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9e6e3ae322 |
@@ -90,8 +90,28 @@ src/views/Company/
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│ ├── DynamicTracking/ # Tab: 动态跟踪
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│ │ └── index.js
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│ │
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│ ├── FinancialPanorama/ # Tab: 财务全景(待拆分)
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│ │ └── index.js
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│ ├── FinancialPanorama/ # Tab: 财务全景(TypeScript 模块化)
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│ │ ├── index.tsx # 主组件入口(~400 行)
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│ │ ├── types.ts # TypeScript 类型定义
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│ │ ├── constants.ts # 常量配置(颜色、指标定义)
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│ │ ├── hooks/
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│ │ │ ├── index.ts # Hook 统一导出
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│ │ │ └── useFinancialData.ts # 财务数据加载 Hook
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│ │ ├── utils/
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│ │ │ ├── index.ts # 工具函数统一导出
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│ │ │ ├── calculations.ts # 计算工具(同比变化、单元格颜色)
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│ │ │ └── chartOptions.ts # ECharts 图表配置生成器
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│ │ └── components/
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│ │ ├── index.ts # 组件统一导出
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│ │ ├── StockInfoHeader.tsx # 股票信息头部
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│ │ ├── BalanceSheetTable.tsx # 资产负债表
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│ │ ├── IncomeStatementTable.tsx # 利润表
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│ │ ├── CashflowTable.tsx # 现金流量表
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│ │ ├── FinancialMetricsTable.tsx # 财务指标表
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│ │ ├── MainBusinessAnalysis.tsx # 主营业务分析
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│ │ ├── IndustryRankingView.tsx # 行业排名
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│ │ ├── StockComparison.tsx # 股票对比
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│ │ └── ComparisonAnalysis.tsx # 综合对比分析
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│ │
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│ └── ForecastReport/ # Tab: 盈利预测(待拆分)
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│ └── index.js
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@@ -632,4 +652,132 @@ index.tsx
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- **原子设计模式**:atoms(基础元素)→ components(区块)→ organisms(复杂交互)
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- **TypeScript 类型安全**:完整的接口定义,消除 any 类型
|
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- **职责分离**:UI 渲染与 API 调用分离,模态框独立管理
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- **代码复用**:DisclaimerBox、ScoreBar 等原子组件多处复用
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- **代码复用**:DisclaimerBox、ScoreBar 等原子组件多处复用
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### 2025-12-12 FinancialPanorama 模块化拆分(TypeScript)
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**改动概述**:
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- `FinancialPanorama/index.js` 从 **2,150 行** 拆分为 **21 个 TypeScript 文件**
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- 提取 **1 个自定义 Hook**(`useFinancialData`)
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- 提取 **9 个子组件**(表格组件 + 分析组件)
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- 抽离类型定义到 `types.ts`
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- 抽离常量配置到 `constants.ts`
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- 抽离工具函数到 `utils/`
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**拆分后文件结构**:
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```
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FinancialPanorama/
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├── index.tsx # 主入口组件(~400 行)
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├── types.ts # TypeScript 类型定义(~441 行)
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├── constants.ts # 常量配置(颜色、指标定义)
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├── hooks/
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│ ├── index.ts # Hook 统一导出
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│ └── useFinancialData.ts # 财务数据加载 Hook(9 API 并行加载)
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├── utils/
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│ ├── index.ts # 工具函数统一导出
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│ ├── calculations.ts # 计算工具(同比变化率、单元格背景色)
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│ └── chartOptions.ts # ECharts 图表配置生成器
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└── components/
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├── index.ts # 组件统一导出
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├── StockInfoHeader.tsx # 股票信息头部(~95 行)
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├── BalanceSheetTable.tsx # 资产负债表(~220 行,可展开分组)
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├── IncomeStatementTable.tsx # 利润表(~205 行,可展开分组)
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├── CashflowTable.tsx # 现金流量表(~140 行)
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├── FinancialMetricsTable.tsx # 财务指标表(~260 行,7 分类切换)
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├── MainBusinessAnalysis.tsx # 主营业务分析(~180 行,饼图 + 表格)
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├── IndustryRankingView.tsx # 行业排名(~110 行)
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├── StockComparison.tsx # 股票对比(~210 行,含独立数据加载)
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└── ComparisonAnalysis.tsx # 综合对比分析(~40 行)
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```
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**组件依赖关系**:
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```
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index.tsx
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├── useFinancialData (hook) # 数据加载
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├── StockInfoHeader # 股票基本信息展示
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├── ComparisonAnalysis # 营收与利润趋势图
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├── FinancialMetricsTable # 财务指标表(7 分类)
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├── BalanceSheetTable # 资产负债表(可展开)
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├── IncomeStatementTable # 利润表(可展开)
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├── CashflowTable # 现金流量表
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├── MainBusinessAnalysis # 主营业务(饼图)
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├── IndustryRankingView # 行业排名
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└── StockComparison # 股票对比(独立状态)
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```
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**类型定义**(`types.ts`):
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- `StockInfo` - 股票基本信息
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- `BalanceSheetData` - 资产负债表数据
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- `IncomeStatementData` - 利润表数据
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- `CashflowData` - 现金流量表数据
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- `FinancialMetricsData` - 财务指标数据(7 分类)
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- `ProductClassification` / `IndustryClassification` - 主营业务分类
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- `IndustryRankData` - 行业排名数据
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- `ForecastData` - 业绩预告数据
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- `ComparisonData` - 对比数据
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- `MetricConfig` / `MetricSectionConfig` - 指标配置类型
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- 各组件 Props 类型
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**常量配置**(`constants.ts`):
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- `COLORS` - 颜色配置(中国市场:红涨绿跌)
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- `CURRENT_ASSETS_METRICS` / `NON_CURRENT_ASSETS_METRICS` 等 - 资产负债表指标
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- `INCOME_STATEMENT_SECTIONS` - 利润表分组配置
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- `CASHFLOW_METRICS` - 现金流量表指标
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- `FINANCIAL_METRICS_CATEGORIES` - 财务指标 7 大分类
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- `RANKING_METRICS` / `COMPARE_METRICS` - 排名和对比指标
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||||
**工具函数**(`utils/`):
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| 函数 | 文件 | 说明 |
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|------|------|------|
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||||
| `calculateYoYChange` | calculations.ts | 计算同比变化率和强度 |
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| `getCellBackground` | calculations.ts | 根据变化率返回单元格背景色 |
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| `getValueByPath` | calculations.ts | 从嵌套对象获取值 |
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| `isNegativeIndicator` | calculations.ts | 判断是否为负向指标 |
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| `getMetricChartOption` | chartOptions.ts | 指标趋势图配置 |
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| `getComparisonChartOption` | chartOptions.ts | 营收与利润对比图配置 |
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| `getMainBusinessPieOption` | chartOptions.ts | 主营业务饼图配置 |
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||||
| `getCompareBarChartOption` | chartOptions.ts | 股票对比柱状图配置 |
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||||
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**Hook 返回值**(`useFinancialData`):
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```typescript
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{
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// 数据状态
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stockInfo: StockInfo | null;
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balanceSheet: BalanceSheetData[];
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incomeStatement: IncomeStatementData[];
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cashflow: CashflowData[];
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financialMetrics: FinancialMetricsData[];
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mainBusiness: MainBusinessData | null;
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forecast: ForecastData | null;
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industryRank: IndustryRankData[];
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comparison: ComparisonData[];
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// 加载状态
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loading: boolean;
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error: string | null;
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// 操作方法
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refetch: () => Promise<void>;
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setStockCode: (code: string) => void;
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setSelectedPeriods: (periods: number) => void;
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// 当前参数
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currentStockCode: string;
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selectedPeriods: number;
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}
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```
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**优化效果**:
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||||
| 指标 | 优化前 | 优化后 | 改善 |
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||||
|------|--------|--------|------|
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| 主文件行数 | 2,150 | ~400 | -81% |
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| 文件数量 | 1 (.js) | 21 (.tsx/.ts) | 模块化 + TS |
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||||
| 可复用组件 | 0(内联) | 9 个独立组件 | 提升 |
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||||
| 类型安全 | 无 | 完整 | TypeScript |
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**设计原则**:
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||||
- **TypeScript 类型安全**:完整的接口定义,消除 any 类型
|
||||
- **Hook 数据层**:`useFinancialData` 封装 9 个 API 并行加载
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||||
- **组件解耦**:每个表格/分析视图独立为组件
|
||||
- **常量配置化**:指标定义可维护、可扩展
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||||
- **工具函数复用**:计算和图表配置统一管理
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||||
@@ -0,0 +1,254 @@
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/**
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* 资产负债表组件
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*/
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||||
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import React, { useState } from 'react';
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||||
import {
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||||
Table,
|
||||
Thead,
|
||||
Tbody,
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||||
Tr,
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||||
Th,
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||||
Td,
|
||||
TableContainer,
|
||||
Text,
|
||||
VStack,
|
||||
HStack,
|
||||
Box,
|
||||
Badge,
|
||||
Tooltip,
|
||||
IconButton,
|
||||
Alert,
|
||||
AlertIcon,
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||||
} from '@chakra-ui/react';
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import { ChevronDownIcon, ChevronUpIcon, ViewIcon } from '@chakra-ui/icons';
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import { formatUtils } from '@services/financialService';
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import {
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CURRENT_ASSETS_METRICS,
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NON_CURRENT_ASSETS_METRICS,
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TOTAL_ASSETS_METRICS,
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CURRENT_LIABILITIES_METRICS,
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NON_CURRENT_LIABILITIES_METRICS,
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||||
TOTAL_LIABILITIES_METRICS,
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EQUITY_METRICS,
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} from '../constants';
