历史预算计算

Entity/BudgetArchive.cs

@@ -38,6 +38,11 @@ public class BudgetArchive : BaseEntity
 
 public record BudgetArchiveContent
 {
+    /// <summary>
+    /// 预算ID
+    /// </summary>
+    public long Id { get; set; }
+
     /// <summary>
     /// 预算名称
     /// </summary>

Service/BudgetService.cs

@@ -51,6 +51,7 @@ public class BudgetService(
                 var (start, end) = GetPeriodRange(DateTime.Now, BudgetPeriodType.Month, referenceDate);
                 return [.. archive.Content.Select(c => new BudgetResult
                 {
+                    Id = c.Id,
                     Name = c.Name,
                     Type = c.Type,
                     Limit = c.Limit,
@@ -158,7 +159,6 @@ public class BudgetService(
         return archive?.Summary;
     }
 
-
     private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
         List<BudgetResult> budgets,
         BudgetCategory category,
@@ -340,6 +340,7 @@ public class BudgetService(
 
         var content = budgets.Select(b => new BudgetArchiveContent
         {
+            Id = b.Id,
             Name = b.Name,
             Type = b.Type,
             Limit = b.Limit,
@@ -621,26 +622,72 @@ public class BudgetService(
         decimal noLimitIncomeAtPeriod = 0;    // 新增：不记额收入汇总
         decimal noLimitExpenseAtPeriod = 0;   // 新增：不记额支出汇总
 
-        var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
-        var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Total)>();
+        var incomeItems = new List<(string Name, decimal Limit, decimal Factor, decimal Historical, decimal Total)>();
+        var expenseItems = new List<(string Name, decimal Limit, decimal Factor, decimal Historical, decimal Total)>();
         var noLimitIncomeItems = new List<(string Name, decimal Amount)>();  // 新增
         var noLimitExpenseItems = new List<(string Name, decimal Amount)>();  // 新增
 
+        // 如果是年度计算，先从归档中获取所有历史数据
+        Dictionary<(long Id, int Month), (decimal HistoricalLimit, BudgetCategory Category, string Name)> historicalData = new();
+        
+        if (periodType == BudgetPeriodType.Year)
+        {
+            var yearArchives = await budgetArchiveRepository.GetArchivesByYearAsync(date.Year);
+
+            // 按预算ID和月份记录历史数据
+            foreach (var archive in yearArchives)
+            {
+                foreach (var content in archive.Content)
+                {
+                    // 跳过存款类预算
+                    if (content.Category == BudgetCategory.Savings) continue;
+
+                    historicalData[(content.Id, archive.Month)] = (
+                        content.Limit,
+                        content.Category,
+                        content.Name);
+                }
+            }
+        }
+
+        // 处理当前预算
+        var processedIds = new HashSet<long>();
         foreach (var b in allBudgets)
         {
             if (b.Category == BudgetCategory.Savings) continue;
 
-            // 折算系数：根据当前请求的 periodType (Year 或 Month)，将预算 b 的 Limit 折算过来
+            processedIds.Add(b.Id);
             decimal factor = 1.0m;
+            decimal historicalAmount = 0m;
+            var historicalMonths = new List<int>();
 
             if (periodType == BudgetPeriodType.Year)
             {
-                factor = b.Type switch
+                if (b.Type == BudgetPeriodType.Month)
                 {
-                    BudgetPeriodType.Month => 12,
-                    BudgetPeriodType.Year => 1,
-                    _ => 0
-                };
+                    // 月度预算在年度计算时：历史归档 + 剩余月份预算
+                    // 收集该预算的所有历史月份数据
+                    foreach (var ((id, month), (limit, _, _)) in historicalData)
+                    {
+                        if (id == b.Id)
+                        {
+                            historicalAmount += limit;
+                            historicalMonths.Add(month);
+                        }
+                    }
+
+                    // 计算剩余月份数（当前月到12月）
+                    var remainingMonths = 12 - date.Month + 1;
+                    factor = remainingMonths;
+                }
+                else if (b.Type == BudgetPeriodType.Year)
+                {
+                    factor = 1;
+                }
+                else
+                {
+                    factor = 0;
+                }
             }
             else if (periodType == BudgetPeriodType.Month)
             {
@@ -656,12 +703,11 @@ public class BudgetService(
                 factor = 0; // 其他周期暂不计算虚拟存款
             }
 
-            if (factor <= 0) continue;
+            if (factor <= 0 && historicalAmount <= 0) continue;
 
