perf: trim main statistics and ai summary inputs

- keep the existing overview DTO surface while reducing duplicated projected statistics work under the hood

- shrink dashboard AI summary inputs to top and non-empty slices so generated copy stays lighter without changing the response contract

- add regression coverage for overview field compatibility and the reduced AI summary payload shape

apps/api/src/services/ai-summary.service.ts

@@ -92,6 +92,25 @@ function extractChatCompletionText(payload: ChatCompletionPayload) {
 }
 
 function buildSummaryInput(overview: DashboardOverview) {
+  const tagSpendTop = [...overview.tagSpend]
+    .filter((item) => item.value > 0)
+    .sort((a, b) => b.value - a.value || a.name.localeCompare(b.name, 'zh-CN'))
+    .slice(0, 6)
+  const renewalModeDistribution = overview.renewalModeDistribution.filter((item) => item.count > 0 || item.amount > 0)
+  const currencyDistribution = overview.currencyDistribution
+    .filter((item) => item.amount > 0)
+    .sort((a, b) => b.amount - a.amount || a.currency.localeCompare(b.currency, 'en'))
+    .slice(0, 8)
+  const upcomingRenewalsTop = overview.upcomingRenewals.slice(0, 6)
+  const topSubscriptionsByMonthlyCost = overview.topSubscriptionsByMonthlyCost.slice(0, 6)
+  const upcomingByDayNonZero = overview.upcomingByDay
+    .filter((item) => item.count > 0 || item.amount > 0)
+    .slice(0, 10)
+  const tagBudgetUsageTop = (overview.tagBudgetUsage ?? [])
+    .filter((item) => item.ratio > 0 || item.spent > 0)
+    .sort((a, b) => b.ratio - a.ratio || b.spent - a.spent)
+    .slice(0, 6)
+
   return {
     summary: {
       activeSubscriptions: overview.activeSubscriptions,
@@ -105,21 +124,15 @@ function buildSummaryInput(overview: DashboardOverview) {
       yearlyBudgetUsageRatio: overview.yearlyBudgetUsageRatio ?? null
     },
     budgetSummary: overview.budgetSummary,
-    tagSpendTop: [...overview.tagSpend]
-      .sort((a, b) => b.value - a.value || a.name.localeCompare(b.name, 'zh-CN'))
-      .slice(0, 8),
+    tagSpendTop,
     statusDistribution: overview.statusDistribution,
-    renewalModeDistribution: overview.renewalModeDistribution,
-    currencyDistribution: overview.currencyDistribution,
-    upcomingRenewalsTop: overview.upcomingRenewals.slice(0, 8),
-    topSubscriptionsByMonthlyCost: overview.topSubscriptionsByMonthlyCost.slice(0, 8),
-    upcomingByDayNonZero: overview.upcomingByDay.filter((item) => item.count > 0 || item.amount > 0).slice(0, 15),
+    renewalModeDistribution,
+    currencyDistribution,
+    upcomingRenewalsTop,
+    topSubscriptionsByMonthlyCost,
+    upcomingByDayNonZero,
     tagBudgetSummary: overview.tagBudgetSummary ?? null,
-    tagBudgetUsageTop:
-      (overview.tagBudgetUsage ?? [])
-        .filter((item) => item.ratio > 0)
-        .sort((a, b) => b.ratio - a.ratio || b.spent - a.spent)
-        .slice(0, 8) ?? []
+    tagBudgetUsageTop
   }
 }
 

apps/api/src/services/statistics.service.ts

@@ -103,7 +103,7 @@ function buildBudgetEntry(spent: number, budget: number | null | undefined): Bud
   }
 }
 