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import { getValueByPath } from '../utils';
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import type { BalanceSheetTableProps, MetricSectionConfig } from '../types';
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||||
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||||
export const BalanceSheetTable: React.FC<BalanceSheetTableProps> = ({
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data,
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||||
showMetricChart,
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calculateYoYChange,
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getCellBackground,
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||||
positiveColor,
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||||
negativeColor,
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||||
bgColor,
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||||
hoverBg,
|
||||
}) => {
|
||||
const [expandedSections, setExpandedSections] = useState<Record<string, boolean>>({
|
||||
currentAssets: true,
|
||||
nonCurrentAssets: true,
|
||||
currentLiabilities: true,
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||||
nonCurrentLiabilities: true,
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equity: true,
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||||
});
|
||||
|
||||
const toggleSection = (section: string) => {
|
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setExpandedSections((prev) => ({
|
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...prev,
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||||
[section]: !prev[section],
|
||||
}));
|
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};
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|
||||
// 资产部分配置
|
||||
const assetSections: MetricSectionConfig[] = [
|
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CURRENT_ASSETS_METRICS,
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NON_CURRENT_ASSETS_METRICS,
|
||||
TOTAL_ASSETS_METRICS,
|
||||
];
|
||||
|
||||
// 负债部分配置
|
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const liabilitySections: MetricSectionConfig[] = [
|
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CURRENT_LIABILITIES_METRICS,
|
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NON_CURRENT_LIABILITIES_METRICS,
|
||||
TOTAL_LIABILITIES_METRICS,
|
||||
];
|
||||
|
||||
// 权益部分配置
|
||||
const equitySections: MetricSectionConfig[] = [EQUITY_METRICS];
|
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|
||||
// 数组安全检查
|
||||
if (!Array.isArray(data) || data.length === 0) {
|
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return (
|
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<Alert status="info">
|
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<AlertIcon />
|
||||
暂无资产负债表数据
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
const maxColumns = Math.min(data.length, 6);
|
||||
const displayData = data.slice(0, maxColumns);
|
||||
|
||||
const renderSection = (sections: MetricSectionConfig[]) => (
|
||||
<>
|
||||
{sections.map((section) => (
|
||||
<React.Fragment key={section.key}>
|
||||
{section.title !== '资产总计' &&
|
||||
section.title !== '负债合计' && (
|
||||
<Tr
|
||||
bg="gray.50"
|
||||
cursor="pointer"
|
||||
onClick={() => toggleSection(section.key)}
|
||||
>
|
||||
<Td colSpan={maxColumns + 2}>
|
||||
<HStack>
|
||||
{expandedSections[section.key] ? (
|
||||
<ChevronUpIcon />
|
||||
) : (
|
||||
<ChevronDownIcon />
|
||||
)}
|
||||
<Text fontWeight="bold">{section.title}</Text>
|
||||
</HStack>
|
||||
</Td>
|
||||
</Tr>
|
||||
)}
|
||||
{(expandedSections[section.key] ||
|
||||
section.title === '资产总计' ||
|
||||
section.title === '负债合计' ||
|
||||
section.title === '股东权益合计') &&
|
||||
section.metrics.map((metric) => {
|
||||
const rowData = data.map((item) =>
|
||||
getValueByPath<number>(item, metric.path)
|
||||
);
|
||||
|
||||
return (
|
||||
<Tr
|
||||
key={metric.key}
|
||||
_hover={{ bg: hoverBg, cursor: 'pointer' }}
|
||||
onClick={() =>
|
||||
showMetricChart(metric.name, metric.key, data, metric.path)
|
||||
}
|
||||
bg={metric.isTotal ? 'blue.50' : 'transparent'}
|
||||
>
|
||||
<Td position="sticky" left={0} bg={bgColor} zIndex={1}>
|
||||
<HStack spacing={2}>
|
||||
{!metric.isTotal && <Box w={4} />}
|
||||
<Text
|
||||
fontWeight={metric.isTotal ? 'bold' : 'medium'}
|
||||
fontSize={metric.isTotal ? 'sm' : 'xs'}
|
||||
>
|
||||
{metric.name}
|
||||
</Text>
|
||||
{metric.isCore && (
|
||||
<Badge size="xs" colorScheme="purple">
|
||||
核心
|
||||
</Badge>
|
||||
)}
|
||||
</HStack>
|
||||
</Td>
|
||||
{displayData.map((item, idx) => {
|
||||
const value = rowData[idx];
|
||||
const { change, intensity } = calculateYoYChange(
|
||||
value ?? 0,
|
||||
item.period,
|
||||
data,
|
||||
metric.path
|
||||
);
|
||||
|
||||
return (
|
||||
<Td
|
||||
key={idx}
|
||||
isNumeric
|
||||
bg={getCellBackground(change, intensity)}
|
||||
position="relative"
|
||||
>
|
||||
<Tooltip
|
||||
label={
|
||||
<VStack align="start" spacing={0}>
|
||||
<Text>
|
||||
数值: {formatUtils.formatLargeNumber(value)}
|
||||
</Text>
|
||||
<Text>同比: {change.toFixed(2)}%</Text>
|
||||
</VStack>
|
||||
}
|
||||
placement="top"
|
||||
>
|
||||
<Text
|
||||
fontSize="xs"
|
||||
fontWeight={metric.isTotal ? 'bold' : 'normal'}
|
||||
>
|
||||
{formatUtils.formatLargeNumber(value, 0)}
|
||||
</Text>
|
||||
</Tooltip>
|
||||
{Math.abs(change) > 30 && !metric.isTotal && (
|
||||
<Text
|
||||
position="absolute"
|
||||
top="-1"
|
||||
right="0"
|
||||
fontSize="2xs"
|
||||
color={change > 0 ? positiveColor : negativeColor}
|
||||
fontWeight="bold"
|
||||
>
|
||||
{change > 0 ? '↑' : '↓'}
|
||||
{Math.abs(change).toFixed(0)}%
|
||||
</Text>
|
||||
)}
|
||||
</Td>
|
||||
);
|
||||
})}
|
||||
<Td>
|
||||
<IconButton
|
||||
size="xs"
|
||||
icon={<ViewIcon />}
|
||||
variant="ghost"
|
||||
colorScheme="blue"
|
||||
aria-label="查看图表"
|
||||
onClick={(e) => {
|
||||
e.stopPropagation();
|
||||
showMetricChart(metric.name, metric.key, data, metric.path);
|
||||
}}
|
||||
/>
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</React.Fragment>
|
||||
))}
|
||||
</>
|
||||
);
|
||||
|
||||
return (
|
||||
<TableContainer>
|
||||
<Table size="sm" variant="simple">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th position="sticky" left={0} bg={bgColor} zIndex={1} minW="200px">
|
||||
项目
|
||||
</Th>
|
||||
{displayData.map((item) => (
|
||||
<Th key={item.period} isNumeric fontSize="xs" minW="120px">
|
||||
<VStack spacing={0}>
|
||||
<Text>{formatUtils.getReportType(item.period)}</Text>
|
||||
<Text fontSize="2xs" color="gray.500">
|
||||
{item.period.substring(0, 10)}
|
||||
</Text>
|
||||
</VStack>
|
||||
</Th>
|
||||
))}
|
||||
<Th w="50px">操作</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{renderSection(assetSections)}
|
||||
<Tr height={2} />
|
||||
{renderSection(liabilitySections)}
|
||||
<Tr height={2} />
|
||||
{renderSection(equitySections)}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
);
|
||||
};
|
||||
|
||||
export default BalanceSheetTable;
|
||||
@@ -0,0 +1,157 @@
|
||||
/**
|
||||
* 现金流量表组件
|
||||
*/
|
||||
|
||||
import React from 'react';
|
||||
import {
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Text,
|
||||
VStack,
|
||||
HStack,
|
||||
Badge,
|
||||
Tooltip,
|
||||
IconButton,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
} from '@chakra-ui/react';
|
||||
import { ViewIcon } from '@chakra-ui/icons';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { CASHFLOW_METRICS } from '../constants';
|
||||
import { getValueByPath } from '../utils';
|
||||
import type { CashflowTableProps } from '../types';
|
||||
|
||||
export const CashflowTable: React.FC<CashflowTableProps> = ({
|
||||
data,
|
||||
showMetricChart,
|
||||
calculateYoYChange,
|
||||
getCellBackground,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
bgColor,
|
||||
hoverBg,
|
||||
}) => {
|
||||
// 数组安全检查
|
||||
if (!Array.isArray(data) || data.length === 0) {
|
||||
return (
|
||||
<Alert status="info">
|
||||
<AlertIcon />
|
||||
暂无现金流量表数据
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
const maxColumns = Math.min(data.length, 8);
|
||||
const displayData = data.slice(0, maxColumns);
|
||||
|
||||
return (
|
||||
<TableContainer>
|
||||
<Table size="sm" variant="simple">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th position="sticky" left={0} bg={bgColor} zIndex={1}>
|
||||
项目
|
||||
</Th>
|
||||
{displayData.map((item) => (
|
||||
<Th key={item.period} isNumeric fontSize="xs">
|
||||
<VStack spacing={0}>
|
||||
<Text>{formatUtils.getReportType(item.period)}</Text>
|
||||
<Text fontSize="2xs" color="gray.500">
|
||||
{item.period.substring(0, 10)}
|
||||
</Text>
|
||||
</VStack>
|
||||
</Th>
|
||||
))}
|
||||
<Th>趋势</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{CASHFLOW_METRICS.map((metric) => {
|
||||
const rowData = data.map((item) => getValueByPath<number>(item, metric.path));
|
||||
|
||||
return (
|
||||
<Tr
|
||||
key={metric.key}
|
||||
_hover={{ bg: hoverBg, cursor: 'pointer' }}
|
||||
onClick={() => showMetricChart(metric.name, metric.key, data, metric.path)}
|
||||
>
|
||||
<Td position="sticky" left={0} bg={bgColor} zIndex={1}>
|
||||
<HStack>
|
||||
<Text fontWeight="medium">{metric.name}</Text>
|
||||
{['operating_net', 'free_cash_flow'].includes(metric.key) && (
|
||||
<Badge colorScheme="purple">核心</Badge>
|
||||
)}
|
||||
</HStack>
|
||||
</Td>
|
||||
{displayData.map((item, idx) => {
|
||||
const value = rowData[idx];
|
||||
const isNegative = value !== undefined && value < 0;
|
||||
const { change, intensity } = calculateYoYChange(
|
||||
value ?? 0,
|
||||
item.period,
|
||||
data,
|
||||
metric.path
|
||||
);
|
||||
|
||||
return (
|
||||
<Td
|
||||
key={idx}
|
||||
isNumeric
|
||||
bg={getCellBackground(change, intensity)}
|
||||
position="relative"
|
||||
>
|
||||
<Tooltip
|
||||
label={
|
||||
<VStack align="start" spacing={0}>
|
||||
<Text>数值: {formatUtils.formatLargeNumber(value)}</Text>
|
||||
<Text>同比: {change.toFixed(2)}%</Text>
|
||||
</VStack>
|
||||
}
|
||||
placement="top"
|
||||
>
|
||||
<Text
|
||||
fontSize="xs"
|
||||
color={isNegative ? negativeColor : positiveColor}
|
||||
>
|
||||
{formatUtils.formatLargeNumber(value, 1)}
|
||||
</Text>
|
||||
</Tooltip>
|
||||
{Math.abs(change) > 50 && (
|
||||
<Text
|
||||
position="absolute"
|
||||
top="0"
|
||||
right="1"
|
||||
fontSize="2xs"
|
||||
color={change > 0 ? positiveColor : negativeColor}
|
||||
fontWeight="bold"
|
||||
>
|
||||
{change > 0 ? '↑' : '↓'}
|
||||
</Text>
|
||||
)}
|
||||
</Td>
|
||||
);
|
||||
})}
|
||||
<Td>
|
||||
<IconButton
|
||||
size="xs"
|
||||
icon={<ViewIcon />}
|
||||
variant="ghost"
|
||||
colorScheme="blue"
|
||||
aria-label="查看趋势"
|
||||
/>
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
);
|
||||
};
|
||||
|
||||
export default CashflowTable;
|
||||
@@ -0,0 +1,40 @@
|
||||
/**
|
||||
* 综合对比分析组件
|
||||
*/
|
||||
|
||||
import React from 'react';
|
||||
import { Card, CardBody } from '@chakra-ui/react';
|
||||
import ReactECharts from 'echarts-for-react';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { getComparisonChartOption } from '../utils';
|
||||
import type { ComparisonAnalysisProps } from '../types';
|
||||
|
||||
export const ComparisonAnalysis: React.FC<ComparisonAnalysisProps> = ({ comparison }) => {
|
||||
if (!Array.isArray(comparison) || comparison.length === 0) return null;
|
||||
|
||||
const revenueData = comparison
|
||||
.map((item) => ({
|
||||
period: formatUtils.getReportType(item.period),
|
||||
value: item.performance.revenue / 100000000, // 转换为亿
|
||||
}))
|
||||
.reverse();
|
||||
|
||||
const profitData = comparison
|
||||
.map((item) => ({
|
||||
period: formatUtils.getReportType(item.period),
|
||||
value: item.performance.net_profit / 100000000, // 转换为亿
|
||||
}))
|
||||
.reverse();
|
||||
|
||||
const chartOption = getComparisonChartOption(revenueData, profitData);
|
||||
|
||||
return (
|
||||
<Card>
|
||||
<CardBody>
|
||||
<ReactECharts option={chartOption} style={{ height: '400px' }} />
|
||||
</CardBody>
|
||||
</Card>
|
||||
);
|
||||
};
|
||||
|
||||
export default ComparisonAnalysis;
|
||||
@@ -0,0 +1,279 @@
|
||||
/**
|
||||
* 财务指标表格组件
|
||||
*/
|
||||
|
||||
import React, { useState } from 'react';
|
||||
import {
|
||||
VStack,
|
||||
HStack,
|
||||
Button,
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Text,
|
||||
Badge,
|
||||
Tooltip,
|
||||
IconButton,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
Card,
|
||||
CardBody,
|
||||
CardHeader,
|
||||
Heading,
|
||||
SimpleGrid,
|
||||
Box,
|
||||
} from '@chakra-ui/react';
|
||||
import { ViewIcon } from '@chakra-ui/icons';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { FINANCIAL_METRICS_CATEGORIES } from '../constants';
|
||||
import { getValueByPath, isNegativeIndicator } from '../utils';
|
||||
import type { FinancialMetricsTableProps } from '../types';
|
||||
|
||||
type CategoryKey = keyof typeof FINANCIAL_METRICS_CATEGORIES;
|
||||
|
||||
export const FinancialMetricsTable: React.FC<FinancialMetricsTableProps> = ({
|
||||
data,
|
||||
showMetricChart,
|
||||
calculateYoYChange,
|
||||
getCellBackground,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
bgColor,
|
||||
hoverBg,
|
||||
}) => {
|
||||
const [selectedCategory, setSelectedCategory] = useState<CategoryKey>('profitability');
|
||||
|
||||
// 数组安全检查
|
||||
if (!Array.isArray(data) || data.length === 0) {
|
||||
return (
|
||||
<Alert status="info">
|
||||
<AlertIcon />
|
||||
暂无财务指标数据
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
const maxColumns = Math.min(data.length, 6);
|
||||
const displayData = data.slice(0, maxColumns);
|
||||
const currentCategory = FINANCIAL_METRICS_CATEGORIES[selectedCategory];
|
||||
|
||||
return (
|
||||
<VStack spacing={4} align="stretch">
|
||||
{/* 分类选择器 */}
|
||||
<HStack spacing={2} wrap="wrap">
|
||||
{(Object.entries(FINANCIAL_METRICS_CATEGORIES) as [CategoryKey, typeof currentCategory][]).map(
|
||||
([key, category]) => (
|
||||
<Button
|
||||
key={key}
|
||||
size="sm"
|
||||
variant={selectedCategory === key ? 'solid' : 'outline'}
|
||||
colorScheme="blue"
|
||||
onClick={() => setSelectedCategory(key)}
|
||||
>
|
||||
{category.title}
|
||||
</Button>
|
||||
)
|
||||
)}
|
||||
</HStack>
|
||||
|
||||
{/* 指标表格 */}
|
||||
<TableContainer>
|
||||
<Table size="sm" variant="simple">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th position="sticky" left={0} bg={bgColor} zIndex={1} minW="200px">
|
||||
{currentCategory.title}
|
||||
</Th>
|
||||
{displayData.map((item) => (
|
||||
<Th key={item.period} isNumeric fontSize="xs" minW="100px">
|
||||
<VStack spacing={0}>
|
||||
<Text>{formatUtils.getReportType(item.period)}</Text>
|
||||
<Text fontSize="2xs" color="gray.500">
|
||||
{item.period.substring(0, 10)}
|
||||
</Text>
|
||||
</VStack>
|
||||
