Initial commit: G3FO recurring investment schedule frontend

Co-authored-by: Cursor <cursoragent@cursor.com>

src/utils/formatMoney.ts

@@ -0,0 +1,11 @@
+export function parseAmountInput(raw: string): number {
+  const value = Number.parseFloat(raw.replace(/,/g, '').trim())
+  return Number.isFinite(value) ? value : Number.NaN
+}
+
+export function formatHkd(amount: number): string {
+  return `HKD ${amount.toLocaleString('en-HK', {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2,
+  })}`
+}

src/utils/investAssetDisplay.ts

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+import { DEFAULT_LOCALE, isAppLocale, type AppLocale } from '@/config/appLocale'
+import type { InvestAsset } from '@/types/recurringInvestment'
+
+export function resolveAppLocale(locale: string | undefined): AppLocale {
+  if (locale && isAppLocale(locale)) {
+    return locale
+  }
+  return DEFAULT_LOCALE
+}
+
+/** 按界面语言在本地名与英文名之间选取 */
+export function pickProductBilingualName(
+  locale: AppLocale,
+  productLocalName?: string,
+  productEngName?: string,
+): string {
+  const local = productLocalName?.trim() ?? ''
+  const eng = productEngName?.trim() ?? ''
+  if (locale === 'en-US') {
+    return eng || local
+  }
+  return local || eng
+}
+
+/** 界面展示用产品代号（优先交易所唯一码，如 1.HK） */
+export function investAssetDisplayCode(asset: Pick<InvestAsset, 'code' | 'productCodeUnique'>): string {
+  const unique = asset.productCodeUnique?.trim()
+  if (unique) {
+    return unique
+  }
+  return asset.code.trim()
+}
+
+export function investAssetDisplayName(
+  asset: Pick<InvestAsset, 'name' | 'localName' | 'engName' | 'code'>,
+  locale?: AppLocale,
+): string {
+  const picked = locale
+    ? pickProductBilingualName(locale, asset.localName, asset.engName)
+    : asset.localName?.trim() || asset.engName?.trim() || ''
+  if (picked) {
+    return picked
+  }
+  const name = asset.name?.trim()
+  return name || asset.code
+}
+
+/** 计划详情等：`代号 · 名称` */
+export function scheduleProductLineDisplay(
+  locale: AppLocale,
+  productCode: string,
+  productLocalName?: string,
+  productEngName?: string,
+): string {
+  const code = productCode.trim()
+  const name = pickProductBilingualName(locale, productLocalName, productEngName)
+  if (name && name !== code) {
+    return `${code} · ${name}`
+  }
+  return code
+}
+
+export function investAssetOptionKey(asset: InvestAsset): string {
+  return asset.productKey || investAssetDisplayCode(asset)
+}

src/utils/scheduleInvestmentPayload.ts

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+import type { InvestAsset } from '@/types/recurringInvestment'
+import type {
+  FrequencyType,
+  InvestmentType,
+  OrderPriceType,
+  ScheduleEndType,
+  ScheduleInvestmentCreateBody,
+} from '@/types/scheduleInvestment'
+import type { IntervalKey } from '@/types/recurringInvestment'
+
+export interface ScheduleFormPayloadInput {
+  exchangeCode: string
+  asset: InvestAsset
+  investmentType: InvestmentType
+  amountPerExecution: number | null
+  qtyPerExecution: number | null
+  orderPriceType: OrderPriceType
+  limitPrice: number | null
+  frequencyType: FrequencyType
+  frequencyDay: string
+  startDate: string
+  endMode: 'date' | 'count'
+  endDate: string
+  noEnd: boolean
+  endCount: number | null
+  ctOffsetMinutes: number
+  clientId: string | null
+  accountId: string | null
+}
+
+export function resolveEndType(input: Pick<ScheduleFormPayloadInput, 'endMode' | 'noEnd' | 'endDate'>): ScheduleEndType {
+  if (input.endMode === 'count') {
+    return 'COUNT'
+  }
+  if (input.noEnd || !input.endDate.trim()) {
+    return 'NONE'
+  }
+  return 'DATE'
+}
+
+export function buildScheduleInvestmentCreateBody(
+  input: ScheduleFormPayloadInput,
+): ScheduleInvestmentCreateBody {
+  const endType = resolveEndType(input)
+  const productCode = input.asset.productCodeUnique || input.asset.code
+
+  const body: ScheduleInvestmentCreateBody = {
+    accountId: input.accountId ?? '',
+    exchangeCode: input.exchangeCode,
+    productCode,
+    productEngName: input.asset.engName?.trim() ?? '',
+    productLocalName: input.asset.localName?.trim() ?? '',
+    clientId: input.clientId ?? '',
+    investmentType: input.investmentType,
+    orderPriceType: input.orderPriceType,
+    frequencyType: input.frequencyType,
+    startDate: input.startDate,
+    endType,
+    ctOffsetMinutes: input.ctOffsetMinutes,
+  }
+
+  if (input.investmentType === 'AMOUNT' && input.amountPerExecution != null) {
+    body.amountPerExecution = input.amountPerExecution
+  }
+  if (input.investmentType === 'QUANTITY' && input.qtyPerExecution != null) {
+    body.qtyPerExecution = input.qtyPerExecution
+  }
+
+  if (input.orderPriceType === 'LIMIT' && input.limitPrice != null && input.limitPrice > 0) {
+    body.limitPrice = input.limitPrice
+  }
+
+  if (input.frequencyType === 'WEEKLY' || input.frequencyType === 'MONTHLY') {
+    body.frequencyDay = input.frequencyDay
+  }
+
+  if (endType === 'DATE') {
+    body.endDate = input.endDate
+  } else {
+    body.endDate = ''
+  }
+
+  if (endType === 'COUNT' && input.endCount != null) {
+    body.totalExecutionCount = input.endCount
+  }
+
+  return body
+}
+
+export function frequencyTypeToInterval(frequencyType: FrequencyType): IntervalKey {
+  const map: Record<FrequencyType, IntervalKey> = {
+    DAILY: 'daily',
+    WEEKLY: 'weekly',
+    MONTHLY: 'monthly',
+  }
+  return map[frequencyType]
+}