-function buildProjectedMonthlyTrend(
+function buildProjectedSeries(
   subscriptions: StatisticsSubscription[],
   baseCurrency: string,
   rates: Awaited<ReturnType<typeof ensureExchangeRates>>,
@@ -111,15 +111,22 @@ function buildProjectedMonthlyTrend(
 ) {
   const startMonth = toTimezonedDayjs(startOfMonthDateInTimezone(new Date(), timezone), timezone)
   const endMonth = startMonth.add(11, 'month').endOf('month')
+  const startDay = toTimezonedDayjs(startOfDayDateInTimezone(new Date(), timezone), timezone)
+  const endDay = startDay.add(89, 'day').endOf('day')
   const monthlyTrendMap = new Map<string, number>()
+  const upcomingMap = new Map<string, { count: number; amount: number }>()
 
   for (let index = 0; index < 12; index += 1) {
     monthlyTrendMap.set(startMonth.add(index, 'month').format('YYYY-MM'), 0)
   }
 
+  for (let index = 0; index < 90; index += 1) {
+    upcomingMap.set(startDay.add(index, 'day').format('YYYY-MM-DD'), { count: 0, amount: 0 })
+  }
+
   const projectedEvents = projectRenewalEvents(subscriptions, {
     start: startMonth.toDate(),
-    end: endMonth.toDate(),
+    end: endDay.isAfter(endMonth) ? endDay.toDate() : endMonth.toDate(),
     statuses: ['active', 'expired'],
     timezone
   })
@@ -128,49 +135,27 @@ function buildProjectedMonthlyTrend(
     const convertedAmount = convertAmount(event.amount, event.currency, baseCurrency, rates.baseCurrency, rates.rates)
     const key = monthKeyInTimezone(event.date, timezone)
     monthlyTrendMap.set(key, (monthlyTrendMap.get(key) ?? 0) + convertedAmount)
+
+    if (!startDay.isAfter(event.date) && !toTimezonedDayjs(event.date, timezone).isAfter(endDay)) {
+      const dayKey = formatDateInTimezone(event.date, timezone)
+      const current = upcomingMap.get(dayKey) ?? { count: 0, amount: 0 }
+      current.count += 1
+      current.amount += convertedAmount
+      upcomingMap.set(dayKey, current)
+    }
   }
 
-  return Array.from(monthlyTrendMap.entries()).map(([month, amount]) => ({
-    month,
-    amount: Number(amount.toFixed(2))
-  }))
-}
-
-function buildUpcomingByDay(
-  subscriptions: StatisticsSubscription[],
-  baseCurrency: string,
-  rates: Awaited<ReturnType<typeof ensureExchangeRates>>,
-  timezone: string
-) {
-  const startDay = toTimezonedDayjs(startOfDayDateInTimezone(new Date(), timezone), timezone)
-  const endDay = startDay.add(89, 'day').endOf('day')
-  const upcomingMap = new Map<string, { count: number; amount: number }>()
-
-  for (let index = 0; index < 90; index += 1) {
-    upcomingMap.set(startDay.add(index, 'day').format('YYYY-MM-DD'), { count: 0, amount: 0 })
+  return {
+    monthlyTrend: Array.from(monthlyTrendMap.entries()).map(([month, amount]) => ({
+      month,
+      amount: Number(amount.toFixed(2))
+    })),
+    upcomingByDay: Array.from(upcomingMap.entries()).map(([date, value]) => ({
+      date,
+      count: value.count,
+      amount: Number(value.amount.toFixed(2))
+    }))
   }
-
-  const projectedEvents = projectRenewalEvents(subscriptions, {
-    start: startDay.toDate(),
-    end: endDay.toDate(),
-    statuses: ['active', 'expired'],
-    timezone
-  })
-
-  for (const event of projectedEvents) {
-    const convertedAmount = convertAmount(event.amount, event.currency, baseCurrency, rates.baseCurrency, rates.rates)
-    const key = formatDateInTimezone(event.date, timezone)
-    const current = upcomingMap.get(key) ?? { count: 0, amount: 0 }
-    current.count += 1
-    current.amount += convertedAmount
-    upcomingMap.set(key, current)
-  }
-
-  return Array.from(upcomingMap.entries()).map(([date, value]) => ({
-    date,
-    count: value.count,
-    amount: Number(value.amount.toFixed(2))
-  }))
 }
 
 async function buildStatisticsState() {
@@ -265,8 +250,7 @@ async function buildStatisticsState() {
     }
   }
 
