Add transfer tracking and secure admin access
This commit is contained in:
@@ -37,10 +37,11 @@ public partial class OpenAiVisionClient : ILlmClient
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CancellationToken ct = default)
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{
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if (!IsEnabled) return null;
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const string prompt =
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"你是记账意图识别器。只返回 JSON：" +
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"{\"kind\":\"bill\"|\"query\"|\"chat\",\"type\":\"expense\"|\"income\"," +
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"\"amount\":0,\"categoryName\":\"\",\"note\":\"\"}。" +
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const string prompt =
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"你是记账意图识别器。只返回 JSON：" +
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"{\"kind\":\"bill\"|\"query\"|\"chat\",\"type\":\"expense\"|\"income\"|\"transfer\"," +
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"\"transferDirection\":\"in\"|\"out\"|null,\"counterparty\":null," +
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"\"amount\":0,\"categoryName\":\"\",\"note\":\"\"}。" +
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"收入信号包括赚了、工资到账、奖金、兼职、稿费、红包、报销、退款、理财收益、收款；" +
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"支出分类：餐饮/饮品/购物/交通/住房/娱乐/医疗/学习/服饰/人情/旅行/其他；" +
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"收入分类：工资/奖金/理财/兼职/红包/报销/其他。" +
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@@ -62,8 +63,8 @@ public partial class OpenAiVisionClient : ILlmClient
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var shanghaiNow = ChinaClock.Now;
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var systemPrompt = $$"""
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你是账单截图识别器。逐条提取图片中所有独立、真实发生的交易，只返回 JSON：
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{"bills":[{"type":"expense","amount":0,"categoryName":"","paymentMethod":null,"note":"","occurredAt":"2026-07-18T14:30:00+08:00"}]}
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type 只能是 expense 或 income。
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{"bills":[{"type":"expense","transferDirection":null,"counterparty":null,"amount":0,"categoryName":"","paymentMethod":null,"note":"","occurredAt":"2026-07-18T14:30:00+08:00"}]}
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type 只能是 expense、income 或 transfer；transfer 必须同时返回 transferDirection=in|out，counterparty 尽量填写转账对方。
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支出分类只能是：餐饮/饮品/购物/交通/住房/娱乐/医疗/学习/服饰/人情/旅行/其他。
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收入分类只能是：工资/奖金/理财/兼职/红包/报销/其他。
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note 只写简短商户、商品或交易对象，不要抄整行原文。
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@@ -181,11 +182,16 @@ public partial class OpenAiVisionClient : ILlmClient
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categoryHint = candidate.CategoryHint,
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confidence = candidate.Confidence,
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evidenceIds = candidate.EvidenceIds,
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transferDirection = candidate.TransferDirection,
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counterparty = candidate.Counterparty,
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providerTransactionId = candidate.ProviderTransactionId,
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recognitionOccurrenceId = candidate.RecognitionOccurrenceId,
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identityConfidence = candidate.IdentityConfidence,
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}),
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new JsonSerializerOptions(JsonSerializerDefaults.Web));
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var systemPrompt = $$"""
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你是支付结果批次对账器。只返回 JSON：
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{"actions":[{"action":"keep|update|create|drop","actionId":"a1","candidateId":null,"evidenceId":null,"type":null,"amount":null,"categoryName":null,"paymentMethod":null,"note":null,"occurredAt":null,"confidence":0.0,"reason":""}]}
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{"actions":[{"action":"keep|update|create|drop","actionId":"a1","candidateId":null,"evidenceId":null,"type":null,"transferDirection":null,"counterparty":null,"amount":null,"categoryName":null,"paymentMethod":null,"note":null,"occurredAt":null,"confidence":0.0,"reason":""}]}
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当前批次候选：{{candidateJson}}
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支出分类只能是：{{string.Join('/', input.ExpenseCategories)}}。
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收入分类只能是：{{string.Join('/', input.IncomeCategories)}}。
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@@ -193,7 +199,7 @@ public partial class OpenAiVisionClient : ILlmClient
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不同 flowSessionId 代表不同支付流程。即使收款人、金额和时间相同，也绝不能据此合并或删除。
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只有截图明确显示失败、取消、待支付，或明确是同一 flowSessionId 的重复结果页时才可 drop。
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只有存在没有对应候选的 evidenceId 且截图明确显示交易成功时才可 create，并必须引用该 evidenceId。
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update/create 的 type 只能是 expense 或 income，amount 必须大于 0。
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update/create 的 type 只能是 expense、income 或 transfer，amount 必须大于 0；transfer 必须返回 transferDirection=in|out。
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截图未明确显示时间时沿用候选时间，禁止猜测时间。reason 不超过 40 个汉字。
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""";
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var messages = new List<object>();
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@@ -331,7 +337,9 @@ public partial class OpenAiVisionClient : ILlmClient
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ReadText(item, "note", "merchant")?.Trim(),
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ReadOccurredAt(item),
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confidence,
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reason.Length > 80 ? reason[..80] : reason));
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reason.Length > 80 ? reason[..80] : reason,
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ReadText(item, "transferDirection", "transfer_direction")?.Trim().ToLowerInvariant(),
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ReadText(item, "counterparty")?.Trim()));
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}
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return results;
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}
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@@ -485,8 +493,9 @@ public partial class OpenAiVisionClient : ILlmClient
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var rawType = ReadText(item, "type", "transactionType", "direction");
