBody($part)
{
$body = $part->getBody();
if ($body && $body->getData()) {
$sanitizedData = str_replace(['-', '_'], ['+', '/'], $body->getData());
return base64_decode($sanitizedData);
}
$parts = $part->getParts();
if ($parts) {
foreach ($parts as $subPart) {
$result = $this->getDecodedBody($subPart);
if ($result) return $result;
}
}
return '';
}
}

148
app/Jobs/UpdateAssetPriceJob.php Normal file
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@@ -0,0 +1,148 @@
<?php
namespace App\Jobs;
use App\Models\Security;
use App\Models\SecurityPriceHistories;
use Carbon\Carbon;
use Illuminate\Bus\Queueable;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Foundation\Bus\Dispatchable;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Http;
use Illuminate\Support\Facades\Log;
class UpdateAssetPriceJob implements ShouldQueue
{
use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
protected $symbol;
protected $type;
protected $defaultName;
public function __construct(string $symbol, string $type, string $defaultName)
{
$this->symbol = $symbol;
$this->type = $type;
$this->defaultName = $defaultName;
}
public function handle(): void
{
try {
Log::info("🔄 開始從持倉清單發動爬蟲: [{$this->symbol}] {$this->defaultName}");
$isRealPrice = true;
$latestPrice = 0;
$latestPriceDate = null;
$name = $this->defaultName;
$changeAmount = 0;
$changeRate = 0;
$error = null;
// 股票去爬證交所
if ($this->type === 'stock') {
Log::info("開始抓取{$this->type}:{$this->symbol}價格");
$response = Http::timeout(10)->get("https://mis.twse.com.tw/stock/api/getStockInfo.jsp?ex_ch=tse_{$this->symbol}.tw");
if ($response->successful()) {
$json = $response->json();
$info = $json['msgArray'][0] ?? null;
if (isset($info['^']) && !Carbon::parse($info['^'])->isToday()) {
$isRealPrice = false;
}
if ($info) {
$latestPrice = floatval($info['z'] ?? $info['o'] ?? 0);
$latestPriceDate = isset($info['d']) ? Carbon::parse($info['d'])->format('Y-m-d') : now()->format('Y-m-d');
$name = $info['n'] ?? $this->defaultName;
if (isset($info['y']) && $latestPrice > 0) {
$changeAmount = floatval($latestPrice - $info['y']);
$changeRate = ($changeAmount / $info['y']) * 100;
}
}
}
} elseif ($this->type === 'fund') {
Log::info("開始抓取{$this->type}:{$this->symbol}價格");
// 去鉅亨網抓
$response = Http::timeout(10)
->withHeaders([
'User-Agent' => 'Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/120.0.0.0 Safari/537.36',
'Referer' => 'https://www.anuefund.com/',
'Accept' => 'application/json, text/plain, */*',
])
->get("https://www.anuefund.com/anuefundApi/FundDetail/FundInfo", [
'fundDetailEnum' => 'FundINFO',
'FundID' => $this->symbol
]);
if ($response->successful()) {
$json = $response->json();
$headerInfo = $json['data']['hearder'] ?? null;
if (isset($headerInfo['navDate']) && !Carbon::parse($headerInfo['navDate'])->isToday()) {
//不是當天資料不更新
$isRealPrice = false;
}
if ($headerInfo) {
$latestPriceDate = isset($headerInfo['navDate']) ? substr($headerInfo['navDate'], 0, 10) : now()->format('Y-m-d');
$latestPrice = floatval($headerInfo['nav'] ?? 0);
if ($latestPriceDate !== now()->format('Y-m-d')) {
//不是當天資料不更新
$isRealPrice = false;
$latestPrice = 0;
}
$name = $headerInfo['fundName'] ?? $this->defaultName;
$changeAmount = floatval($headerInfo['upDown'] ?? 0);
$changeRate = floatval($headerInfo['upDownRate'] ?? 0);
}
}
Log::info("抓取{$this->type}:{$this->symbol}資料結束");
}
// 爬蟲成功拿到有效股價，幫新表補資料
if ($latestPrice > 0 && $isRealPrice) {
Log::info("開始寫入Security和SecurityPriceHistories表，標的: [{$this->symbol}]，價格: {$latestPrice}---");
$security = Security::updateOrCreate(
['code' => $this->symbol],
[
'type' => $this->type,
'name' => $name,
'latest_price' => $latestPrice,
'latest_price_at' => $latestPriceDate,
'change_amount' => $changeAmount,
'change_rate' => $changeRate,
'source' => 'twse',
]
);
SecurityPriceHistories::updateOrCreate(
[
'security_id' => $security->id,
'price_date' => now()->format('Y-m-d'), // 記錄今天的日期
],
[
'price' => $latestPrice,
'change_amount' => $changeAmount,
'change_rate' => $changeRate,
'created_at' => now(),
'updated_at' => now(),
]
);
Log::info("✅ Security & SecurityPriceHistories 標的 [{$this->symbol}] 補齊並更新成功: {$latestPrice}");
} elseif (!$isRealPrice) {
Log::info("ℹ️ 標的 [{$this->symbol}] 抓到的價格是非即時的，不更新價格資訊。");
} else {
Log::warning("⚠️ 標的 [{$this->symbol}] 未能從證交所抓到有效價格，{$error}");
}
} catch (\Exception $e) {
Log::error("❌ 更新標的 [{$this->symbol}] 價格時發生異常: " . $e->getMessage());
$this->release(60);
}
}
}