-  const monthlyTrend = buildProjectedMonthlyTrend(projectedSubscriptions, baseCurrency, rates, timezone)
-  const upcomingByDay = buildUpcomingByDay(projectedSubscriptions, baseCurrency, rates, timezone)
+  const { monthlyTrend, upcomingByDay } = buildProjectedSeries(projectedSubscriptions, baseCurrency, rates, timezone)
 
   const upcomingRenewals = projectedSubscriptions
     .filter((subscription) => {
@@ -284,13 +268,11 @@ async function buildStatisticsState() {
       status: item.status
     }))
 
-  const tagLookup = new Map(tags.map((tag) => [tag.id, tag.name]))
-
   const tagBudgetUsage = appSettings.enableTagBudgets
     ? Object.entries(appSettings.tagBudgets)
         .flatMap<TagBudgetUsageEntry>(([tagId, budget]) => {
           const item = tagBudgetMap.get(tagId)
-          const name = item?.name ?? tagLookup.get(tagId)
+          const name = item?.name ?? tags.find((tag) => tag.id === tagId)?.name
           if (!name) return []
 
           const spent = Number((item?.spent ?? 0).toFixed(2))
@@ -319,21 +301,23 @@ async function buildStatisticsState() {
     yearly: buildBudgetEntry(yearlyEstimatedBase, appSettings.yearlyBudgetBase)
   }
 
-  const tagBudgetSummary = {
-    configuredCount: tagBudgetUsage.length,
-    warningCount: tagBudgetUsage.filter((item) => item.status === 'warning').length,
-    overBudgetCount: tagBudgetUsage.filter((item) => item.status === 'over').length,
-    topTags: tagBudgetUsage.slice(0, 3).map((item) => ({
-      tagId: item.tagId,
-      name: item.name,
-      budget: item.budget,
-      spent: item.spent,
-      ratio: item.ratio,
-      remaining: item.remaining,
-      overBudget: item.overBudget,
-      status: item.status
-    }))
-  }
+  const tagBudgetSummary = appSettings.enableTagBudgets
+    ? {
+        configuredCount: tagBudgetUsage.length,
+        warningCount: tagBudgetUsage.filter((item) => item.status === 'warning').length,
+        overBudgetCount: tagBudgetUsage.filter((item) => item.status === 'over').length,
+        topTags: tagBudgetUsage.slice(0, 3).map((item) => ({
+          tagId: item.tagId,
+          name: item.name,
+          budget: item.budget,
+          spent: item.spent,
+          ratio: item.ratio,
+          remaining: item.remaining,
+          overBudget: item.overBudget,
+          status: item.status
+        }))
+      }
+    : null
 
