feat: 拍照识别增加持有收益

2026-03-06 00:09:06 +08:00
parent c08c97d706
commit fe3c2b64f6
4 changed files with 196 additions and 112 deletions
--- a/app/api/fund.js
+++ b/app/api/fund.js
@@ -669,72 +669,6 @@ export const fetchFundPingzhongdata = async (fundCode, { cacheTime = 60 * 60 * 1
  }
 };

-// 使用智谱 GLM 从 OCR 文本中抽取基金名称
-export const extractFundNamesWithLLM = async (ocrText) => {
-  const apiKey = '8df8ccf74a174722847c83b7e222f2af.4A39rJvUeBVDmef1';
-  if (!apiKey || !ocrText) return [];
-
-  try {
-    const models = ['glm-4.5-flash', 'glm-4.7-flash'];
-    const model = models[Math.floor(Math.random() * models.length)];
-
-    const resp = await fetch('https://open.bigmodel.cn/api/paas/v4/chat/completions', {
-      method: 'POST',
-      headers: {
-        'Content-Type': 'application/json',
-        Authorization: `Bearer ${apiKey}`,
-      },
-      body: JSON.stringify({
-        model,
-        messages: [
-          {
-            role: 'user',
-            content:
-              '你是一个基金 OCR 文本解析助手。' +
-              '从下面的 OCR 文本中抽取其中出现的「基金名称列表」。' +
-              '要求：1）基金名称一般为中文，中间不能有空字符串,可包含部分英文或括号' +
-              '2）名称后面通常会跟着金额或持有金额（数字，可能带千分位逗号和小数）；' +
-              '3）忽略无关信息，只返回你判断为基金名称的字符串；' +
-              '4）去重后输出。输出格式：严格返回 JSON，如 {"fund_names": ["基金名称1","基金名称2"]}，不要输出任何多余说明',
-          },
-          {
-            role: 'user',
-            content: String(ocrText),
-          },
-        ],
-        temperature: 0.2,
-        max_tokens: 1024,
-        thinking: {
-          type: 'disabled',
-        },
-      }),
-    });
-
-    if (!resp.ok) {
-      return [];
-    }
-
-    const data = await resp.json();
-    let content = data?.choices?.[0]?.message?.content?.match(/\{[\s\S]*?\}/)?.[0];
-    if (!isString(content)) return [];
-
-    let parsed;
-    try {
-      parsed = JSON.parse(content);
-    } catch {
-      return [];
-    }
-
-    const names = parsed?.fund_names;
-    if (!Array.isArray(names)) return [];
-    return names
-      .map((n) => (isString(n) ? n.trim().replaceAll(' ','') : ''))
-      .filter(Boolean);
-  } catch (e) {
-    return [];
-  }
-};
-
 export const fetchFundHistory = async (code, range = '1m') => {
  if (typeof window === 'undefined') return [];

@@ -776,3 +710,36 @@ export const fetchFundHistory = async (code, range = '1m') => {
  }
  return [];
 };
+
+export const parseFundTextWithLLM = async (text) => {
+  const apiKey = 'sk-a72c4e279bc62a03cc105be6263d464c';
+  if (!apiKey || !text) return null;
+
+  try {
+    const response = await fetch('https://apis.iflow.cn/v1/chat/completions', {
+      method: 'POST',
+      headers: {
+        'Authorization': `Bearer ${apiKey}`,
+        'Content-Type': 'application/json'
+      },
+      body: JSON.stringify({
+        model: 'qwen3-max',
+        messages: [
+          { role: 'system', content: "你是一个基金文本解析助手。请从提供的OCR文本中执行以下任务：\n抽取所有基金信息，包括：基金名称：中文字符串（可含英文或括号），名称后常跟随金额数字。基金代码：6位数字（如果存在）。持有金额：数字格式（可能含千分位逗号或小数，如果存在）。持有收益：数字格式（可能含千分位逗号或小数，如果存在）。忽略无关文本。输出格式：以JSON数组形式返回结果，每个基金信息为一个对象，包含以下字段：基金名称（必填，字符串）基金代码（可选，字符串，不存在时为空字符串）持有金额（可选，字符串，不存在时为空字符串）持有收益（可选，字符串，不存在时为空字符串）示例输出：[{'fundName':'华夏成长混合','fundCode':'000001','holdAmounts':'50,000.00','holdGains':'2,500.00'},{'fundName':'易方达消费行业','fundCode':'','holdAmounts':'10,000.00','holdGains':'}]。除了示例输出的内容外，不要输出任何多余内容"},
+          { role: 'user', content: text }
+        ],
+        temperature: 0.3,
+        max_tokens: 2000
+      })
+    });
+
+    if (!response.ok) {
+      return null;
+    }
+
+    const data = await response.json();
+    return data?.choices?.[0]?.message?.content || null;
+  } catch (e) {
+    return null;
+  }
+};
--- a/app/components/ScanImportConfirmModal.jsx
+++ b/app/components/ScanImportConfirmModal.jsx
@@ -11,7 +11,8 @@ export default function ScanImportConfirmModal({
  onToggle,
  onConfirm,
  refreshing,
-  groups = []
+  groups = [],
+  isOcrScan = false
 }) {
  const [selectedGroupId, setSelectedGroupId] = useState('all');