</Th>
|
||||
))}
|
||||
<Th w="50px">趋势</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{currentCategory.metrics.map((metric) => {
|
||||
const rowData = data.map((item) =>
|
||||
getValueByPath<number>(item, metric.path)
|
||||
);
|
||||
|
||||
return (
|
||||
<Tr
|
||||
key={metric.key}
|
||||
_hover={{ bg: hoverBg, cursor: 'pointer' }}
|
||||
onClick={() =>
|
||||
showMetricChart(metric.name, metric.key, data, metric.path)
|
||||
}
|
||||
>
|
||||
<Td position="sticky" left={0} bg={bgColor} zIndex={1}>
|
||||
<HStack spacing={2}>
|
||||
<Text fontWeight="medium" fontSize="xs">
|
||||
{metric.name}
|
||||
</Text>
|
||||
{metric.isCore && (
|
||||
<Badge size="xs" colorScheme="purple">
|
||||
核心
|
||||
</Badge>
|
||||
)}
|
||||
</HStack>
|
||||
</Td>
|
||||
{displayData.map((item, idx) => {
|
||||
const value = rowData[idx];
|
||||
const { change, intensity } = calculateYoYChange(
|
||||
value ?? 0,
|
||||
item.period,
|
||||
data,
|
||||
metric.path
|
||||
);
|
||||
|
||||
// 判断指标性质
|
||||
const isNegative = isNegativeIndicator(metric.key);
|
||||
|
||||
// 对于负向指标,增加是坏事(绿色),减少是好事(红色)
|
||||
const displayColor = isNegative
|
||||
? change > 0
|
||||
? negativeColor
|
||||
: positiveColor
|
||||
: change > 0
|
||||
? positiveColor
|
||||
: negativeColor;
|
||||
|
||||
return (
|
||||
<Td
|
||||
key={idx}
|
||||
isNumeric
|
||||
bg={getCellBackground(change, intensity * 0.3)}
|
||||
position="relative"
|
||||
>
|
||||
<Tooltip
|
||||
label={
|
||||
<VStack align="start" spacing={0}>
|
||||
<Text>
|
||||
{metric.name}: {value?.toFixed(2) || '-'}
|
||||
</Text>
|
||||
<Text>同比: {change.toFixed(2)}%</Text>
|
||||
</VStack>
|
||||
}
|
||||
placement="top"
|
||||
>
|
||||
<Text
|
||||
fontSize="xs"
|
||||
color={
|
||||
selectedCategory === 'growth'
|
||||
? value !== undefined && value > 0
|
||||
? positiveColor
|
||||
: value !== undefined && value < 0
|
||||
? negativeColor
|
||||
: 'gray.500'
|
||||
: 'inherit'
|
||||
}
|
||||
>
|
||||
{value?.toFixed(2) || '-'}
|
||||
</Text>
|
||||
</Tooltip>
|
||||
{Math.abs(change) > 20 &&
|
||||
value !== undefined &&
|
||||
Math.abs(value) > 0.01 && (
|
||||
<Text
|
||||
position="absolute"
|
||||
top="-1"
|
||||
right="0"
|
||||
fontSize="2xs"
|
||||
color={displayColor}
|
||||
fontWeight="bold"
|
||||
>
|
||||
{change > 0 ? '↑' : '↓'}
|
||||
</Text>
|
||||
)}
|
||||
</Td>
|
||||
);
|
||||
})}
|
||||
<Td>
|
||||
<IconButton
|
||||
size="xs"
|
||||
icon={<ViewIcon />}
|
||||
variant="ghost"
|
||||
colorScheme="blue"
|
||||
aria-label="查看趋势"
|
||||
onClick={(e) => {
|
||||
e.stopPropagation();
|
||||
showMetricChart(metric.name, metric.key, data, metric.path);
|
||||
}}
|
||||
/>
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
|
||||
{/* 关键指标快速对比 */}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="sm">关键指标速览</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<SimpleGrid columns={{ base: 2, md: 4, lg: 6 }} spacing={4}>
|
||||
{data[0] &&
|
||||
[
|
||||
{
|
||||
label: 'ROE',
|
||||
value: getValueByPath<number>(data[0], 'profitability.roe'),
|
||||
format: 'percent',
|
||||
},
|
||||
{
|
||||
label: '毛利率',
|
||||
value: getValueByPath<number>(data[0], 'profitability.gross_margin'),
|
||||
format: 'percent',
|
||||
},
|
||||
{
|
||||
label: '净利率',
|
||||
value: getValueByPath<number>(data[0], 'profitability.net_profit_margin'),
|
||||
format: 'percent',
|
||||
},
|
||||
{
|
||||
label: '流动比率',
|
||||
value: getValueByPath<number>(data[0], 'solvency.current_ratio'),
|
||||
format: 'decimal',
|
||||
},
|
||||
{
|
||||
label: '资产负债率',
|
||||
value: getValueByPath<number>(data[0], 'solvency.asset_liability_ratio'),
|
||||
format: 'percent',
|
||||
},
|
||||
{
|
||||
label: '研发费用率',
|
||||
value: getValueByPath<number>(data[0], 'expense_ratios.rd_expense_ratio'),
|
||||
format: 'percent',
|
||||
},
|
||||
].map((item, idx) => (
|
||||
<Box key={idx} p={3} borderRadius="md" bg="gray.50">
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
{item.label}
|
||||
</Text>
|
||||
<Text fontSize="lg" fontWeight="bold">
|
||||
{item.format === 'percent'
|
||||
? formatUtils.formatPercent(item.value)
|
||||
: item.value?.toFixed(2) || '-'}
|
||||
</Text>
|
||||
</Box>
|
||||
))}
|
||||
</SimpleGrid>
|
||||
</CardBody>
|
||||
</Card>
|
||||
</VStack>
|
||||
);
|
||||
};
|
||||
|
||||
export default FinancialMetricsTable;
|
||||
@@ -0,0 +1,229 @@
|
||||
/**
|
||||
* 利润表组件
|
||||
*/
|
||||
|
||||
import React, { useState } from 'react';
|
||||
import {
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Text,
|
||||
VStack,
|
||||
HStack,
|
||||
Box,
|
||||
Badge,
|
||||
Tooltip,
|
||||
IconButton,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
} from '@chakra-ui/react';
|
||||
import { ChevronDownIcon, ChevronUpIcon, ViewIcon } from '@chakra-ui/icons';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { INCOME_STATEMENT_SECTIONS } from '../constants';
|
||||
import { getValueByPath, isNegativeIndicator } from '../utils';
|
||||
import type { IncomeStatementTableProps } from '../types';
|
||||
|
||||
export const IncomeStatementTable: React.FC<IncomeStatementTableProps> = ({
|
||||
data,
|
||||
showMetricChart,
|
||||
calculateYoYChange,
|
||||
getCellBackground,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
bgColor,
|
||||
hoverBg,
|
||||
}) => {
|
||||
const [expandedSections, setExpandedSections] = useState<Record<string, boolean>>({
|
||||
revenue: true,
|
||||
costs: true,
|
||||
otherGains: true,
|
||||
profits: true,
|
||||
eps: true,
|
||||
comprehensive: true,
|
||||
});
|
||||
|
||||
const toggleSection = (section: string) => {
|
||||
setExpandedSections((prev) => ({
|
||||
...prev,
|
||||
[section]: !prev[section],
|
||||
}));
|
||||
};
|
||||
|
||||
// 数组安全检查
|
||||
if (!Array.isArray(data) || data.length === 0) {
|
||||
return (
|
||||
<Alert status="info">
|
||||
<AlertIcon />
|
||||
暂无利润表数据
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
const maxColumns = Math.min(data.length, 6);
|
||||
const displayData = data.slice(0, maxColumns);
|
||||
|
||||
const renderSection = (section: (typeof INCOME_STATEMENT_SECTIONS)[0]) => (
|
||||
<React.Fragment key={section.key}>
|
||||
<Tr
|
||||
bg="gray.50"
|
||||
cursor="pointer"
|
||||
onClick={() => toggleSection(section.key)}
|
||||
>
|
||||
<Td colSpan={maxColumns + 2}>
|
||||
<HStack>
|
||||
{expandedSections[section.key] ? <ChevronUpIcon /> : <ChevronDownIcon />}
|
||||
<Text fontWeight="bold">{section.title}</Text>
|
||||
</HStack>
|
||||
</Td>
|
||||
</Tr>
|
||||
{expandedSections[section.key] &&
|
||||
section.metrics.map((metric) => {
|
||||
const rowData = data.map((item) => getValueByPath<number>(item, metric.path));
|
||||
|
||||
return (
|
||||
<Tr
|
||||
key={metric.key}
|
||||
_hover={{ bg: hoverBg, cursor: 'pointer' }}
|
||||
onClick={() => showMetricChart(metric.name, metric.key, data, metric.path)}
|
||||
bg={
|
||||
metric.isTotal
|
||||
? 'blue.50'
|
||||
: metric.isSubtotal
|
||||
? 'orange.50'
|
||||
: 'transparent'
|
||||
}
|
||||
>
|
||||
<Td position="sticky" left={0} bg={bgColor} zIndex={1}>
|
||||
<HStack spacing={2}>
|
||||
{!metric.isTotal &&
|
||||
!metric.isSubtotal && (
|
||||
<Box w={metric.name.startsWith(' ') ? 8 : 4} />
|
||||
)}
|
||||
<Text
|
||||
fontWeight={metric.isTotal || metric.isSubtotal ? 'bold' : 'medium'}
|
||||
fontSize={metric.isTotal ? 'sm' : 'xs'}
|
||||
>
|
||||
{metric.name}
|
||||
</Text>
|
||||
{metric.isCore && (
|
||||
<Badge size="xs" colorScheme="purple">
|
||||
核心
|
||||
</Badge>
|
||||
)}
|
||||
</HStack>
|
||||
</Td>
|
||||
{displayData.map((item, idx) => {
|
||||
const value = rowData[idx];
|
||||
const { change, intensity } = calculateYoYChange(
|
||||
value ?? 0,
|
||||
item.period,
|
||||
data,
|
||||
metric.path
|
||||
);
|
||||
|
||||
// 特殊处理:成本费用类负向指标,增长用绿色,减少用红色
|
||||
const isCostItem = isNegativeIndicator(metric.key);
|
||||
const displayColor = isCostItem
|
||||
? change > 0
|
||||
? negativeColor
|
||||
: positiveColor
|
||||
: change > 0
|
||||
? positiveColor
|
||||
: negativeColor;
|
||||
|
||||
return (
|
||||
<Td
|
||||
key={idx}
|
||||
isNumeric
|
||||
bg={getCellBackground(change, intensity)}
|
||||
position="relative"
|
||||
>
|
||||
<Tooltip
|
||||
label={
|
||||
<VStack align="start" spacing={0}>
|
||||
<Text>
|
||||
数值:{' '}
|
||||
{metric.key.includes('eps')
|
||||
? value?.toFixed(3)
|
||||
: formatUtils.formatLargeNumber(value)}
|
||||
</Text>
|
||||
<Text>同比: {change.toFixed(2)}%</Text>
|
||||
</VStack>
|
||||
}
|
||||
placement="top"
|
||||
>
|
||||
<Text
|
||||
fontSize="xs"
|
||||
fontWeight={metric.isTotal || metric.isSubtotal ? 'bold' : 'normal'}
|
||||
color={value !== undefined && value < 0 ? 'red.500' : 'inherit'}
|
||||
>
|
||||
{metric.key.includes('eps')
|
||||
? value?.toFixed(3)
|
||||
: formatUtils.formatLargeNumber(value, 0)}
|
||||
</Text>
|
||||
</Tooltip>
|
||||
{Math.abs(change) > 30 && !metric.isTotal && (
|
||||
<Text
|
||||
position="absolute"
|
||||
top="-1"
|
||||
right="0"
|
||||
fontSize="2xs"
|
||||
color={displayColor}
|
||||
fontWeight="bold"
|
||||
>
|
||||
{change > 0 ? '↑' : '↓'}
|
||||
{Math.abs(change).toFixed(0)}%
|
||||
</Text>
|
||||
)}
|
||||
</Td>
|
||||
);
|
||||
})}
|
||||
<Td>
|
||||
<IconButton
|
||||
size="xs"
|
||||
icon={<ViewIcon />}
|
||||
variant="ghost"
|
||||
colorScheme="blue"
|
||||
aria-label="查看图表"
|
||||
/>
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</React.Fragment>
|
||||
);
|
||||
|
||||
return (
|
||||
<TableContainer>
|
||||
<Table size="sm" variant="simple">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th position="sticky" left={0} bg={bgColor} zIndex={1} minW="250px">
|
||||
项目
|
||||
</Th>
|
||||
{displayData.map((item) => (
|
||||
<Th key={item.period} isNumeric fontSize="xs" minW="120px">
|
||||
<VStack spacing={0}>
|
||||
<Text>{formatUtils.getReportType(item.period)}</Text>
|
||||
<Text fontSize="2xs" color="gray.500">
|
||||
{item.period.substring(0, 10)}
|
||||
</Text>
|
||||
</VStack>
|
||||
</Th>
|
||||
))}
|
||||
<Th w="50px">操作</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{INCOME_STATEMENT_SECTIONS.map((section) => renderSection(section))}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
);
|
||||
};
|
||||
|
||||
export default IncomeStatementTable;
|
||||
@@ -0,0 +1,114 @@
|
||||
/**
|
||||
* 行业排名组件
|
||||
*/
|
||||
|
||||
import React from 'react';
|
||||
import {
|
||||
VStack,
|
||||
Card,
|
||||
CardBody,
|
||||
CardHeader,
|
||||
Heading,
|
||||
Text,
|
||||
Box,
|
||||
HStack,
|
||||
Badge,
|
||||
SimpleGrid,
|
||||
} from '@chakra-ui/react';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { RANKING_METRICS } from '../constants';
|
||||
import type { IndustryRankingViewProps } from '../types';
|
||||
|
||||
export const IndustryRankingView: React.FC<IndustryRankingViewProps> = ({
|
||||
industryRank,
|
||||
bgColor,
|
||||
borderColor,
|
||||
}) => {
|
||||
if (!industryRank || industryRank.length === 0) {
|
||||
return (
|
||||
<Card>
|
||||
<CardBody>
|
||||
<Text textAlign="center" color="gray.500" py={8}>
|
||||
暂无行业排名数据
|
||||
</Text>
|
||||
</CardBody>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<VStack spacing={4} align="stretch">
|
||||
{industryRank.map((periodData, periodIdx) => (
|
||||
<Card key={periodIdx}>
|
||||
<CardHeader>
|
||||
<HStack justify="space-between">
|
||||
<Heading size="sm">{periodData.report_type} 行业排名</Heading>
|
||||
<Badge colorScheme="purple">{periodData.period}</Badge>
|
||||
</HStack>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
{periodData.rankings?.map((ranking, idx) => (
|
||||
<Box key={idx} mb={6}>
|
||||
<Text fontWeight="bold" mb={3}>
|
||||
{ranking.industry_name} ({ranking.level_description})
|
||||
</Text>
|
||||
<SimpleGrid columns={{ base: 1, md: 2, lg: 4 }} spacing={3}>
|
||||
{RANKING_METRICS.map((metric) => {
|
||||
const metricData = ranking.metrics?.[metric.key as keyof typeof ranking.metrics];
|
||||
if (!metricData) return null;
|
||||
|
||||
const isGood = metricData.rank && metricData.rank <= 10;
|
||||
const isBad = metricData.rank && metricData.rank > 30;
|
||||
|
||||
const isPercentMetric =
|
||||
metric.key.includes('growth') ||
|
||||
metric.key.includes('margin') ||
|
||||
metric.key === 'roe';
|
||||
|
||||
return (
|
||||
<Box
|
||||
key={metric.key}
|
||||
p={3}
|
||||
borderRadius="md"
|
||||
bg={bgColor}
|
||||
borderWidth="1px"
|
||||
borderColor={borderColor}
|
||||
>
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
{metric.name}
|
||||
</Text>
|
||||
<HStack mt={1}>
|
||||
<Text fontWeight="bold">
|
||||
{isPercentMetric
|
||||
? formatUtils.formatPercent(metricData.value)
|
||||
: metricData.value?.toFixed(2) || '-'}
|
||||
</Text>
|
||||
{metricData.rank && (
|
||||
<Badge
|
||||
size="sm"
|
||||
colorScheme={isGood ? 'red' : isBad ? 'green' : 'gray'}
|
||||
>
|
||||
#{metricData.rank}
|
||||
</Badge>
|
||||
)}
|
||||
</HStack>
|
||||
<Text fontSize="xs" color="gray.500" mt={1}>
|
||||
行业均值:{' '}
|
||||
{isPercentMetric
|
||||
? formatUtils.formatPercent(metricData.industry_avg)
|
||||
: metricData.industry_avg?.toFixed(2) || '-'}
|
||||
</Text>
|
||||
</Box>
|
||||
);
|
||||
})}
|
||||
</SimpleGrid>
|
||||
</Box>
|
||||
))}
|
||||
</CardBody>
|
||||
</Card>
|
||||
))}
|
||||
</VStack>
|
||||
);
|
||||
};
|
||||
|
||||
export default IndustryRankingView;
|
||||
@@ -0,0 +1,183 @@
|
||||
/**
|
||||
* 主营业务分析组件
|
||||
*/
|
||||
|
||||
import React from 'react';
|
||||
import {
|
||||
VStack,
|
||||
Grid,
|
||||
GridItem,
|
||||
Card,
|
||||
CardBody,
|
||||
CardHeader,
|
||||
Heading,
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
} from '@chakra-ui/react';
|
||||
import ReactECharts from 'echarts-for-react';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import { getMainBusinessPieOption } from '../utils';
|
||||
import type {
|
||||
MainBusinessAnalysisProps,
|
||||
BusinessItem,
|
||||
ProductClassification,
|
||||
IndustryClassification,
|
||||
} from '../types';
|
||||
|
||||
export const MainBusinessAnalysis: React.FC<MainBusinessAnalysisProps> = ({
|
||||
mainBusiness,
|
||||
}) => {
|
||||
// 优先使用product_classification,如果为空则使用industry_classification
|
||||
const hasProductData =
|
||||
mainBusiness?.product_classification && mainBusiness.product_classification.length > 0;
|
||||
const hasIndustryData =
|
||||
mainBusiness?.industry_classification && mainBusiness.industry_classification.length > 0;
|
||||
|
||||
if (!hasProductData && !hasIndustryData) {
|
||||
return (
|
||||
<Alert status="info">
|
||||
<AlertIcon />
|
||||
暂无主营业务数据
|
||||
</Alert>
|
||||
);
|
||||
}
|
||||
|
||||
// 选择数据源
|
||||
const dataSource = hasProductData ? 'product' : 'industry';
|
||||
|
||||
// 获取最新期间数据
|
||||
const latestPeriod = hasProductData
|
||||
? (mainBusiness!.product_classification![0] as ProductClassification)
|
||||
: (mainBusiness!.industry_classification![0] as IndustryClassification);
|
||||
|
||||