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var type = rawType?.Trim().ToLowerInvariant() switch
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{
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"income" or "收入" or "入账" => "income",
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"expense" or "支出" or "出账" => "expense",
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"income" or "收入" or "入账" => "income",
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"expense" or "支出" or "出账" => "expense",
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"transfer" or "转账" => "transfer",
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_ => null,
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};
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if (type is null) return;
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@@ -508,7 +517,18 @@ public partial class OpenAiVisionClient : ILlmClient
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"description",
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"title",
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"counterparty");
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var occurredAt = ReadOccurredAt(item);
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var occurredAt = ReadOccurredAt(item);
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var transferDirection = type == "transfer"
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? ReadText(item, "transferDirection", "transfer_direction", "direction")
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?.Trim().ToLowerInvariant() switch
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{
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"in" or "转入" => "in",
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"out" or "转出" => "out",
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_ => null,
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}
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: null;
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if (type == "transfer" && transferDirection is null) return;
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var counterparty = ReadText(item, "counterparty", "merchant")?.Trim();
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results.Add(new ImageParseResult(
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type,
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@@ -516,7 +536,9 @@ public partial class OpenAiVisionClient : ILlmClient
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string.IsNullOrWhiteSpace(category) ? "其他" : category.Trim(),
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string.IsNullOrWhiteSpace(payment) ? null : payment.Trim(),
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string.IsNullOrWhiteSpace(note) ? "" : note.Trim(),
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occurredAt));
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occurredAt,
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transferDirection,
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string.IsNullOrWhiteSpace(counterparty) ? null : counterparty));
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}
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private static DateTime? ReadOccurredAt(JsonElement item)
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@@ -959,12 +981,25 @@ public partial class OpenAiVisionClient : ILlmClient
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? typeNode.GetString()
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: null;
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typeText = typeText?.Trim().ToLowerInvariant();
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if (typeText is null ||
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typeText is not ("income" or "expense"))
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return new IntentResult("chat", null);
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var type = typeText == "income"
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? TransactionType.Income
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: TransactionType.Expense;
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if (typeText is null ||
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typeText is not ("income" or "expense" or "transfer"))
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return new IntentResult("chat", null);
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var type = typeText switch
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{
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"income" => TransactionType.Income,
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"transfer" => TransactionType.Transfer,
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_ => TransactionType.Expense,
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};
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var transferDirection = type == TransactionType.Transfer
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? ReadText(document, "transferDirection", "transfer_direction") switch
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{
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"in" => TransferDirection.In,
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"out" => TransferDirection.Out,
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_ => (TransferDirection?)null,
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}
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: null;
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if (type == TransactionType.Transfer && transferDirection is null)
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return new IntentResult("chat", null);
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var category = document.TryGetProperty(
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"categoryName",
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out var categoryNode)
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@@ -983,9 +1018,12 @@ public partial class OpenAiVisionClient : ILlmClient
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type,
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0,
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category,
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note,
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amount,
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null));
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note,
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amount,
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null,
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null,
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transferDirection,
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ReadText(document, "counterparty")?.Trim()));
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}
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catch
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{
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