@@ -19,6 +20,13 @@ export default function ScanImportConfirmModal({
    onConfirm(selectedGroupId);
  };

+  const formatAmount = (val) => {
+    if (!val) return null;
+    const num = parseFloat(String(val).replace(/,/g, ''));
+    if (isNaN(num)) return null;
+    return num;
+  };
+
  return (
    <motion.div
      className="modal-overlay"
@@ -36,7 +44,7 @@ export default function ScanImportConfirmModal({
        exit={{ opacity: 0, scale: 0.95, y: 20 }}
        className="glass card modal"
        onClick={(e) => e.stopPropagation()}
-        style={{ width: 460, maxWidth: '90vw' }}
+        style={{ width: 480, maxWidth: '90vw' }}
      >
        <div className="title" style={{ marginBottom: 12, justifyContent: 'space-between' }}>
          <span>确认导入基金</span>
@@ -44,19 +52,27 @@ export default function ScanImportConfirmModal({
            <CloseIcon width="20" height="20" />
          </button>
        </div>
+        {isOcrScan && (
+          <div className="ocr-warning" style={{ marginBottom: 12 }}>
+            <span>拍照识别方案目前还在优化，请确认识别结果是否正确。</span>
+          </div>
+        )}
        {scannedFunds.length === 0 ? (
          <div className="muted" style={{ fontSize: 13, lineHeight: 1.6 }}>
            未识别到有效的基金代码，请尝试更清晰的截图或手动搜索。
          </div>
        ) : (
          <>
-            <div className="search-results pending-list" style={{ maxHeight: 320, overflowY: 'auto' }}>
+            <div className="search-results pending-list" style={{ maxHeight: 360, overflowY: 'auto' }}>
              {scannedFunds.map((item) => {
                const isSelected = selectedScannedCodes.has(item.code);
                const isAlreadyAdded = item.status === 'added';
                const isInvalid = item.status === 'invalid';
                const isDisabled = isAlreadyAdded || isInvalid;
                const displayName = item.name || (isInvalid ? '未找到基金' : '未知基金');
+                const holdAmounts = formatAmount(item.holdAmounts);
+                const holdGains = formatAmount(item.holdGains);
+                const hasHoldingData = holdAmounts !== null && holdGains !== null;
                return (
                  <div
                    key={item.code}
@@ -66,8 +82,9 @@ export default function ScanImportConfirmModal({
                      if (isDisabled) return;
                      onToggle(item.code);
                    }}
-                    style={{ cursor: isDisabled ? 'not-allowed' : 'pointer' }}
+                    style={{ cursor: isDisabled ? 'not-allowed' : 'pointer', flexDirection: 'column', alignItems: 'stretch' }}
                  >
+                    <div style={{ display: 'flex', alignItems: 'center', justifyContent: 'space-between' }}>
                      <div className="fund-info">
                        <span className="fund-name">{displayName}</span>
                        <span className="fund-code muted">#{item.code}</span>
@@ -82,6 +99,23 @@ export default function ScanImportConfirmModal({
                        </div>
                      )}
                    </div>
+                    {hasHoldingData && !isDisabled && (
+                      <div style={{ display: 'flex', gap: 16, marginTop: 6, paddingLeft: 0 }}>
+                        {holdAmounts !== null && (
+                          <span className="muted" style={{ fontSize: 12 }}>
+                            持有金额：<span style={{ color: 'var(--text)', fontWeight: 500 }}>¥{holdAmounts.toLocaleString('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}</span>
+                          </span>
+                        )}
+                        {holdGains !== null && (
+                          <span className="muted" style={{ fontSize: 12 }}>
+                            持有收益：<span style={{ color: holdGains >= 0 ? 'var(--danger)' : 'var(--success)', fontWeight: 500 }}>
+                              {holdGains >= 0 ? '+' : '-'}¥{Math.abs(holdGains).toLocaleString('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
+                            </span>
+                          </span>
+                        )}
+                      </div>
+                    )}
+                  </div>
                );
              })}
            </div>
--- a/app/globals.css
+++ b/app/globals.css
@@ -2650,6 +2650,28 @@ input[type="number"] {
  color: var(--muted);
 }