// 获取业务项目
|
||||
const businessItems: BusinessItem[] = hasProductData
|
||||
? (latestPeriod as ProductClassification).products
|
||||
: (latestPeriod as IndustryClassification).industries;
|
||||
|
||||
// 过滤掉"合计"项,准备饼图数据
|
||||
const pieData = businessItems
|
||||
.filter((item: BusinessItem) => item.content !== '合计')
|
||||
.map((item: BusinessItem) => ({
|
||||
name: item.content,
|
||||
value: item.revenue || 0,
|
||||
}));
|
||||
|
||||
const pieOption = getMainBusinessPieOption(
|
||||
`主营业务构成 - ${latestPeriod.report_type}`,
|
||||
dataSource === 'industry' ? '按行业分类' : '按产品分类',
|
||||
pieData
|
||||
);
|
||||
|
||||
// 历史对比数据
|
||||
const historicalData = hasProductData
|
||||
? (mainBusiness!.product_classification! as ProductClassification[])
|
||||
: (mainBusiness!.industry_classification! as IndustryClassification[]);
|
||||
|
||||
return (
|
||||
<VStack spacing={4} align="stretch">
|
||||
<Grid templateColumns="repeat(2, 1fr)" gap={4}>
|
||||
<GridItem>
|
||||
<Card>
|
||||
<CardBody>
|
||||
<ReactECharts option={pieOption} style={{ height: '300px' }} />
|
||||
</CardBody>
|
||||
</Card>
|
||||
</GridItem>
|
||||
<GridItem>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="sm">业务明细 - {latestPeriod.report_type}</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<TableContainer>
|
||||
<Table size="sm">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th>业务</Th>
|
||||
<Th isNumeric>营收</Th>
|
||||
<Th isNumeric>毛利率(%)</Th>
|
||||
<Th isNumeric>利润</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{businessItems
|
||||
.filter((item: BusinessItem) => item.content !== '合计')
|
||||
.map((item: BusinessItem, idx: number) => (
|
||||
<Tr key={idx}>
|
||||
<Td>{item.content}</Td>
|
||||
<Td isNumeric>{formatUtils.formatLargeNumber(item.revenue)}</Td>
|
||||
<Td isNumeric>
|
||||
{formatUtils.formatPercent(item.gross_margin || item.profit_margin)}
|
||||
</Td>
|
||||
<Td isNumeric>{formatUtils.formatLargeNumber(item.profit)}</Td>
|
||||
</Tr>
|
||||
))}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
</CardBody>
|
||||
</Card>
|
||||
</GridItem>
|
||||
</Grid>
|
||||
|
||||
{/* 历史对比 */}
|
||||
{historicalData.length > 1 && (
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="sm">主营业务历史对比</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<TableContainer>
|
||||
<Table size="sm">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th>业务/期间</Th>
|
||||
{historicalData.slice(0, 3).map((period) => (
|
||||
<Th key={period.period} isNumeric>
|
||||
{period.report_type}
|
||||
</Th>
|
||||
))}
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{businessItems
|
||||
.filter((item: BusinessItem) => item.content !== '合计')
|
||||
.map((item: BusinessItem, idx: number) => (
|
||||
<Tr key={idx}>
|
||||
<Td>{item.content}</Td>
|
||||
{historicalData.slice(0, 3).map((period) => {
|
||||
const periodItems: BusinessItem[] = hasProductData
|
||||
? (period as ProductClassification).products
|
||||
: (period as IndustryClassification).industries;
|
||||
const matchItem = periodItems.find(
|
||||
(p: BusinessItem) => p.content === item.content
|
||||
);
|
||||
return (
|
||||
<Td key={period.period} isNumeric>
|
||||
{matchItem
|
||||
? formatUtils.formatLargeNumber(matchItem.revenue)
|
||||
: '-'}
|
||||
</Td>
|
||||
);
|
||||
})}
|
||||
</Tr>
|
||||
))}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
</CardBody>
|
||||
</Card>
|
||||
)}
|
||||
</VStack>
|
||||
);
|
||||
};
|
||||
|
||||
export default MainBusinessAnalysis;
|
||||
@@ -0,0 +1,259 @@
|
||||
/**
|
||||
* 股票对比组件
|
||||
*/
|
||||
|
||||
import React, { useState } from 'react';
|
||||
import {
|
||||
VStack,
|
||||
Card,
|
||||
CardBody,
|
||||
CardHeader,
|
||||
Heading,
|
||||
HStack,
|
||||
Input,
|
||||
Button,
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Text,
|
||||
Grid,
|
||||
GridItem,
|
||||
} from '@chakra-ui/react';
|
||||
import { ArrowUpIcon, ArrowDownIcon } from '@chakra-ui/icons';
|
||||
import { useToast } from '@chakra-ui/react';
|
||||
import ReactECharts from 'echarts-for-react';
|
||||
import { logger } from '@utils/logger';
|
||||
import { financialService, formatUtils } from '@services/financialService';
|
||||
import { COMPARE_METRICS } from '../constants';
|
||||
import { getValueByPath, getCompareBarChartOption } from '../utils';
|
||||
import type { StockComparisonProps, StockInfo } from '../types';
|
||||
|
||||
interface CompareData {
|
||||
stockInfo: StockInfo;
|
||||
// eslint-disable-next-line @typescript-eslint/no-explicit-any
|
||||
metrics: any[];
|
||||
// eslint-disable-next-line @typescript-eslint/no-explicit-any
|
||||
comparison: any[];
|
||||
}
|
||||
|
||||
export const StockComparison: React.FC<StockComparisonProps> = ({
|
||||
currentStock,
|
||||
stockInfo,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
}) => {
|
||||
const [compareStock, setCompareStock] = useState('');
|
||||
const [compareData, setCompareData] = useState<CompareData | null>(null);
|
||||
const [compareLoading, setCompareLoading] = useState(false);
|
||||
const toast = useToast();
|
||||
|
||||
const loadCompareData = async () => {
|
||||
if (!compareStock || compareStock.length !== 6) {
|
||||
logger.warn('StockComparison', '无效的对比股票代码', { compareStock });
|
||||
toast({
|
||||
title: '请输入有效的6位股票代码',
|
||||
status: 'warning',
|
||||
duration: 3000,
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
logger.debug('StockComparison', '开始加载对比数据', { currentStock, compareStock });
|
||||
setCompareLoading(true);
|
||||
try {
|
||||
const [stockInfoRes, metricsRes, comparisonRes] = await Promise.all([
|
||||
financialService.getStockInfo(compareStock),
|
||||
financialService.getFinancialMetrics(compareStock, 4),
|
||||
financialService.getPeriodComparison(compareStock, 4),
|
||||
]);
|
||||
|
||||
setCompareData({
|
||||
stockInfo: stockInfoRes.data,
|
||||
metrics: metricsRes.data,
|
||||
comparison: comparisonRes.data,
|
||||
});
|
||||
|
||||
logger.info('StockComparison', '对比数据加载成功', { currentStock, compareStock });
|
||||
} catch (error) {
|
||||
logger.error('StockComparison', 'loadCompareData', error, {
|
||||
currentStock,
|
||||
compareStock,
|
||||
});
|
||||
} finally {
|
||||
setCompareLoading(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<VStack spacing={4} align="stretch">
|
||||
<Card>
|
||||
<CardBody>
|
||||
<HStack>
|
||||
<Input
|
||||
placeholder="输入对比股票代码"
|
||||
value={compareStock}
|
||||
onChange={(e) => setCompareStock(e.target.value)}
|
||||
maxLength={6}
|
||||
/>
|
||||
<Button
|
||||
colorScheme="blue"
|
||||
onClick={loadCompareData}
|
||||
isLoading={compareLoading}
|
||||
>
|
||||
添加对比
|
||||
</Button>
|
||||
</HStack>
|
||||
</CardBody>
|
||||
</Card>
|
||||
|
||||
{compareData && (
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="md">
|
||||
{stockInfo?.stock_name} ({currentStock}) VS{' '}
|
||||
{compareData.stockInfo?.stock_name} ({compareStock})
|
||||
</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<TableContainer>
|
||||
<Table size="sm">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th>指标</Th>
|
||||
<Th isNumeric>{stockInfo?.stock_name}</Th>
|
||||
<Th isNumeric>{compareData.stockInfo?.stock_name}</Th>
|
||||
<Th isNumeric>差异</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{COMPARE_METRICS.map((metric) => {
|
||||
const value1 = getValueByPath<number>(stockInfo, metric.path);
|
||||
const value2 = getValueByPath<number>(
|
||||
compareData.stockInfo,
|
||||
metric.path
|
||||
);
|
||||
|
||||
let diff: number | null = null;
|
||||
let diffColor = 'gray.500';
|
||||
|
||||
if (value1 !== undefined && value2 !== undefined) {
|
||||
if (metric.format === 'percent') {
|
||||
diff = value1 - value2;
|
||||
diffColor = diff > 0 ? positiveColor : negativeColor;
|
||||
} else {
|
||||
diff = ((value1 - value2) / value2) * 100;
|
||||
diffColor = diff > 0 ? positiveColor : negativeColor;
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Tr key={metric.key}>
|
||||
<Td>{metric.label}</Td>
|
||||
<Td isNumeric>
|
||||
{metric.format === 'percent'
|
||||
? formatUtils.formatPercent(value1)
|
||||
: formatUtils.formatLargeNumber(value1)}
|
||||
</Td>
|
||||
<Td isNumeric>
|
||||
{metric.format === 'percent'
|
||||
? formatUtils.formatPercent(value2)
|
||||
: formatUtils.formatLargeNumber(value2)}
|
||||
</Td>
|
||||
<Td isNumeric color={diffColor}>
|
||||
{diff !== null ? (
|
||||
<HStack spacing={1} justify="flex-end">
|
||||
{diff > 0 && <ArrowUpIcon boxSize={3} />}
|
||||
{diff < 0 && <ArrowDownIcon boxSize={3} />}
|
||||
<Text>
|
||||
{metric.format === 'percent'
|
||||
? `${Math.abs(diff).toFixed(2)}pp`
|
||||
: `${Math.abs(diff).toFixed(2)}%`}
|
||||
</Text>
|
||||
</HStack>
|
||||
) : (
|
||||
'-'
|
||||
)}
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
|
||||
{/* 对比图表 */}
|
||||
<Grid templateColumns="repeat(2, 1fr)" gap={4} mt={6}>
|
||||
<GridItem>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="sm">盈利能力对比</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<ReactECharts
|
||||
option={getCompareBarChartOption(
|
||||
'盈利能力对比',
|
||||
stockInfo?.stock_name || '',
|
||||
compareData.stockInfo?.stock_name || '',
|
||||
['ROE', 'ROA', '毛利率', '净利率'],
|
||||
[
|
||||
stockInfo?.key_metrics?.roe,
|
||||
stockInfo?.key_metrics?.roa,
|
||||
stockInfo?.key_metrics?.gross_margin,
|
||||
stockInfo?.key_metrics?.net_margin,
|
||||
],
|
||||
[
|
||||
compareData.stockInfo?.key_metrics?.roe,
|
||||
compareData.stockInfo?.key_metrics?.roa,
|
||||
compareData.stockInfo?.key_metrics?.gross_margin,
|
||||
compareData.stockInfo?.key_metrics?.net_margin,
|
||||
]
|
||||
)}
|
||||
style={{ height: '300px' }}
|
||||
/>
|
||||
</CardBody>
|
||||
</Card>
|
||||
</GridItem>
|
||||
|
||||
<GridItem>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<Heading size="sm">成长能力对比</Heading>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<ReactECharts
|
||||
option={getCompareBarChartOption(
|
||||
'成长能力对比',
|
||||
stockInfo?.stock_name || '',
|
||||
compareData.stockInfo?.stock_name || '',
|
||||
['营收增长', '利润增长', '资产增长', '股东权益增长'],
|
||||
[
|
||||
stockInfo?.growth_rates?.revenue_growth,
|
||||
stockInfo?.growth_rates?.profit_growth,
|
||||
stockInfo?.growth_rates?.asset_growth,
|
||||
stockInfo?.growth_rates?.equity_growth,
|
||||
],
|
||||
[
|
||||
compareData.stockInfo?.growth_rates?.revenue_growth,
|
||||
compareData.stockInfo?.growth_rates?.profit_growth,
|
||||
compareData.stockInfo?.growth_rates?.asset_growth,
|
||||
compareData.stockInfo?.growth_rates?.equity_growth,
|
||||
]
|
||||
)}
|
||||
style={{ height: '300px' }}
|
||||
/>
|
||||
</CardBody>
|
||||
</Card>
|
||||
</GridItem>
|
||||
</Grid>
|
||||
</CardBody>
|
||||
</Card>
|
||||
)}
|
||||
</VStack>
|
||||
);
|
||||
};
|
||||
|
||||
export default StockComparison;
|
||||
@@ -0,0 +1,111 @@
|
||||
/**
|
||||
* 股票信息头部组件
|
||||
*/
|
||||
|
||||
import React from 'react';
|
||||
import {
|
||||
Card,
|
||||
CardBody,
|
||||
Grid,
|
||||
GridItem,
|
||||
VStack,
|
||||
HStack,
|
||||
Text,
|
||||
Heading,
|
||||
Badge,
|
||||
Stat,
|
||||
StatLabel,
|
||||
StatNumber,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
Box,
|
||||
} from '@chakra-ui/react';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
import type { StockInfoHeaderProps } from '../types';
|
||||
|
||||
export const StockInfoHeader: React.FC<StockInfoHeaderProps> = ({
|
||||
stockInfo,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
}) => {
|
||||
if (!stockInfo) return null;
|
||||
|
||||
return (
|
||||
<Card mb={4}>
|
||||
<CardBody>
|
||||
<Grid templateColumns="repeat(6, 1fr)" gap={4}>
|
||||
<GridItem colSpan={{ base: 6, md: 2 }}>
|
||||
<VStack align="start">
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
股票名称
|
||||
</Text>
|
||||
<HStack>
|
||||
<Heading size="md">{stockInfo.stock_name}</Heading>
|
||||
<Badge>{stockInfo.stock_code}</Badge>
|
||||
</HStack>
|
||||
</VStack>
|
||||
</GridItem>
|
||||
<GridItem>
|
||||
<Stat>
|
||||
<StatLabel>最新EPS</StatLabel>
|
||||
<StatNumber>
|
||||
{stockInfo.key_metrics?.eps?.toFixed(3) || '-'}
|
||||
</StatNumber>
|
||||
</Stat>
|
||||
</GridItem>
|
||||
<GridItem>
|
||||
<Stat>
|
||||
<StatLabel>ROE</StatLabel>
|
||||
<StatNumber>
|
||||
{formatUtils.formatPercent(stockInfo.key_metrics?.roe)}
|
||||
</StatNumber>
|
||||
</Stat>
|
||||
</GridItem>
|
||||
<GridItem>
|
||||
<Stat>
|
||||
<StatLabel>营收增长</StatLabel>
|
||||
<StatNumber
|
||||
color={
|
||||
stockInfo.growth_rates?.revenue_growth
|
||||
? stockInfo.growth_rates.revenue_growth > 0
|
||||
? positiveColor
|
||||
: negativeColor
|
||||
: 'gray.500'
|
||||
}
|
||||
>
|
||||
{formatUtils.formatPercent(stockInfo.growth_rates?.revenue_growth)}
|
||||
</StatNumber>
|
||||
</Stat>
|
||||
</GridItem>
|
||||
<GridItem>
|
||||
<Stat>
|
||||
<StatLabel>利润增长</StatLabel>
|
||||
<StatNumber
|
||||
color={
|
||||
stockInfo.growth_rates?.profit_growth
|
||||
? stockInfo.growth_rates.profit_growth > 0
|
||||
? positiveColor
|
||||
: negativeColor
|
||||
: 'gray.500'
|
||||
}
|
||||
>
|
||||
{formatUtils.formatPercent(stockInfo.growth_rates?.profit_growth)}
|
||||
</StatNumber>
|
||||
</Stat>
|
||||
</GridItem>
|
||||
</Grid>
|
||||
{stockInfo.latest_forecast && (
|
||||
<Alert status="info" mt={4}>
|
||||
<AlertIcon />
|
||||
<Box>
|
||||
<Text fontWeight="bold">{stockInfo.latest_forecast.forecast_type}</Text>
|
||||
<Text fontSize="sm">{stockInfo.latest_forecast.content}</Text>
|
||||
</Box>
|
||||
</Alert>
|
||||
)}
|
||||
</CardBody>
|
||||
</Card>
|
||||
);
|
||||
};
|
||||
|
||||
export default StockInfoHeader;
|
||||
@@ -0,0 +1,13 @@
|
||||
/**
|
||||
* 组件统一导出
|
||||
*/
|
||||
|
||||
export { StockInfoHeader } from './StockInfoHeader';
|
||||
export { BalanceSheetTable } from './BalanceSheetTable';
|
||||
export { IncomeStatementTable } from './IncomeStatementTable';
|
||||
export { CashflowTable } from './CashflowTable';
|
||||
export { FinancialMetricsTable } from './FinancialMetricsTable';
|
||||
export { MainBusinessAnalysis } from './MainBusinessAnalysis';
|
||||
export { IndustryRankingView } from './IndustryRankingView';
|
||||
export { StockComparison } from './StockComparison';
|
||||
export { ComparisonAnalysis } from './ComparisonAnalysis';
|
||||
341
src/views/Company/components/FinancialPanorama/constants.ts
Normal file
341
src/views/Company/components/FinancialPanorama/constants.ts
Normal file
@@ -0,0 +1,341 @@
|
||||
/**
|
||||
* FinancialPanorama 常量配置
|
||||
*/
|
||||
|
||||
import type { MetricSectionConfig, MetricsCategoryMap } from './types';
|
||||
|
||||
// ==================== 颜色配置 ====================
|
||||
|
||||
/** 中国市场颜色:红涨绿跌 */
|
||||
export const COLORS = {
|
||||
positiveColor: 'red.500', // 涨
|
||||
negativeColor: 'green.500', // 跌
|
||||
bgColor: 'white',
|
||||
borderColor: 'gray.200',
|
||||
hoverBg: 'gray.50',
|
||||
} as const;
|
||||
|
||||
// ==================== 资产负债表指标定义 ====================