   return {
     appSettings,

apps/api/tests/unit/ai-summary.service.test.ts

@@ -358,4 +358,74 @@ describe('ai summary service', () => {
     expect(requestBody.messages[0].content).toContain('专门输出统计摘要的助手')
     expect(requestBody.messages[0].content).not.toContain('只返回 JSON')
   })
+
+  it('shrinks large summary arrays before sending them to AI', async () => {
+    const fetchMock = vi.fn(async () =>
+      jsonResponse({
+        choices: [
+          {
+            message: {
+              content: '## 总览\n- 已缩减输入体积'
+            }
+          }
+        ]
+      })
+    )
+    vi.stubGlobal('fetch', fetchMock)
+    aiSummaryMocks.getOverviewStatisticsMock.mockResolvedValue(
+      buildOverview({
+        tagSpend: Array.from({ length: 10 }, (_, index) => ({ name: `tag-${index}`, value: 10 - index })),
+        renewalModeDistribution: [
+          { autoRenew: true, count: 4, amount: 120 },
+          { autoRenew: false, count: 0, amount: 0 }
+        ],
+        currencyDistribution: Array.from({ length: 10 }, (_, index) => ({ currency: `C${index}`, amount: 20 - index })),
+        topSubscriptionsByMonthlyCost: Array.from({ length: 10 }, (_, index) => ({
+          id: `top-${index}`,
+          name: `Top ${index}`,
+          amount: index + 1,
+          currency: 'CNY',
+          monthlyAmountBase: index + 1,
+          baseCurrency: 'CNY'
+        })),
+        upcomingRenewals: Array.from({ length: 10 }, (_, index) => ({
+          id: `up-${index}`,
+          name: `Upcoming ${index}`,
+          nextRenewalDate: '2026-05-04',
+          amount: index + 1,
+          currency: 'CNY',
+          convertedAmount: index + 1,
+          status: 'active'
+        })),
+        upcomingByDay: [
+          { date: '2026-05-03', count: 0, amount: 0 },
+          ...Array.from({ length: 12 }, (_, index) => ({ date: `2026-05-${String(index + 4).padStart(2, '0')}`, count: 1, amount: index + 1 }))
+        ],
+        tagBudgetUsage: Array.from({ length: 10 }, (_, index) => ({
+          tagId: `tb-${index}`,
+          name: `tag-budget-${index}`,
+          budget: 100,
+          spent: 90 - index,
+          ratio: 0.9 - index * 0.01,
+          remaining: 10 + index,
+          overBudget: 0,
+          status: 'warning' as const
+        }))
+      })
+    )
+
+    await generateDashboardAiSummary()
+
+    const requestBody = JSON.parse(String((((fetchMock.mock.calls[0] as unknown) as [unknown, RequestInit])[1])?.body))
+    const content = String(requestBody.messages[1].content)
+    const payload = JSON.parse(content.slice(content.indexOf('{')))
+
+    expect(payload.tagSpendTop).toHaveLength(6)
+    expect(payload.renewalModeDistribution).toHaveLength(1)
+    expect(payload.currencyDistribution).toHaveLength(8)
+    expect(payload.upcomingRenewalsTop).toHaveLength(6)
+    expect(payload.topSubscriptionsByMonthlyCost).toHaveLength(6)
+    expect(payload.upcomingByDayNonZero).toHaveLength(10)
+    expect(payload.tagBudgetUsageTop).toHaveLength(6)
+  })
 })

apps/api/tests/unit/statistics.service.test.ts

@@ -200,4 +200,48 @@ describe('statistics service', () => {
       })
     ])
   })
+
+  it('keeps overview dto fields for dashboard and statistics pages', async () => {
+    statisticsSettings.enableTagBudgets = true
+    statisticsSettings.tagBudgets = { tag_video: 100 }
+    findManyTagsMock.mockResolvedValue([{ id: 'tag_video', name: 'Video' }])
+    findManySubscriptionsMock.mockResolvedValue([
+      createSubscription('active-video', {
+        amount: 40,
+        tags: [{ tag: { id: 'tag_video', name: 'Video', color: '#3b82f6', icon: 'apps-outline', sortOrder: 0 } }]
+      })
+    ])
+
+    const result = await getOverviewStatistics()
+
+    expect(result).toMatchObject({
+      activeSubscriptions: expect.any(Number),
+      upcoming7Days: expect.any(Number),
+      upcoming30Days: expect.any(Number),
+      monthlyEstimatedBase: expect.any(Number),
+      yearlyEstimatedBase: expect.any(Number),
+      budgetSummary: {
+        monthly: expect.any(Object),
+        yearly: expect.any(Object)
+      },
+      statusDistribution: expect.any(Array),
+      renewalModeDistribution: expect.any(Array),
+      currencyDistribution: expect.any(Array),
+      topSubscriptionsByMonthlyCost: expect.any(Array),
+      upcomingRenewals: expect.any(Array)
+    })
+    expect(Array.isArray(result.monthlyTrend)).toBe(true)
+    expect(Array.isArray(result.upcomingByDay)).toBe(true)
+    expect(result.monthlyTrendMeta).toEqual({
+      mode: 'projected',
+      months: 12
+    })
+    expect(result.tagBudgetSummary).not.toBeNull()
+    expect(result.tagBudgetUsage).toEqual([
+      expect.objectContaining({
+        tagId: 'tag_video',
+        budget: 100
+      })
+    ])
+  })
 })