+.ocr-warning {
+  padding: 8px 12px;
+  background: rgba(251, 191, 36, 0.15);
+  border-radius: 8px;
+  border: 1px solid rgba(251, 191, 36, 0.3);
+}
+
+.ocr-warning span {
+  font-size: 13px;
+  color: #fbbf24;
+  line-height: 1.5;
+}
+
+[data-theme="light"] .ocr-warning {
+  background: rgba(180, 130, 30, 0.1);
+  border-color: rgba(180, 130, 30, 0.25);
+}
+
+[data-theme="light"] .ocr-warning span {
+  color: #b4821e;
+}
+
 .no-results {
  padding: 20px;
  text-align: center;
--- a/app/page.jsx
+++ b/app/page.jsx
@@ -45,7 +45,7 @@ import githubImg from "./assets/github.svg";
 import { supabase, isSupabaseConfigured } from './lib/supabase';
 import { recordValuation, getAllValuationSeries, clearFund } from './lib/valuationTimeseries';
 import { loadHolidaysForYears, isTradingDay as isDateTradingDay } from './lib/tradingCalendar';
-import { fetchFundData, fetchLatestRelease, fetchShanghaiIndexDate, fetchSmartFundNetValue, searchFunds, extractFundNamesWithLLM } from './api/fund';
+import { parseFundTextWithLLM, fetchFundData, fetchLatestRelease, fetchShanghaiIndexDate, fetchSmartFundNetValue, searchFunds } from './api/fund';
 import packageJson from '../package.json';
 import PcFundTable from './components/PcFundTable';
 import MobileFundTable from './components/MobileFundTable';
@@ -1171,6 +1171,7 @@ export default function HomePage() {
  const [isScanImporting, setIsScanImporting] = useState(false);
  const [scanImportProgress, setScanImportProgress] = useState({ current: 0, total: 0, success: 0, failed: 0 });
  const [scanProgress, setScanProgress] = useState({ stage: 'ocr', current: 0, total: 0 }); // stage: ocr | verify
+  const [isOcrScan, setIsOcrScan] = useState(false); // 是否为拍照/图片识别触发的弹框
  const abortScanRef = useRef(false); // 终止扫描标记
  const fileInputRef = useRef(null);
  const ocrWorkerRef = useRef(null);
@@ -1211,6 +1212,7 @@ export default function HomePage() {
      let worker = ocrWorkerRef.current;
      if (!worker) {
        const cdnBases = [
+          'https://01kjzb6fhx9f8rjstc8c21qadx.esa.staticdn.net/npm',
          'https://fastly.jsdelivr.net/npm',
          'https://cdn.jsdelivr.net/npm',
        ];
@@ -1264,8 +1266,9 @@ export default function HomePage() {
        }
      };

-      const allCodes = new Set();
-      const allNames = new Set();
+      const allFundsData = []; // 存储所有解析出的基金信息，格式为 [{fundCode, fundName, holdAmounts, holdGains}]
+      const addedFundCodes = new Set(); // 用于去重
+
      for (let i = 0; i < files.length; i++) {
        if (abortScanRef.current) break;