|
||||
|
||||
/** 流动资产指标 */
|
||||
export const CURRENT_ASSETS_METRICS: MetricSectionConfig = {
|
||||
title: '流动资产',
|
||||
key: 'currentAssets',
|
||||
metrics: [
|
||||
{ name: '货币资金', key: 'cash', path: 'assets.current_assets.cash', isCore: true },
|
||||
{ name: '交易性金融资产', key: 'trading_financial_assets', path: 'assets.current_assets.trading_financial_assets' },
|
||||
{ name: '应收票据', key: 'notes_receivable', path: 'assets.current_assets.notes_receivable' },
|
||||
{ name: '应收账款', key: 'accounts_receivable', path: 'assets.current_assets.accounts_receivable', isCore: true },
|
||||
{ name: '预付款项', key: 'prepayments', path: 'assets.current_assets.prepayments' },
|
||||
{ name: '其他应收款', key: 'other_receivables', path: 'assets.current_assets.other_receivables' },
|
||||
{ name: '存货', key: 'inventory', path: 'assets.current_assets.inventory', isCore: true },
|
||||
{ name: '合同资产', key: 'contract_assets', path: 'assets.current_assets.contract_assets' },
|
||||
{ name: '其他流动资产', key: 'other_current_assets', path: 'assets.current_assets.other_current_assets' },
|
||||
{ name: '流动资产合计', key: 'total_current_assets', path: 'assets.current_assets.total', isTotal: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 非流动资产指标 */
|
||||
export const NON_CURRENT_ASSETS_METRICS: MetricSectionConfig = {
|
||||
title: '非流动资产',
|
||||
key: 'nonCurrentAssets',
|
||||
metrics: [
|
||||
{ name: '长期股权投资', key: 'long_term_equity_investments', path: 'assets.non_current_assets.long_term_equity_investments' },
|
||||
{ name: '投资性房地产', key: 'investment_property', path: 'assets.non_current_assets.investment_property' },
|
||||
{ name: '固定资产', key: 'fixed_assets', path: 'assets.non_current_assets.fixed_assets', isCore: true },
|
||||
{ name: '在建工程', key: 'construction_in_progress', path: 'assets.non_current_assets.construction_in_progress' },
|
||||
{ name: '使用权资产', key: 'right_of_use_assets', path: 'assets.non_current_assets.right_of_use_assets' },
|
||||
{ name: '无形资产', key: 'intangible_assets', path: 'assets.non_current_assets.intangible_assets', isCore: true },
|
||||
{ name: '商誉', key: 'goodwill', path: 'assets.non_current_assets.goodwill', isCore: true },
|
||||
{ name: '递延所得税资产', key: 'deferred_tax_assets', path: 'assets.non_current_assets.deferred_tax_assets' },
|
||||
{ name: '其他非流动资产', key: 'other_non_current_assets', path: 'assets.non_current_assets.other_non_current_assets' },
|
||||
{ name: '非流动资产合计', key: 'total_non_current_assets', path: 'assets.non_current_assets.total', isTotal: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 资产总计指标 */
|
||||
export const TOTAL_ASSETS_METRICS: MetricSectionConfig = {
|
||||
title: '资产总计',
|
||||
key: 'totalAssets',
|
||||
metrics: [
|
||||
{ name: '资产总计', key: 'total_assets', path: 'assets.total', isTotal: true, isCore: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 流动负债指标 */
|
||||
export const CURRENT_LIABILITIES_METRICS: MetricSectionConfig = {
|
||||
title: '流动负债',
|
||||
key: 'currentLiabilities',
|
||||
metrics: [
|
||||
{ name: '短期借款', key: 'short_term_borrowings', path: 'liabilities.current_liabilities.short_term_borrowings', isCore: true },
|
||||
{ name: '应付票据', key: 'notes_payable', path: 'liabilities.current_liabilities.notes_payable' },
|
||||
{ name: '应付账款', key: 'accounts_payable', path: 'liabilities.current_liabilities.accounts_payable', isCore: true },
|
||||
{ name: '预收款项', key: 'advance_receipts', path: 'liabilities.current_liabilities.advance_receipts' },
|
||||
{ name: '合同负债', key: 'contract_liabilities', path: 'liabilities.current_liabilities.contract_liabilities' },
|
||||
{ name: '应付职工薪酬', key: 'employee_compensation_payable', path: 'liabilities.current_liabilities.employee_compensation_payable' },
|
||||
{ name: '应交税费', key: 'taxes_payable', path: 'liabilities.current_liabilities.taxes_payable' },
|
||||
{ name: '其他应付款', key: 'other_payables', path: 'liabilities.current_liabilities.other_payables' },
|
||||
{ name: '一年内到期的非流动负债', key: 'non_current_due_within_one_year', path: 'liabilities.current_liabilities.non_current_liabilities_due_within_one_year' },
|
||||
{ name: '流动负债合计', key: 'total_current_liabilities', path: 'liabilities.current_liabilities.total', isTotal: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 非流动负债指标 */
|
||||
export const NON_CURRENT_LIABILITIES_METRICS: MetricSectionConfig = {
|
||||
title: '非流动负债',
|
||||
key: 'nonCurrentLiabilities',
|
||||
metrics: [
|
||||
{ name: '长期借款', key: 'long_term_borrowings', path: 'liabilities.non_current_liabilities.long_term_borrowings', isCore: true },
|
||||
{ name: '应付债券', key: 'bonds_payable', path: 'liabilities.non_current_liabilities.bonds_payable' },
|
||||
{ name: '租赁负债', key: 'lease_liabilities', path: 'liabilities.non_current_liabilities.lease_liabilities' },
|
||||
{ name: '递延所得税负债', key: 'deferred_tax_liabilities', path: 'liabilities.non_current_liabilities.deferred_tax_liabilities' },
|
||||
{ name: '其他非流动负债', key: 'other_non_current_liabilities', path: 'liabilities.non_current_liabilities.other_non_current_liabilities' },
|
||||
{ name: '非流动负债合计', key: 'total_non_current_liabilities', path: 'liabilities.non_current_liabilities.total', isTotal: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 负债合计指标 */
|
||||
export const TOTAL_LIABILITIES_METRICS: MetricSectionConfig = {
|
||||
title: '负债合计',
|
||||
key: 'totalLiabilities',
|
||||
metrics: [
|
||||
{ name: '负债合计', key: 'total_liabilities', path: 'liabilities.total', isTotal: true, isCore: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 股东权益指标 */
|
||||
export const EQUITY_METRICS: MetricSectionConfig = {
|
||||
title: '股东权益',
|
||||
key: 'equity',
|
||||
metrics: [
|
||||
{ name: '股本', key: 'share_capital', path: 'equity.share_capital', isCore: true },
|
||||
{ name: '资本公积', key: 'capital_reserve', path: 'equity.capital_reserve' },
|
||||
{ name: '盈余公积', key: 'surplus_reserve', path: 'equity.surplus_reserve' },
|
||||
{ name: '未分配利润', key: 'undistributed_profit', path: 'equity.undistributed_profit', isCore: true },
|
||||
{ name: '库存股', key: 'treasury_stock', path: 'equity.treasury_stock' },
|
||||
{ name: '其他综合收益', key: 'other_comprehensive_income', path: 'equity.other_comprehensive_income' },
|
||||
{ name: '归属母公司股东权益', key: 'parent_company_equity', path: 'equity.parent_company_equity', isCore: true },
|
||||
{ name: '少数股东权益', key: 'minority_interests', path: 'equity.minority_interests' },
|
||||
{ name: '股东权益合计', key: 'total_equity', path: 'equity.total', isTotal: true, isCore: true },
|
||||
],
|
||||
};
|
||||
|
||||
/** 资产负债表所有分类 */
|
||||
export const BALANCE_SHEET_SECTIONS = {
|
||||
assets: [CURRENT_ASSETS_METRICS, NON_CURRENT_ASSETS_METRICS, TOTAL_ASSETS_METRICS],
|
||||
liabilities: [CURRENT_LIABILITIES_METRICS, NON_CURRENT_LIABILITIES_METRICS, TOTAL_LIABILITIES_METRICS],
|
||||
equity: [EQUITY_METRICS],
|
||||
};
|
||||
|
||||
// ==================== 利润表指标定义 ====================
|
||||
|
||||
export const INCOME_STATEMENT_SECTIONS: MetricSectionConfig[] = [
|
||||
{
|
||||
title: '营业收入',
|
||||
key: 'revenue',
|
||||
metrics: [
|
||||
{ name: '营业总收入', key: 'total_revenue', path: 'revenue.total_operating_revenue', isCore: true },
|
||||
{ name: '营业收入', key: 'revenue', path: 'revenue.operating_revenue', isCore: true },
|
||||
{ name: '其他业务收入', key: 'other_income', path: 'revenue.other_income' },
|
||||
],
|
||||
},
|
||||
{
|
||||
title: '营业成本与费用',
|
||||
key: 'costs',
|
||||
metrics: [
|
||||
{ name: '营业总成本', key: 'total_cost', path: 'costs.total_operating_cost', isTotal: true },
|
||||
{ name: '营业成本', key: 'cost', path: 'costs.operating_cost', isCore: true },
|
||||
{ name: '税金及附加', key: 'taxes_and_surcharges', path: 'costs.taxes_and_surcharges' },
|
||||
{ name: '销售费用', key: 'selling_expenses', path: 'costs.selling_expenses', isCore: true },
|
||||
{ name: '管理费用', key: 'admin_expenses', path: 'costs.admin_expenses', isCore: true },
|
||||
{ name: '研发费用', key: 'rd_expenses', path: 'costs.rd_expenses', isCore: true },
|
||||
{ name: '财务费用', key: 'financial_expenses', path: 'costs.financial_expenses' },
|
||||
{ name: ' 其中:利息费用', key: 'interest_expense', path: 'costs.interest_expense' },
|
||||
{ name: ' 利息收入', key: 'interest_income', path: 'costs.interest_income' },
|
||||
{ name: '三费合计', key: 'three_expenses', path: 'costs.three_expenses_total', isSubtotal: true },
|
||||
{ name: '四费合计(含研发)', key: 'four_expenses', path: 'costs.four_expenses_total', isSubtotal: true },
|
||||
{ name: '资产减值损失', key: 'asset_impairment', path: 'costs.asset_impairment_loss' },
|
||||
{ name: '信用减值损失', key: 'credit_impairment', path: 'costs.credit_impairment_loss' },
|
||||
],
|
||||
},
|
||||
{
|
||||
title: '其他收益',
|
||||
key: 'otherGains',
|
||||
metrics: [
|
||||
{ name: '公允价值变动收益', key: 'fair_value_change', path: 'other_gains.fair_value_change' },
|
||||
{ name: '投资收益', key: 'investment_income', path: 'other_gains.investment_income', isCore: true },
|
||||
{ name: ' 其中:对联营企业和合营企业的投资收益', key: 'investment_income_associates', path: 'other_gains.investment_income_from_associates' },
|
||||
{ name: '汇兑收益', key: 'exchange_income', path: 'other_gains.exchange_income' },
|
||||
{ name: '资产处置收益', key: 'asset_disposal_income', path: 'other_gains.asset_disposal_income' },
|
||||
],
|
||||
},
|
||||
{
|
||||
title: '利润',
|
||||
key: 'profits',
|
||||
metrics: [
|
||||
{ name: '营业利润', key: 'operating_profit', path: 'profit.operating_profit', isCore: true, isTotal: true },
|
||||
{ name: '加:营业外收入', key: 'non_operating_income', path: 'non_operating.non_operating_income' },
|
||||
{ name: '减:营业外支出', key: 'non_operating_expenses', path: 'non_operating.non_operating_expenses' },
|
||||
{ name: '利润总额', key: 'total_profit', path: 'profit.total_profit', isCore: true, isTotal: true },
|
||||
{ name: '减:所得税费用', key: 'income_tax', path: 'profit.income_tax_expense' },
|
||||
{ name: '净利润', key: 'net_profit', path: 'profit.net_profit', isCore: true, isTotal: true },
|
||||
{ name: ' 归属母公司所有者的净利润', key: 'parent_net_profit', path: 'profit.parent_net_profit', isCore: true },
|
||||
{ name: ' 少数股东损益', key: 'minority_profit', path: 'profit.minority_profit' },
|
||||
{ name: '持续经营净利润', key: 'continuing_net_profit', path: 'profit.continuing_operations_net_profit' },
|
||||
{ name: '终止经营净利润', key: 'discontinued_net_profit', path: 'profit.discontinued_operations_net_profit' },
|
||||
],
|
||||
},
|
||||
{
|
||||
title: '每股收益',
|
||||
key: 'eps',
|
||||
metrics: [
|
||||
{ name: '基本每股收益(元)', key: 'basic_eps', path: 'per_share.basic_eps', isCore: true },
|
||||
{ name: '稀释每股收益(元)', key: 'diluted_eps', path: 'per_share.diluted_eps' },
|
||||
],
|
||||
},
|
||||
{
|
||||
title: '综合收益',
|
||||
key: 'comprehensive',
|
||||
metrics: [
|
||||
{ name: '其他综合收益(税后)', key: 'other_comprehensive_income', path: 'comprehensive_income.other_comprehensive_income' },
|
||||
{ name: '综合收益总额', key: 'total_comprehensive_income', path: 'comprehensive_income.total_comprehensive_income', isTotal: true },
|
||||
{ name: ' 归属母公司', key: 'parent_comprehensive_income', path: 'comprehensive_income.parent_comprehensive_income' },
|
||||
{ name: ' 归属少数股东', key: 'minority_comprehensive_income', path: 'comprehensive_income.minority_comprehensive_income' },
|
||||
],
|
||||
},
|
||||
];
|
||||
|
||||
// ==================== 现金流量表指标定义 ====================
|
||||
|
||||
export const CASHFLOW_METRICS = [
|
||||
{ name: '经营现金流净额', key: 'operating_net', path: 'operating_activities.net_flow' },
|
||||
{ name: '销售收现', key: 'cash_from_sales', path: 'operating_activities.inflow.cash_from_sales' },
|
||||
{ name: '购买支付现金', key: 'cash_for_goods', path: 'operating_activities.outflow.cash_for_goods' },
|
||||
{ name: '投资现金流净额', key: 'investment_net', path: 'investment_activities.net_flow' },
|
||||
{ name: '筹资现金流净额', key: 'financing_net', path: 'financing_activities.net_flow' },
|
||||
{ name: '现金净增加额', key: 'net_increase', path: 'cash_changes.net_increase' },
|
||||
{ name: '期末现金余额', key: 'ending_balance', path: 'cash_changes.ending_balance' },
|
||||
{ name: '自由现金流', key: 'free_cash_flow', path: 'key_metrics.free_cash_flow' },
|
||||
];
|
||||
|
||||
// ==================== 财务指标分类定义 ====================
|
||||
|
||||
export const FINANCIAL_METRICS_CATEGORIES: MetricsCategoryMap = {
|
||||
profitability: {
|
||||
title: '盈利能力指标',
|
||||
metrics: [
|
||||
{ name: '净资产收益率(ROE)%', key: 'roe', path: 'profitability.roe', isCore: true },
|
||||
{ name: '净资产收益率(扣非)%', key: 'roe_deducted', path: 'profitability.roe_deducted' },
|
||||
{ name: '净资产收益率(加权)%', key: 'roe_weighted', path: 'profitability.roe_weighted', isCore: true },
|
||||
{ name: '总资产报酬率(ROA)%', key: 'roa', path: 'profitability.roa', isCore: true },
|
||||
{ name: '毛利率%', key: 'gross_margin', path: 'profitability.gross_margin', isCore: true },
|
||||
{ name: '净利率%', key: 'net_margin', path: 'profitability.net_profit_margin', isCore: true },
|
||||
{ name: '营业利润率%', key: 'operating_margin', path: 'profitability.operating_profit_margin' },
|
||||
{ name: '成本费用利润率%', key: 'cost_profit_ratio', path: 'profitability.cost_profit_ratio' },
|
||||
{ name: 'EBIT', key: 'ebit', path: 'profitability.ebit' },
|
||||
],
|
||||
},
|
||||
perShare: {
|
||||
title: '每股指标',
|
||||
metrics: [
|
||||
{ name: '每股收益(EPS)', key: 'eps', path: 'per_share_metrics.eps', isCore: true },
|
||||
{ name: '基本每股收益', key: 'basic_eps', path: 'per_share_metrics.basic_eps', isCore: true },
|
||||
{ name: '稀释每股收益', key: 'diluted_eps', path: 'per_share_metrics.diluted_eps' },
|
||||
{ name: '扣非每股收益', key: 'deducted_eps', path: 'per_share_metrics.deducted_eps', isCore: true },
|
||||
{ name: '每股净资产', key: 'bvps', path: 'per_share_metrics.bvps', isCore: true },
|
||||
{ name: '每股经营现金流', key: 'operating_cash_flow_ps', path: 'per_share_metrics.operating_cash_flow_ps' },
|
||||
{ name: '每股资本公积', key: 'capital_reserve_ps', path: 'per_share_metrics.capital_reserve_ps' },
|
||||
{ name: '每股未分配利润', key: 'undistributed_profit_ps', path: 'per_share_metrics.undistributed_profit_ps' },
|
||||
],
|
||||
},
|
||||
growth: {
|
||||
title: '成长能力指标',
|
||||
metrics: [
|
||||
{ name: '营收增长率%', key: 'revenue_growth', path: 'growth.revenue_growth', isCore: true },
|
||||
{ name: '净利润增长率%', key: 'profit_growth', path: 'growth.net_profit_growth', isCore: true },
|
||||
{ name: '扣非净利润增长率%', key: 'deducted_profit_growth', path: 'growth.deducted_profit_growth', isCore: true },
|
||||
{ name: '归母净利润增长率%', key: 'parent_profit_growth', path: 'growth.parent_profit_growth' },
|
||||
{ name: '经营现金流增长率%', key: 'operating_cash_flow_growth', path: 'growth.operating_cash_flow_growth' },
|
||||
{ name: '总资产增长率%', key: 'asset_growth', path: 'growth.total_asset_growth' },
|
||||
{ name: '净资产增长率%', key: 'equity_growth', path: 'growth.equity_growth' },
|
||||
{ name: '固定资产增长率%', key: 'fixed_asset_growth', path: 'growth.fixed_asset_growth' },
|
||||
],
|
||||
},
|
||||
operational: {
|
||||
title: '运营效率指标',
|
||||
metrics: [
|
||||