54
app/Models/Account.php Normal file
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@@ -0,0 +1,54 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class Account extends Model
{
protected $fillable = [
'user_id',
'name',
'type',
'currency',
'balance',
'note',
'billing_day',
'payment_day',
];
public function user()
{
return $this->belongsTo(User::class);
}
public function holdings()
{
return $this->hasMany(InvestmentHolding::class);
}
public function expenses()
{
return $this->hasMany(Expense::class);
}
public function unpaidAmount()
{
$billingDay = $this->billing_day ?? 1;
$now = now();
// 如果今天還沒到結帳日，帳單週期是上個月結帳日到這個月結帳日
if ($now->day < $billingDay) {
$start = $now->copy()->subMonth()->setDay($billingDay);
$end = $now->copy()->setDay($billingDay)->subDay();
} else {
$start = $now->copy()->setDay($billingDay);
$end = $now->copy()->addMonth()->setDay($billingDay)->subDay();
}
return $this->expenses()
->whereBetween('date', [$start->toDateString(), $end->toDateString()])
->sum('amount');
}
}

10
app/Models/AccountRule.php Normal file
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@@ -0,0 +1,10 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class AccountRule extends Model
{
//
}

29
app/Models/Expense.php
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@@ -7,18 +7,18 @@ use Illuminate\Database\Eloquent\Model;
class Expense extends Model
{
protected $fillable = [
'user_id',
'category_id',
'subcategory_id',
'type',
'amount',
'note',
'date',
'invoice_number',
'seller_name',
'item_name',
'external_id',
];
'user_id',
'amount',
'category_id',
'item_name',
'date',
'note',
'seller_name',
'account_id',
'is_amortized',
'period_start',
'period_end',
];
protected $casts = [
'date' => 'date:Y-m-d',
@@ -39,4 +39,9 @@ class Expense extends Model
{
return $this->belongsTo(Category::class, 'subcategory_id');
}
public function account()
{
return $this->belongsTo(Account::class);
}
}

32
app/Models/InvestmentHolding.php Normal file
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@@ -0,0 +1,32 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class InvestmentHolding extends Model
{
protected $fillable = [
'account_id',
'type',
'symbol',
'name',
'shares',
'avg_cost',
];
public function account()
{
return $this->belongsTo(Account::class);
}
public function transactions()
{
return $this->hasMany(InvestmentTransaction::class, 'holding_id');
}
public function security()
{
return $this->hasOne(Security::class, 'code', 'symbol');
}
}