@@ -1289,52 +1292,69 @@ export default function HomePage() {
          }
          text = '';
        }
-        const matches = text.match(/\b\d{6}\b/g) || [];
-        matches.forEach(c => allCodes.add(c));
-
-        // 如果当前图片中没有识别出基金编码，尝试从文本中提取可能的中文基金名称（调用 GLM 接口）
-        if (!matches.length && text) {
-          let parsedNames = [];
+        // 提取到 text 内容，调用大模型 api 进行解析，获取基金数据(fundCode 可能为空)
+        const fundsResString = await parseFundTextWithLLM(text);
+        let fundsRes = null; // 格式为 [{"fundCode": "000001", "fundName": "浙商债券","holdAmounts": "99.99", "holdGains": "99.99"}]
        try {
-            parsedNames = await extractFundNamesWithLLM(text);
+          fundsRes = JSON.parse(fundsResString);
        } catch (e) {
-            parsedNames = [];
+          console.error(e);
        }
-          parsedNames.forEach((name) => {
-            if (isString(name)) {
-              allNames.add(name.trim());
+
+        // 处理大模型解析结果，根据 fundCode 去重
+        if (Array.isArray(fundsRes) && fundsRes.length > 0) {
+          fundsRes.forEach((fund) => {
+            const code = fund.fundCode || '';
+            const name = (fund.fundName || '').trim();
+            if (code && !addedFundCodes.has(code)) {
+              addedFundCodes.add(code);
+              allFundsData.push({
+                fundCode: code,
+                fundName: name,
+                holdAmounts: fund.holdAmounts || '',
+                holdGains: fund.holdGains || ''
+              });
+            } else if (!code && name) {
+              // fundCode 为空但有名称，后续需要通过名称搜索基金代码
+              allFundsData.push({
+                fundCode: '',
+                fundName: name,
+                holdAmounts: fund.holdAmounts || '',
+                holdGains: fund.holdGains || ''
+              });
            }
          });
        }
      }

      if (abortScanRef.current) {
-        // 如果是手动终止，不显示结果弹窗
        return;
      }

-      // 如果所有截图中都没有识别出基金编码，尝试使用识别到的中文名称去搜索基金
-      if (allCodes.size === 0 && allNames.size > 0) {
-        const names = Array.from(allNames);
-        setScanProgress({ stage: 'verify', current: 0, total: names.length });
-        for (let i = 0; i < names.length; i++) {
+      // 处理没有基金代码但有名称的情况，通过名称搜索基金代码
+      const fundsWithoutCode = allFundsData.filter(f => !f.fundCode && f.fundName);
+      if (fundsWithoutCode.length > 0) {
+        setScanProgress({ stage: 'verify', current: 0, total: fundsWithoutCode.length });
+        for (let i = 0; i < fundsWithoutCode.length; i++) {
          if (abortScanRef.current) break;
-          const name = names[i];
+          const fundItem = fundsWithoutCode[i];
          setScanProgress(prev => ({ ...prev, current: i + 1 }));
          try {
-            const list = await searchFundsWithTimeout(name, 8000);
+            const list = await searchFundsWithTimeout(fundItem.fundName, 8000);
            // 只有当搜索结果「有且仅有一条」时，才认为名称匹配是唯一且有效的
            if (Array.isArray(list) && list.length === 1) {
              const found = list[0];
-              if (found && found.CODE) {
-                allCodes.add(found.CODE);
+              if (found && found.CODE && !addedFundCodes.has(found.CODE)) {
+                addedFundCodes.add(found.CODE);
+                fundItem.fundCode = found.CODE;
              }
            } else {
              // 使用 fuse.js 读取 Public 中的 allFunds 数据进行模糊匹配，补充搜索接口的不足
              try {
-                const fuzzyCode = await resolveFundCodeByFuzzy(name);
-                if (fuzzyCode) {
-                  allCodes.add(fuzzyCode);
+                const fuzzyCode = await resolveFundCodeByFuzzy(fundItem.fundName);
+                if (fuzzyCode && !addedFundCodes.has(fuzzyCode)) {
+                  addedFundCodes.add(fuzzyCode);
+                  fundItem.fundCode = fuzzyCode;
                }
              } catch (e) {
              }
@@ -1344,7 +1364,9 @@ export default function HomePage() {
        }
      }