-            // 新增：处理不记额预算
+            // 处理不记额预算
             if (b.NoLimit)
             {
-                // 不记额预算：计算实际发生的金额
                 var actualAmount = await CalculateCurrentAmountAsync(b, date);
                 if (b.Category == BudgetCategory.Income)
                 {
@@ -676,17 +722,63 @@ public class BudgetService(
             }
             else
             {
-                // 普通预算：按限额计算
-                var subtotal = b.Limit * factor;
+                // 普通预算：历史金额 + 当前预算折算
+                var subtotal = historicalAmount + b.Limit * factor;
+                var displayName = b.Name;
+                
+                // 如果有历史月份，添加月份范围显示
+                if (historicalMonths.Count > 0)
+                {
+                    historicalMonths.Sort();
+                    var monthRange = historicalMonths.Count == 1 
+                        ? $"{historicalMonths[0]}月" 
+                        : $"{historicalMonths[0]}~{historicalMonths[^1]}月";
+                    displayName = $"{b.Name} ({monthRange})";
+                }
+                
                 if (b.Category == BudgetCategory.Income)
                 {
                     incomeLimitAtPeriod += subtotal;
-                    incomeItems.Add((b.Name, b.Limit, factor, subtotal));
+                    incomeItems.Add((displayName, b.Limit, factor, historicalAmount, subtotal));
                 }
                 else if (b.Category == BudgetCategory.Expense)
                 {
                     expenseLimitAtPeriod += subtotal;
-                    expenseItems.Add((b.Name, b.Limit, factor, subtotal));
+                    expenseItems.Add((displayName, b.Limit, factor, historicalAmount, subtotal));
+                }
+            }
+        }
+
+        // 处理已删除的预算（只在归档中存在，但当前预算列表中不存在的）
+        if (periodType == BudgetPeriodType.Year)
+        {
+            // 按预算ID分组
+            var deletedBudgets = historicalData
+                .Where(kvp => !processedIds.Contains(kvp.Key.Id))
+                .GroupBy(kvp => kvp.Key.Id);
+
+            foreach (var group in deletedBudgets)
+            {
+                var budgetId = group.Key;
+                var months = group.Select(g => g.Key.Month).OrderBy(m => m).ToList();
+                var totalLimit = group.Sum(g => g.Value.HistoricalLimit);
+                var (_, category, name) = group.First().Value;
+
+                var monthRange = months.Count == 1 
+                    ? $"{months[0]}月" 
+                    : $"{months[0]}~{months[^1]}月";
+                var displayName = $"{name} ({monthRange}, 已删除)";
+
+                // 这是一个已被删除的预算，但有历史数据
+                if (category == BudgetCategory.Income)
+                {
+                    incomeLimitAtPeriod += totalLimit;
+                    incomeItems.Add((displayName, 0, months.Count, totalLimit, totalLimit));
+                }
+                else if (category == BudgetCategory.Expense)
+                {
+                    expenseLimitAtPeriod += totalLimit;
+                    expenseItems.Add((displayName, 0, months.Count, totalLimit, totalLimit));
                 }
             }
         }
@@ -695,6 +787,39 @@ public class BudgetService(
         description.Append("<h3>预算收入明细</h3>");
         if (incomeItems.Count == 0) description.Append("<p>无收入预算</p>");
         else
+        {
+            // 根据是否有历史数据决定表格列
+            var hasHistoricalData = incomeItems.Any(i => i.Historical > 0);
+
+            if (hasHistoricalData)
+            {
+                description.Append("""
+                <table>
+                    <thead>
+                        <tr>
+                            <th>名称</th>
+                            <th>当前预算</th>
+                            <th>剩余月数</th>
+                            <th>历史归档</th>
+                            <th>合计</th>
+                        </tr>
+                    </thead>
+                <tbody>
+                """);
+                foreach (var item in incomeItems)
+                {
+                    description.Append($"""
+                    <tr>
+                        <td>{item.Name}</td>
+                        <td>{item.Limit:N0}</td>
+                        <td>{item.Factor:0.##}</td>
+                        <td>{item.Historical:N0}</td>
+                        <td><span class='income-value'>{item.Total:N0}</span></td>
+                    </tr>
+                    """);
+                }
+            }
+            else
             {
                 description.Append("""
                 <table>
@@ -719,6 +844,7 @@ public class BudgetService(
                     </tr>
                     """);
                 }
+            }
             description.Append("</tbody></table>");
         }
         description.Append($"<p>收入合计: <span class='income-value'><strong>{incomeLimitAtPeriod:N0}</strong></span></p>");
@@ -752,6 +878,39 @@ public class BudgetService(
         description.Append("<h3>预算支出明细</h3>");
         if (expenseItems.Count == 0) description.Append("<p>无支出预算</p>");
         else
+        {
+            // 根据是否有历史数据决定表格列
+            var hasHistoricalData = expenseItems.Any(i => i.Historical > 0);
+
+            if (hasHistoricalData)
+            {
+                description.Append("""
+                <table>
+                    <thead>
+                        <tr>
+                            <th>名称</th>
+                            <th>当前预算</th>
+                            <th>剩余月数</th>
+                            <th>历史归档</th>
+                            <th>合计</th>
+                        </tr>
+                    </thead>
+                <tbody>
+                """);
+                foreach (var item in expenseItems)
+                {
+                    description.Append($"""
+                    <tr>
+                        <td>{item.Name}</td>
+                        <td>{item.Limit:N0}</td>
+                        <td>{item.Factor:0.##}</td>
+                        <td>{item.Historical:N0}</td>
+                        <td><span class='expense-value'>{item.Total:N0}</span></td>
+                    </tr>
+                    """);
+                }
+            }
+            else
             {
                 description.Append("""
                 <table>
@@ -765,17 +924,18 @@ public class BudgetService(
                     </thead>
                 <tbody>
                 """);
-            foreach (var (Name, Limit, Factor, Total) in expenseItems)
+                foreach (var item in expenseItems)
                 {
                     description.Append($"""
                     <tr>
-                    <td>{Name}</td>
-                    <td>{Limit:N0}</td>
-                    <td>{Factor:0.##}</td>
-                    <td><span class='expense-value'>{Total:N0}</span></td>
+                        <td>{item.Name}</td>
+                        <td>{item.Limit:N0}</td>
+                        <td>{item.Factor:0.##}</td>
+                        <td><span class='expense-value'>{item.Total:N0}</span></td>
                     </tr>
                     """);
                 }
+            }
             description.Append("</tbody></table>");
         }
         description.Append($"<p>支出合计: <span class='expense-value'><strong>{expenseLimitAtPeriod:N0}</strong></span></p>");