src/utils/scheduleInvestmentPlanMapper.ts

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+import type { InvestAsset, PlanStatus, RecurringPlan } from '@/types/recurringInvestment'
+import type {
+  FrequencyType,
+  ScheduleEndType,
+  ScheduleInvestmentPlanRecord,
+} from '@/types/scheduleInvestment'
+import { frequencyTypeToInterval } from '@/utils/scheduleInvestmentPayload'
+
+function parseDecimal(value: string | null | undefined): number {
+  if (value == null || value === '') {
+    return 0
+  }
+  const n = Number.parseFloat(value)
+  return Number.isNaN(n) ? 0 : n
+}
+
+export function mapApiPlanStatus(status: string): PlanStatus {
+  const normalized = status.trim().toUpperCase()
+  if (
+    normalized === 'TERMINATED' ||
+    normalized === 'CANCELLED' ||
+    normalized === 'CANCELED' ||
+    normalized === 'STOPPED'
+  ) {
+    return 'cancelled'
+  }
+  if (normalized === 'CREATED' || normalized === 'PENDING') {
+    return 'created'
+  }
+  return 'active'
+}
+
+export function isPlanRunningStatus(status: string): boolean {
+  return mapApiPlanStatus(status) !== 'cancelled'
+}
+
+function resolveEndFields(record: ScheduleInvestmentPlanRecord): Pick<
+  RecurringPlan,
+  'endMode' | 'endDate' | 'endCount' | 'noEnd' | 'endDisplay'
+> {
+  const endType = record.endType as ScheduleEndType
+  if (endType === 'COUNT' && record.totalExecutionCount != null) {
+    return {
+      endMode: 'count',
+      endDate: '',
+      endCount: record.totalExecutionCount,
+      noEnd: false,
+      endDisplay: '',
+    }
+  }
+  if (endType === 'NONE' || !record.endDate) {
+    return {
+      endMode: 'date',
+      endDate: '',
+      endCount: null,
+      noEnd: true,
+      endDisplay: '',
+    }
+  }
+  return {
+    endMode: 'date',
+    endDate: record.endDate ?? '',
+    endCount: null,
+    noEnd: false,
+    endDisplay: '',
+  }
+}
+
+export function mapSchedulePlanRecordToRecurringPlan(
+  record: ScheduleInvestmentPlanRecord,
+): RecurringPlan {
+  const code = record.productCode
+  const resolvedName =
+    record.productLocalName?.trim() || record.productEngName?.trim() || ''
+  const name = resolvedName && resolvedName !== code ? resolvedName : ''
+  const asset: InvestAsset = {
+    code,
+    name,
+    type: 'stock',
+    engName: record.productEngName?.trim() ?? '',
+    localName: record.productLocalName?.trim() ?? '',
+    exchangeCode: record.exchangeCode,
+    productCodeUnique: record.productCode,
+  }
+  const amount =
+    record.investmentType === 'AMOUNT'
+      ? parseDecimal(record.amountPerExecution)
+      : parseDecimal(record.qtyPerExecution)
+  const quantity =
+    record.investmentType === 'QUANTITY' ? parseDecimal(record.qtyPerExecution) : null
+  const endFields = resolveEndFields(record)
+  const frequencyType = record.frequencyType as FrequencyType
+
+  return {
+    id: record.id,
+    planNo: record.planNo,
+    assets: [asset],
+    amount,
+    quantity,
+    investmentType: record.investmentType,
+    frequencyType,
+    frequencyDay: record.frequencyDay ?? undefined,
+    interval: frequencyTypeToInterval(frequencyType),
+    startDate: record.startDate,
+    ...endFields,
+    status: mapApiPlanStatus(record.status),
+    apiStatus: record.status,
+  }
+}

src/utils/token.ts

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+const TOKEN_KEY = 'auth_token'
+
+/** 从 URL 查询参数读取 token（例如 ?token=xxx） */
+export function getTokenFromUrl(): string | null {
+  const urlParams = new URLSearchParams(window.location.search)
+  return urlParams.get('token')
+}
+
+export function setToken(token: string): void {
+  localStorage.setItem(TOKEN_KEY, token)
+}
+
+export function getToken(): string | null {
+  return localStorage.getItem(TOKEN_KEY)
+}
+
+export function removeToken(): void {
+  localStorage.removeItem(TOKEN_KEY)
+}
+
+export function hasToken(): boolean {
+  return !!getToken()
+}