{ name: '总资产周转率', key: 'asset_turnover', path: 'operational_efficiency.total_asset_turnover', isCore: true },
|
||||
{ name: '固定资产周转率', key: 'fixed_asset_turnover', path: 'operational_efficiency.fixed_asset_turnover' },
|
||||
{ name: '流动资产周转率', key: 'current_asset_turnover', path: 'operational_efficiency.current_asset_turnover' },
|
||||
{ name: '应收账款周转率', key: 'receivable_turnover', path: 'operational_efficiency.receivable_turnover', isCore: true },
|
||||
{ name: '应收账款周转天数', key: 'receivable_days', path: 'operational_efficiency.receivable_days', isCore: true },
|
||||
{ name: '存货周转率', key: 'inventory_turnover', path: 'operational_efficiency.inventory_turnover', isCore: true },
|
||||
{ name: '存货周转天数', key: 'inventory_days', path: 'operational_efficiency.inventory_days' },
|
||||
{ name: '营运资金周转率', key: 'working_capital_turnover', path: 'operational_efficiency.working_capital_turnover' },
|
||||
],
|
||||
},
|
||||
solvency: {
|
||||
title: '偿债能力指标',
|
||||
metrics: [
|
||||
{ name: '流动比率', key: 'current_ratio', path: 'solvency.current_ratio', isCore: true },
|
||||
{ name: '速动比率', key: 'quick_ratio', path: 'solvency.quick_ratio', isCore: true },
|
||||
{ name: '现金比率', key: 'cash_ratio', path: 'solvency.cash_ratio' },
|
||||
{ name: '保守速动比率', key: 'conservative_quick_ratio', path: 'solvency.conservative_quick_ratio' },
|
||||
{ name: '资产负债率%', key: 'debt_ratio', path: 'solvency.asset_liability_ratio', isCore: true },
|
||||
{ name: '利息保障倍数', key: 'interest_coverage', path: 'solvency.interest_coverage' },
|
||||
{ name: '现金到期债务比', key: 'cash_to_maturity_debt', path: 'solvency.cash_to_maturity_debt_ratio' },
|
||||
{ name: '有形资产净值债务率%', key: 'tangible_asset_debt_ratio', path: 'solvency.tangible_asset_debt_ratio' },
|
||||
],
|
||||
},
|
||||
expense: {
|
||||
title: '费用率指标',
|
||||
metrics: [
|
||||
{ name: '销售费用率%', key: 'selling_expense_ratio', path: 'expense_ratios.selling_expense_ratio', isCore: true },
|
||||
{ name: '管理费用率%', key: 'admin_expense_ratio', path: 'expense_ratios.admin_expense_ratio', isCore: true },
|
||||
{ name: '财务费用率%', key: 'financial_expense_ratio', path: 'expense_ratios.financial_expense_ratio' },
|
||||
{ name: '研发费用率%', key: 'rd_expense_ratio', path: 'expense_ratios.rd_expense_ratio', isCore: true },
|
||||
{ name: '三费费用率%', key: 'three_expense_ratio', path: 'expense_ratios.three_expense_ratio' },
|
||||
{ name: '四费费用率%', key: 'four_expense_ratio', path: 'expense_ratios.four_expense_ratio' },
|
||||
{ name: '营业成本率%', key: 'cost_ratio', path: 'expense_ratios.cost_ratio' },
|
||||
],
|
||||
},
|
||||
cashflow: {
|
||||
title: '现金流量指标',
|
||||
metrics: [
|
||||
{ name: '经营现金流/净利润', key: 'cash_to_profit', path: 'cash_flow_quality.operating_cash_to_profit_ratio', isCore: true },
|
||||
{ name: '净利含金量', key: 'profit_cash_content', path: 'cash_flow_quality.cash_to_profit_ratio', isCore: true },
|
||||
{ name: '营收现金含量', key: 'revenue_cash_content', path: 'cash_flow_quality.cash_revenue_ratio' },
|
||||
{ name: '全部资产现金回收率%', key: 'cash_recovery_rate', path: 'cash_flow_quality.cash_recovery_rate' },
|
||||
{ name: '经营现金流/短期债务', key: 'cash_to_short_debt', path: 'cash_flow_quality.operating_cash_to_short_debt' },
|
||||
{ name: '经营现金流/总债务', key: 'cash_to_total_debt', path: 'cash_flow_quality.operating_cash_to_total_debt' },
|
||||
],
|
||||
},
|
||||
};
|
||||
|
||||
// ==================== 行业排名指标 ====================
|
||||
|
||||
export const RANKING_METRICS = [
|
||||
{ name: 'EPS', key: 'eps' },
|
||||
{ name: '每股净资产', key: 'bvps' },
|
||||
{ name: 'ROE', key: 'roe' },
|
||||
{ name: '营收增长率', key: 'revenue_growth' },
|
||||
{ name: '利润增长率', key: 'profit_growth' },
|
||||
{ name: '营业利润率', key: 'operating_margin' },
|
||||
{ name: '资产负债率', key: 'debt_ratio' },
|
||||
{ name: '应收账款周转率', key: 'receivable_turnover' },
|
||||
];
|
||||
|
||||
// ==================== 对比指标 ====================
|
||||
|
||||
export const COMPARE_METRICS = [
|
||||
{ label: '营业收入', key: 'revenue', path: 'financial_summary.revenue' },
|
||||
{ label: '净利润', key: 'net_profit', path: 'financial_summary.net_profit' },
|
||||
{ label: 'ROE', key: 'roe', path: 'key_metrics.roe', format: 'percent' },
|
||||
{ label: 'ROA', key: 'roa', path: 'key_metrics.roa', format: 'percent' },
|
||||
{ label: '毛利率', key: 'gross_margin', path: 'key_metrics.gross_margin', format: 'percent' },
|
||||
{ label: '净利率', key: 'net_margin', path: 'key_metrics.net_margin', format: 'percent' },
|
||||
{ label: '营收增长率', key: 'revenue_growth', path: 'growth_rates.revenue_growth', format: 'percent' },
|
||||
{ label: '利润增长率', key: 'profit_growth', path: 'growth_rates.profit_growth', format: 'percent' },
|
||||
{ label: '资产总额', key: 'total_assets', path: 'financial_summary.total_assets' },
|
||||
{ label: '负债总额', key: 'total_liabilities', path: 'financial_summary.total_liabilities' },
|
||||
];
|
||||
@@ -0,0 +1,6 @@
|
||||
/**
|
||||
* Hooks 统一导出
|
||||
*/
|
||||
|
||||
export { useFinancialData } from './useFinancialData';
|
||||
export type { default as UseFinancialDataReturn } from './useFinancialData';
|
||||
@@ -0,0 +1,186 @@
|
||||
/**
|
||||
* 财务数据加载 Hook
|
||||
* 封装所有财务数据的加载逻辑
|
||||
*/
|
||||
|
||||
import { useState, useEffect, useCallback } from 'react';
|
||||
import { useToast } from '@chakra-ui/react';
|
||||
import { logger } from '@utils/logger';
|
||||
import { financialService } from '@services/financialService';
|
||||
import type {
|
||||
StockInfo,
|
||||
BalanceSheetData,
|
||||
IncomeStatementData,
|
||||
CashflowData,
|
||||
FinancialMetricsData,
|
||||
MainBusinessData,
|
||||
ForecastData,
|
||||
IndustryRankData,
|
||||
ComparisonData,
|
||||
} from '../types';
|
||||
|
||||
interface UseFinancialDataOptions {
|
||||
stockCode?: string;
|
||||
periods?: number;
|
||||
}
|
||||
|
||||
interface UseFinancialDataReturn {
|
||||
// 数据状态
|
||||
stockInfo: StockInfo | null;
|
||||
balanceSheet: BalanceSheetData[];
|
||||
incomeStatement: IncomeStatementData[];
|
||||
cashflow: CashflowData[];
|
||||
financialMetrics: FinancialMetricsData[];
|
||||
mainBusiness: MainBusinessData | null;
|
||||
forecast: ForecastData | null;
|
||||
industryRank: IndustryRankData[];
|
||||
comparison: ComparisonData[];
|
||||
|
||||
// 加载状态
|
||||
loading: boolean;
|
||||
error: string | null;
|
||||
|
||||
// 操作方法
|
||||
refetch: () => Promise<void>;
|
||||
setStockCode: (code: string) => void;
|
||||
setSelectedPeriods: (periods: number) => void;
|
||||
|
||||
// 当前参数
|
||||
currentStockCode: string;
|
||||
selectedPeriods: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* 财务数据加载 Hook
|
||||
* @param options - 配置选项
|
||||
* @returns 财务数据和操作方法
|
||||
*/
|
||||
export const useFinancialData = (
|
||||
options: UseFinancialDataOptions = {}
|
||||
): UseFinancialDataReturn => {
|
||||
const { stockCode: initialStockCode = '600000', periods: initialPeriods = 8 } = options;
|
||||
|
||||
// 参数状态
|
||||
const [stockCode, setStockCode] = useState(initialStockCode);
|
||||
const [selectedPeriods, setSelectedPeriods] = useState(initialPeriods);
|
||||
|
||||
// 加载状态
|
||||
const [loading, setLoading] = useState(false);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
// 财务数据状态
|
||||
const [stockInfo, setStockInfo] = useState<StockInfo | null>(null);
|
||||
const [balanceSheet, setBalanceSheet] = useState<BalanceSheetData[]>([]);
|
||||
const [incomeStatement, setIncomeStatement] = useState<IncomeStatementData[]>([]);
|
||||
const [cashflow, setCashflow] = useState<CashflowData[]>([]);
|
||||
const [financialMetrics, setFinancialMetrics] = useState<FinancialMetricsData[]>([]);
|
||||
const [mainBusiness, setMainBusiness] = useState<MainBusinessData | null>(null);
|
||||
const [forecast, setForecast] = useState<ForecastData | null>(null);
|
||||
const [industryRank, setIndustryRank] = useState<IndustryRankData[]>([]);
|
||||
const [comparison, setComparison] = useState<ComparisonData[]>([]);
|
||||
|
||||
const toast = useToast();
|
||||
|
||||
// 加载所有财务数据
|
||||
const loadFinancialData = useCallback(async () => {
|
||||
if (!stockCode || stockCode.length !== 6) {
|
||||
logger.warn('useFinancialData', '无效的股票代码', { stockCode });
|
||||
toast({
|
||||
title: '请输入有效的6位股票代码',
|
||||
status: 'warning',
|
||||
duration: 3000,
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
logger.debug('useFinancialData', '开始加载财务数据', { stockCode, selectedPeriods });
|
||||
setLoading(true);
|
||||
setError(null);
|
||||
|
||||
try {
|
||||
// 并行加载所有数据
|
||||
const [
|
||||
stockInfoRes,
|
||||
balanceRes,
|
||||
incomeRes,
|
||||
cashflowRes,
|
||||
metricsRes,
|
||||
businessRes,
|
||||
forecastRes,
|
||||
rankRes,
|
||||
comparisonRes,
|
||||
] = await Promise.all([
|
||||
financialService.getStockInfo(stockCode),
|
||||
financialService.getBalanceSheet(stockCode, selectedPeriods),
|
||||
financialService.getIncomeStatement(stockCode, selectedPeriods),
|
||||
financialService.getCashflow(stockCode, selectedPeriods),
|
||||
financialService.getFinancialMetrics(stockCode, selectedPeriods),
|
||||
financialService.getMainBusiness(stockCode, 4),
|
||||
financialService.getForecast(stockCode),
|
||||
financialService.getIndustryRank(stockCode, 4),
|
||||
financialService.getPeriodComparison(stockCode, selectedPeriods),
|
||||
]);
|
||||
|
||||
// 设置数据
|
||||
if (stockInfoRes.success) setStockInfo(stockInfoRes.data);
|
||||
if (balanceRes.success) setBalanceSheet(balanceRes.data);
|
||||
if (incomeRes.success) setIncomeStatement(incomeRes.data);
|
||||
if (cashflowRes.success) setCashflow(cashflowRes.data);
|
||||
if (metricsRes.success) setFinancialMetrics(metricsRes.data);
|
||||
if (businessRes.success) setMainBusiness(businessRes.data);
|
||||
if (forecastRes.success) setForecast(forecastRes.data);
|
||||
if (rankRes.success) setIndustryRank(rankRes.data);
|
||||
if (comparisonRes.success) setComparison(comparisonRes.data);
|
||||
|
||||
logger.info('useFinancialData', '财务数据加载成功', { stockCode });
|
||||
} catch (err) {
|
||||
const errorMessage = err instanceof Error ? err.message : '未知错误';
|
||||
setError(errorMessage);
|
||||
logger.error('useFinancialData', 'loadFinancialData', err, { stockCode, selectedPeriods });
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}, [stockCode, selectedPeriods, toast]);
|
||||
|
||||
// 监听 props 中的 stockCode 变化
|
||||
useEffect(() => {
|
||||
if (initialStockCode && initialStockCode !== stockCode) {
|
||||
setStockCode(initialStockCode);
|
||||
}
|
||||
}, [initialStockCode]);
|
||||
|
||||
// 初始加载和参数变化时重新加载
|
||||
useEffect(() => {
|
||||
if (stockCode) {
|
||||
loadFinancialData();
|
||||
}
|
||||
}, [stockCode, selectedPeriods, loadFinancialData]);
|
||||
|
||||
return {
|
||||
// 数据状态
|
||||
stockInfo,
|
||||
balanceSheet,
|
||||
incomeStatement,
|
||||
cashflow,
|
||||
financialMetrics,
|
||||
mainBusiness,
|
||||
forecast,
|
||||
industryRank,
|
||||
comparison,
|
||||
|
||||
// 加载状态
|
||||
loading,
|
||||
error,
|
||||
|
||||
// 操作方法
|
||||
refetch: loadFinancialData,
|
||||
setStockCode,
|
||||
setSelectedPeriods,
|
||||
|
||||
// 当前参数
|
||||
currentStockCode: stockCode,
|
||||
selectedPeriods,
|
||||
};
|
||||
};
|
||||
|
||||
export default useFinancialData;
|
||||
File diff suppressed because it is too large
Load Diff
453
src/views/Company/components/FinancialPanorama/index.tsx
Normal file
453
src/views/Company/components/FinancialPanorama/index.tsx
Normal file
@@ -0,0 +1,453 @@
|
||||
/**
|
||||
* 财务全景组件
|
||||
* 重构后的主组件,使用模块化结构
|
||||
*/
|
||||
|
||||
import React, { useState, ReactNode } from 'react';
|
||||
import {
|
||||
Box,
|
||||
Container,
|
||||
VStack,
|
||||
HStack,
|
||||
Card,
|
||||
CardBody,
|
||||
CardHeader,
|
||||
Heading,
|
||||
Text,
|
||||
Badge,
|
||||
Select,
|
||||
IconButton,
|
||||
Alert,
|
||||
AlertIcon,
|
||||
Skeleton,
|
||||
Tabs,
|
||||
TabList,
|
||||
TabPanels,
|
||||
Tab,
|
||||
TabPanel,
|
||||
Modal,
|
||||
ModalOverlay,
|
||||
ModalContent,
|
||||
ModalHeader,
|
||||
ModalBody,
|
||||
ModalCloseButton,
|
||||
useDisclosure,
|
||||
Table,
|
||||
Thead,
|
||||
Tbody,
|
||||
Tr,
|
||||
Th,
|
||||
Td,
|
||||
TableContainer,
|
||||
Divider,
|
||||
Tooltip,
|
||||
} from '@chakra-ui/react';
|
||||
import { RepeatIcon } from '@chakra-ui/icons';
|
||||
import ReactECharts from 'echarts-for-react';
|
||||
import { formatUtils } from '@services/financialService';
|
||||
|
||||
// 内部模块导入
|
||||
import { useFinancialData } from './hooks';
|
||||
import { COLORS } from './constants';
|
||||
import { calculateYoYChange, getCellBackground, getMetricChartOption } from './utils';
|
||||
import {
|
||||
StockInfoHeader,
|
||||
BalanceSheetTable,
|
||||
IncomeStatementTable,
|
||||
CashflowTable,
|
||||
FinancialMetricsTable,
|
||||
MainBusinessAnalysis,
|
||||
IndustryRankingView,
|
||||
StockComparison,
|
||||
ComparisonAnalysis,
|
||||
} from './components';
|
||||
import type { FinancialPanoramaProps } from './types';
|
||||
|
||||
/**
|
||||
* 财务全景主组件
|
||||
*/
|
||||
const FinancialPanorama: React.FC<FinancialPanoramaProps> = ({ stockCode: propStockCode }) => {
|
||||
// 使用数据加载 Hook
|
||||
const {
|
||||
stockInfo,
|
||||
balanceSheet,
|
||||
incomeStatement,
|
||||
cashflow,
|
||||
financialMetrics,
|
||||
mainBusiness,
|
||||
forecast,
|
||||
industryRank,
|
||||
comparison,
|
||||
loading,
|
||||
error,
|
||||
refetch,
|
||||
currentStockCode,
|
||||
selectedPeriods,
|
||||
setSelectedPeriods,
|
||||
} = useFinancialData({ stockCode: propStockCode });
|
||||
|
||||
// UI 状态
|
||||
const [activeTab, setActiveTab] = useState(0);
|
||||
const { isOpen, onOpen, onClose } = useDisclosure();
|
||||
const [modalContent, setModalContent] = useState<ReactNode>(null);
|
||||
|
||||
// 颜色配置
|
||||
const { bgColor, hoverBg, positiveColor, negativeColor, borderColor } = COLORS;
|
||||
|
||||
// 点击指标行显示图表
|
||||
const showMetricChart = (
|
||||
metricName: string,
|
||||
metricKey: string,
|
||||
data: Array<{ period: string; [key: string]: unknown }>,
|
||||
dataPath: string
|
||||
) => {
|
||||
const chartData = data
|
||||
.map((item) => {
|
||||
const value = dataPath.split('.').reduce((obj: unknown, key: string) => {
|
||||
if (obj && typeof obj === 'object') {
|
||||
return (obj as Record<string, unknown>)[key];
|
||||
}
|
||||
return undefined;
|
||||
}, item) as number | undefined;
|
||||
return {
|
||||
period: formatUtils.getReportType(item.period),
|
||||
date: item.period,
|
||||
value: value ?? 0,
|
||||
};
|
||||
})
|
||||
.reverse();
|
||||
|
||||
const option = getMetricChartOption(metricName, chartData);
|
||||
|
||||
setModalContent(
|
||||
<Box>
|
||||
<ReactECharts option={option} style={{ height: '400px', width: '100%' }} />
|
||||
<Divider my={4} />
|
||||
<TableContainer>
|
||||
<Table size="sm">
|
||||
<Thead>
|
||||
<Tr>
|
||||
<Th>报告期</Th>
|
||||
<Th isNumeric>数值</Th>
|
||||
<Th isNumeric>同比</Th>
|
||||
<Th isNumeric>环比</Th>
|
||||
</Tr>
|
||||
</Thead>
|
||||
<Tbody>
|
||||
{chartData.map((item, idx) => {