30
app/Models/InvestmentTransaction.php Normal file
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@@ -0,0 +1,30 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class InvestmentTransaction extends Model
{
protected $fillable = [
'holding_id',
'action',
'shares',
'price',
'fee',
'tax',
'traded_at',
'note',
'amount', // 實際投入金額（基金用）
'nav', // 淨值（基金用）
];
protected $casts = [
'traded_at' => 'date',
];
public function holding()
{
return $this->belongsTo(InvestmentHolding::class, 'holding_id');
}
}

33
app/Models/Security.php Normal file
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@@ -0,0 +1,33 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class Security extends Model
{
protected $fillable = [
'code',
'type',
'source',
'name',
'latest_price',
'latest_price_at',
'change_amount',
'change_rate',
'meta',
];
protected $casts = [
'latest_price_at' => 'datetime',
'latest_price' => 'decimal:4',
'change_amount' => 'decimal:4',
'change_rate' => 'decimal:4',
'meta' => 'array',
];
public function historicPrices()
{
return $this->hasMany(SecurityPriceHistories::class, 'security_id', 'id');
}
}

29
app/Models/SecurityPriceHistories.php Normal file
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@@ -0,0 +1,29 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
class SecurityPriceHistories extends Model
{
protected $fillable = [
'id',
'security_id',
'price_date',
'price',
'change_amount',
'change_rate',
];
protected $casts = [
'price' => 'decimal:4',
'price_date' => 'datetime',
'change_amount' => 'decimal:4',
'change_rate' => 'decimal:4',
];
public function security()
{
return $this->belongsTo(Security::class, 'security_id', 'id');
}
}

14
app/Models/User.php
View File

@@ -5,12 +5,14 @@ namespace App\Models;
// use Illuminate\Contracts\Auth\MustVerifyEmail;
use Illuminate\Database\Eloquent\Factories\HasFactory;
use Illuminate\Foundation\Auth\User as Authenticatable;
use App\Models\Account;
use Illuminate\Notifications\Notifiable;
use Laravel\Sanctum\HasApiTokens;
class User extends Authenticatable
{
/** @use HasFactory<\Database\Factories\UserFactory> */
use HasFactory, Notifiable;
use HasFactory, Notifiable, HasApiTokens;
/**
* The attributes that are mass assignable.
@@ -21,6 +23,11 @@ class User extends Authenticatable
'name',
'email',
'password',
'google_id',
'avatar',
'google_access_token',
'google_refresh_token',
'google_token_expires_at',
];
/**
@@ -45,4 +52,9 @@ class User extends Authenticatable
'password' => 'hashed',
];
}
public function accounts()
{
return $this->hasMany(Account::class);
}
}