-      const codes = Array.from(allCodes).sort();
+      // 过滤出有基金代码的记录
+      const validFunds = allFundsData.filter(f => f.fundCode);
+      const codes = validFunds.map(f => f.fundCode).sort();
      setScanProgress({ stage: 'verify', current: 0, total: codes.length });

      const existingCodes = new Set(funds.map(f => f.code));
@@ -1352,6 +1374,7 @@ export default function HomePage() {
      for (let i = 0; i < codes.length; i++) {
        if (abortScanRef.current) break;
        const code = codes[i];
+        const fundInfo = validFunds.find(f => f.fundCode === code);
        setScanProgress(prev => ({ ...prev, current: i + 1 }));

        let found = null;
@@ -1366,8 +1389,10 @@ export default function HomePage() {
        const ok = !!found && !alreadyAdded;
        results.push({
          code,
-          name: found ? (found.NAME || found.SHORTNAME || '') : '',
-          status: alreadyAdded ? 'added' : (ok ? 'ok' : 'invalid')
+          name: found ? (found.NAME || found.SHORTNAME || '') : (fundInfo?.fundName || ''),
+          status: alreadyAdded ? 'added' : (ok ? 'ok' : 'invalid'),
+          holdAmounts: fundInfo?.holdAmounts || '',
+          holdGains: fundInfo?.holdGains || ''
        });
      }

@@ -1377,6 +1402,7 @@ export default function HomePage() {

      setScannedFunds(results);
      setSelectedScannedCodes(new Set(results.filter(r => r.status === 'ok').map(r => r.code)));
+      setIsOcrScan(true);
      setScanConfirmModalOpen(true);
    } catch (err) {
      if (!abortScanRef.current) {
@@ -1417,8 +1443,15 @@ export default function HomePage() {
    setIsScanImporting(true);
    setScanImportProgress({ current: 0, total: codes.length, success: 0, failed: 0 });

+    const parseAmount = (val) => {
+      if (!val) return null;
+      const num = parseFloat(String(val).replace(/,/g, ''));
+      return isNaN(num) ? null : num;
+    };
+
    try {
      const newFunds = [];
+      const newHoldings = {};
      let successCount = 0;
      let failedCount = 0;

@@ -1430,6 +1463,23 @@ export default function HomePage() {
        try {
          const data = await fetchFundData(code);
          newFunds.push(data);
+
+          const scannedFund = scannedFunds.find(f => f.code === code);
+          const holdAmounts = parseAmount(scannedFund?.holdAmounts);
+          const holdGains = parseAmount(scannedFund?.holdGains);
+          const dwjz = data?.dwjz || data?.gsz || 0;
+
+          if (holdAmounts !== null && dwjz > 0) {
+            const share = holdAmounts / dwjz;
+            const profit = holdGains !== null ? holdGains : 0;
+            const principal = holdAmounts - profit;
+            const cost = share > 0 ? principal / share : 0;
+            newHoldings[code] = {
+              share: Number(share.toFixed(2)),
+              cost: Number(cost.toFixed(4))
+            };
+          }
+
          successCount++;
          setScanImportProgress(prev => ({ ...prev, success: prev.success + 1 }));
        } catch (e) {
@@ -1444,6 +1494,15 @@ export default function HomePage() {
          storageHelper.setItem('funds', JSON.stringify(updated));
          return updated;
        });
+
+        if (Object.keys(newHoldings).length > 0) {
+          setHoldings(prev => {
+            const next = { ...prev, ...newHoldings };
+            storageHelper.setItem('holdings', JSON.stringify(next));
+            return next;
+          });
+        }
+
        const nextSeries = {};
        newFunds.forEach(u => {
          if (u?.code != null && !u.noValuation && Number.isFinite(Number(u.gsz))) {
@@ -2576,6 +2635,7 @@ export default function HomePage() {
    }
    setScannedFunds(fundsToConfirm);
    setSelectedScannedCodes(new Set(pendingCodes));
+    setIsOcrScan(false);
    setScanConfirmModalOpen(true);
    setSearchTerm('');
    setSelectedFunds([]);
@@ -4737,6 +4797,7 @@ export default function HomePage() {
            onConfirm={confirmScanImport}
            refreshing={refreshing}
            groups={groups}
+            isOcrScan={isOcrScan}
          />
        )}
      </AnimatePresence>