|
||||
// 计算环比
|
||||
const qoq =
|
||||
idx > 0
|
||||
? ((item.value - chartData[idx - 1].value) /
|
||||
Math.abs(chartData[idx - 1].value)) *
|
||||
100
|
||||
: null;
|
||||
|
||||
// 计算同比
|
||||
const currentDate = new Date(item.date);
|
||||
const lastYearItem = chartData.find((d) => {
|
||||
const date = new Date(d.date);
|
||||
return (
|
||||
date.getFullYear() === currentDate.getFullYear() - 1 &&
|
||||
date.getMonth() === currentDate.getMonth()
|
||||
);
|
||||
});
|
||||
const yoy = lastYearItem
|
||||
? ((item.value - lastYearItem.value) / Math.abs(lastYearItem.value)) * 100
|
||||
: null;
|
||||
|
||||
return (
|
||||
<Tr key={idx}>
|
||||
<Td>{item.period}</Td>
|
||||
<Td isNumeric>{formatUtils.formatLargeNumber(item.value)}</Td>
|
||||
<Td
|
||||
isNumeric
|
||||
color={
|
||||
yoy !== null && yoy > 0
|
||||
? positiveColor
|
||||
: yoy !== null && yoy < 0
|
||||
? negativeColor
|
||||
: 'gray.500'
|
||||
}
|
||||
>
|
||||
{yoy !== null ? `${yoy.toFixed(2)}%` : '-'}
|
||||
</Td>
|
||||
<Td
|
||||
isNumeric
|
||||
color={
|
||||
qoq !== null && qoq > 0
|
||||
? positiveColor
|
||||
: qoq !== null && qoq < 0
|
||||
? negativeColor
|
||||
: 'gray.500'
|
||||
}
|
||||
>
|
||||
{qoq !== null ? `${qoq.toFixed(2)}%` : '-'}
|
||||
</Td>
|
||||
</Tr>
|
||||
);
|
||||
})}
|
||||
</Tbody>
|
||||
</Table>
|
||||
</TableContainer>
|
||||
</Box>
|
||||
);
|
||||
onOpen();
|
||||
};
|
||||
|
||||
// 通用表格属性
|
||||
const tableProps = {
|
||||
showMetricChart,
|
||||
calculateYoYChange,
|
||||
getCellBackground,
|
||||
positiveColor,
|
||||
negativeColor,
|
||||
bgColor,
|
||||
hoverBg,
|
||||
};
|
||||
|
||||
return (
|
||||
<Container maxW="container.xl" py={5}>
|
||||
<VStack spacing={6} align="stretch">
|
||||
{/* 时间选择器 */}
|
||||
<Card>
|
||||
<CardBody>
|
||||
<HStack justify="space-between">
|
||||
<HStack>
|
||||
<Text fontSize="sm" color="gray.600">
|
||||
显示期数:
|
||||
</Text>
|
||||
<Select
|
||||
value={selectedPeriods}
|
||||
onChange={(e) => setSelectedPeriods(Number(e.target.value))}
|
||||
w="150px"
|
||||
size="sm"
|
||||
>
|
||||
<option value={4}>最近4期</option>
|
||||
<option value={8}>最近8期</option>
|
||||
<option value={12}>最近12期</option>
|
||||
<option value={16}>最近16期</option>
|
||||
</Select>
|
||||
</HStack>
|
||||
<IconButton
|
||||
icon={<RepeatIcon />}
|
||||
onClick={refetch}
|
||||
isLoading={loading}
|
||||
variant="outline"
|
||||
size="sm"
|
||||
aria-label="刷新数据"
|
||||
/>
|
||||
</HStack>
|
||||
</CardBody>
|
||||
</Card>
|
||||
|
||||
{/* 股票信息头部 */}
|
||||
{loading ? (
|
||||
<Skeleton height="150px" />
|
||||
) : (
|
||||
<StockInfoHeader
|
||||
stockInfo={stockInfo}
|
||||
positiveColor={positiveColor}
|
||||
negativeColor={negativeColor}
|
||||
/>
|
||||
)}
|
||||
|
||||
{/* 主要内容区域 */}
|
||||
{!loading && stockInfo && (
|
||||
<Tabs
|
||||
index={activeTab}
|
||||
onChange={setActiveTab}
|
||||
variant="enclosed"
|
||||
colorScheme="blue"
|
||||
>
|
||||
<TabList>
|
||||
<Tab>财务概览</Tab>
|
||||
<Tab>资产负债表</Tab>
|
||||
<Tab>利润表</Tab>
|
||||
<Tab>现金流量表</Tab>
|
||||
<Tab>财务指标</Tab>
|
||||
<Tab>主营业务</Tab>
|
||||
<Tab>行业排名</Tab>
|
||||
<Tab>业绩预告</Tab>
|
||||
<Tab>股票对比</Tab>
|
||||
</TabList>
|
||||
|
||||
<TabPanels>
|
||||
{/* 财务概览 */}
|
||||
<TabPanel>
|
||||
<VStack spacing={4} align="stretch">
|
||||
<ComparisonAnalysis comparison={comparison} />
|
||||
<FinancialMetricsTable data={financialMetrics} {...tableProps} />
|
||||
</VStack>
|
||||
</TabPanel>
|
||||
|
||||
{/* 资产负债表 */}
|
||||
<TabPanel>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<VStack align="stretch" spacing={2}>
|
||||
<HStack justify="space-between">
|
||||
<Heading size="md">资产负债表</Heading>
|
||||
<HStack spacing={2}>
|
||||
<Badge colorScheme="blue">
|
||||
显示最近{Math.min(balanceSheet.length, 8)}期
|
||||
</Badge>
|
||||
<Text fontSize="sm" color="gray.500">
|
||||
红涨绿跌 | 同比变化
|
||||
</Text>
|
||||
</HStack>
|
||||
</HStack>
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
提示:表格可横向滚动查看更多数据,点击行查看历史趋势
|
||||
</Text>
|
||||
</VStack>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<BalanceSheetTable data={balanceSheet} {...tableProps} />
|
||||
</CardBody>
|
||||
</Card>
|
||||
</TabPanel>
|
||||
|
||||
{/* 利润表 */}
|
||||
<TabPanel>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<VStack align="stretch" spacing={2}>
|
||||
<HStack justify="space-between">
|
||||
<Heading size="md">利润表</Heading>
|
||||
<HStack spacing={2}>
|
||||
<Badge colorScheme="blue">
|
||||
显示最近{Math.min(incomeStatement.length, 8)}期
|
||||
</Badge>
|
||||
<Text fontSize="sm" color="gray.500">
|
||||
红涨绿跌 | 同比变化
|
||||
</Text>
|
||||
</HStack>
|
||||
</HStack>
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
提示:Q1、中报、Q3、年报数据为累计值,同比显示与去年同期对比
|
||||
</Text>
|
||||
</VStack>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<IncomeStatementTable data={incomeStatement} {...tableProps} />
|
||||
</CardBody>
|
||||
</Card>
|
||||
</TabPanel>
|
||||
|
||||
{/* 现金流量表 */}
|
||||
<TabPanel>
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<VStack align="stretch" spacing={2}>
|
||||
<HStack justify="space-between">
|
||||
<Heading size="md">现金流量表</Heading>
|
||||
<HStack spacing={2}>
|
||||
<Badge colorScheme="blue">
|
||||
显示最近{Math.min(cashflow.length, 8)}期
|
||||
</Badge>
|
||||
<Text fontSize="sm" color="gray.500">
|
||||
红涨绿跌 | 同比变化
|
||||
</Text>
|
||||
</HStack>
|
||||
</HStack>
|
||||
<Text fontSize="xs" color="gray.500">
|
||||
提示:现金流数据为累计值,正值红色表示现金流入,负值绿色表示现金流出
|
||||
</Text>
|
||||
</VStack>
|
||||
</CardHeader>
|
||||
<CardBody>
|
||||
<CashflowTable data={cashflow} {...tableProps} />
|
||||
</CardBody>
|
||||
</Card>
|
||||
</TabPanel>
|
||||
|
||||
{/* 财务指标 */}
|
||||
<TabPanel>
|
||||
<FinancialMetricsTable data={financialMetrics} {...tableProps} />
|
||||
</TabPanel>
|
||||
|
||||
{/* 主营业务 */}
|
||||
<TabPanel>
|
||||
<MainBusinessAnalysis mainBusiness={mainBusiness} />
|
||||
</TabPanel>
|
||||
|
||||
{/* 行业排名 */}
|
||||
<TabPanel>
|
||||
<IndustryRankingView
|
||||
industryRank={industryRank}
|
||||
bgColor={bgColor}
|
||||
borderColor={borderColor}
|
||||
/>
|
||||
</TabPanel>
|
||||
|
||||
{/* 业绩预告 */}
|
||||
<TabPanel>
|
||||
{forecast && (
|
||||
<VStack spacing={4} align="stretch">
|
||||
{forecast.forecasts?.map((item, idx) => (
|
||||
<Card key={idx}>
|
||||
<CardBody>
|
||||
<HStack justify="space-between" mb={2}>
|
||||
<Badge colorScheme="blue">{item.forecast_type}</Badge>
|
||||
<Text fontSize="sm" color="gray.500">
|
||||
报告期: {item.report_date}
|
||||
</Text>
|
||||
</HStack>
|
||||
<Text mb={2}>{item.content}</Text>
|
||||
{item.reason && (
|
||||
<Text fontSize="sm" color="gray.600">
|
||||
{item.reason}
|
||||
</Text>
|
||||
)}
|
||||
{item.change_range?.lower && (
|
||||
<HStack mt={2}>
|
||||
<Text fontSize="sm">预计变动范围:</Text>
|
||||
<Badge colorScheme="green">
|
||||
{item.change_range.lower}% ~ {item.change_range.upper}%
|
||||
</Badge>
|
||||
</HStack>
|
||||
)}
|
||||
</CardBody>
|
||||
</Card>
|
||||
))}
|
||||
</VStack>
|
||||
)}
|
||||
</TabPanel>
|
||||
|
||||
{/* 股票对比 */}
|
||||
<TabPanel>
|
||||
<StockComparison
|
||||
currentStock={currentStockCode}
|
||||
stockInfo={stockInfo}
|
||||
positiveColor={positiveColor}
|
||||
negativeColor={negativeColor}
|
||||
/>
|
||||
</TabPanel>
|
||||
</TabPanels>
|
||||
</Tabs>
|
||||
)}
|
||||
|
||||
{/* 错误提示 */}
|
||||
{error && (
|
||||
<Alert status="error">
|
||||
<AlertIcon />
|
||||
{error}
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
{/* 弹出模态框 */}
|
||||
<Modal isOpen={isOpen} onClose={onClose} size="xl">
|
||||
<ModalOverlay />
|
||||
<ModalContent maxW="900px">
|
||||
<ModalHeader>指标详情</ModalHeader>
|
||||
<ModalCloseButton />
|
||||
<ModalBody pb={6}>{modalContent}</ModalBody>
|
||||
</ModalContent>
|
||||
</Modal>
|
||||
</VStack>
|
||||
</Container>
|
||||
);
|
||||
};
|
||||
|
||||
export default FinancialPanorama;
|
||||
437
src/views/Company/components/FinancialPanorama/types.ts
Normal file
437
src/views/Company/components/FinancialPanorama/types.ts
Normal file
@@ -0,0 +1,437 @@
|
||||
/**
|
||||
* FinancialPanorama 组件类型定义
|
||||
*/
|
||||
|
||||
// ==================== 基础类型 ====================
|
||||
|
||||
/** 股票基本信息 */
|
||||
export interface StockInfo {
|
||||
stock_code: string;
|
||||
stock_name: string;
|
||||
key_metrics?: {
|
||||
eps?: number;
|
||||
roe?: number;
|
||||
gross_margin?: number;
|
||||
net_margin?: number;
|
||||
roa?: number;
|
||||
};
|
||||
growth_rates?: {
|
||||
revenue_growth?: number;
|
||||
profit_growth?: number;
|
||||
asset_growth?: number;
|
||||
equity_growth?: number;
|
||||
};
|
||||
financial_summary?: {
|
||||
revenue?: number;
|
||||
net_profit?: number;
|
||||
total_assets?: number;
|
||||
total_liabilities?: number;
|
||||
};
|
||||
latest_forecast?: {
|
||||
forecast_type: string;
|
||||
content: string;
|
||||
};
|
||||
}
|
||||
|
||||
// ==================== 财务报表类型 ====================
|
||||
|
||||
/** 资产负债表数据 */
|
||||
export interface BalanceSheetData {
|
||||
period: string;
|
||||
assets: {
|
||||
current_assets: {
|
||||
cash?: number;
|
||||
trading_financial_assets?: number;
|
||||
notes_receivable?: number;
|
||||
accounts_receivable?: number;
|
||||
prepayments?: number;
|
||||
other_receivables?: number;
|
||||
inventory?: number;
|
||||
contract_assets?: number;
|
||||
other_current_assets?: number;
|
||||
total?: number;
|
||||
};
|
||||
non_current_assets: {
|
||||
long_term_equity_investments?: number;
|
||||
investment_property?: number;
|
||||
fixed_assets?: number;
|
||||
construction_in_progress?: number;
|
||||
right_of_use_assets?: number;
|
||||
intangible_assets?: number;
|
||||
goodwill?: number;
|
||||
deferred_tax_assets?: number;
|
||||
other_non_current_assets?: number;
|
||||
total?: number;
|
||||
};
|
||||
total?: number;
|
||||
};
|
||||
liabilities: {
|
||||
current_liabilities: {
|
||||
short_term_borrowings?: number;
|
||||
notes_payable?: number;
|
||||
accounts_payable?: number;
|
||||
advance_receipts?: number;
|
||||
contract_liabilities?: number;
|
||||
employee_compensation_payable?: number;
|
||||
taxes_payable?: number;
|
||||
other_payables?: number;
|
||||
non_current_liabilities_due_within_one_year?: number;
|
||||
total?: number;
|
||||
};
|
||||
non_current_liabilities: {
|
||||
long_term_borrowings?: number;
|
||||
bonds_payable?: number;
|
||||
lease_liabilities?: number;
|
||||
deferred_tax_liabilities?: number;
|
||||
other_non_current_liabilities?: number;
|
||||
total?: number;
|
||||
};
|
||||
total?: number;
|
||||
};
|
||||
equity: {
|
||||
share_capital?: number;
|
||||
capital_reserve?: number;
|
||||
surplus_reserve?: number;
|
||||
undistributed_profit?: number;
|
||||
treasury_stock?: number;
|
||||
other_comprehensive_income?: number;
|
||||
parent_company_equity?: number;
|
||||
minority_interests?: number;
|
||||
total?: number;
|
||||
};
|
||||
}
|
||||
|
||||
/** 利润表数据 */
|
||||
export interface IncomeStatementData {
|
||||
period: string;
|
||||
revenue: {
|
||||
total_operating_revenue?: number;
|
||||
operating_revenue?: number;
|
||||
other_income?: number;
|
||||
};
|
||||
costs: {
|
||||
total_operating_cost?: number;
|
||||
operating_cost?: number;
|
||||
taxes_and_surcharges?: number;
|
||||
selling_expenses?: number;
|
||||
admin_expenses?: number;
|
||||
rd_expenses?: number;
|
||||
financial_expenses?: number;
|
||||
interest_expense?: number;
|
||||
interest_income?: number;
|
||||
three_expenses_total?: number;
|
||||
four_expenses_total?: number;
|
||||
asset_impairment_loss?: number;
|
||||
credit_impairment_loss?: number;
|
||||
};
|
||||
other_gains: {
|
||||
fair_value_change?: number;
|
||||
investment_income?: number;
|
||||
investment_income_from_associates?: number;
|
||||
exchange_income?: number;
|
||||
asset_disposal_income?: number;
|
||||
};
|
||||
profit: {
|
||||
operating_profit?: number;
|
||||
total_profit?: number;
|
||||
income_tax_expense?: number;
|
||||
net_profit?: number;
|
||||
parent_net_profit?: number;
|
||||
minority_profit?: number;
|
||||
continuing_operations_net_profit?: number;
|
||||
discontinued_operations_net_profit?: number;
|
||||
};
|
||||
non_operating: {
|
||||
non_operating_income?: number;
|
||||
non_operating_expenses?: number;
|
||||
};
|
||||
per_share: {
|
||||
basic_eps?: number;
|
||||
diluted_eps?: number;
|
||||
};
|
||||
comprehensive_income: {
|
||||
other_comprehensive_income?: number;
|
||||
total_comprehensive_income?: number;
|
||||
parent_comprehensive_income?: number;
|
||||
minority_comprehensive_income?: number;
|
||||
};
|
||||
}
|
||||
|
||||
/** 现金流量表数据 */
|
||||
export interface CashflowData {
|
||||
period: string;
|
||||
operating_activities: {
|
||||
inflow: {
|
||||
cash_from_sales?: number;
|
||||
};
|
||||
outflow: {
|
||||
cash_for_goods?: number;
|
||||
};
|
||||
net_flow?: number;
|
||||
};
|
||||
investment_activities: {
|
||||
net_flow?: number;
|
||||
};
|
||||
financing_activities: {
|
||||
net_flow?: number;
|
||||
};
|
||||
cash_changes: {
|
||||
net_increase?: number;
|
||||
ending_balance?: number;
|
||||
};
|
||||
key_metrics: {
|
||||
free_cash_flow?: number;
|
||||
};
|
||||
}
|
||||
|
||||
/** 财务指标数据 */
|
||||
export interface FinancialMetricsData {
|
||||
period: string;
|
||||
profitability: {
|
||||
roe?: number;
|
||||
roe_deducted?: number;
|
||||
roe_weighted?: number;
|
||||
roa?: number;
|
||||
gross_margin?: number;
|
||||
net_profit_margin?: number;
|
||||
operating_profit_margin?: number;
|
||||
cost_profit_ratio?: number;
|
||||
ebit?: number;
|
||||
};
|
||||
per_share_metrics: {
|
||||
eps?: number;
|
||||
basic_eps?: number;
|
||||
diluted_eps?: number;
|
||||
deducted_eps?: number;
|
||||
bvps?: number;
|
||||
operating_cash_flow_ps?: number;
|
||||
capital_reserve_ps?: number;
|
||||
undistributed_profit_ps?: number;
|
||||
};
|
||||
growth: {
|
||||
revenue_growth?: number;
|
||||
net_profit_growth?: number;
|
||||
deducted_profit_growth?: number;
|
||||
parent_profit_growth?: number;
|
||||
operating_cash_flow_growth?: number;
|
||||
total_asset_growth?: number;
|
||||
equity_growth?: number;
|
||||
fixed_asset_growth?: number;
|
||||
};
|
||||
operational_efficiency: {
|
||||
total_asset_turnover?: number;
|
||||
fixed_asset_turnover?: number;
|
||||
current_asset_turnover?: number;
|
||||
receivable_turnover?: number;
|
||||
receivable_days?: number;
|
||||
inventory_turnover?: number;
|
||||
inventory_days?: number;
|
||||
working_capital_turnover?: number;
|
||||
};
|
||||
solvency: {
|
||||
current_ratio?: number;
|
||||
quick_ratio?: number;
|
||||
cash_ratio?: number;
|
||||
conservative_quick_ratio?: number;
|
||||
asset_liability_ratio?: number;
|
||||
interest_coverage?: number;
|
||||
cash_to_maturity_debt_ratio?: number;
|
||||
tangible_asset_debt_ratio?: number;
|
||||
};
|
||||
expense_ratios: {
|
||||
selling_expense_ratio?: number;
|
||||
admin_expense_ratio?: number;