180
app/Services/GmailParserService.php Normal file
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@@ -0,0 +1,180 @@
<?php
namespace App\Services;
use Illuminate\Support\Str;
use Illuminate\Support\Facades\Log;
use Carbon\Carbon;
class GmailParserService
{
protected array $parserMatrix = [
[
'keywords' => ['國泰世華銀行消費彙整通知'],
'method' => 'parseCathaySummary'
],
[
'keywords' => ['永豐銀行信用卡消費通知'],
'method' => 'parseSinoPacNotification'
],
[
'keywords' => ['電子發票', '載具', '發票開立通知'],
'method' => 'parseElectronicInvoice'
],
[
'keywords' => ['消費通知', '刷卡', '卡片消費'],
'method' => 'parseCreditCardNotification'
],
];
public function parse(string $subject, string $body): ?array
{
// 🔄 遍歷矩陣，尋找第一個命中的規則
foreach ($this->parserMatrix as $rule) {
if (Str::contains($subject, $rule['keywords'])) {
$method = $rule['method'];
// 動態呼叫對應的方法 (例如 $this->parseCathaySummary($body) )
return $this->{$method}($body);
}
}
Log::info("【Parser】忽略信件，主旨未命中任何對照規則: [{$subject}]");
return null;
}
/**
* 🟢 國泰世華消費彙整信件專屬解析
*/
private function parseCathaySummary(string $body): ?array
{
$cleanBody = preg_replace('/\s+/', ' ', $body);
if (preg_match('/(\d{4}\/\d{2}\/\d{2})/u', $cleanBody, $dateMatches)) {
$date = Carbon::createFromFormat('Y/m/d', $dateMatches[1])->format('Y-m-d');
} else {
$date = now()->format('Y-m-d');
}
$pattern = '/NT\$\s*([0-9,]+)\s*<\/td>\s*<td[^>]*>\s*([^<\s&]+)\s*<\/td>/u';
if (!preg_match_all($pattern, $cleanBody, $matches, PREG_SET_ORDER)) {
Log::error("【Parser】國泰信件未命中消費明細。");
return null;
}
$results = [];
foreach ($matches as $match) {
$sellerName = $this->convertFullWidthToHalfWidth(trim($match[2]));
$results[] = [
'amount' => floatval(str_replace(',', '', $match[1])),
'item_name' => "信用卡消費: {$sellerName}",
'seller_name' => $sellerName,
'date' => $date,
'category_id' => null,
];
}
return $results;
}
/**
* 永豐銀行信用卡消費通知（單筆制）
*/
private function parseSinoPacNotification(string $body): ?array
{
$cleanBody = preg_replace('/\s+/', ' ', $body);
$amount = 0;
$sellerName = '永豐刷卡消費';
if (preg_match('/(?:新臺幣|TWD)\s*([0-9,]+)/u', $cleanBody, $amountMatches)) {
$amount = floatval(str_replace(',', '', $amountMatches[1]));
}
if (preg_match('/特約商店[:：]\s*([^<\s]+)/u', $cleanBody, $merchantMatches)) {
$sellerName = trim($merchantMatches[1]);
}
if ($amount === 0) return null;
if (preg_match('/(\d{4}\/\d{2}\/\d{2})/u', $cleanBody, $dateMatches)) {
$date = Carbon::createFromFormat('Y/m/d', $dateMatches[1])->format('Y-m-d');
} else {
$date = now()->format('Y-m-d');
}
$sellerName = $this->convertFullWidthToHalfWidth($sellerName);
return [
'amount' => $amount,
'item_name' => "信用卡消費: {$sellerName}",
'seller_name' => $sellerName,
'date' => $date,
'category_id' => null,
];
}
/**
* 解析電子發票信件
*/
private function parseElectronicInvoice(string $body): ?array
{
$amount = 0;
$sellerName = '未知商家';
if (preg_match('/(總計|金額|總金額)[:：]\s*?\$?([0-9,]+)/u', $body, $matches)) {
$amount = floatval(str_replace(',', '', $matches[2]));
}
if (preg_match('/(賣方|開立店家|商店名稱)[:：]\s*?([^\n<\s]+)/u', $body, $matches)) {
$sellerName = trim($matches[2]);
}
if ($amount === 0) return null;
return [
'amount' => $amount,
'item_name' => '電子發票消費',
'seller_name' => $sellerName,
'date' => now()->format('Y-m-d'),
'category_id' => null,
];
}
/**
* 解析信用卡消費通知（泛用型備援）
*/
private function parseCreditCardNotification(string $body): ?array
{
$amount = 0;
$sellerName = '一般刷卡消費';
if (preg_match('/(NT\$|元|TWD)\s*?([0-9,]+)/u', $body, $matches)) {
$amount = floatval(str_replace(',', '', $matches[2]));
} elseif (preg_match('/([0-9,]+)\s*?(元)/u', $body, $matches)) {
$amount = floatval(str_replace(',', '', $matches[1]));
}
if (preg_match('/於\s*?([^\n\]（(]+?)\s*?消費/u', $body, $matches)) {
$sellerName = trim($matches[1]);
} elseif (preg_match('/(特約商店|消費商店|商店)[:：]\s*?([^\n<\s]+)/u', $body, $matches)) {
$sellerName = trim($matches[2]);
}
if ($amount === 0) return null;
return [
'amount' => $amount,
'item_name' => "刷卡消費: {$sellerName}",
'seller_name' => $sellerName,
'date' => now()->format('Y-m-d'),
'category_id' => null,
];
}
private function convertFullWidthToHalfWidth(string $str): string
{
$str = str_replace('&nbsp;', '', $str);
return mb_convert_kana($str, 'asKV', 'UTF-8');
}
}