|
||||
financial_expense_ratio?: number;
|
||||
rd_expense_ratio?: number;
|
||||
three_expense_ratio?: number;
|
||||
four_expense_ratio?: number;
|
||||
cost_ratio?: number;
|
||||
};
|
||||
cash_flow_quality: {
|
||||
operating_cash_to_profit_ratio?: number;
|
||||
cash_to_profit_ratio?: number;
|
||||
cash_revenue_ratio?: number;
|
||||
cash_recovery_rate?: number;
|
||||
operating_cash_to_short_debt?: number;
|
||||
operating_cash_to_total_debt?: number;
|
||||
};
|
||||
}
|
||||
|
||||
// ==================== 业务分析类型 ====================
|
||||
|
||||
/** 业务项目 */
|
||||
export interface BusinessItem {
|
||||
content: string;
|
||||
revenue?: number;
|
||||
gross_margin?: number;
|
||||
profit_margin?: number;
|
||||
profit?: number;
|
||||
}
|
||||
|
||||
/** 主营业务产品分类 */
|
||||
export interface ProductClassification {
|
||||
period: string;
|
||||
report_type: string;
|
||||
products: BusinessItem[];
|
||||
}
|
||||
|
||||
/** 主营业务行业分类 */
|
||||
export interface IndustryClassification {
|
||||
period: string;
|
||||
report_type: string;
|
||||
industries: BusinessItem[];
|
||||
}
|
||||
|
||||
/** 主营业务数据 */
|
||||
export interface MainBusinessData {
|
||||
product_classification?: ProductClassification[];
|
||||
industry_classification?: IndustryClassification[];
|
||||
}
|
||||
|
||||
/** 行业排名指标 */
|
||||
export interface RankingMetric {
|
||||
value?: number;
|
||||
rank?: number;
|
||||
industry_avg?: number;
|
||||
}
|
||||
|
||||
/** 行业排名数据 */
|
||||
export interface IndustryRankData {
|
||||
period: string;
|
||||
report_type: string;
|
||||
rankings?: {
|
||||
industry_name: string;
|
||||
level_description: string;
|
||||
metrics?: {
|
||||
eps?: RankingMetric;
|
||||
bvps?: RankingMetric;
|
||||
roe?: RankingMetric;
|
||||
revenue_growth?: RankingMetric;
|
||||
profit_growth?: RankingMetric;
|
||||
operating_margin?: RankingMetric;
|
||||
debt_ratio?: RankingMetric;
|
||||
receivable_turnover?: RankingMetric;
|
||||
};
|
||||
}[];
|
||||
}
|
||||
|
||||
/** 业绩预告数据 */
|
||||
export interface ForecastData {
|
||||
forecasts?: {
|
||||
forecast_type: string;
|
||||
report_date: string;
|
||||
content: string;
|
||||
reason?: string;
|
||||
change_range?: {
|
||||
lower?: number;
|
||||
upper?: number;
|
||||
};
|
||||
}[];
|
||||
}
|
||||
|
||||
/** 对比数据 */
|
||||
export interface ComparisonData {
|
||||
period: string;
|
||||
performance: {
|
||||
revenue?: number;
|
||||
net_profit?: number;
|
||||
};
|
||||
}
|
||||
|
||||
// ==================== 组件 Props 类型 ====================
|
||||
|
||||
/** 主组件 Props */
|
||||
export interface FinancialPanoramaProps {
|
||||
stockCode?: string;
|
||||
}
|
||||
|
||||
/** 股票信息头部 Props */
|
||||
export interface StockInfoHeaderProps {
|
||||
stockInfo: StockInfo | null;
|
||||
positiveColor: string;
|
||||
negativeColor: string;
|
||||
}
|
||||
|
||||
/** 表格通用 Props */
|
||||
export interface TableProps {
|
||||
data: unknown[];
|
||||
showMetricChart: (name: string, key: string, data: unknown[], path: string) => void;
|
||||
calculateYoYChange: (value: number, period: string, data: unknown[], path: string) => { change: number; intensity: number };
|
||||
getCellBackground: (change: number, intensity: number) => string;
|
||||
positiveColor: string;
|
||||
negativeColor: string;
|
||||
bgColor: string;
|
||||
hoverBg: string;
|
||||
}
|
||||
|
||||
/** 资产负债表 Props */
|
||||
export interface BalanceSheetTableProps extends TableProps {
|
||||
data: BalanceSheetData[];
|
||||
}
|
||||
|
||||
/** 利润表 Props */
|
||||
export interface IncomeStatementTableProps extends TableProps {
|
||||
data: IncomeStatementData[];
|
||||
}
|
||||
|
||||
/** 现金流量表 Props */
|
||||
export interface CashflowTableProps extends TableProps {
|
||||
data: CashflowData[];
|
||||
}
|
||||
|
||||
/** 财务指标表 Props */
|
||||
export interface FinancialMetricsTableProps extends TableProps {
|
||||
data: FinancialMetricsData[];
|
||||
}
|
||||
|
||||
/** 主营业务分析 Props */
|
||||
export interface MainBusinessAnalysisProps {
|
||||
mainBusiness: MainBusinessData | null;
|
||||
}
|
||||
|
||||
/** 行业排名 Props */
|
||||
export interface IndustryRankingViewProps {
|
||||
industryRank: IndustryRankData[];
|
||||
bgColor: string;
|
||||
borderColor: string;
|
||||
}
|
||||
|
||||
/** 股票对比 Props */
|
||||
export interface StockComparisonProps {
|
||||
currentStock: string;
|
||||
stockInfo: StockInfo | null;
|
||||
positiveColor: string;
|
||||
negativeColor: string;
|
||||
}
|
||||
|
||||
/** 综合对比分析 Props */
|
||||
export interface ComparisonAnalysisProps {
|
||||
comparison: ComparisonData[];
|
||||
}
|
||||
|
||||
// ==================== 指标定义类型 ====================
|
||||
|
||||
/** 指标配置 */
|
||||
export interface MetricConfig {
|
||||
name: string;
|
||||
key: string;
|
||||
path: string;
|
||||
isCore?: boolean;
|
||||
isTotal?: boolean;
|
||||
isSubtotal?: boolean;
|
||||
}
|
||||
|
||||
/** 指标分类配置 */
|
||||
export interface MetricSectionConfig {
|
||||
title: string;
|
||||
key: string;
|
||||
metrics: MetricConfig[];
|
||||
}
|
||||
|
||||
/** 指标分类映射 */
|
||||
export interface MetricsCategoryMap {
|
||||
[key: string]: {
|
||||
title: string;
|
||||
metrics: MetricConfig[];
|
||||
};
|
||||
}
|
||||
@@ -0,0 +1,99 @@
|
||||
/**
|
||||
* 财务计算工具函数
|
||||
*/
|
||||
|
||||
/**
|
||||
* 计算同比变化率
|
||||
* @param currentValue 当前值
|
||||
* @param currentPeriod 当前期间
|
||||
* @param allData 所有数据
|
||||
* @param metricPath 指标路径
|
||||
* @returns 变化率和强度
|
||||
*/
|
||||
export const calculateYoYChange = (
|
||||
currentValue: number | null | undefined,
|
||||
currentPeriod: string,
|
||||
allData: Array<{ period: string; [key: string]: unknown }>,
|
||||
metricPath: string
|
||||
): { change: number; intensity: number } => {
|
||||
if (!currentValue || !currentPeriod) return { change: 0, intensity: 0 };
|
||||
|
||||
// 找到去年同期的数据
|
||||
const currentDate = new Date(currentPeriod);
|
||||
const currentYear = currentDate.getFullYear();
|
||||
const currentMonth = currentDate.getMonth() + 1;
|
||||
|
||||
// 查找去年同期
|
||||
const lastYearSamePeriod = allData.find((item) => {
|
||||
const itemDate = new Date(item.period);
|
||||
const itemYear = itemDate.getFullYear();
|
||||
const itemMonth = itemDate.getMonth() + 1;
|
||||
return itemYear === currentYear - 1 && itemMonth === currentMonth;
|
||||
});
|
||||
|
||||
if (!lastYearSamePeriod) return { change: 0, intensity: 0 };
|
||||
|
||||
const previousValue = metricPath
|
||||
.split('.')
|
||||
.reduce((obj: unknown, key: string) => {
|
||||
if (obj && typeof obj === 'object') {
|
||||
return (obj as Record<string, unknown>)[key];
|
||||
}
|
||||
return undefined;
|
||||
}, lastYearSamePeriod) as number | undefined;
|
||||
|
||||
if (!previousValue || previousValue === 0) return { change: 0, intensity: 0 };
|
||||
|
||||
const change = ((currentValue - previousValue) / Math.abs(previousValue)) * 100;
|
||||
const intensity = Math.min(Math.abs(change) / 50, 1); // 50%变化达到最大强度
|
||||
return { change, intensity };
|
||||
};
|
||||
|
||||
/**
|
||||
* 获取单元格背景色(中国市场颜色)
|
||||
* @param change 变化率
|
||||
* @param intensity 强度
|
||||
* @returns 背景色
|
||||
*/
|
||||
export const getCellBackground = (change: number, intensity: number): string => {
|
||||
if (change > 0) {
|
||||
return `rgba(239, 68, 68, ${intensity * 0.15})`; // 红色背景,涨
|
||||
} else if (change < 0) {
|
||||
return `rgba(34, 197, 94, ${intensity * 0.15})`; // 绿色背景,跌
|
||||
}
|
||||
return 'transparent';
|
||||
};
|
||||
|
||||
/**
|
||||
* 从对象中获取嵌套路径的值
|
||||
* @param obj 对象
|
||||
* @param path 路径(如 'assets.current_assets.cash')
|
||||
* @returns 值
|
||||
*/
|
||||
export const getValueByPath = <T = unknown>(
|
||||
obj: unknown,
|
||||
path: string
|
||||
): T | undefined => {
|
||||
return path.split('.').reduce((current: unknown, key: string) => {
|
||||
if (current && typeof current === 'object') {
|
||||
return (current as Record<string, unknown>)[key];
|
||||
}
|
||||
return undefined;
|
||||
}, obj) as T | undefined;
|
||||
};
|
||||
|
||||
/**
|
||||
* 判断是否为成本费用类指标(负向指标)
|
||||
* @param key 指标 key
|
||||
* @returns 是否为负向指标
|
||||
*/
|
||||
export const isNegativeIndicator = (key: string): boolean => {
|
||||
return (
|
||||
key.includes('cost') ||
|
||||
key.includes('expense') ||
|
||||
key === 'income_tax' ||
|
||||
key.includes('impairment') ||
|
||||
key.includes('days') ||
|
||||
key.includes('debt_ratio')
|
||||
);
|
||||
};
|
||||
@@ -0,0 +1,250 @@
|
||||
/**
|
||||
* ECharts 图表配置生成器
|
||||
*/
|
||||
|
||||
import { formatUtils } from '@services/financialService';
|
||||
|
||||
interface ChartDataItem {
|
||||
period: string;
|
||||
date: string;
|
||||
value: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* 生成指标趋势图表配置
|
||||
* @param metricName 指标名称
|
||||
* @param data 图表数据
|
||||
* @returns ECharts 配置
|
||||
*/
|
||||
export const getMetricChartOption = (
|
||||
metricName: string,
|
||||
data: ChartDataItem[]
|
||||
) => {
|
||||
return {
|
||||
title: {
|
||||
text: metricName,
|
||||
left: 'center',
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
formatter: (params: Array<{ name: string; value: number }>) => {
|
||||
const value = params[0].value;
|
||||
const formattedValue =
|
||||
value > 10000
|
||||
? formatUtils.formatLargeNumber(value)
|
||||
: value?.toFixed(2);
|
||||
return `${params[0].name}<br/>${metricName}: ${formattedValue}`;
|
||||
},
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
data: data.map((d) => d.period),
|
||||
axisLabel: {
|
||||
rotate: 45,
|
||||
},
|
||||
},
|
||||
yAxis: {
|
||||
type: 'value',
|
||||
axisLabel: {
|
||||
formatter: (value: number) => {
|
||||
if (Math.abs(value) >= 100000000) {
|
||||
return (value / 100000000).toFixed(0) + '亿';
|
||||
} else if (Math.abs(value) >= 10000) {
|
||||
return (value / 10000).toFixed(0) + '万';
|
||||
}
|
||||
return value.toFixed(0);
|
||||
},
|
||||
},
|
||||
},
|
||||
series: [
|
||||
{
|
||||
type: 'bar',
|
||||
data: data.map((d) => d.value),
|
||||
itemStyle: {
|
||||
color: (params: { dataIndex: number; value: number }) => {
|
||||
const idx = params.dataIndex;
|
||||
if (idx === 0) return '#3182CE';
|
||||
const prevValue = data[idx - 1].value;
|
||||
const currValue = params.value;
|
||||
// 中国市场颜色:红涨绿跌
|
||||
return currValue >= prevValue ? '#EF4444' : '#10B981';
|
||||
},
|
||||
},
|
||||
label: {
|
||||
show: true,
|
||||
position: 'top',
|
||||
formatter: (params: { value: number }) => {
|
||||
const value = params.value;
|
||||
if (Math.abs(value) >= 100000000) {
|
||||
return (value / 100000000).toFixed(1) + '亿';
|
||||
} else if (Math.abs(value) >= 10000) {
|
||||
return (value / 10000).toFixed(1) + '万';
|
||||
} else if (Math.abs(value) >= 1) {
|
||||
return value.toFixed(1);
|
||||
}
|
||||
return value.toFixed(2);
|
||||
},
|
||||
},
|
||||
},
|
||||
],
|
||||
};
|
||||
};
|
||||
|
||||
/**
|
||||
* 生成营收与利润趋势图表配置
|
||||
* @param revenueData 营收数据
|
||||
* @param profitData 利润数据
|
||||
* @returns ECharts 配置
|
||||
*/
|
||||
export const getComparisonChartOption = (
|
||||
revenueData: { period: string; value: number }[],
|
||||
profitData: { period: string; value: number }[]
|
||||
) => {
|
||||
return {
|
||||
title: {
|
||||
text: '营收与利润趋势',
|
||||
left: 'center',
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'cross',
|
||||
},
|
||||
},
|
||||
legend: {
|
||||
data: ['营业收入', '净利润'],
|
||||
bottom: 0,
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
data: revenueData.map((d) => d.period),
|
||||
},
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '营收(亿)',
|
||||
position: 'left',
|
||||
},
|
||||
{
|
||||
type: 'value',
|
||||
name: '利润(亿)',
|
||||
position: 'right',
|
||||
},
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '营业收入',
|
||||
type: 'bar',
|
||||
data: revenueData.map((d) => d.value?.toFixed(2)),
|
||||
itemStyle: {
|
||||
color: (params: { dataIndex: number; value: number }) => {
|
||||
const idx = params.dataIndex;
|
||||
if (idx === 0) return '#3182CE';
|
||||
const prevValue = revenueData[idx - 1].value;
|
||||
const currValue = params.value;
|
||||
// 中国市场颜色
|
||||
return currValue >= prevValue ? '#EF4444' : '#10B981';
|
||||
},
|
||||
},
|
||||
},
|
||||
{
|
||||
name: '净利润',
|
||||
type: 'line',
|
||||
yAxisIndex: 1,
|
||||
data: profitData.map((d) => d.value?.toFixed(2)),
|
||||
smooth: true,
|
||||
itemStyle: { color: '#F59E0B' },
|
||||
lineStyle: { width: 2 },
|
||||
},
|
||||
],
|
||||
};
|
||||
};
|
||||
|
||||
/**
|
||||
* 生成主营业务饼图配置
|
||||
* @param title 标题
|
||||
* @param subtitle 副标题
|
||||
* @param data 饼图数据
|
||||
* @returns ECharts 配置
|
||||
*/
|
||||
export const getMainBusinessPieOption = (
|
||||
title: string,
|
||||
subtitle: string,
|
||||
data: { name: string; value: number }[]
|
||||
) => {
|
||||
return {
|
||||
title: {
|
||||
text: title,
|
||||
subtext: subtitle,
|
||||
left: 'center',
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'item',
|
||||
formatter: (params: { name: string; value: number; percent: number }) => {
|
||||
return `${params.name}<br/>营收: ${formatUtils.formatLargeNumber(
|
||||
params.value
|
||||
)}<br/>占比: ${params.percent}%`;
|
||||
},
|
||||
},
|
||||
legend: {
|
||||
orient: 'vertical',
|
||||
left: 'left',
|
||||
top: 'center',
|
||||
},
|
||||
series: [
|
||||
{
|
||||
type: 'pie',
|
||||
radius: '50%',
|
||||
data: data,
|
||||
emphasis: {
|
||||
itemStyle: {
|
||||
shadowBlur: 10,
|
||||
shadowOffsetX: 0,
|
||||
shadowColor: 'rgba(0, 0, 0, 0.5)',
|
||||
},
|
||||
},
|
||||
},
|
||||
],
|
||||
};
|
||||
};
|
||||
|
||||
/**
|
||||
* 生成对比柱状图配置
|
||||
* @param title 标题
|
||||
* @param stockName1 股票1名称
|
||||
* @param stockName2 股票2名称
|
||||
* @param categories X轴分类
|
||||
* @param data1 股票1数据
|
||||
* @param data2 股票2数据
|
||||
* @returns ECharts 配置
|
||||
*/
|
||||
export const getCompareBarChartOption = (
|
||||
title: string,
|
||||
stockName1: string,
|
||||
stockName2: string,
|
||||
categories: string[],
|
||||
data1: (number | undefined)[],
|
||||
data2: (number | undefined)[]
|
||||
) => {
|
||||
return {
|
||||
tooltip: { trigger: 'axis' },
|
||||
legend: { data: [stockName1, stockName2] },
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
data: categories,
|
||||
},
|
||||
yAxis: { type: 'value', axisLabel: { formatter: '{value}%' } },
|
||||
series: [
|
||||
{
|
||||
name: stockName1,
|
||||
type: 'bar',
|
||||
data: data1,
|
||||
},
|
||||
{
|
||||
name: stockName2,
|
||||
type: 'bar',
|
||||
data: data2,
|
||||
},
|
||||
],
|
||||
};
|
||||
};
|
||||
@@ -0,0 +1,17 @@
|
||||
/**
|
||||
* 工具函数统一导出
|
||||
*/
|
||||
|
||||
export {
|
||||
calculateYoYChange,
|
||||
getCellBackground,
|
||||
getValueByPath,
|
||||
isNegativeIndicator,
|
||||
} from './calculations';
|
||||
|
||||
export {
|
||||
getMetricChartOption,
|
||||
getComparisonChartOption,
|
||||
getMainBusinessPieOption,
|
||||
getCompareBarChartOption,
|
||||
} from './chartOptions';
|
||||
Reference in New Issue
Block a user